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  • SBI Magnum Children s Benefit Fund (Growth)
SBI Mutual Fund

SBI Magnum Children s Benefit Fund (Growth)

Solution OrientedChildrens Fund

101.9073

NAV (Jul 25)

13.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

101.9073

NAV (Jul 25)

Fund Returns

Last 1Y
20.4%
Last 3Y
11.9%
Last 5Y
13.2%
Last 10Y
11.9%
Since Inception
10.9%
6 Month CAGR
10.7%

Scheme Information

Investment Objective

To provide the investors an opportunity to earn regular income predominantly through investment in debt and money market instruments and capital appreciation through an actively managed equity portfolio.

Expense Ratio
1.21
Launched (22y ago)
Feb 21, 2002
AUM in Crores
115.709
ISIN
INF200K01776
Lock-in
5
Benchmark
Nifty 50 Hybrid Composite Debt 15:85
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.6
Standard Deviation (5yr)
6.6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.382
Sharpe Ratio (5yr)
1.011
YTM
7.55
Fund Managers

R. Srinivasan

Fund Manager

Rajeev Radhakrishnan

Fund Manager

Mohit Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Children s Benefit Fund (Growth)70%10,12,958 2,80,34613.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-25

Top Stock Holdings

uttar pradesh (government of) 7.38%

13%
13%

7.1% govt stock 2034

8.7%
8.7%

7.18% govt stock 2033

8.7%
8.7%

treps

5.1%
5.1%

rajasthan (government of ) 7.49%

4.4%
4.4%
See all holdings

Allocation by Sector

consumer cyclical

8%
8%

industrials

4.9%
4.9%

consumer defensive

2.5%
2.5%

basic materials

2.3%
2.3%

financial services

2.2%
2.2%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 3,324 cr

₹ 519 cr

₹ 120 cr

₹ 1,060 cr

₹ 27 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 748,787 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,248 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.4%

6.5%

20.3%

18.4%

27.1%

17.5%

16.6%

12.6%

27.6%

14%

SBI Magnum Children s Benefit Fund (G) Review

SBI Magnum Children s Benefit Fund (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of null% over a period of 22 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Rajeev Radhakrishnan, R. Srinivasan.

Nav of SBI Magnum Children s Benefit Fund (G) as of 7/25/2024 is ₹101.91 with the total AUM as of 7/26/2024 is ₹115.709. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Children s Benefit Fund (G) was launched on Feb 21, 2002. The category risk of the fund is High Risk.

The minimum SIP amount for SBI Magnum Children s Benefit Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is SBI Magnum Children s Benefit Fund (G)?

SBI Magnum Children s Benefit Fund (G) is a Childrens Fund Solution Oriented scheme predominantly investing across Solution Oriented instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Magnum Children s Benefit Fund (G)?

You can invest in SBI Magnum Children s Benefit Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Magnum Children s Benefit Fund (G)?

The minimum sip amount for SBI Magnum Children s Benefit Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Magnum Children s Benefit Fund (G) good to invest in?

As per Scripbox experts, SBI Magnum Children s Benefit Fund (G) is a Not Reviewed Yet fund. You can investSBI Magnum Children s Benefit Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Magnum Children s Benefit Fund (G)?

The expense ratio of the SBI Magnum Children s Benefit Fund (G) is 1.21% for regular plan.