LIC MF 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 LIC MF Children's Gift Fund-Growth

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tortoise-icon LIC MF Childrens Gift Fund-Regular Plan-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 LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Fund Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹363 Cr ₹17 Cr ₹17 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹0 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 14 Oct 1995 16 Oct 2001 16 Oct 2001
Category Childrens Funds Childrens Funds Childrens Funds
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY 500 TRI BSE India Bond Index BSE India Bond Index
Turn Over 9.56% % 25%
Expense Ratio 2.6 2.46 2.46
Manager Amey Sathe Pratik Harish Shroff Pratik Harish Shroff
ISIN Code INF277K01AJ5 INF767K01048 INF767K01048
Exits Load Exit load of 1% if redeemed before child attains 18 years of age/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
1 Month 1.68% 2.19% 2.19%
6 Month 17.71% 16.7% 16.7%
1 Year 34.07% 30.56% 30.56%
3 Year 17.52% 13.77% 13.77%
5 Year 21.84% 15.1% 15.1%

SIP Return Analysis

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
6 Month - - -
1 Year 12.47% 11.94% 11.94%
3 Year 32.18% 26.81% 26.81%
5 Year 66.23% 45.37% 45.37%

Rolling Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
1 Year 21.4% 14.83% 14.83%
3 Year 51.42% 36.27% 36.27%
5 Year 72.62% 52.16% 52.16%

Risk Management

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Standard Deviation 12.12% 10.33% 10.33%
Sharp 0.92% 0.73% 0.73%
Beta 0.93% 1.36% 1.36%
Alpha -0.74% 9.21% 9.21%

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Fund Managers

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Name Amey Sathe Pratik Harish Shroff Pratik Harish Shroff
Total AUM ₹11910 Cr ₹2586 Cr ₹2586 Cr
Fund Manage 4 10 10
Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth

Market Cap

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

LIC MF Children's Gift Fund-Growth

LIC MF Childrens Gift Fund-Regular Plan-Growth

Large Cap 51.84 48.87 48.87
Others 10.12 13.97 13.97
Small Cap 21.1 31.02 31.02
Mid Cap 16.94 6.15 6.15

Sector Allocation

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

LIC MF Children's Gift Fund-Growth

LIC MF Childrens Gift Fund-Regular Plan-Growth

Financial 25.83 21.72 21.72
Others 6.69 2.6 2.6
Energy 7.14 3.76 3.76
Technology 9.24 7.88 7.88
Consumer Staples 10.18 6.67 6.67
Construction 3.41 8.8 8.8
Consumer Discretionary 4.5 - -
Metals & Mining 3.01 - -
Automobile 1.86 7.01 7.01
Materials 6.16 3.33 3.33
Services 6.31 3.41 3.41
Healthcare 5.77 4.06 4.06
Capital Goods 2.57 9.21 9.21
Chemicals 1.97 4.88 4.88
Insurance 2.33 - -
Diversified 1.19 1.26 1.26
Communication 0.93 1.92 1.92
Textiles 0.91 3.55 3.55
Sovereign - 9.95 9.95

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