Solution Oriented Scheme - Children’s FundSBI Mutual Fund

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

₹118.3484▲ 0.2790 (0.24%)

Scheme Type

Open Ended Schemes

NAV History

+12.56%

365 data points · Period:1Y

Returns

CAGR

+0.24%

+0.14%

+3.82%

+7.23%

+11.69%

+10.40%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,256

+12.6%

3Y Ago

₹15,342

+53.4%

5Y Ago

₹21,431

+114.3%

Past performance ≠ future results

Fund Analytics

Score: 60.3 / 100

Performance

Total Returns

Simple return over period

+6.98%

CAGR

Compound annual growth rate

+6.98%

Growth of ₹10K

Hypothetical investment value

₹10,698

SIP XIRR

SIP internal rate of return

+11.74%

Risk

Volatility (Ann.)

Std deviation of returns

4.09%LOW

Max Drawdown

Worst peak-to-trough

-1.77%

Sharpe Ratio

Risk-adjusted return

0.24POOR

Sortino Ratio

Downside risk-adjusted return

0.38POOR

Benchmark

Beta

Market sensitivity

0.23DEF

Alpha

Excess return vs benchmark

+3.40%

Tracking Error

Deviation from benchmark

9.95%

Information Ratio

Alpha per unit tracking error

0.34

Treynor Ratio

Return per unit systematic risk

4.28

Capture

Upside Capture

Participation in market gains

23.02%

Downside Capture

Participation in market losses

12.59%

Rolling Returns

1Y Rolling CAGR

Avg 12.9% (0.9% – 28.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-09

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.0%-4.6%

+3.4%

3Y+12.2%+8.4%

+5.7%

5Y+10.8%+9.9%

+4.2%

Beta

1Y:0.233Y:0.195Y:0.17

Outperforming 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

₹1,48,408

Total Value

₹4,48,408

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