How to check the XIRR of SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH?

You can track the exact XIRR and portfolio overlapping of SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH?

Use the MutualSaathi Portfolio Analyzer to compare SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Children'S Fund - Savings Plan - Direct Plan - Growth

SBI Mutual Fund

Expense Ratio: -

Risk: Moderately High

Solution Oriented Scheme - Children s Fund

Plan: Direct

Benchmark: Nifty 50 Hybrid Composite Debt 15:85 Conservative Index

Inception: 28-12-2001

Exit Load: Nil

Fund Size:₹132.07 Cr

Performance

Fund7.49%

Cat. Avg.4.26%

Fund8.76%

Cat. Avg.4.98%

Fund12.39%

Cat. Avg.12.38%

Fund10.73%

Cat. Avg.11.73%

10Y

Fund11.55%

Cat. Avg.11.13%

Fund12.09%

Cat. Avg.13.37%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	6.68% CGL 2040	DEBT	G-Sec		Sovereign	7.09%	14.62	10.10%
2	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo		13.77	9.52%
3	7.18% CGL 2033	DEBT	G-Sec		Sovereign	6.75%	10.30	7.12%
4	JSW Kalinga Steel Ltd.	DEBT	Bond/NCD		CRISIL AA	8.61%	5.14	3.55%
5	Muthoot Finance Ltd.	Equity	Listed	Large Cap	Finance		5.14	3.55%
6	7.73% State Government of Tamil Nadu 2036	DEBT	SDL		Sovereign	7.57%	5.10	3.53%
7	7.64% State Government of Rajasthan 2036	DEBT	SDL		Sovereign	7.64%	5.05	3.49%
8	Small Industries Development Bank of India	DEBT	Bond/NCD		CRISIL AAA	7.21%	5.04	3.48%
9	National Bank for Agriculture and Rural Development	DEBT	Bond/NCD		CRISIL AAA	7.21%	5.02	3.47%
10	7.44% State Government of Rajasthan 2033	DEBT	SDL		Sovereign	7.50%	5.02	3.47%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	15000	15408	+2.7%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	20 Apr, 26	1 L.	1.05 L.	+5.0%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.