SBI Magnum Childrens Benefit Fund - Savings Plan - DIRECT PLAN - GROWTH

Fund House: SBI Mutual Fund
Category: Childrens Fund
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
TER: 0.85% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 127.89 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3%, Within 2 years 2%, Within 3 years 1%, above 3 years NIL.

119.3486

12.3%

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
0 Years 0 Months
3 Years 3 Months
4 Years 4 Months
11 Years 0 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 4.38
Sharpe Ratio 1.8
Alpha 4.46
Beta 0.59
Yield to Maturity 7.39
Average Maturity 9.6

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Magnum Childrens Benefit Fund - Savings Plan - DIRECT PLAN - GROWTH 01-01-2013 7.54 13.92 13.11 14.05 12.08
ICICI Prudential Childrens Fund - Cumulative 20-08-2001 7.72 20.5 18.84 19.27 12.21
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 7.16 13.52 12.72 13.57 11.37
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 5.44 - - - -
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 4.84 21.79 21.39 - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 4.66 11.44 9.34 12.86 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 4.66 11.44 9.34 12.86 -
HDFC Childrens Fund - Growth Plan 02-03-2001 2.55 13.13 15.52 18.89 12.8
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 1.03 13.43 13.18 14.12 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 -1.03 13.32 12.21 17.74 11.41

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

14.3%

Others

81.92%

Large Cap

1.09%

Mid Cap

2.69%

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