Submit

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: 2.01% As on (29-09-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,949.28 Cr As on 30-09-2026(Source:AMFI)
Turn over: - | Exit Load: For all investments with respect to units not subject to lock-in period and the holding period is less than 3 years: 3% for redemption/switch out on or before 1 year from the date of allotment, 2% for redemption/switch out after 1 year and up to 2 years from the date of allotment, 1% for redemption/switch out after 2 years and up to 3 years from the date of allotment, Nil for redemption or switch-out after 3 years from the date of allotment
NAV as on 29-10-2026

47.9199

-0.12 (-0.2521%)

CAGR Since Inception

29.27%

Benchmark: 11.64%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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
0 Years 10 Months
3 Years 10 Months
5 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 15.96
Sharpe Ratio 0.88
Alpha 13.63
Beta 0.45
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 5.26 9.25 18.93 16.56 -

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

51.71%

Others

25.5%

Large Cap

16.69%

Mid Cap

6.1%

Scheme Documents

September 2026

Monthly Portfolio Disclosure - September 2026

Feedback
Notification