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: 1.22% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 128.62 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3%, Within 2 years 2%, Within 3 years 1%, above 3 years NIL.

108.8338

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 4.36
Sharpe Ratio 1.59
Alpha 5.54
Beta 0.24
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 5.37 13.18 12.45 13.26 11.44
ICICI Prudential Childrens Fund - Cumulative 20-08-2001 4.74 19.86 18.24 19.0 12.33
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 4.64 21.89 21.13 - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 2.14 11.36 8.72 12.73 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 2.14 11.36 8.72 12.73 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 1.76 - - - -
HDFC Childrens Fund - Growth Plan 02-03-2001 1.28 12.8 14.83 18.44 12.92
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -1.57 13.28 12.49 13.52 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 -3.06 13.47 11.47 17.4 11.7
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 -4.46 11.77 13.53 18.33 10.92

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

14.28%

Others

82.04%

Large Cap

1.02%

Mid Cap

2.66%

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