- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth
SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan Growth
₹ 39.38
NAV (Mar 13)
View Less
SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment11,90,155
Wealth Gained19,22,767
Total Corpus Created (₹)
With CAGR of 36.03 % in 5 yearsHistorical NAV
₹ 39.3836
NAV (Mar 13)
Fund Returns
Last 1Y | 22.1% |
Last 3Y | 19.3% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 36% |
6 Month CAGR | -10.1% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Expense Ratio | 0.8 % |
Launched 4Y ago | 2020-09-29 |
AUM in Crores | 3014.8 |
ISIN | INF200KA1R07 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Children’s Benefit Fund - Investment Plan Direct (G) | 11,94,198 | 4,61,586 | 19.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
14.55%Dodla Dairy Ltd
6.01%Le Travenues Technology Ltd.
5.2%Shakti Pumps (India) Ltd.
4.99%Kalpataru Projects International Ltd.
4.85%
Allocation by Sector
Financial
14.84%Services
13.65%Consumer Staples
13.54%Consumer Discretionary
12.97%Textiles
10.34%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 46,114 cr | ||
₹ 4,444 cr | ||
₹ 88,004 cr | ||
₹ 12,517 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.8% | 16.2% | ||
7.2% | 8.9% | ||
7.8% | 8.6% | ||
7.1% | 9% | ||
22.1% | 16.2% |
SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment11,90,155
Wealth Gained19,22,767
Total Corpus Created (₹)
With CAGR of 36.03 % in 5 yearsFrequently Asked Questions
What is the expense ratio for SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan Growth?
What is the current AUM of SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth?
What is the latest NAV of SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth?
What is the Riskometer rating for SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan Growth?
Which are the top sector holdings in SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan?
Which are the top stock holdings in SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan?
What is the asset allocation of SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan Growth?
What has been the performance of SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth returns?
Does SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan Growth?
How to invest in SBI Magnum Children’s Benefit Fund - Investment Plan Direct Growth?
How can I redeem my investment in SBI Magnum Children’s Benefit Fund - Investment Plan Direct Plan?