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: 1.32% As on (30-06-2026)
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

118.5447

10.62%

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 7.08 8.35 11.98 10.31 10.88
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 05-09-2020 14.22 10.79 21.29 22.22 -
Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option 31-12-2024 5.22 - - - -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 3.54 2.84 10.92 9.4 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 2.47 4.88 - - -
LIC MF Childrens Fund-Regular Plan-Growth 16-10-2001 1.01 0.69 8.46 8.51 7.8
Axis Childrens Fund - Lock In - Regular Growth 05-12-2015 0.91 3.28 7.91 7.22 9.43
Axis Childrens Fund - No Lock In - Regular Plan - Growth 05-12-2015 0.91 3.28 7.91 7.22 9.43
UTI Childrens Hybrid Fund - Regular Plan 12-07-1993 0.05 2.8 7.13 7.51 7.73
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 -1.29 3.37 13.88 13.12 11.28

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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