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

SBI Magnum Children s Benefit Fund Investment Plan (Growth)

OtherSolution Oriented

24.2106

NAV (Jan 27)

46.2%
Till Date 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

24.2106

NAV (Jan 27)

Fund Returns

Last 1Y

2.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

46.2%

6 Month CAGR

8.1%

Scheme Information

Investment Objective

The investment objective of the scheme is 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. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Expense Ratio

2.41

Launched (3y ago)

Sep 29, 2020

AUM in Crores

693.687

ISIN

INF200KA1Q99

Lock-in

5

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

6.88

Fund Managers

Mohit Jain

Fund Manager

Rama Srinivasan

Fund Manager

Dinesh Ahuja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Magnum Children s Benefit Fund Investment Plan (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-27

Top Stock Holdings

treps

10.8%
10.8%

netflix inc

6.6%
6.6%

state bank of india

5.2%
5.2%

archean chemical industries ltd

5.2%
5.2%

dodla dairy ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

23.2%
23.2%

communication services

14%
14%

basic materials

11.6%
11.6%

consumer cyclical

8.9%
8.9%

consumer defensive

8.2%
8.2%
See all sectors

Compare SBI Magnum Children s Benefit Fund Investment Plan (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 147 cr

₹ 14 cr

₹ 4,345 cr

₹ 11 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 482,321 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.8%

    18.3%

    6.2%

    6.8%

    3.7%

    6.5%

    17%

    17.1%

    14.1%

    11.4%

    SBI Magnum Children s Benefit Fund Investment Plan (G) Review

    SBI Magnum Children s Benefit Fund Investment Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 46.2% over a period of 2 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Ahuja, Mohit Jain, Rama Srinivasan.

    Nav of SBI Magnum Children s Benefit Fund Investment Plan (G) as of 1/27/2023 is ₹24.21 with the total AUM as of 1/30/2023 is ₹693.687. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Magnum Children s Benefit Fund Investment Plan (G) was launched on Sep 29, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Magnum Children s Benefit Fund Investment Plan (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 Investment Plan (G)?

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

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

    You can invest in SBI Magnum Children s Benefit Fund Investment Plan (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 Investment Plan (G)?

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

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

    As per Scripbox experts, SBI Magnum Children s Benefit Fund Investment Plan (G) is a Not Reviewed Yet fund. You can investSBI Magnum Children s Benefit Fund Investment Plan (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 Investment Plan (G)?

    The expense ratio of the SBI Magnum Children s Benefit Fund Investment Plan (G) is 2.41% for regular plan.