SBI Magnum Childrens Benefit Fund vs Tata Young Citizens Fund compare

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tortoise-icon SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

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

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Fund SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹114 Cr ₹363 Cr
Min Investment ₹5000
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹1000 ₹500
Launch Date 25 Jan 2002 14 Oct 1995
Category Childrens Funds Childrens Funds
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY 500 TRI
Turn Over 14% 9.56%
Expense Ratio 1.21 2.6
Manager Rama Iyer Srinivasan Amey Sathe
ISIN Code INF200K01776 INF277K01AJ5
Exits Load Exit Load of 3% if redeemed within an year, 2% if redeemed within 2 years and 1% if redeemed within 3 years , 2% for redemption between 366 - 730 days, 1% for redemption between 731 - 1095 days/365 Exit load of 1% if redeemed before child attains 18 years of age/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
1 Month -0.6% -2.9%
6 Month 11.94% 11.8%
1 Year 20.81% 24.46%
3 Year 11.71% 12.12%
5 Year 13.28% 18.61%

SIP Return Analysis

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
6 Month - -
1 Year 19.1% 14.31%
3 Year 15.99% 19.12%
5 Year 14.92% 19.92%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
1 Year 10.39% 8.66%
3 Year 10.66% 6.81%
5 Year 10.33% 5.68%

Risk Management

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Standard Deviation 4.47% 12.12%
Sharp 1.13% 0.92%
Beta 0.69% 0.93%
Alpha 5.47% -0.74%

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Fund Managers

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Name Rama Iyer Srinivasan Amey Sathe
Total AUM ₹158765 Cr ₹11910 Cr
Fund Manage 8 4
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 80.11 10.12
Small Cap 14.68 21.1
Mid Cap 4.32 16.94
Large Cap 0.89 51.84

Sector Allocation

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 25.67 6.69
Sovereign 25.64 -
Construction 8.65 3.41
Consumer Staples 5.4 10.18
Insurance 1.49 2.33
Capital Goods 1.02 2.57
Financial 15.55 25.83
Healthcare 2.45 5.77
Consumer Discretionary 4.68 4.5
Chemicals 0.94 1.97
Communication 2.75 0.93
Services 2.36 6.31
Textiles 3.4 0.91
Energy - 7.14
Technology - 9.24
Materials - 6.16
Diversified - 1.19
Metals & Mining - 3.01
Automobile - 1.86

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