Best Children s Mutual Funds December 2024


Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
2
12.35% 15.29% 17.15% 12.83% 12.74% 13.28% 16.26% 18.14% 13.82% 13.72% 8.77% -6.66% -7.31% % 0.55 0.96
3
17.37% 12.24% 12.42% 9.41% 8.53% 18.44% 13.01% 13.33% 10.32% 9.48% 11.27% -11.34% -14.72% % 0.23 0.45
4
15.02% 15.40% 15.10% 11.63% 11.11% 15.89% 16.26% 15.93% 12.48% 11.97% 11.35% -8.82% -12.80% % 0.36 0.71
5
15.10% 11.32% 12.96% 9.70% 11.24% 15.50% 11.71% 13.48% 10.38% 11.97% 4.35% -3.20% -3.58% % 0.54 1.05
6
9.11% 12.94% 17.15% 11.49% 10.94% 9.67% 13.62% 17.92% 12.31% 11.92% 13.20% -13.73% -17.53% -0.46% 0.92 0.21 0.39
7
11.42% 10.84% 11.13% % % 13.00% 12.64% 12.99% % % 12.90% -12.80% -15.04% -1.21% 0.91 0.18 0.34
8
9.87% 8.65% 10.18% 7.52% 8.23% 10.10% 8.88% 10.42% 7.74% 8.43% 5.89% -5.08% -6.74% % 0.13 0.27
9
13.78% 6.27% 11.08% 9.61% % 15.23% 7.77% 12.62% 11.18% % 10.71% -15.66% -13.11% % -0.01 -0.09
10
11.47% 9.85% 14.83% 10.78% 11.13% 12.71% 11.05% 16.02% 11.89% 12.14% 13.72% -15.88% -17.32% % 0.13 0.21

Return Calculated On: 23 January 2025

Ratios Calculated On: 31 December 2024

As On: 23 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
0.66
-0.76
-3.84
-5.54
-5.44
13.22
14.71
17.75
13.01
12.88
12.62
Aditya Birla Sun Life Bal Bhavishya Yojna
0.33
-1.71
-4.70
-5.63
-6.11
11.42
10.84
11.13
Hdfc Children'S Gift Fund
0.28
-0.92
-3.49
-2.53
-1.24
12.35
15.29
17.15
12.83
12.74
15.44
Icici Prudential Child Care Fund (Gift Plan)
1.38
0.35
-3.00
-3.68
-2.62
15.02
15.40
15.10
11.63
11.11
12.54
LIC MF Children’s Fund
0.67
-1.89
-1.85
0.16
1.49
17.37
12.24
12.42
9.41
8.53
8.00
Sbi Magunum Children'S Benefit Fund - Savings Plan
0.17
-0.48
-1.59
-0.40
4.29
15.10
11.32
12.96
9.70
11.24
11.54
Tata Young Citizens Fund
0.06
-0.78
-3.52
-5.15
-6.24
9.11
12.94
17.15
11.49
10.94
7.77
Union CHILDREN’S FUND
1.06
-1.55
-5.15
-5.47
-2.73
13.99
UTI Children's Hybrid Fund
0.43
-0.26
-1.36
-2.01
-0.18
9.87
8.65
10.18
7.52
8.23
6.23
UTI Children's Equity Fund
1.15
-1.15
-4.28
-7.15
-6.29
11.47
9.85
14.83
10.78
11.13
11.78
Axis Children Gift Fund
0.17
-1.28
-2.84
-3.36
-0.71
13.78
6.27
11.08
9.61

