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
₹149 Cr
5 Years
1.29
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 | 0.19 | -1.70 | 126.25 |
| 6M | 10.43 | 2.68 | 126.25 |
| 1Y | 9.86 | 3.00 | 126.25 |
| 3Y | 11.17 | 10.86 | 126.25 |
Portfolio Analysis
- Equity: 23.02%
- Debt: 76.77%
- 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 ₹149 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 1.29. 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 |
|---|---|---|---|
| SBI Aggressive Hybrid Fund Growth | 4 | 88,667 CR | 1.38 |
| ICICI Prudential Childrens Fund Growth | 5 | 1,435 CR | 3.07 |
| SBI Childrens Fund - Savings Plan Growth | 4 | 149 CR | 1.29 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4,072 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Aggressive Hybrid Fund Growth | 2.1381 | 35.7198 |
| This FundICICI Prudential Childrens Fund Growth | -2.8231 | 36.6391 |
| This FundSBI Childrens Fund - Savings Plan Growth | 9.8599 | 37.3785 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
SBI Childrens Fund - Savings Plan Growth FAQs
- 1 Month : 0.19%
- 6 Months : 10.43%
- 1 Year : 9.86%
- 3 Years : 11.17%
