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 | -7.01% | -5.95% |
| 6 Month | 3.31% | 5.58% |
| 1 Year | 19.03% | 18.48% |
| 3 Year | 9.55% | 11.62% |
| 5 Year | 11.86% | 17.96% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.5% | 14.31% |
| 3 Year | 18.3% | 19.12% |
| 5 Year | 15.61% | 19.92% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.49% | 8.66% |
| 3 Year | 11.96% | 6.81% |
| 5 Year | 13.05% | 5.68% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
|---|---|---|
| Others | 2.24 | 10.12 |
| Large Cap | 57.52 | 51.84 |
| Small Cap | 21.57 | 21.1 |
| Mid Cap | 18.67 | 16.94 |
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 1.05 | 6.69 |
| Energy | 12.72 | 7.14 |
| Technology | 4.26 | 9.24 |
| Consumer Staples | 5.07 | 10.18 |
| Materials | 2.41 | 6.16 |
| Construction | 6.73 | 3.41 |
| Financial | 24.4 | 25.83 |
| Metals & Mining | 3.55 | 3.01 |
| Healthcare | 4.35 | 5.77 |
| Chemicals | 3.06 | 1.97 |
| Automobile | 8 | 1.86 |
| Services | 9.73 | 6.31 |
| Consumer Discretionary | 4.04 | 4.5 |
| Communication | 5.48 | 0.93 |
| Capital Goods | 2.97 | 2.57 |
| Insurance | 0.98 | 2.33 |
| Textiles | 1.2 | 0.91 |
| Diversified | - | 1.19 |
Top Comparisons
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns5.73%
Nippon India Short Term Fund-Growth Plan
3Y Returns5.81%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns18.48%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.17%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns17.55%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.19%
HDFC Asset Allocator Fund of Funds - Growth Option
3Y Returns13.77%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns11.69%