SBI Childrens Fund - Savings Plan Growth Return
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- 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
₹152 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 | -2.56 | -1.59 | 126.25 |
| 6M | 3.78 | 0.84 | 126.25 |
| 1Y | 7.00 | 2.59 | 126.25 |
| 3Y | 10.23 | 12.17 | 126.25 |
Portfolio Analysis
- Equity: 21.97%
- Debt: 77.82%
- 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 ₹152 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 |
|---|---|---|---|
| Motilal Oswal Equity Hybrid Fund Growth | 1 | 417 CR | 2.42 |
| SBI Aggressive Hybrid Fund Growth | 4 | 86,162 CR | 1.4 |
| SBI Childrens Fund - Savings Plan Growth | 4 | 151 CR | 1.29 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3,856 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Equity Hybrid Fund Growth | 17.7184 | 33.406 |
| This FundSBI Aggressive Hybrid Fund Growth | -3.6468 | 33.7149 |
| This FundSBI Childrens Fund - Savings Plan Growth | 6.9951 | 33.923 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
SBI Childrens Fund - Savings Plan Growth FAQs
- 1 Month : -2.56%
- 6 Months : 3.78%
- 1 Year : 7.00%
- 3 Years : 10.23%
