SBI Magnum Childrens Benefit Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Fund | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High Risk |
Asset Size (Cr) | ₹121 Cr | ₹1032 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Jan 2002 | 11 Feb 2019 |
Category | Childrens | Childrens |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY 500 TRI |
Turn Over | 14% | 48% |
Expense Ratio | 1.21 | 2.15 |
Manager | Rama Iyer Srinivasan | Atul Penkar |
ISIN Code | INF200K01776 | INF209KB1E76 |
Exits Load | SBI Magnum Childrens Benefit Fund - Savings Plan - 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
1 Month | -1.61% | -4.86% |
6 Month | -0.64% | -12.69% |
1 Year | 10.64% | 2.44% |
3 Year | 11.15% | 10.27% |
5 Year | 12.61% | 9.91% |
SIP Return Analysis
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.62% | -12.19% |
3 Year | 12.47% | 9.11% |
5 Year | 12.7% | 10.14% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
1 Year | 10.5% | 12.77% |
3 Year | 10.75% | 11.92% |
5 Year | 10.4% | 12.55% |
Risk Management
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Standard Deviation | 4.544% | 13.255% |
Sharp | 1.039% | 0.348% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Name | Rama Iyer Srinivasan | Atul Penkar |
Total AUM | ₹158765 Cr | ₹21393 Cr |
Fund Manage | 8 | 3 |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Market Cap
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Others | 78.86 | 2.45 |
Mid Cap | 3.19 | 12.07 |
Small Cap | 17.95 | 30.66 |
Large Cap | - | 54.85 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Others | 78.86 | 2.45 |
Retailing | 1.29 | 3.63 |
Insurance | 0.79 | 2.11 |
Consumer Durables | 5.2 | 2.87 |
Healthcare Services | 0.88 | 1.46 |
Chemicals & Petrochemicals | 0.91 | 2.1 |
Fertilizers & Agrochemicals | 1.26 | 1.63 |
Textiles & Apparels | 4.11 | 3.51 |
Household Products | 1.26 | - |
Finance | 1.11 | 4.45 |
Industrial Manufacturing | 1.4 | 0.49 |
Food Products | 1.25 | 1.07 |
Entertainment | 1.68 | 1.09 |
Petroleum Products | - | 5.27 |
Electrical Equipment | - | 3.79 |
IT - Software | - | 7.4 |
Construction | - | 3.25 |
Banks | - | 20.24 |
Non - Ferrous Metals | - | 1.61 |
Cement & Cement Products | - | 1.11 |
Leisure Services | - | 2.55 |
Pharmaceuticals & Biotechnology | - | 2.39 |
Automobiles | - | 5.1 |
IT - Services | - | 2.63 |
Agricultural Food & other Products | - | 0.76 |
Gas | - | 1.32 |
Diversified FMCG | - | 1.52 |
Realty | - | 0.65 |
Industrial Products | - | 3.17 |
Oil | - | 0.91 |
Power | - | 2.97 |
Telecom - Services | - | 2.45 |
Transport Services | - | 1.3 |
Beverages | - | 1.48 |
Auto Components | - | 1.3 |
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