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: 1.29% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 148.75 Cr As on 31-08-2026(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 |
120.1284
0.84 (0.6966%)
10.61%
Benchmark: 9.47%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 5.04 |
| Sharpe Ratio | 1.12 |
| Alpha | 5.08 |
| Beta | 0.25 |
| 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 | 9.01 | 6.42 | 11.15 | 10.32 | 10.71 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 12.42 | 7.84 | 19.03 | 18.54 | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 3.48 | 0.88 | 9.6 | 8.16 | - |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 3.44 | -0.96 | 8.14 | 7.12 | 7.89 |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 2.41 | - | - | - | - |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | -0.39 | 0.56 | - | - | - |
| Axis Childrens Fund - Lock In - Regular Growth | 05-12-2015 | -1.34 | -0.14 | 7.1 | 5.02 | 9.06 |
| Axis Childrens Fund - No Lock In - Regular Plan - Growth | 05-12-2015 | -1.34 | -0.14 | 7.1 | 5.02 | 9.06 |
| UTI Childrens Hybrid Fund - Regular Plan | 12-07-1993 | -1.53 | 0.48 | 5.98 | 6.18 | 7.21 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | -2.17 | -1.04 | 7.56 | 9.37 | 11.82 |
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
