Buy SBI Magnum Children Benefit Plan - Children’s Mutual Funds Online

SBI Magnum Children's Benefit Fund-Savings Plan

As on Apr-12-2021 change fund

65.79

-0.69 (-1.04%)

fund objective

To provide the investors an opportunity to earn regular income predominantly through investment in debt and money market instruments and capital appreciation through an actively managed equity portfolio.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2016-2017	2017-2018	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 31-Mar-2021)	46.84	54.51	57.02	52.33	65.89
Net Assets(Rs Crores) (as on 31-Mar-2021)	39.97	58.43	64.42	59.47	74.28
Scheme Returns(%)(Simple Ann.)	19.82	16.06	4.01	-8.90	27.32
B'mark Returns(%)(Simple Ann.)	NA	NA	NA	NA	NA
Category Rank	2/45	2/40	5/10	1/9	10/10

Quarterly performance - Last 5 years (Simple Ann. Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	33.35	12.70	43.38	6.20
2019-2020	-9.07	-1.25	6.88	-29.71
2018-2019	-1.22	0.54	4.63	14.75
2017-2018	16.66	20.57	28.96	-3.53
2016-2017	24.31	23.97	5.22	23.50

Top 10 holdings

company	(%)
MTAR Technologies Ltd.	2.40
Laxmi Organic Industries Ltd.	1.82
HCL Technologies Ltd.	1.49
Bharti Airtel Ltd.	1.18
NHPC Ltd.	1.04
Automotive Axles Ltd.	1.00
Hawkins Cookers Ltd.	0.99
TTK Prestige Ltd.	0.98
Wabco India Ltd.	0.98
Ahluwalia Contracts (India) Ltd.	0.97

Credit Ratings – Quality

Rating	(%)
LARGE	6.75
MID	3.55
Others	77.65
SMALL	12.06

Instrument Holdings

Instruments	(%)
Cash & Cash Equivalents and Net Assets	54.57
Domestic Equities	23.05
Corporate Debt	18.25
Government Securities	4.13

Growth Chart of the Scheme

to go

1M
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6M
1Y
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since Inception

performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
SBI Magnum Children's Benefit Fund-Savings Plan	-Value	28-Jan-2002	74.28	-14.58	10.35	4.62	24.86	6.08	10.93	11.19	10.30	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	575.13	-60.67	-32.86	-3.66	38.69	9.34	10.76	NA	10.13	BUY SIP
HDFC Children's Gift Fund(Lock in)	Small-Growth	02-Mar-2001	4,270.06	-89.91	-40.83	2.32	49.43	9.26	12.95	13.42	14.45	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	228.63	-76.13	-39.69	4.25	56.11	7.68	9.89	10.04	12.44	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	13.25	-59.10	-38.15	-15.26	35.92	7.38	7.27	6.95	3.80	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	741.08	-40.93	-24.83	-5.45	39.47	6.96	10.82	11.26	15.33	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,917.27	-28.24	-11.06	-2.27	27.69	5.00	8.08	9.53	8.78	BUY SIP
Aditya Birla SL Bal Bhavishya Yojna-Reg(G)	-	11-Feb-2019	407.30	-128.90	-77.36	-12.22	38.50	NA	NA	NA	9.73	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	128.64	-53.27	35.83	37.02	NA	NA	NA	NA	79.61	BUY SIP

Vedant Asset

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