SBI Children'S Fund - Investment Plan - Regular Plan - Growth
Expense Ratio: -
Risk: Very High
Solution Oriented Scheme - Children s Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 08-09-2020
Exit Load: Nil
Fund Size:₹5,081.67 Cr
Performance
1Y
Fund12.49%
Cat. Avg.N/A
2Y
Fund8.69%
Cat. Avg.N/A
3Y
Fund19.79%
Cat. Avg.N/A
5Y
Fund17.06%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund30.40%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | TREPS | 645.64 | 9.30% |
| 2 | Thangamayil Jewellery Ltd. | 447.87 | 6.45% |
| 3 | Alphabet Inc. | 439.48 | 6.33% |
| 4 | State Bank of India | 369.68 | 5.32% |
| 5 | Adani Enterprises Ltd. | 303.60 | 4.37% |
| 6 | Kotak Mahindra Bank Ltd. | 274.57 | 3.95% |
| 7 | Renew Energy Global | 269.60 | 3.88% |
| 8 | Hatsun Agro Product Ltd. | 254.63 | 3.67% |
| 9 | Aequs Ltd. | 234.65 | 3.38% |
| 10 | Muthoot Finance Ltd. | 230.79 | 3.32% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 65085 | +8.5% | +18.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.38 L. | +15.3% | +15.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.26 L. | +25.6% | +16.0% |
| 5Y | 08 Nov, 21 | 3 L. | 4.74 L. | +58.1% | +18.8% |
| SI | 07 Oct, 20 | 3.65 L. | 7.00 L. | +91.8% | +21.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.12 L. | +12.5% | +12.5% |
| 2Y | 16 Oct, 24 | 1 L. | 1.18 L. | +18.1% | +8.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.72 L. | +71.9% | +19.8% |
| 5Y | 18 Oct, 21 | 1 L. | 2.19 L. | +118.8% | +17.0% |
| SI | 07 Oct, 20 | 1 L. | 4.95 L. | +395.2% | +30.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.