Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs Tata Young Citizens Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Young Citizens Fund -Regular Plan-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Fund Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1032 Cr ₹349 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹1000 ₹500
Launch Date 11 Feb 2019 10 Jan 1996
Category Childrens Childrens
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 48% 9.56%
Expense Ratio 2.15 2.56
Manager Atul Penkar Amey Sathe
ISIN Code INF209KB1E76 INF277K01AJ5
Exits Load Data not available./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 Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
1 Month 6.69% 5.72%
6 Month -13.94% -13.48%
1 Year 4.4% 5.27%
3 Year 11.54% 12.18%
5 Year 16.81% 23.56%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
6 Month -5.55% -5.48%
1 Year -11.72% -10.91%
3 Year 10.28% 11.07%
5 Year 10.75% 14.23%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
1 Year 12.77% 8.74%
3 Year 11.92% 7.01%
5 Year 12.55% 5.83%

Risk Management

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Standard Deviation 13.761% 13.718%
Sharp 0.262% 0.396%
Beta - -
Alpha - -

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 Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Name Atul Penkar Amey Sathe
Total AUM ₹21393 Cr ₹11910 Cr
Funds Managed 3 4
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 2.99 3.53
Large Cap 57.51 51.96
Small Cap 28.07 31.14
Mid Cap 11.42 13.37

Sector Allocation

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 1.72 3.43
Energy 5.49 5.73
Industrials 10.23 9.32
Technology 8.7 7.6
Consumer Defensive 6.14 13.3
Financial Services 27.03 31.49
Basic Materials 9.16 9.12
Healthcare 5.57 6.39
Consumer Cyclical 16.66 9.32
Utilities 4.15 2.38
Real Estate 0.63 -
Communication Services 4.52 1.91

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns19.03%

VS

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns13.87%

Compare Now

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns19.19%

VS

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns18.31%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.7%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns6.91%

Compare Now
Add to Cart Successfully