SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH
(Erstwhile SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH)
Fund House: SBI Mutual Fund| Category: Childrens Fund |
| Launch Date: 25-01-2002 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| TER: 1.23% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 131.72 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: Within 1 year 3% 1 Within 2 years 2% 1Within 3 years 1% 1 above 3 years NIL. |
113.9411
0.05 (0.0401%)
10.53%
Benchmark: 9.6%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme aims to provide attractive returns by means of capital appreciation through an actively managed portfolio of debt, equity and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 4.91 |
| Sharpe Ratio | 1.24 |
| Alpha | 5.82 |
| Beta | 0.16 |
| Yield to Maturity | 6.8 |
| Average Maturity | 0.28 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 5.65 | 9.46 | 12.04 | 11.27 | 11.17 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 19.69 | 17.68 | 24.61 | 25.67 | - |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 12.57 | - | - | - | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 9.78 | 6.94 | 14.34 | 10.17 | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 9.67 | 7.85 | 17.32 | 14.62 | 12.55 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 8.7 | 8.39 | - | - | - |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 8.22 | 4.16 | 10.67 | 9.07 | 8.19 |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 3.29 | 7.19 | 9.48 | 8.36 | 9.79 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 3.29 | 7.19 | 9.48 | 8.36 | 9.79 |
| UTI Childrens Hybrid Fund - Regular Plan | 12-07-1993 | 0.91 | 5.02 | 8.17 | 8.03 | 8.18 |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.56%
Others
78.02%
Large Cap
2.06%
Mid Cap
3.36%
