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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
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 Risk | Very High Risk |
| 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 | -4.86% | -4.79% |
| 6 Month | -12.69% | -13.08% |
| 1 Year | 2.44% | 1.26% |
| 3 Year | 10.27% | 11.92% |
| 5 Year | 9.91% | 15.78% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -11.21% | -10.8% |
| 3 Year | 9.68% | 10.52% |
| 5 Year | 10.75% | 14.6% |
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 | 13.255% | 13.193% |
| Sharp | 0.348% | 0.488% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Fund Manage | 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 | 2.45 | 5.45 |
| Large Cap | 54.85 | 48.83 |
| Small Cap | 30.66 | 35.21 |
| Mid Cap | 12.07 | 10.51 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 2.45 | 5.45 |
| Petroleum Products | 5.27 | 5.14 |
| Electrical Equipment | 3.79 | 1.14 |
| IT - Software | 7.4 | 7.91 |
| Food Products | 1.07 | - |
| Construction | 3.25 | 3.36 |
| Finance | 4.45 | 4.88 |
| Banks | 20.24 | 23.27 |
| Non - Ferrous Metals | 1.61 | - |
| Chemicals & Petrochemicals | 2.1 | - |
| Industrial Manufacturing | 0.49 | - |
| Healthcare Services | 1.46 | 2.44 |
| Cement & Cement Products | 1.11 | 2.3 |
| Leisure Services | 2.55 | - |
| Pharmaceuticals & Biotechnology | 2.39 | 3.39 |
| Retailing | 3.63 | 2.26 |
| Consumer Durables | 2.87 | 7.44 |
| Automobiles | 5.1 | - |
| IT - Services | 2.63 | - |
| Agricultural Food & other Products | 0.76 | 2.68 |
| Gas | 1.32 | 0.92 |
| Diversified FMCG | 1.52 | 4.54 |
| Insurance | 2.11 | 2.69 |
| Realty | 0.65 | 0.88 |
| Industrial Products | 3.17 | 1.08 |
| Textiles & Apparels | 3.51 | - |
| Oil | 0.91 | 1.09 |
| Power | 2.97 | 1.55 |
| Entertainment | 1.09 | 1.23 |
| Fertilizers & Agrochemicals | 1.63 | 2.96 |
| Telecom - Services | 2.45 | 0.79 |
| Transport Services | 1.3 | 0.6 |
| Beverages | 1.48 | 2.01 |
| Auto Components | 1.3 | 3.43 |
| Minerals & Mining | - | 0.69 |
| Capital Markets | - | 1.82 |
| Diversified | - | 0.99 |
| Commercial Services & Supplies | - | 1.07 |
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