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: 1.9% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,358.06 Cr As on 30-04-2025(Source:AMFI) |
| Turn over:
-
|
Exit Load:
Within 1 year 3%, Within 2 years 2%,
Within 3 years 1%, above 3 years NIL. |
40.1114
-0.04 (-0.1084%)
34.88%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive 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
0 Years 10 Months
3 Years 10 Months
There is no value for 5x
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 | 14.01 |
| Sharpe Ratio | 0.9 |
| Alpha | 6.48 |
| Beta | 1.04 |
| Yield to Maturity | 6.66 |
| Average Maturity | 1.0 |
PEER COMPARISON
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
Small Cap
48.1%
Others
33.08%
Large Cap
13.65%
Mid Cap
5.17%
