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 (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 119.31 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit Load of 3% if redeemed within an year, 2% if redeemed within 2 years and 1% if redeemed within 3 years |
106.1473
0.03 (0.0285%)
10.72%
Benchmark: 9.79%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Conservative 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
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 | 4.65 |
| Sharpe Ratio | 0.95 |
| Alpha | 3.45 |
| Beta | 0.63 |
| Yield to Maturity | 7.39 |
| Average Maturity | 9.6 |
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
15.81%
Others
80.37%
Large Cap
2.57%
Mid Cap
1.25%
