Tata Young Citizens Fund vs Axis Childrens Gift Fund compare
Tata Young Citizens Fund -Regular Plan-Growth Option
Axis Children's Fund - Lock in - Growth
Chart Comparison
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 Risk | Very High |
Asset Size (Cr) | ₹349 Cr | ₹897 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹0 | ₹1000 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 10 Jan 1996 | 08 Dec 2015 |
Category | Childrens | Childrens |
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 | -4.79% | -2.53% |
6 Month | -13.08% | -5.87% |
1 Year | 1.26% | 8.57% |
3 Year | 11.92% | 6.1% |
5 Year | 15.78% | 10.08% |
SIP Return Analysis
Scheme Name | Tata Young Citizens Fund -Regular Plan-Growth Option | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.53% | -0.47% |
3 Year | 10.51% | 8.47% |
5 Year | 14.36% | 9.82% |
Rolling Lumpsum Returns
Scheme Name | Tata Young Citizens Fund -Regular Plan-Growth Option | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Year | 8.74% | 10.96% |
3 Year | 7.01% | 9.92% |
5 Year | 5.83% | 11.47% |
Risk Management
Scheme Name | Tata Young Citizens Fund -Regular Plan-Growth Option | Axis Children's Fund - Lock in - Growth |
---|---|---|
Standard Deviation | 13.193% | 10.609% |
Sharp | 0.488% | 0.039% |
Beta | - | - |
Alpha | - | - |
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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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