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

Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Childrens Fund
Launch Date: 25-01-2002
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
TER: 1.21% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 127.08 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3%, Within 2 years 2%, Within 3 years 1%, above 3 years NIL.
NAV as on 13-06-2025

108.9876

-0.17 (-0.1531%)

CAGR Since Inception

10.75%

Benchmark: 9.79%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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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 4.47
Sharpe Ratio 1.53
Alpha 3.84
Beta 0.61
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 10.48 14.54 13.58 14.4 11.85
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 12.92 25.02 23.77 - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 8.22 12.94 12.66 15.0 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 8.22 12.94 12.66 15.0 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 6.95 - - - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 5.05 22.62 21.18 21.0 12.74
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 4.91 16.79 18.75 21.54 11.67
HDFC Childrens Fund - Growth Plan 02-03-2001 4.86 15.74 18.71 21.45 13.64
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 3.11 16.71 17.3 15.58 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 2.8 16.67 17.42 20.39 12.56

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

17.64%

Others

78.07%

Large Cap

3.07%

Mid Cap

1.22%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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