Solution Oriented Scheme - Children’s FundSBI Mutual Fund

SBI Children's Fund - Savings Plan - REGULAR PLAN - GROWTH

₹111.3004▼ 0.0967 (0.09%)

Scheme Type

Open Ended Schemes

NAV History

+3.73%

365 data points · Period: 1Y

Returns

CAGR

-0.09%

+1.20%

+0.60%

+5.16%

+11.18%

+10.86%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,373

+3.7%

3Y Ago

₹14,918

+49.2%

5Y Ago

₹20,488

+104.9%

Past performance ≠ future results

Fund Analytics

Score: 63.2 / 100

Performance

Total Returns

Simple return over period

+4.14%

CAGR

Compound annual growth rate

+4.14%

Growth of ₹10K

Hypothetical investment value

₹10,414

SIP XIRR

SIP internal rate of return

+1.24%

Risk

Volatility (Ann.)

Std deviation of returns

3.63%LOW

Max Drawdown

Worst peak-to-trough

-1.77%

Sharpe Ratio

Risk-adjusted return

-0.51POOR

Sortino Ratio

Downside risk-adjusted return

-0.72POOR

Benchmark

Beta

Market sensitivity

0.19DEF

Alpha

Excess return vs benchmark

-0.76%

Tracking Error

Deviation from benchmark

10.17%

Information Ratio

Alpha per unit tracking error

-0.07

Treynor Ratio

Return per unit systematic risk

-9.90

Capture

Upside Capture

Participation in market gains

20.47%

Downside Capture

Participation in market losses

14.55%

Rolling Returns

1Y Rolling CAGR

Avg 13.8% (0.9% – 28.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+4.1%+0.1%

-0.8%

3Y+12.1%+12.2%

+5.0%

5Y+10.8%+11.0%

+4.0%

Beta

1Y: 0.193Y: 0.185Y: 0.16

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,36,004

Total Value

₹4,36,004

*Based on historical CAGR. Projections are illustrative, not guaranteed