SBI Children's Benefit Fund- Investment Plan Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.13
• Std Deviation 13.17%
• Tracking Error 0.00%

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

The SBI Children's Benefit Fund- Investment Plan Regular Growth has an AUM of 5353.52 crores & has delivered CAGR of 24.87% in the last 5 years. The fund has an exit load of 3.00% and an expense ratio of 1.82%. The minimum investment in SBI Children's Benefit Fund- Investment Plan Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Muthoot Finance, Thangamayil Jewellery, State Bank of India & Hatsun Agro Product.

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Food Processing & Apparel/Accessories.

Some of the similar funds are SBI Children's Benefit Fund- Investment Plan Regular Growth, HDFC Childrens Fund, HDFC Childrens Fund(Lock-in), UTI Children's Hybrid Fund - Regular Plan, UTI Children's Hybrid Fund - Scholarship Plan. SBI Children's Benefit Fund- Investment Plan Regular Growth has a sharpe ratio of 1.13 & a standard deviation of 13.17%.