SBI Childrens Fund - Savings Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Childrens Fund - Savings Plan Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹146 Cr
5 Years
1.32
3% - for redemption/switch out on or before 1 year from the date of allotment.2% - for redemption/switch out after 1 year and up to 2 years from the date of allotment.1% - for redemption/switch out after 2 years and up to 3 years from the date of allotment.Nil - for redemption or switch-out after 3 years from the date of allotment.
NIFTY 50 Hybrid Composite Debt 15:85 Index
SBI Childrens Fund - Savings Plan Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.71 | -0.39 | 126.25 |
| 6M | 7.51 | 2.06 | 126.25 |
| 1Y | 7.69 | 3.90 | 126.25 |
| 3Y | 11.82 | 12.44 | 126.25 |
Portfolio Analysis
- Equity: 21.42%
- Debt: 78.37%
- Others
About Fund SBI Childrens Fund - Savings Plan Growth
SBI Childrens Fund - Savings Plan Growth managed by SBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹146 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 1.32. Under the expert guidance of Lokesh Mallya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Lokesh Mallya
Mr. Lokesh holds MBA, FRM as his educational qualification. He has over 4 years of experience. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Limited as Management Trainee.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Aggressive Hybrid Fund Growth | 5 | 6,648 CR | 1.86 |
| Mahindra Manulife Aggressive Hybrid Fund Growth | 4 | 2,451 CR | 2.25 |
| SBI Childrens Fund - Savings Plan Growth | 4 | 145 CR | 1.32 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4,013 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Aggressive Hybrid Fund Growth | 1.1898 | 38.6685 |
| This FundMahindra Manulife Aggressive Hybrid Fund Growth | -0.5453 | 38.8735 |
| This FundSBI Childrens Fund - Savings Plan Growth | 7.3142 | 39.1812 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
SBI Childrens Fund - Savings Plan Growth FAQs
- 1 Month : 0.71%
- 6 Months : 7.51%
- 1 Year : 7.69%
- 3 Years : 11.82%
