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: 1.22% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 128.62 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3%, Within 2 years 2%, Within 3 years 1%, above 3 years NIL.

109.3641

10.66%

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 4.36
Sharpe Ratio 1.59
Alpha 5.54
Beta 0.24
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 - REGULAR PLAN - GROWTH 25-01-2002 3.74 12.24 12.33 13.06 11.66
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 3.7 22.0 21.88 - -
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 2.86 19.42 18.37 18.79 12.72
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 0.16 - - - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 -0.11 11.24 8.96 12.45 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 -0.11 11.24 8.96 12.45 -
HDFC Childrens Fund - Growth Plan 02-03-2001 -1.05 12.68 14.69 17.99 13.45
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -3.77 12.68 12.85 13.1 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 -5.17 13.24 12.0 17.24 12.57
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 -6.62 11.59 13.65 18.3 11.23

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

14.28%

Others

82.04%

Large Cap

1.02%

Mid Cap

2.66%

Feedback
Notification