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Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Tata Young Citizens Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹121 Cr | ₹349 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 28 Jan 2002 | 10 Jan 1996 |
| Category | Childrens | Childrens |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 14% | 9.56% |
| Expense Ratio | 1.21 | 2.56 |
| Manager | Rama Iyer Srinivasan | Amey Sathe |
| ISIN Code | INF200K01776 | INF277K01AJ5 |
| Exits Load | SBI Magnum Childrens Benefit Fund - Savings Plan - 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 | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 3.45% | 7.54% |
| 6 Month | 0.73% | -6.88% |
| 1 Year | 14.16% | 6.44% |
| 3 Year | 12.12% | 12.23% |
| 5 Year | 14.94% | 22.03% |
SIP Return Analysis
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.88% | -3.42% |
| 1 Year | 5.96% | -11.37% |
| 3 Year | 13.19% | 10.06% |
| 5 Year | 12.79% | 13.16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 10.5% | 8.74% |
| 3 Year | 10.75% | 7.01% |
| 5 Year | 10.4% | 5.83% |
Risk Management
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.615% | 13.718% |
| Sharp | 0.97% | 0.396% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Rama Iyer Srinivasan | Amey Sathe |
| Total AUM | ₹158765 Cr | ₹11910 Cr |
| Funds Managed | 8 | 4 |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Young Citizens Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 80.99 | 3.53 |
| Small Cap | 15.06 | 31.14 |
| Mid Cap | 1.32 | 13.37 |
| Large Cap | 2.64 | 51.96 |
Sector Allocation
| Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Tata Young Citizens Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 80.99 | 3.43 |
| Consumer Cyclical | 10.37 | 9.32 |
| Industrials | 3.45 | 9.32 |
| Basic Materials | 2.03 | 9.12 |
| Financial Services | 1.32 | 31.49 |
| Consumer Defensive | 1.14 | 13.3 |
| Utilities | 0.71 | 2.38 |
| Energy | - | 5.73 |
| Technology | - | 7.6 |
| Healthcare | - | 6.39 |
| Communication Services | - | 1.91 |
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