Tata Young Citizens Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Tata Young Citizens Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1060 Cr | ₹363 Cr |
| Min Investment | ₹1000 | ₹ |
| Min SIP Invesment | ₹500 | ₹0 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Feb 2019 | 14 Oct 1995 |
| Category | Childrens Funds | Childrens Funds |
| Fund Type | Close Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 48% | 9.56% |
| Expense Ratio | 2.15 | 2.6 |
| Manager | Atul Penkar | Amey Sathe |
| ISIN Code | INF209KB1E76 | INF277K01AJ5 |
| Exits Load | Nil/365 | Exit load of 1% if redeemed before child attains 18 years of age/365 |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 2.05% | 1.68% |
| 6 Month | 19.3% | 17.71% |
| 1 Year | 33.95% | 34.07% |
| 3 Year | 15.04% | 17.52% |
| 5 Year | 16.08% | 21.84% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.47% | 12.47% |
| 3 Year | 30.31% | 32.18% |
| 5 Year | 47.92% | 66.23% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.05% | 21.4% |
| 3 Year | 36.56% | 51.42% |
| 5 Year | 53.18% | 72.62% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.68% | 12.12% |
| Sharp | 0.69% | 0.92% |
| Beta | 0.87% | 0.93% |
| Alpha | -3.35% | -0.74% |
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| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Atul Penkar | Amey Sathe |
| Total AUM | ₹21393 Cr | ₹11910 Cr |
| Fund Manage | 3 | 4 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Large Cap | 57.52 | 51.84 |
| Mid Cap | 18.67 | 16.94 |
| Small Cap | 21.57 | 21.1 |
| Others | 2.24 | 10.12 |
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Financial | 24.4 | 25.83 |
| Energy | 12.72 | 7.14 |
| Technology | 4.26 | 9.24 |
| Construction | 6.73 | 3.41 |
| Communication | 5.48 | 0.93 |
| Automobile | 8 | 1.86 |
| Healthcare | 4.35 | 5.77 |
| Consumer Discretionary | 4.04 | 4.5 |
| Services | 9.73 | 6.31 |
| Chemicals | 3.06 | 1.97 |
| Consumer Staples | 5.07 | 10.18 |
| Materials | 2.41 | 6.16 |
| Metals & Mining | 3.55 | 3.01 |
| Capital Goods | 2.97 | 2.57 |
| Textiles | 1.2 | 0.91 |
| Others | 1.05 | 6.69 |
| Insurance | 0.98 | 2.33 |
| Diversified | - | 1.19 |
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