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
Fund16.00%
Cat. Avg.2.90%
2Y
Fund11.37%
Cat. Avg.3.77%
3Y
Fund21.54%
Cat. Avg.11.19%
5Y
Fund22.35%
Cat. Avg.10.70%
10Y
FundN/A
Cat. Avg.10.44%
SI
Fund31.74%
Cat. Avg.11.01%
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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Market Cap
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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 | 816.63 | 15.83% |
| 2 | Alphabet Inc. | 353.84 | 6.86% |
| 3 | State Bank of India | 352.58 | 6.84% |
| 4 | Thangamayil Jewellery Ltd. | 254.13 | 4.93% |
| 5 | Hatsun Agro Product Ltd. | 230.84 | 4.48% |
| 6 | Muthoot Finance Ltd. | 221.21 | 4.29% |
| 7 | Aether Industries Ltd. | 207.96 | 4.03% |
| 8 | Net Receivable / Payable | 195.07 | 3.78% |
| 9 | Privi Speciality Chemicals Ltd. | 177.16 | 3.43% |
| 10 | Adani Power Ltd. | 169.85 | 3.29% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15570 | +3.8% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.09 L. | +9.3% | N/A |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.