As On: 23 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty 500 Total Return Index
0.66
-0.76
-3.84
-5.54
-5.44
13.22
14.71
17.75
13.01
12.88
12.62
Aditya Birla Sun Life Bal Bhavishya Yojna
0.34
-1.69
-4.62
-5.33
-5.46
13.00
12.64
12.99
Hdfc Children'S Gift Fund
0.28
-0.90
-3.42
-2.32
-0.82
13.28
16.26
18.14
13.82
13.72
Icici Prudential Child Care Fund (Gift Plan)
1.38
0.36
-2.94
-3.52
-2.27
15.89
16.26
15.93
12.48
11.97
LIC MF Children’s Fund
0.67
-1.87
-1.79
0.36
1.95
18.44
13.01
13.33
10.32
9.48
Sbi Magunum Children'S Benefit Fund - Savings Plan
0.17
-0.48
-1.56
-0.31
4.48
15.50
11.71
13.48
10.38
11.97
Tata Young Citizens Fund
0.06
-0.77
-3.46
-4.99
-5.97
9.67
13.62
17.92
12.31
11.92
Union CHILDREN’S FUND
1.05
-1.53
-5.00
-5.07
-2.03
15.77
UTI Children's Hybrid Fund
0.43
-0.26
-1.34
-1.96
-0.07
10.10
8.88
10.42
7.74
8.43
UTI Children's Equity Fund
1.15
-1.13
-4.20
-6.91
-5.79
12.71
11.05
16.02
11.89
12.14
Axis Children Gift Fund
0.17
-1.25
-2.74
-3.08
-0.13
15.23
7.77
12.62
11.18

As On: 23 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Bal Bhavishya Yojna
-2.25
11.30
12.24
Hdfc Children'S Gift Fund
3.79
14.29
17.50
16.32
14.90
15.01
Icici Prudential Child Care Fund (Gift Plan)
0.96
16.26
17.48
15.38
13.55
13.39
LIC MF Children’s Fund
9.84
14.45
14.48
13.13
10.98
9.88
Sbi Magunum Children'S Benefit Fund - Savings Plan
-6.42
10.14
12.51
11.82
11.58
11.74
Tata Young Citizens Fund
-1.39
12.49
16.49
15.52
13.31
11.63
Union CHILDREN’S FUND
1.16
UTI Children's Hybrid Fund
4.28
7.89
9.88
9.42
8.84
8.14
UTI Children's Equity Fund
-1.19
11.34
14.83
14.18
13.25
12.96
Axis Children Gift Fund
4.76
8.41
10.59
10.88

As On: 23 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Bal Bhavishya Yojna
-0.84
13.01
14.08
Hdfc Children'S Gift Fund
4.68
15.27
18.52
17.31
15.88
Icici Prudential Child Care Fund (Gift Plan)
1.72
17.14
18.36
16.22
14.38
LIC MF Children’s Fund
10.80
15.28
15.35
14.00
11.87
Sbi Magunum Children'S Benefit Fund - Savings Plan
-6.09
10.53
12.96
12.35
12.22
Tata Young Citizens Fund
-0.83
13.13
17.22
16.27
14.13
Union CHILDREN’S FUND
2.74
UTI Children's Hybrid Fund
4.51
8.12
10.12
9.66
9.06
UTI Children's Equity Fund
-0.07
12.56
16.11
15.37
14.36
Axis Children Gift Fund
6.06
9.90
12.15
12.44

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Bal Bhavishya Yojna -15.04 -12.80 -8.13 12.90 8.96
Hdfc Children's Gift Fund -7.31 -6.66 -2.10 8.77 5.91
Icici Prudential Child Care Fund (Gift Plan) -12.80 -8.82 -5.20 11.35 8.02
Lic Mf Children’S Fund -14.72 -11.34 -5.18 11.27 7.86
Sbi Magunum Children's Benefit Fund - Savings Plan -3.58 -3.20 -1.23 4.35 3.14
None -16.61 -9.57 -3.53 12.79 8.68
Tata Young Citizens Fund -17.53 -13.73 -5.21 13.20 9.04
Uti Children's Hybrid Fund -6.74 -5.08 -2.55 5.89 4.10
Uti Children's Equity Fund -17.32 -15.88 -7.03 13.72 9.24
Axis Children Gift Fund -13.11 -15.66 -6.98 10.71 7.38

