SBI Childrens Fund - SavIngs Plan - Regular Plan - Growth

(Erstwhile 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: 1.25% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 138.76 Cr As on 31-05-2026(Source:AMFI)
Turn over: - | Exit Load: 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y

118.3484

10.63%

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 4.87
Sharpe Ratio 1.13
Alpha 5.33
Beta 0.15
Yield to Maturity 6.8
Average Maturity 0.28

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Childrens Fund - SavIngs Plan - Regular Plan - Growth 25-01-2002 7.23 8.49 12.25 10.88 11.04
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 05-09-2020 16.08 11.57 22.05 22.7 -
Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option 31-12-2024 4.06 - - - -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 3.34 2.53 11.81 9.59 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 1.91 4.1 - - -
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 1.54 0.14 9.6 8.45 7.95
Axis Childrens Fund - Lock In - Regular Growth 05-12-2015 0.46 3.32 8.53 7.35 9.54
Axis Childrens Fund - No Lock In - Regular Plan - Growth 05-12-2015 0.46 3.32 8.53 7.35 9.53
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 -0.71 2.71 14.7 13.27 11.55
HDFC Childrens Fund - Growth Plan 02-03-2001 -2.45 0.81 9.43 10.85 12.65

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

13.15%

Others

82.21%

Large Cap

1.06%

Mid Cap

3.58%

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