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SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Invest Now
Fund Manager: Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Mr. Pradeep Kesavan, |
Childrens Fund |
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
NAV as on 05-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
10.72%
Inception Date
Jan 25, 2002
Expense Ratio
1.22%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
high
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.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.56 | 3.6 | 7.73 | 12.88 | 13.68 | 11.43 |
| AK Hybrid Conservative TRI | -0.6 | 0.05 | 7.24 | 8.43 | 9.04 | 7.94 |
| Childrens Fund | 4.07 | 3.87 | 3.2 | 13.97 | 15.95 | 11.18 |
| Rank within Category | 12 | 7 | 2 | 6 | 6 | 4 |
| Number of Funds within Category | 12 | 12 | 11 | 10 | 9 | 6 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 12.79 | 1.22 | 7.73 | 12.88 | 13.68 | 11.43 |
| ICICI Prudential Childrens Fund - Cumulative | 142.4 | 2.18 | 7.93 | 19.12 | 19.58 | 12.31 |
| Union Childrens Fund - Regular Plan - Growth Option | 7.25 | 2.42 | 6.02 | 0.0 | 0.0 | 0.0 |
| Axis Childrens Fund - Lock in - Regular Growth | 92.43 | 2.29 | 5.02 | 9.59 | 13.25 | 0.0 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 92.43 | 2.29 | 5.02 | 9.59 | 13.25 | 0.0 |
| HDFC Childrens Fund - Growth Plan | 1,036.86 | 1.73 | 3.02 | 15.71 | 19.19 | 12.85 |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 382.78 | 1.87 | 2.75 | 21.69 | 0.0 | 0.0 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 115.52 | 2.15 | 1.65 | 13.44 | 14.32 | 0.0 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 116.9 | 2.24 | -0.72 | 12.44 | 18.06 | 11.48 |
| LIC MF Childrens Fund-Regular Plan-Growth | 1.58 | 2.45 | -1.54 | 10.78 | 13.27 | 8.03 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 7.02 | 16.08 | 24.28 | 0.14 | 2.64 | 14.82 | 18.28 | 1.95 | 16.95 | 2.25 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Childrens Fund | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.