Axis Childrens Gift Fund vs Tata Young Citizens Fund compare

Tata Young Citizens Fund -Regular Plan-Growth Option

Invest Now

Axis Children's Fund - Lock in - Growth

Invest Now

Overview

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
Fund	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹367 Cr	₹897 Cr
Min Investment	₹	₹5000
Min SIP Invesment	₹0	₹1000
Min Addl Investment	₹500	₹100
Launch Date	10 Jan 1996	08 Dec 2015
Category	Childrens Funds	Childrens Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	9.56%	24%
Expense Ratio	2.56	2.28
Manager	Amey Sathe	Hardik Shah
ISIN Code	INF277K01AJ5	INF846K01WJ1
Exits Load	Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365	Axis Childrens Fund - Compulsory Lock-in - 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

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
1 Month	0.58%	-0.03%
6 Month	1.5%	4.4%
1 Year	14.32%	15.57%
3 Year	13.76%	6.85%
5 Year	18.3%	11.87%

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
6 Month	-	-
1 Year	7.87%	13.77%
3 Year	17.6%	12.76%
5 Year	19.07%	12.8%

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
1 Year	8.66%	10.64%
3 Year	6.81%	10.07%
5 Year	5.68%	11.43%

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
Standard Deviation	12.12%	10.09%
Sharp	0.92%	0.34%
Beta	0.93%	0.82%
Alpha	-0.74%	-3%

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

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
Name	Amey Sathe	Hardik Shah
Total AUM	₹11910 Cr	₹0 Cr
Fund Manage	4	12
	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
Others	5.45	27.46
Large Cap	48.83	49.35
Mid Cap	10.51	8.6
Small Cap	35.21	14.56

Scheme Name	Tata Young Citizens Fund -Regular Plan-Growth Option	Axis Children's Fund - Lock in - Growth
Others	5.45	27.46
Petroleum Products	5.14	4.05
IT - Software	7.91	6.88
Cement & Cement Products	2.3	0.2
Construction	3.36	2.17
Minerals & Mining	0.69	-
Diversified FMCG	4.54	-
Banks	23.27	14.43
Consumer Durables	7.44	-
Fertilizers & Agrochemicals	2.96	2.98
Pharmaceuticals & Biotechnology	3.39	4.72
Capital Markets	1.82	0.3
Industrial Products	1.08	-
Realty	0.88	2.41
Auto Components	3.43	2.16
Healthcare Services	2.44	3.98
Telecom - Services	0.79	1.55
Agricultural Food & other Products	2.68	-
Retailing	2.26	3.91
Gas	0.92	-
Finance	4.88	6.97
Diversified	0.99	-
Oil	1.09	0.53
Entertainment	1.23	-
Electrical Equipment	1.14	1.49
Power	1.55	0.68
Insurance	2.69	1.95
Transport Services	0.6	-
Beverages	2.01	0.19
Commercial Services & Supplies	1.07	-
Non - Ferrous Metals	-	0.36
Aerospace & Defense	-	1.86
Automobiles	-	3.37
Chemicals & Petrochemicals	-	2.29
Food Products	-	0.24
Household Products	-	1.06
Consumable Fuels	-	0.85
Industrial Manufacturing	-	0.93