Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Children s Fund) Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Sbi Magunum Children's Benefit Fund - Savings Plan |
1 | The Sbi Magunum Children'S Benefit Fund - Savings Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. | 2.52% | 11.22% | -8.63% | -6.02% | 0.53 | 0.24 | 0.50 |
|
Uti Children's Career Fund - Savings Plan |
2 | The Uti Children'S Career Fund - Savings Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has five KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 1.43% | 9.26% | -12.81% | -6.74% | 0.28 | 0.12 | 0.51 |
|
Hdfc Children's Gift Fund |
3 | The Hdfc Children'S Gift Fund is a Children s Fund. In the Children s Fund category there are ten funds. The fund has 15 KPIs that are in top quartile. The fund has 79% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 7.73% | 16.29% | -22.11% | -12.41% | 0.53 | 0.24 | 0.49 |
|
Tata Young Citizens Fund |
4 | The Tata Young Citizens Fund is a Children s Fund. In the Children s Fund category there are ten funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 2.52% | 16.60% | -24.32% | -17.53% | 0.49 | 0.24 | 0.49 |
|
Icici Prudential Child Care Fund (Gift Plan) |
5 | The Icici Prudential Child Care Fund (Gift Plan) is a Children s Fund. In the Children s Fund category there are ten funds. The fund has one KPI that is in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 1.31% | 10.35% | -23.31% | -12.74% | 0.26 | 0.13 | 0.51 |
|
Uti Children's Career Fund - Investment Plan |
6 | The Uti Children'S Career Fund - Investment Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has three KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has 12 KPIs that are in bottom quartile. The fund has 63% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | -4.98% | 13.27% | -27.76% | -17.32% | 0.33 | 0.17 | 0.49 |
|
Axis Children Gift Fund |
7 | The Axis Children Gift Fund is a Children s Fund. In the Children s Fund category there are ten funds. The fund has one KPI that is in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. | -6.80% | 9.48% | -20.11% | -14.24% | 0.21 | 0.11 | 0.48 |
|
Lic Mf Children's Gift Fund |
8 | The Lic Mf Children'S Gift Fund is a Children s Fund. In the Children s Fund category there are ten funds. The fund has one KPI that is in top quartile. The fund has 16 KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | -1.78% | 7.73% | -21.52% | -15.10% | 0.11 | 0.08 | 0.49 |
|
Aditya Birla Sun Life Bal Bhavishya Yojna |
9 | The Aditya Birla Sun Life Bal Bhavishya Yojna is a Children s Fund. In the Children s Fund category there are ten funds. The fund does not have any KPI that are top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | -0.82% | 6.89% | -22.97% | -15.04% | 0.08 | 0.07 | 0.49 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-0.15
|
9 |
0.30
|
7 |
-2.34
|
9 |
-2.27
|
7 |
-0.82
|
7 |
-0.82
|
7 |
6.89
|
9 |
|
|
| Axis Children Gift Fund |
0.01
|
2 |
0.63
|
2 |
-1.02
|
5 |
-2.77
|
9 |
-2.63
|
10 |
-6.80
|
10 |
9.48
|
6 |
8.97
|
4 |
| HDFC Children'S Gift Fund |
-0.03
|
5 |
1.12
|
1 |
0.53
|
2 |
0.89
|
3 |
4.96
|
1 |
7.73
|
1 |
16.29
|
2 |
11.39
|
1 |
