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 |
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 | 2.34% | 5% |
6 Month | 0.02% | -13.71% |
1 Year | 14.11% | 5.43% |
3 Year | 11.8% | 11.68% |
5 Year | 15.33% | 16.88% |
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 | 0.04% | -3.79% |
1 Year | 6% | -10.36% |
3 Year | 13.12% | 10.5% |
5 Year | 12.88% | 10.9% |
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 | 4.615% | 13.761% |
Sharp | 0.97% | 0.262% |
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 |
Funds Managed | 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 | 80.99 | 2.99 |
Small Cap | 15.06 | 28.07 |
Mid Cap | 1.32 | 11.42 |
Large Cap | 2.64 | 57.51 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Others | 80.99 | 1.72 |
Consumer Cyclical | 10.37 | 16.66 |
Industrials | 3.45 | 10.23 |
Basic Materials | 2.03 | 9.16 |
Financial Services | 1.32 | 27.03 |
Consumer Defensive | 1.14 | 6.14 |
Utilities | 0.71 | 4.15 |
Energy | - | 5.49 |
Technology | - | 8.7 |
Healthcare | - | 5.57 |
Real Estate | - | 0.63 |
Communication Services | - | 4.52 |
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