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) | ₹1088 Cr | ₹367 Cr |
| Min Investment | ₹1000 | ₹ |
| Min SIP Invesment | ₹500 | ₹0 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Feb 2019 | 10 Jan 1996 |
| Category | Childrens Funds | Childrens Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 48% | 9.56% |
| Expense Ratio | 2.15 | 2.56 |
| Manager | Atul Penkar | Amey Sathe |
| ISIN Code | INF209KB1E76 | INF277K01AJ5 |
| Exits Load | Data not available./365 | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -4.24% | -3.28% |
| 6 Month | -5.66% | -5.87% |
| 1 Year | 9.07% | 7.45% |
| 3 Year | 10.01% | 11.73% |
| 5 Year | 11.24% | 17.19% |
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.41% | 0.1% |
| 3 Year | 14.02% | 14.75% |
| 5 Year | 13.2% | 17.16% |
| 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% |
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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 |
|---|---|---|
| Others | 1.72 | 5.45 |
| Large Cap | 56.88 | 48.83 |
| Small Cap | 29.9 | 35.21 |
| Mid Cap | 11.52 | 10.51 |
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 1.72 | 5.45 |
| Petroleum Products | 5.38 | 5.14 |
| IT - Software | 6.57 | 7.91 |
| Food Products | 1.1 | - |
| Construction | 6.06 | 3.36 |
| Finance | 4.56 | 4.88 |
| Banks | 20.71 | 23.27 |
| Non - Ferrous Metals | 1.75 | - |
| Chemicals & Petrochemicals | 2.28 | - |
| Industrial Manufacturing | 0.51 | - |
| Healthcare Services | 1.52 | 2.44 |
| Cement & Cement Products | 1.1 | 2.3 |
| Leisure Services | 2.74 | - |
| Pharmaceuticals & Biotechnology | 2.25 | 3.39 |
| Retailing | 3.85 | 2.26 |
| Consumer Durables | 2.88 | 7.44 |
| Automobiles | 5.15 | - |
| Agricultural Food & other Products | 0.84 | 2.68 |
| Gas | 1.38 | 0.92 |
| IT - Services | 0.94 | - |
| Diversified FMCG | 1.49 | 4.54 |
| Insurance | 2.11 | 2.69 |
| Realty | 0.65 | 0.88 |
| Industrial Products | 3.31 | 1.08 |
| Textiles & Apparels | 3.22 | - |
| Oil | 1.68 | 1.09 |
| Entertainment | 0.67 | 1.23 |
| Fertilizers & Agrochemicals | 1.68 | 2.96 |
| Electrical Equipment | 3.2 | 1.14 |
| Telecom - Services | 2.5 | 0.79 |
| Power | 2.22 | 1.55 |
| Transport Services | 1.25 | 0.6 |
| Beverages | 1.41 | 2.01 |
| Auto Components | 1.34 | 3.43 |
| Minerals & Mining | - | 0.69 |
| Capital Markets | - | 1.82 |
| Diversified | - | 0.99 |
| Commercial Services & Supplies | - | 1.07 |
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