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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 | 3.45% | 6.85% |
| 6 Month | 0.73% | -9.07% |
| 1 Year | 14.16% | 4.17% |
| 3 Year | 12.12% | 10.68% |
| 5 Year | 14.94% | 15.36% |
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 | 0.88% | -5.73% |
| 1 Year | 5.96% | -15.99% |
| 3 Year | 13.19% | 7.62% |
| 5 Year | 12.79% | 8.93% |
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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