Solution Oriented Scheme - Children’s FundSBI Mutual Fund

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

₹129.4744▲ 0.3065 (0.24%)

Scheme Type

Open Ended Schemes

NAV History

+13.19%

365 data points · Period:1Y

Returns

CAGR

+0.24%

+0.14%

+3.86%

+7.64%

+12.07%

+10.81%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,319

+13.2%

3Y Ago

₹15,590

+55.9%

5Y Ago

₹22,245

+122.5%

Past performance ≠ future results

Fund Analytics

Score: 60.4 / 100

Performance

Total Returns

Simple return over period

+7.38%

CAGR

Compound annual growth rate

+7.38%

Growth of ₹10K

Hypothetical investment value

₹10,738

SIP XIRR

SIP internal rate of return

+12.14%

Risk

Volatility (Ann.)

Std deviation of returns

4.10%LOW

Max Drawdown

Worst peak-to-trough

-1.74%

Sharpe Ratio

Risk-adjusted return

0.34POOR

Sortino Ratio

Downside risk-adjusted return

0.54AVG

Benchmark

Beta

Market sensitivity

0.23DEF

Alpha

Excess return vs benchmark

+3.81%

Tracking Error

Deviation from benchmark

9.95%

Information Ratio

Alpha per unit tracking error

0.38

Treynor Ratio

Return per unit systematic risk

6.01

Capture

Upside Capture

Participation in market gains

23.35%

Downside Capture

Participation in market losses

12.35%

Rolling Returns

1Y Rolling CAGR

Avg 13.4% (1.3% – 29.4%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.4%-4.6%

+3.8%

3Y+12.6%+8.4%

+6.1%

5Y+11.2%+9.9%

+4.6%

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

₹1,61,247

Total Value

₹4,61,247

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