Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs Tata Young Citizens Fund compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Tata Young Citizens Fund -Regular Plan-Growth Option
Chart Comparison
| 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) | ₹1088 Cr | ₹367 Cr |
| Min Investment | ₹1000 | ₹ |
| Min SIP Invesment | ₹500 | ₹0 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Feb 2019 | 10 Jan 1996 |
| Category | Childrens Funds | Childrens Funds |
| 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 |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 5.67% | 3.95% |
| 6 Month | 4.45% | 5.11% |
| 1 Year | 18.48% | 16.56% |
| 3 Year | 13.11% | 14.14% |
| 5 Year | 13.15% | 18.92% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.71% | 14.65% |
| 3 Year | 20.14% | 19.84% |
| 5 Year | 16.58% | 20.16% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.49% | 8.66% |
| 3 Year | 11.96% | 6.81% |
| 5 Year | 13.05% | 5.68% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.68% | 12.12% |
| Sharp | 0.69% | 0.92% |
| Beta | 0.87% | 0.93% |
| Alpha | -3.35% | -0.74% |
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| 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 |
| Fund Manage | 3 | 4 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 2.24 | 5.45 |
| Large Cap | 57.52 | 48.83 |
| Small Cap | 21.57 | 35.21 |
| Mid Cap | 18.67 | 10.51 |
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 1.05 | 5.45 |
| Energy | 12.72 | - |
| Technology | 4.26 | - |
| Consumer Staples | 5.07 | - |
| Materials | 2.41 | - |
| Construction | 6.73 | 3.36 |
| Financial | 24.4 | - |
| Metals & Mining | 3.55 | - |
| Healthcare | 4.35 | - |
| Chemicals | 3.06 | - |
| Automobile | 8 | - |
| Services | 9.73 | - |
| Consumer Discretionary | 4.04 | - |
| Communication | 5.48 | - |
| Capital Goods | 2.97 | - |
| Insurance | 0.98 | 2.69 |
| Textiles | 1.2 | - |
| Petroleum Products | - | 5.14 |
| IT - Software | - | 7.91 |
| Cement & Cement Products | - | 2.3 |
| Minerals & Mining | - | 0.69 |
| Diversified FMCG | - | 4.54 |
| Banks | - | 23.27 |
| Consumer Durables | - | 7.44 |
| Fertilizers & Agrochemicals | - | 2.96 |
| Pharmaceuticals & Biotechnology | - | 3.39 |
| Capital Markets | - | 1.82 |
| Industrial Products | - | 1.08 |
| Realty | - | 0.88 |
| Auto Components | - | 3.43 |
| Healthcare Services | - | 2.44 |
| Telecom - Services | - | 0.79 |
| Agricultural Food & other Products | - | 2.68 |
| Retailing | - | 2.26 |
| Gas | - | 0.92 |
| Finance | - | 4.88 |
| Diversified | - | 0.99 |
| Oil | - | 1.09 |
| Entertainment | - | 1.23 |
| Electrical Equipment | - | 1.14 |
| Power | - | 1.55 |
| Transport Services | - | 0.6 |
| Beverages | - | 2.01 |
| Commercial Services & Supplies | - | 1.07 |
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