| ICICI Prudential Child Care Fund (Gift Plan) |
-0.38
|
10 |
-1.04
|
10 |
-2.80
|
10 |
-1.87
|
6 |
1.35
|
5 |
1.31
|
6 |
10.35
|
5 |
8.02
|
5 |
| SBI Magunum Children'S Benefit Fund - Savings Plan |
0.07
|
1 |
0.06
|
9 |
0.03
|
3 |
1.15
|
2 |
2.69
|
4 |
2.52
|
4 |
11.22
|
4 |
7.66
|
6 |
| Tata Young Citizens Fund |
0.00
|
3 |
0.51
|
4 |
-1.51
|
6 |
-1.48
|
5 |
3.27
|
3 |
2.52
|
3 |
16.60
|
1 |
9.57
|
2 |
| LIC Mf Children'S Gift Fund |
-0.14
|
8 |
0.46
|
5 |
-1.78
|
7 |
-2.67
|
8 |
-1.28
|
8 |
-1.78
|
8 |
7.73
|
8 |
6.10
|
8 |
| UTI Children'S Career Fund - Savings Plan |
-0.02
|
4 |
0.46
|
6 |
-0.47
|
4 |
-0.40
|
4 |
1.06
|
6 |
1.43
|
5 |
9.26
|
7 |
6.38
|
7 |
| UTI Children'S Career Fund - Investment Plan |
-0.09
|
7 |
0.60
|
3 |
-2.11
|
8 |
-3.57
|
10 |
-1.72
|
9 |
-4.98
|
9 |
13.27
|
3 |
9.20
|
3 |
| SBI Magnum Children'S Benefit Fund - Investment Plan |
-0.05
|
6 |
0.14
|
8 |
1.29
|
1 |
2.48
|
1 |
4.30
|
2 |
2.72
|
2 |
|
|
||
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-0.15
|
9 |
0.30
|
7 |
-2.34
|
9 |
-2.27
|
7 |
-0.82
|
7 |
-0.82
|
7 |
6.89
|
9 |
|
|
| Axis Children Gift Fund |
0.01
|
2 |
0.63
|
2 |
-1.02
|
5 |
-2.77
|
9 |
-2.63
|
10 |
-6.80
|
10 |
9.48
|
6 |
8.97
|
4 |
| HDFC Children'S Gift Fund |
-0.03
|
5 |
1.12
|
1 |
0.53
|
2 |
0.89
|
3 |
4.96
|
1 |
7.73
|
1 |
16.29
|
2 |
11.39
|
1 |
| ICICI Prudential Child Care Fund (Gift Plan) |
-0.38
|
10 |
-1.04
|
10 |
-2.80
|
10 |
-1.87
|
6 |
1.35
|
5 |
1.31
|
6 |
10.35
|
5 |
8.02
|
5 |
| SBI Magunum Children'S Benefit Fund - Savings Plan |
0.07
|
1 |
0.06
|
9 |
0.03
|
3 |
1.15
|
2 |
2.69
|
4 |
2.52
|
4 |
11.22
|
4 |
7.66
|
6 |
| Tata Young Citizens Fund |
0.00
|
3 |
0.51
|
4 |
-1.51
|
6 |
-1.48
|
5 |
3.27
|
3 |
2.52
|
3 |
16.60
|
1 |
9.57
|
2 |
| LIC Mf Children'S Gift Fund |
-0.14
|
8 |
0.46
|
5 |
-1.78
|
7 |
-2.67
|
8 |
-1.28
|
8 |
-1.78
|
8 |
7.73
|
8 |
6.10
|
8 |
| UTI Children'S Career Fund - Savings Plan |
-0.02
|
4 |
0.46
|
6 |
-0.47
|
4 |
-0.40
|
4 |
1.06
|
6 |
1.43
|
5 |
9.26
|
7 |
6.38
|
7 |
| UTI Children'S Career Fund - Investment Plan |
-0.09
|
7 |
0.60
|
3 |
-2.11
|
8 |
-3.57
|
10 |
-1.72
|
9 |
-4.98
|
9 |
13.27
|
3 |
9.20
|
3 |
| SBI Magnum Children'S Benefit Fund - Investment Plan |
-0.05
|
6 |
0.14
|
8 |
1.29
|
1 |
2.48
|
1 |
4.30
|
2 |
2.72
|
2 |
|
|
||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan |
-0.56
|
7 |
-0.58
|
8 |
-1.11
|
7 |
8.35
|
9 |
|
|
| Axis Children Gift Fund |
-1.13
|
10 |
-2.37
|
9 |
-1.50
|
10 |
18.87
|
4 |
13.20
|
4 |
| Hdfc Children's Gift Fund |
0.38
|
2 |
1.54
|
1 |
2.72
|
2 |
20.72
|
3 |
15.23
|
3 |
| Icici Prudential Child Care Fund (Gift Plan) |
-0.26
|
6 |
0.37
|
5 |
1.21
|
5 |
16.58
|
5 |
11.45
|
5 |
| Sbi Magunum Children's Benefit Fund |
0.33
|
3 |
0.79
|
3 |
2.52
|
3 |
16.00
|
6 |
10.67
|
7 |
| Tata Young Citizens Fund |
-0.17
|
5 |
0.42
|
4 |
-0.23
|
6 |
23.70
|
1 |
16.99
|
1 |
| Lic Mf Children's Gift Fund |
-0.57
|
8 |
-0.15
|
7 |
-1.16
|
8 |
12.47
|
8 |
10.93
|
6 |
| Uti Children's Career Fund - Savings Plan |
-0.14
|
4 |
0.18
|
6 |
1.33
|
4 |
13.13
|
7 |
9.46
|
8 |
| Uti Children's Career Fund - Investment Plan |
-0.83
|
9 |
-2.43
|
10 |
-1.42
|
9 |
22.80
|
2 |
16.15
|
2 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
