Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs SBI Magnum Childrens Benefit Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Invest Now

tortoise-icon Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Fund SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹121 Cr ₹1088 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Jan 2002 11 Feb 2019
Category Childrens Funds Childrens Funds
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY 500 TRI
Turn Over 14% 48%
Expense Ratio 1.21 2.15
Manager Rama Iyer Srinivasan Atul Penkar
ISIN Code INF200K01776 INF209KB1E76
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
1 Month -1.92% -4.24%
6 Month 4.62% -5.66%
1 Year 14.87% 9.07%
3 Year 10.93% 10.01%
5 Year 13.03% 11.24%

SIP Return Analysis

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
6 Month - -
1 Year 11.23% 0.41%
3 Year 14.23% 14.02%
5 Year 13.8% 13.2%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
1 Year 10.39% 12.49%
3 Year 10.66% 11.96%
5 Year 10.33% 13.05%

Risk Management

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Standard Deviation 4.47% 11.68%
Sharp 1.13% 0.69%
Beta 0.69% 0.87%
Alpha 5.47% -3.35%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Name Rama Iyer Srinivasan Atul Penkar
Total AUM ₹158765 Cr ₹21393 Cr
Fund Manage 8 3
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Market Cap

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Others 78.86 1.72
Mid Cap 3.19 11.52
Small Cap 17.95 29.9
Large Cap - 56.88

Sector Allocation

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Others 78.86 1.72
Retailing 1.29 3.85
Insurance 0.79 2.11
Consumer Durables 5.2 2.88
Healthcare Services 0.88 1.52
Chemicals & Petrochemicals 0.91 2.28
Fertilizers & Agrochemicals 1.26 1.68
Textiles & Apparels 4.11 3.22
Household Products 1.26 -
Finance 1.11 4.56
Industrial Manufacturing 1.4 0.51
Food Products 1.25 1.1
Entertainment 1.68 0.67
Petroleum Products - 5.38
IT - Software - 6.57
Construction - 6.06
Banks - 20.71
Non - Ferrous Metals - 1.75
Cement & Cement Products - 1.1
Leisure Services - 2.74
Pharmaceuticals & Biotechnology - 2.25
Automobiles - 5.15
Agricultural Food & other Products - 0.84
Gas - 1.38
IT - Services - 0.94
Diversified FMCG - 1.49
Realty - 0.65
Industrial Products - 3.31
Oil - 1.68
Electrical Equipment - 3.2
Telecom - Services - 2.5
Power - 2.22
Transport Services - 1.25
Beverages - 1.41
Auto Components - 1.34

Top Comparisons

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.74%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns14.35%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns20.94%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.82%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns27.38%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.72%

VS

Parag Parikh Arbitrage Fund Regular - Growth Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully