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

You can track the exact XIRR and portfolio overlapping of SBI Children's Fund - Savings Plan - REGULAR 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 - REGULAR PLAN - GROWTH?

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

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

SBI Mutual Fund

Expense Ratio: -

Risk: Moderately High

Solution Oriented Scheme - Children s Fund

Plan: Regular

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

Inception: 28-12-2001

Exit Load: Nil

Fund Size:₹132.07 Cr

Performance

Fund7.08%

Cat. Avg.2.90%

Fund8.36%

Cat. Avg.3.77%

Fund11.99%

Cat. Avg.11.19%

Fund10.32%

Cat. Avg.10.70%

10Y

Fund10.88%

Cat. Avg.10.44%

Fund10.35%

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

Tap to expand

Debt Ratings

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Debt Instruments

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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%

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Fund Details

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	15000	15401	+2.7%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	20 Apr, 26	1 L.	1.05 L.	+4.9%	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.