Solution Oriented Scheme - Children’s FundSBI Mutual Fund

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

₹113.0099▼ 0.1030 (0.09%)

Scheme Type

Open Ended Schemes

NAV History

+5.74%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,574

+5.7%

3Y Ago

₹14,825

+48.3%

5Y Ago

₹20,603

+106.0%

Past performance ≠ future results

Fund Analytics

Score: 60.9 / 100

Performance

Total Returns

Simple return over period

+3.27%

CAGR

Compound annual growth rate

+3.27%

Growth of ₹10K

Hypothetical investment value

₹10,327

SIP XIRR

SIP internal rate of return

+4.29%

Risk

Volatility (Ann.)

Std deviation of returns

3.79%LOW

Max Drawdown

Worst peak-to-trough

-1.77%

Sharpe Ratio

Risk-adjusted return

-0.72POOR

Sortino Ratio

Downside risk-adjusted return

-1.10POOR

Benchmark

Beta

Market sensitivity

0.22DEF

Alpha

Excess return vs benchmark

-0.59%

Tracking Error

Deviation from benchmark

9.67%

Information Ratio

Alpha per unit tracking error

-0.06

Treynor Ratio

Return per unit systematic risk

-12.30

Capture

Upside Capture

Participation in market gains

19.66%

Downside Capture

Participation in market losses

14.20%

Rolling Returns

1Y Rolling CAGR

Avg 13.3% (0.9% – 28.6%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.3%-3.6%

-0.6%

3Y+11.4%+9.9%

+4.6%

5Y+10.7%+10.4%

+3.9%

Beta

1Y:0.223Y:0.195Y:0.17

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