Tata Young Citizens Fund vs LIC MF Childrens Gift Fund compare

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

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tortoise-icon LIC MF Children's Gift Fund-Growth

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tortoise-icon LIC MF Childrens Gift Fund-Regular Plan-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 LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Fund Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹363 Cr ₹17 Cr ₹17 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹0 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 14 Oct 1995 16 Oct 2001 16 Oct 2001
Category Childrens Funds Childrens Funds Childrens Funds
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY 500 TRI BSE India Bond Index BSE India Bond Index
Turn Over 9.56% % 25%
Expense Ratio 2.6 2.46 2.46
Manager Amey Sathe Pratik Harish Shroff Pratik Harish Shroff
ISIN Code INF277K01AJ5 INF767K01048 INF767K01048
Exits Load Exit load of 1% if redeemed before child attains 18 years of age/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
1 Month -2.9% -3.53% -3.53%
6 Month 11.8% 12.15% 12.15%
1 Year 24.46% 23.81% 23.81%
3 Year 12.12% 10.55% 10.55%
5 Year 18.61% 12.71% 12.71%

SIP Return Analysis

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
6 Month - - -
1 Year 14.31% 15.24% 15.24%
3 Year 19.12% 16.99% 16.99%
5 Year 19.92% 15.28% 15.28%

Rolling Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
1 Year 8.66% 6.83% 6.83%
3 Year 6.81% 6.61% 6.61%
5 Year 5.68% 6.6% 6.6%

Risk Management

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Standard Deviation 12.12% 10.33% 10.33%
Sharp 0.92% 0.73% 0.73%
Beta 0.93% 1.36% 1.36%
Alpha -0.74% 9.21% 9.21%

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Fund Managers

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Name Amey Sathe Pratik Harish Shroff Pratik Harish Shroff
Total AUM ₹11910 Cr ₹2586 Cr ₹2586 Cr
Fund Manage 4 10 10
Tata Young Citizens Fund -Regular Plan-Growth Option LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth

Market Cap

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

LIC MF Children's Gift Fund-Growth

LIC MF Childrens Gift Fund-Regular Plan-Growth

Others 10.12 13.97 13.97
Large Cap 51.84 48.87 48.87
Mid Cap 16.94 6.15 6.15
Small Cap 21.1 31.02 31.02

Sector Allocation

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

LIC MF Children's Gift Fund-Growth

LIC MF Childrens Gift Fund-Regular Plan-Growth

Others 6.69 2.6 2.6
Energy 7.14 3.76 3.76
Technology 9.24 7.88 7.88
Materials 6.16 3.33 3.33
Construction 3.41 8.8 8.8
Consumer Staples 10.18 6.67 6.67
Financial 25.83 21.72 21.72
Consumer Discretionary 4.5 - -
Healthcare 5.77 4.06 4.06
Communication 0.93 1.92 1.92
Capital Goods 2.57 9.21 9.21
Chemicals 1.97 4.88 4.88
Services 6.31 3.41 3.41
Diversified 1.19 1.26 1.26
Metals & Mining 3.01 - -
Insurance 2.33 - -
Automobile 1.86 7.01 7.01
Textiles 0.91 3.55 3.55
Sovereign - 9.95 9.95

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