- Mutual Funds
- SBI Mutual Fund
- SBI Magnum Children s Benefit Fund Investment Plan (Growth)
SBI Magnum Children s Benefit Fund Investment Plan (Growth)
₹ 33.5423
NAV (Apr 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 33.5423
NAV (Apr 23)
Fund Returns
Last 1Y | 39.5% |
Last 3Y | 32.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 40.4% |
6 Month CAGR | 17.2% |
Scheme Information
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 | 2.05 |
Launched (4y ago) | Sep 29, 2020 |
AUM in Crores | 1732.495 |
ISIN | INF200KA1Q99 |
Lock-in | 5 |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.81 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.517 |
Sharpe Ratio (5yr) | 0 |
YTM | 6.7 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Magnum Children s Benefit Fund Investment Plan (Growth) | 17,32,113 | 9,99,501 | 32.5% | |
| 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
treps
12.2%shakti pumps (india) ltd
5.7%icici bank ltd
4.4%kalpataru projects international ltd
4.3%lonza group ltd adr
4%Allocation by Sector
financial services
27%industrials
14.2%consumer defensive
10.6%healthcare
10.6%communication services
10%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 3,102 cr | ||
₹ 1,868 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22.7% | 17.9% | ||
16.8% | 12.2% | ||
26.7% | 16.5% | ||
28.6% | 13.4% |
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 40.4% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Pradeep Kesavan, Rajeev Radhakrishnan, Rama Srinivasan.
Nav of SBI Magnum Children s Benefit Fund Investment Plan (G) as of 4/23/2024 is ₹33.54 with the total AUM as of 4/24/2024 is ₹1732.495. 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)?
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 2.05% for regular plan.