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: 1.24% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 131.85 Cr As on 28-11-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3% 1 Within 2 years 2% 1Within 3 years 1% 1 above 3 years NIL.

110.9364

10.56%

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 4.46
Sharpe Ratio 1.37
Alpha 3.3
Beta 0.75
Yield to Maturity 6.24
Average Maturity 0.32

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 3.73 9.91 12.36 11.19 11.27
Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option 31-12-2024 12.06 - - - -
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 8.81 12.23 17.85 15.01 12.64
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 6.99 10.21 14.68 10.24 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 5.79 11.62 - - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 4.82 9.93 11.34 9.44 10.18
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 4.82 9.93 11.34 9.44 10.18
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 3.51 8.43 13.69 12.18 13.06
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 05-09-2020 3.34 19.87 23.34 28.07 -
HDFC Childrens Fund - Growth Plan 02-03-2001 2.49 8.87 14.65 14.65 13.7

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

Scheme Documents

There are no scheme documents available

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