Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Tata Young Citizens Fund -Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Fund | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹121 Cr | ₹349 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹0 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 28 Jan 2002 | 10 Jan 1996 |
Category | Childrens | Childrens |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 14% | 9.56% |
Expense Ratio | 1.21 | 2.56 |
Manager | Rama Iyer Srinivasan | Amey Sathe |
ISIN Code | INF200K01776 | INF277K01AJ5 |
Exits Load | SBI Magnum Childrens Benefit Fund - Savings Plan - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
1 Month | 0.29% | 2.33% |
6 Month | 0.8% | -1.31% |
1 Year | 10.48% | 4.91% |
3 Year | 13.58% | 18.75% |
5 Year | 14.4% | 21.54% |
SIP Return Analysis
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | 2.95% | 7.53% |
1 Year | 6.55% | 5.14% |
3 Year | 13.28% | 14.36% |
5 Year | 12.72% | 15.23% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 10.6% | 8.59% |
3 Year | 10.84% | 7.23% |
5 Year | 10.47% | 5.91% |
Risk Management
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 4.615% | 13.718% |
Sharp | 0.97% | 0.396% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Name | Rama Iyer Srinivasan | Amey Sathe |
Total AUM | ₹158765 Cr | ₹11910 Cr |
Funds Managed | 8 | 4 |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
Market Cap
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Others | 80.99 | 3.53 |
Small Cap | 15.06 | 31.14 |
Mid Cap | 1.32 | 13.37 |
Large Cap | 2.64 | 51.96 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Others | 80.99 | 3.43 |
Consumer Cyclical | 10.37 | 9.32 |
Industrials | 3.45 | 9.32 |
Basic Materials | 2.03 | 9.12 |
Financial Services | 1.32 | 31.49 |
Consumer Defensive | 1.14 | 13.3 |
Utilities | 0.71 | 2.38 |
Energy | - | 5.73 |
Technology | - | 7.6 |
Healthcare | - | 6.39 |
Communication Services | - | 1.91 |
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