Solution Oriented Scheme - Children’s FundSBI Mutual Fund

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

₹123.5762▼ 0.1114 (0.09%)

Scheme Type

Open Ended Schemes

NAV History

+6.33%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,633

+6.3%

3Y Ago

₹15,068

+50.7%

5Y Ago

₹21,412

+114.1%

Past performance ≠ future results

Fund Analytics

Score: 60.9 / 100

Performance

Total Returns

Simple return over period

+3.66%

CAGR

Compound annual growth rate

+3.66%

Growth of ₹10K

Hypothetical investment value

₹10,366

SIP XIRR

SIP internal rate of return

+4.69%

Risk

Volatility (Ann.)

Std deviation of returns

3.80%LOW

Max Drawdown

Worst peak-to-trough

-1.74%

Sharpe Ratio

Risk-adjusted return

-0.62POOR

Sortino Ratio

Downside risk-adjusted return

-0.95POOR

Benchmark

Beta

Market sensitivity

0.22DEF

Alpha

Excess return vs benchmark

-0.20%

Tracking Error

Deviation from benchmark

9.67%

Information Ratio

Alpha per unit tracking error

-0.02

Treynor Ratio

Return per unit systematic risk

-10.52

Capture

Upside Capture

Participation in market gains

19.98%

Downside Capture

Participation in market losses

13.95%

Rolling Returns

1Y Rolling CAGR

Avg 13.8% (1.3% – 29.4%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.7%-3.6%

-0.2%

3Y+11.8%+9.9%

+5.0%

5Y+11.1%+10.4%

+4.3%

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

₹1,48,408

Total Value

₹4,48,408

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