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

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

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

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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) ₹114 Cr ₹1060 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Jan 2002 05 Feb 2019
Category Childrens Funds Childrens Funds
Fund Type Open Ended Close 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 Exit Load of 3% if redeemed within an year, 2% if redeemed within 2 years and 1% if redeemed within 3 years , 2% for redemption between 366 - 730 days, 1% for redemption between 731 - 1095 days/365 Nil/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 -0.75% -7.01%
6 Month 10.48% 3.31%
1 Year 19.48% 19.03%
3 Year 11.79% 9.55%
5 Year 13.1% 11.86%

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 19.1% 15.5%
3 Year 15.99% 18.3%
5 Year 14.92% 15.61%

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%

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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 80.11 2.24
Small Cap 14.68 21.57
Mid Cap 4.32 18.67
Large Cap 0.89 57.52

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Others 25.67 1.05
Sovereign 25.64 -
Construction 8.65 6.73
Consumer Staples 5.4 5.07
Insurance 1.49 0.98
Capital Goods 1.02 2.97
Financial 15.55 24.4
Healthcare 2.45 4.35
Consumer Discretionary 4.68 4.04
Chemicals 0.94 3.06
Communication 2.75 5.48
Services 2.36 9.73
Textiles 3.4 1.2
Energy - 12.72
Technology - 4.26
Materials - 2.41
Metals & Mining - 3.55
Automobile - 8

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