Category: Childrens Fund |
Launch Date: 14-10-1995 |
Asset Class: Mixed Asset |
Benchmark: NIFTY 500 TRI |
TER: 2.56% As on (30-12-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500 |
Minimum Topup: 500 |
Total Assets: 366.65 Cr As on 29-11-2024(Source:AMFI) |
Turn over: 19.3% | Exit Load: Exit load of 1% if redeemed before child attains 18 years of age |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks capital growth along with steady capital accretion, while emphasising capital preservation at all times. The fund would take an equal exposure to equity and debt.
Standard Deviation | 12.99 |
Sharpe Ratio | 0.62 |
Alpha | -1.2 |
Beta | 0.93 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Tata Young Citizens Fund -Regular Plan-Growth Option | 14-10-1995 | 11.92 | 19.67 | 12.21 | 18.47 | 11.8 |
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 38.87 | 34.7 | 22.59 | - | - |
LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | 20.0 | 21.29 | 12.19 | 13.53 | 9.18 |
Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 17.8 | - | - | - | - |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 16.5 | 16.91 | 11.59 | 13.54 | 11.59 |
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Small Cap
34.16%
Others
3.32%
Large Cap
51.79%
Mid Cap
9.78%
There are no scheme documents available