SBI Childrens Fund - Investment Plan - Regular Plan - Growth
(Erstwhile SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth)
Fund House: SBI Mutual Fund| Category: Childrens Fund |
| Launch Date: 05-09-2020 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index |
| TER: 1.81% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,381.3 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: Within 1 year 3% 1 Within 2 years 2% 1Within 3 years 1% 1 above 3 years NIL. |
48.3667
0.1 (0.2061%)
31.61%
Benchmark: 11.92%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.03 |
| Sharpe Ratio | 1.01 |
| Alpha | 15.41 |
| Beta | 0.37 |
| Yield to Maturity | 6.66 |
| Average Maturity | 1.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 18.6 | 13.19 | 22.34 | 24.07 | - |
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
37.83%
Others
31.41%
Large Cap
19.4%
Mid Cap
11.36%
