Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare

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tortoise-icon SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

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

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Chart Comparison

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

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 ₹367 Cr
Min Investment ₹5000
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹1000 ₹500
Launch Date 28 Jan 2002 10 Jan 1996
Category Childrens Funds Childrens Funds
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 1.79% 1.49%
6 Month 9% 2.62%
1 Year 18.93% 13.81%
3 Year 12.08% 13.77%
5 Year 13.77% 18.24%

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 - -
1 Year 17.63% 7.87%
3 Year 16.11% 17.6%
5 Year 14.98% 19.07%

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 10.39% 8.66%
3 Year 10.66% 6.81%
5 Year 10.33% 5.68%

Risk Management

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Standard Deviation 4.47% 12.12%
Sharp 1.13% 0.92%
Beta 0.69% 0.93%
Alpha 5.47% -0.74%

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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
Fund Manage 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 78.86 5.45
Mid Cap 3.19 10.51
Small Cap 17.95 35.21
Large Cap - 48.83

Sector Allocation

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 78.86 5.45
Retailing 1.29 2.26
Insurance 0.79 2.69
Consumer Durables 5.2 7.44
Healthcare Services 0.88 2.44
Chemicals & Petrochemicals 0.91 -
Fertilizers & Agrochemicals 1.26 2.96
Textiles & Apparels 4.11 -
Household Products 1.26 -
Finance 1.11 4.88
Industrial Manufacturing 1.4 -
Food Products 1.25 -
Entertainment 1.68 1.23
Petroleum Products - 5.14
IT - Software - 7.91
Cement & Cement Products - 2.3
Construction - 3.36
Minerals & Mining - 0.69
Diversified FMCG - 4.54
Banks - 23.27
Pharmaceuticals & Biotechnology - 3.39
Capital Markets - 1.82
Industrial Products - 1.08
Realty - 0.88
Auto Components - 3.43
Telecom - Services - 0.79
Agricultural Food & other Products - 2.68
Gas - 0.92
Diversified - 0.99
Oil - 1.09
Electrical Equipment - 1.14
Power - 1.55
Transport Services - 0.6
Beverages - 2.01
Commercial Services & Supplies - 1.07

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