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

SBI Magnum Children Benefit Plan

As on Jul-08-2020 change fund

57.40

-0.01 (-0.01%)

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 moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 31-Mar-2020)	38.83	46.84	54.51	57.02	52.33
Net Assets(Rs Crores) (as on 31-Mar-2020)	31.35	39.97	58.43	64.42	59.47
Scheme Returns(%)(Simple Ann.)	6.07	19.82	16.06	4.01	-8.90
B'mark Returns(%)(Simple Ann.)	NA	NA	NA	NA	NA
Category Rank	5/53	2/45	2/40	5/10	1/9

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

financial year	Q1	Q2	Q3	Q4
2020-2021	33.35	NA	NA	NA
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	(%)
Cipla Ltd.	1.62
ICICI Bank Ltd.	1.56
State Bank Of India	1.36
Narayana Hrudayalaya Ltd.	1.26
Cummins India Ltd.	1.17
Bharat Heavy Electricals Ltd.	1.09
Bosch Ltd.	1.04
Engineers India Ltd.	0.99
Hawkins Cookers Ltd.	0.93
Vedanta Ltd.	0.92

Credit Ratings – Quality

Rating	(%)
LARGE	8.45
MID	3.83
Others	78.77
SMALL	8.95

Instrument Holdings

Instruments	(%)
Corporate Debt	44.40
Cash & Cash Equivalents and Net Assets	28.32
Domestic Equities	21.38
Government Securities	5.08
Rights	0.82

Growth Chart of the Scheme

to go

1M
3M
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 Benefit Plan	-Value	28-Jan-2002	61.84	57.35	33.21	42.19	3.03	5.02	9.60	10.41	9.93	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	433.51	139.39	60.92	63.82	1.62	5.46	NA	NA	6.87	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,021.75	124.92	72.73	81.04	-2.31	3.27	7.11	12.18	15.15	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,426.02	53.00	34.53	45.77	0.79	1.58	5.34	8.48	8.42	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	558.57	122.04	31.71	55.63	-7.67	1.40	5.34	8.47	14.58	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	10.37	93.92	49.25	56.91	-1.46	-0.65	3.03	4.73	2.83	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	157.44	85.50	58.11	78.77	-1.92	-0.72	3.16	7.24	11.47	BUY SIP
Aditya Birla SL Bal Bhavishya Yojna-Wealth Plan-Reg(G)	-	11-Feb-2019	223.42	63.20	59.88	72.84	-1.08	NA	NA	NA	0.14	BUY SIP

Vedant Asset

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