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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)

HybridSolution Oriented

40.183

NAV (Jul 23)

44%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

40.183

NAV (Jul 23)

Fund Returns

Last 1Y
42.8%
Last 3Y
28.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
44%
6 Month CAGR
31.8%

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
1.97
Launched (4y ago)
Sep 29, 2020
AUM in Crores
2325.642
ISIN
INF200KA1Q99
Lock-in
5
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15
Standard Deviation (5yr)
0
Beta (3yr)
0.87
Beta (5yr)
0
Sharpe Ratio (3yr)
1.489
Sharpe Ratio (5yr)
0
YTM
6.72
Fund Managers

Rajeev Radhakrishnan

Fund Manager

Rama Srinivasan

Fund Manager

Pradeep Kesavan

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 Investment Plan (Growth)70%15,29,390 7,96,77828.2%
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 2024-07-23

Top Stock Holdings

treps

11.2%
11.2%

shakti pumps (india) ltd

6.9%
6.9%

dodla dairy ltd

5.6%
5.6%

le travenues technology ltd

5.4%
5.4%

kalpataru projects international ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

21.4%
21.4%

industrials

15.8%
15.8%

consumer cyclical

14.3%
14.3%

communication services

12.4%
12.4%

consumer defensive

9.6%
9.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 37,036 cr

₹ 11,720 cr

₹ 3,355 cr

₹ 3,282 cr

₹ 841 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%

20.2%

18.3%

16.7%

12.6%

26.5%

17.4%

27.3%

13.9%

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

SBI Magnum Children s Benefit Fund Investment Plan (G) is a Solution Oriented Hybrid fund and has delivered an annualised return of 44% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Pradeep Kesavan, Rajeev Radhakrishnan, Rama Srinivasan.

Nav of SBI Magnum Children s Benefit Fund Investment Plan (G) as of 7/23/2024 is ₹40.18 with the total AUM as of 7/25/2024 is ₹2325.642. 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 Hybrid scheme predominantly investing across Hybrid 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 1.97% for regular plan.