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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 129.08 Cr As on 30-09-2025(Source:AMFI)
Turn over: - | Exit Load: Within 1 year 3%, Within 2 years 2%, Within 3 years 1%, above 3 years NIL.

109.9309

10.63%

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 4.49
Sharpe Ratio 1.32
Alpha 4.75
Beta 0.31
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 3.07 12.11 12.07 13.23 11.43
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 5.99 22.5 22.1 34.11 -
ICICI Prudential Childrens Fund - Regular Plan 20-08-2001 2.75 20.01 18.25 18.47 12.49
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 1.04 - - - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 0.9 12.23 10.09 12.66 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 0.9 12.23 10.09 12.66 -
HDFC Childrens Fund - Growth Plan 02-03-2001 0.03 13.16 14.94 17.75 13.35
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -1.14 13.39 13.71 13.19 -
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 -4.04 13.94 12.63 17.34 12.17
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 -4.38 11.72 13.51 17.31 10.96

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

14.11%

Others

82.39%

Large Cap

0.98%

Mid Cap

2.52%

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