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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 127.88 Cr As on 29-08-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3%, Within 2 years 2%, Within 3 years 1%, above 3 years NIL.

109.6791

10.66%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 9 Months
14 Years 3 Months
15 Years 5 Months
22 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 4.49
Sharpe Ratio 1.37
Alpha 4.88
Beta 0.3
Yield to Maturity 7.39
Average Maturity 9.6

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 3.71 12.23 12.2 13.35 11.74
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 6.64 22.18 22.17 - -
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 3.87 18.78 18.11 19.54 12.9
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 1.7 - - - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 0.9 11.03 9.06 12.97 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 0.9 11.03 9.06 12.97 -
HDFC Childrens Fund - Growth Plan 02-03-2001 -0.22 12.15 14.36 18.4 13.65
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -2.51 11.98 12.41 13.36 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 -4.1 12.78 11.73 18.18 12.82
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 -6.37 10.68 13.06 18.74 11.37

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.11%

Others

82.39%

Large Cap

0.98%

Mid Cap

2.52%

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