Axis Childrens Gift Fund vs Tata Young Citizens Fund compare

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

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tortoise-icon Axis Children's Fund - Lock in - Growth

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Chart Comparison

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

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 Average
Asset Size (Cr) ₹363 Cr ₹873 Cr
Min Investment ₹5000
Min SIP Invesment ₹0 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 14 Oct 1995 12 May 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 2.6 2.31
Manager Amey Sathe Hardik Shah
ISIN Code INF277K01AJ5 INF846K01WJ1
Exits Load Exit load of 1% if redeemed before child attains 18 years of age/365 Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years., 2% for redemption between 366 - 730 days, 1% for redemption between 731 - 1095 days/365

Trailing Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
1 Month -2.27% -0.61%
6 Month 5.92% 8.97%
1 Year 20.43% 21.1%
3 Year 12.73% 6.69%
5 Year 18.52% 12.32%

SIP Return Analysis

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
6 Month - -
1 Year - 45.81%
3 Year - 15.69%
5 Year - 14.06%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

Axis Children's Fund - Lock in - Growth

Others 10.12 28.64
Large Cap 51.84 48.29
Mid Cap 16.94 11.15
Small Cap 21.1 11.92

Sector Allocation

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

Axis Children's Fund - Lock in - Growth

Others 6.69 0.41
Energy 7.14 4.36
Technology 9.24 6.45
Materials 6.16 3.19
Construction 3.41 4.7
Consumer Staples 10.18 1.85
Financial 25.83 26.36
Consumer Discretionary 4.5 -
Healthcare 5.77 7.25
Communication 0.93 3.82
Capital Goods 2.57 3.46
Chemicals 1.97 5.75
Services 6.31 4.37
Diversified 1.19 -
Metals & Mining 3.01 0.96
Insurance 2.33 1.27
Automobile 1.86 10.05
Textiles 0.91 -
Sovereign - 15.75

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