0.60
|
1 |
1.33
|
2 |
4.78
|
1 |
|
|
||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan |
-0.37
|
7 |
-0.20
|
8 |
-0.14
|
7 |
10.33
|
9 |
|
|
| Axis Children Gift Fund |
-1.02
|
10 |
-2.03
|
9 |
-0.85
|
9 |
20.42
|
4 |
14.81
|
4 |
| Hdfc Children's Gift Fund |
0.45
|
2 |
1.77
|
1 |
3.15
|
2 |
21.73
|
3 |
16.22
|
3 |
| Icici Prudential Child Care Fund (Gift Plan) |
-0.20
|
6 |
0.57
|
5 |
1.61
|
4 |
17.47
|
5 |
12.28
|
5 |
| Sbi Magunum Children's Benefit Fund |
0.35
|
3 |
0.87
|
3 |
2.70
|
3 |
16.61
|
6 |
11.39
|
7 |
| Tata Young Citizens Fund |
-0.12
|
4 |
0.61
|
4 |
0.07
|
6 |
24.41
|
1 |
17.84
|
1 |
| Lic Mf Children's Gift Fund |
-0.50
|
8 |
0.03
|
7 |
-0.82
|
8 |
13.60
|
7 |
11.94
|
6 |
| Uti Children's Career Fund - Savings Plan |
-0.12
|
5 |
0.22
|
6 |
1.44
|
5 |
13.39
|
8 |
9.70
|
8 |
| Uti Children's Career Fund - Investment Plan |
-0.74
|
9 |
-2.15
|
10 |
-0.89
|
10 |
24.09
|
2 |
17.28
|
2 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
0.70
|
1 |
1.64
|
2 |
5.44
|
1 |
|
|
||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-15.04
|
6 |
-22.97
|
6 |
-8.84
|
6 |
19.31
|
7 |
14.38
|
7 |
| Axis Children Gift Fund |
-14.24
|
5 |
-20.11
|
3 |
-12.68
|
9 |
17.17
|
5 |
13.43
|
4 |
| Hdfc Children's Gift Fund |
-12.41
|
3 |
-22.11
|
5 |
-6.46
|
3 |
17.07
|
4 |
13.47
|
5 |
| Icici Prudential Child Care Fund (Gift Plan) |
-12.74
|
4 |
-23.31
|
7 |
-7.03
|
4 |
16.84
|
3 |
13.82
|
6 |
| Sbi Magunum Children's Benefit Fund - Savings Plan |
-6.02
|
1 |
-8.63
|
1 |
-2.13
|
1 |
7.71
|
1 |
5.61
|
1 |
| Tata Young Citizens Fund |
-17.53
|
9 |
-24.32
|
8 |
-9.01
|
7 |
20.45
|
8 |
15.80
|
8 |
| Lic Mf Children's Gift Fund |
-15.10
|
7 |
-21.52
|
4 |
-7.92
|
5 |
17.22
|
6 |
13.20
|
3 |
| Uti Children's Career Fund - Savings Plan |
-6.74
|
2 |
-12.81
|
2 |
-3.44
|
2 |
9.99
|
2 |
8.22
|
2 |
| Uti Children's Career Fund - Investment Plan |
-17.32
|
8 |
-27.76
|
9 |
-9.11
|
8 |
22.21
|
9 |
17.28
|
9 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Bal Bhavishya Yojna |
0.08
|
9 |
0.07
|
9 |
0.25
|
9 |
0.49
|
-6.22
|
2 | 0.83 | 3 |
0.93
|
3 |
0.02
|
2 |
0.87
|
2 |
-0.0916
|
3 |
| Axis Children Gift Fund |
0.21
|
7 |
0.11
|
7 |
0.35
|
6 |
0.48
|
|
|
|
|
|
|||||||
| Hdfc Children's Gift Fund |
0.53
|
2 |
0.24
|
2 |
0.50
|
2 |
0.49
|
|
|
|
|
|
|||||||
| Icici Prudential Child Care Fund (Gift Plan) |
0.26
|
6 |
0.13
|
5 |
0.34
|
7 |
0.51
|
|
|
|
|
|
|||||||
| Sbi Magunum Children's Benefit Fund - Savings Plan |
0.53
|
1 |
0.24
|
1 |
0.59
|
1 |
0.50
|
|
|
|
|
|
|||||||
| Tata Young Citizens Fund |
0.49
|
3 |
0.24
|
3 |
0.50
|
3 |
0.49
|
1.61
|
1 | 0.90 | 2 |
0.97
|
1 |
0.11
|
1 |
1.61
|
1 |
-0.0015
|
1 |
| Lic Mf Children's Gift Fund |
0.11
|
8 |
0.08
|
8 |
0.28
|
8 |
0.49
|
-7.13
|
3 | 1.13 | 1 |
0.97
|
2 |
0.02
|
3 |
0.78
|
3 |
-0.0426
|
2 |
| Uti Children's Career Fund - Savings Plan |
0.28
|
5 |
0.12
|
6 |
0.42
|
4 |
0.51
|
|
|
|
|
|
|||||||
| Uti Children's Career Fund - Investment Plan |
0.33
|
4 |
0.17
|
4 |
0.38
|
5 |
0.49
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleA mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager.
This post will describe the methodology used for different calculations on this website.