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Bal Bhavishya Yojna
0.34
0.18
0.51
0.40
-1.21
0.91
0.93
1.01
-2.2000
Hdfc Children's Gift Fund
0.96
0.55
0.95
0.40
Icici Prudential Child Care Fund (Gift Plan)
0.71
0.36
0.82
0.41
Lic Mf Children’S Fund
0.45
0.23
0.58
0.39
Sbi Magunum Children's Benefit Fund - Savings Plan
1.05
0.54
0.89
0.37
None
1.20
0.68
1.18
0.42
Tata Young Citizens Fund
0.39
0.21
0.52
0.37
-0.46
0.92
0.92
1.07
-0.4700
Uti Children's Hybrid Fund
0.27
0.13
0.57
0.41
Uti Children's Equity Fund
0.21
0.13
0.39
0.40
Axis Children Gift Fund
-0.09
-0.01
0.23
0.40

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Bal Bhavishya Yojna 13,370.40 11,853.00 49,028.40 42,658.24 101,694.00 81,628.32
Hdfc Children'S Gift Fund 13,482.00 12,245.82 55,159.20 44,547.48 132,414.00 92,919.60 195,535.20 150,395.36 398,040.00 261,889.80 1,551,366.00 617,864.40
Icici Prudential Child Care Fund (Gift Plan) 13,802.40 12,062.69 55,328.40 45,821.99 121,212.00 92,873.94 181,482.00 145,421.81 344,016.00 243,519.96 1,058,382.00 536,706.36
LIC MF Children’s Fund 14,084.40 12,631.85 50,907.60 44,648.93 107,736.00 86,272.02 157,668.00 134,196.22 272,100.00 212,362.20 570,960.00 397,969.38
Sbi Magunum Children'S Benefit Fund - Savings Plan 13,812.00 11,577.55 49,665.60 41,940.18 110,334.00 82,172.10 160,582.80 128,058.25 348,072.00 219,215.52 926,226.00 465,974.82
Tata Young Citizens Fund 13,093.20 11,909.34 51,865.20 43,403.90 132,414.00 90,636.42 179,869.20 146,156.64 338,832.00 240,421.08 553,194.00 461,483.82
Union CHILDREN’S FUND 13,678.80 12,075.43
UTI Children's Hybrid Fund 13,184.40 12,277.38 46,180.80 40,568.90 97,410.00 76,966.14 139,532.40 117,522.55 264,528.00 189,532.92 445,572.00 344,094.12
UTI Children's Equity Fund 13,376.40 11,922.48 47,721.60 42,677.50 119,778.00 87,024.60 171,948.00 139,312.99 344,880.00 239,664.48 957,078.00 517,061.34
Axis Children Gift Fund 13,653.60 12,307.70 43,210.80 40,884.30 101,466.00 78,331.56 159,692.40 123,799.12

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Bal Bhavishya Yojna 13,560.00 11,945.08 51,444.00 43,732.33 110,478.00 85,412.28
Hdfc Children'S Gift Fund 13,593.60 12,303.00 56,574.00 45,175.86 138,108.00 95,270.76 207,832.80 155,783.38 433,956.00 276,058.56
Icici Prudential Child Care Fund (Gift Plan) 13,906.80 12,111.54 56,566.80 46,393.02 125,616.00 94,889.16 191,293.20 149,822.90 371,856.00 254,625.36
LIC MF Children’s Fund 14,212.80 12,692.89 51,958.80 45,180.04 112,188.00 88,144.92 167,101.20 138,424.10 296,952.00 222,607.92
Sbi Magunum Children'S Benefit Fund - Savings Plan 13,860.00 11,599.52 50,184.00 42,177.56 112,926.00 83,093.34 167,664.00 130,510.30 371,724.00 226,845.36
Tata Young Citizens Fund 13,160.40 11,945.68 52,804.80 43,803.76 136,794.00 92,286.96 189,285.60 150,123.71 369,984.00 251,211.48
Union CHILDREN’S FUND 13,892.40 12,177.98
UTI Children's Hybrid Fund 13,212.00 12,291.61 46,468.80 40,706.32 98,472.00 77,423.58 141,582.00 118,503.92 269,616.00 191,770.68
UTI Children's Equity Fund 13,525.20 11,995.24 49,302.00 43,446.38 126,138.00 89,795.82 184,422.00 145,376.95 377,472.00 254,279.16
Axis Children Gift Fund 13,827.60 12,391.24 45,057.60 41,791.21 108,678.00 81,428.94 176,400.00 130,906.19