Tata Young Citizens Fund vs Axis Childrens Gift Fund compare

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

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tortoise-icon Axis Children's Fund - Lock in - Growth

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Chart Comparison

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

Overview

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Fund Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹367 Cr ₹897 Cr
Min Investment ₹5000
Min SIP Invesment ₹0 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 10 Jan 1996 08 Dec 2015
Category Childrens Funds Childrens Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 9.56% 24%
Expense Ratio 2.56 2.28
Manager Amey Sathe Hardik Shah
ISIN Code INF277K01AJ5 INF846K01WJ1
Exits Load Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 Axis Childrens Fund - Compulsory Lock-in - 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

Trailing Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
1 Month 1.49% 1.56%
6 Month 2.62% 5.6%
1 Year 13.81% 15.65%
3 Year 13.77% 6.9%
5 Year 18.24% 11.92%

SIP Return Analysis

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
6 Month - -
1 Year 7.87% 13.77%
3 Year 17.6% 12.76%
5 Year 19.07% 12.8%

Rolling Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
1 Year 8.66% 10.64%
3 Year 6.81% 10.07%
5 Year 5.68% 11.43%

Risk Management

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Standard Deviation 12.12% 10.09%
Sharp 0.92% 0.34%
Beta 0.93% 0.82%
Alpha -0.74% -3%

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Fund Managers

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Name Amey Sathe Hardik Shah
Total AUM ₹11910 Cr ₹0 Cr
Fund Manage 4 12
Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth

Market Cap

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

Axis Children's Fund - Lock in - Growth

Others 5.45 27.46
Large Cap 48.83 49.35
Mid Cap 10.51 8.6
Small Cap 35.21 14.56

Sector Allocation

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

Axis Children's Fund - Lock in - Growth

Others 5.45 27.46
Petroleum Products 5.14 4.05
IT - Software 7.91 6.88
Cement & Cement Products 2.3 0.2
Construction 3.36 2.17
Minerals & Mining 0.69 -
Diversified FMCG 4.54 -
Banks 23.27 14.43
Consumer Durables 7.44 -
Fertilizers & Agrochemicals 2.96 2.98
Pharmaceuticals & Biotechnology 3.39 4.72
Capital Markets 1.82 0.3
Industrial Products 1.08 -
Realty 0.88 2.41
Auto Components 3.43 2.16
Healthcare Services 2.44 3.98
Telecom - Services 0.79 1.55
Agricultural Food & other Products 2.68 -
Retailing 2.26 3.91
Gas 0.92 -
Finance 4.88 6.97
Diversified 0.99 -
Oil 1.09 0.53
Entertainment 1.23 -
Electrical Equipment 1.14 1.49
Power 1.55 0.68
Insurance 2.69 1.95
Transport Services 0.6 -
Beverages 2.01 0.19
Commercial Services & Supplies 1.07 -
Non - Ferrous Metals - 0.36
Aerospace & Defense - 1.86
Automobiles - 3.37
Chemicals & Petrochemicals - 2.29
Food Products - 0.24
Household Products - 1.06
Consumable Fuels - 0.85
Industrial Manufacturing - 0.93

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