The average 1 year return of Children's Mutual Funds is 29.12 % for regular funds and 30.25 % for direct funds. The average 3 year return is 13.9 % for regular funds and 14.92 % for direct funds. The average 1 year SIP return is 11.02 % for regular funds and 12.03 % for direct funds. The average 3 year SIP return is 19.58 % for regular funds and 20.62 % for direct funds. The average Sharpe Ratio is 0.82 and the average Standard Deviation is 9.97%.
Find the best Children s Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Magnum Children's Benefit Fund - In… | 1 | |
45.14% | 23.66% | % | % | % | 46.86% | 25.24% | % | % | % | 12.06% | -9.57% | -11.76% | % | 0.85 | 1.44 | |
| Icici Prudential Child Care Fund (Gift … | 2 | |
38.85% | 18.27% | 18.76% | 14.34% | 12.71% | 39.94% | 19.16% | 19.61% | 15.22% | 13.59% | 10.50% | -8.23% | -11.82% | % | 0.61 | 1.12 | |
| Tata Young Citizens Fund | 3 | |
28.37% | 14.02% | 20.51% | 13.35% | 12.93% | 28.95% | 14.70% | 21.29% | 14.20% | 13.95% | 12.55% | -12.72% | -13.86% | 0.23% | 0.92 | 0.38 | 0.71 |
| Hdfc Children's Gift Fund | 4 | |
27.06% | 16.13% | 19.77% | 15.16% | 14.53% | 28.11% | 17.11% | 20.79% | 16.17% | 15.52% | 8.53% | -6.14% | -6.83% | % | 0.67 | 1.16 | |
| Uti Children's Equity Fund | 5 | |
33.01% | 12.50% | 20.10% | 13.62% | 13.82% | 34.51% | 13.73% | 21.33% | 14.76% | 14.83% | 12.81% | -14.79% | -14.43% | % | 0.31 | 0.56 | |
| Aditya Birla Sun Life Bal Bhavishya Yoj… | 6 | |
27.47% | 12.54% | 14.96% | % | % | 29.41% | 14.40% | 16.96% | % | % | 12.20% | -12.98% | -14.03% | -1.65% | 0.90 | 0.30 | 0.56 |
| Sbi Magunum Children's Benefit Fund - S… | 7 | |
21.80% | 12.80% | 14.22% | 11.00% | 12.19% | 22.22% | 13.21% | 14.79% | 11.72% | 12.95% | 4.43% | -2.90% | -3.65% | % | 0.69 | 1.28 | |
| Lic Mf Children’S Fund | 8 | |
27.49% | 12.12% | 14.54% | 10.59% | 9.98% | 28.60% | 12.91% | 15.41% | 11.52% | 10.94% | 10.85% | -10.21% | -12.84% | % | 0.30 | 0.56 | |
| Uti Children's Hybrid Fund | 9 | |
18.57% | 9.50% | 12.08% | 8.73% | 9.59% | 18.82% | 9.73% | 12.32% | 8.95% | 9.79% | 5.49% | -5.08% | -4.64% | % | 0.29 | 0.58 | |
| Axis Children Gift Fund | 10 | |
23.39% | 7.45% | 13.56% | 11.51% | % | 25.12% | 8.98% | 15.15% | 13.14% | % | 10.27% | -14.81% | -12.10% | % | 0.11 | 0.20 |
Return Calculated On: 11 October 2024
Ratios Calculated On: 30 September 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| 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 | 15,296.40 | 12,594.12 | 51,310.80 | 48,012.59 | 120,480.00 | 91,394.58 | ||||||
| Hdfc Children'S Gift Fund | 15,247.20 | 12,474.65 | 56,376.00 | 48,577.90 | 147,900.00 | 101,289.42 | 225,615.60 | 161,961.91 | 466,056.00 | 278,726.64 | 1,733,940.00 | 666,191.52 |
| Icici Prudential Child Care Fund (Gift Plan) | 16,662.00 | 12,889.62 | 59,554.80 | 51,527.02 | 141,732.00 | 103,673.52 | 214,662.00 | 160,898.30 | 396,876.00 | 265,710.36 | 1,276,812.00 | 590,085.72 |
| LIC MF Children’s Fund | 15,298.80 | 12,606.67 | 50,738.40 | 47,269.51 | 118,290.00 | 90,931.50 | 169,974.00 | 140,377.10 | 310,656.00 | 217,631.40 | 582,804.00 | 409,500.18 |
| Sbi Magunum Children'S Benefit Fund - Savings Plan | 14,616.00 | 12,395.17 | 51,674.40 | 45,249.19 | 116,670.00 | 87,604.68 | 174,451.20 | 134,508.28 | 379,140.00 | 225,313.92 | 967,410.00 | 482,037.30 |
| SBI Magnum Children's Benefit Fund - Investment Plan | 17,416.80 | 13,926.41 | 68,072.40 | 56,327.00 | ||||||||
| Tata Young Citizens Fund | 15,404.40 | 12,483.04 | 53,370.00 | 48,489.37 | 152,478.00 | 101,810.88 | 201,986.40 | 161,494.54 | 404,772.00 | 263,171.04 | 618,930.00 | 499,581.00 |
| Union CHILDREN’S FUND | ||||||||||||
| UTI Children's Hybrid Fund | 14,228.40 | 12,096.36 | 47,268.00 | 42,937.81 | 106,128.00 | 81,703.44 | 150,897.60 | 123,692.60 | 299,820.00 | 197,973.60 | 477,720.00 | 358,027.92 |
| UTI Children's Equity Fund | 15,961.20 | 12,912.17 | 51,256.80 | 48,577.21 | 149,910.00 | 100,134.12 | 205,380.00 | 158,104.97 | 437,760.00 | 269,638.44 | 1,103,796.00 | 583,537.14 |
| Axis Children Gift Fund | 14,806.80 | 12,621.40 | 44,658.00 | 44,023.18 | 113,310.00 | 85,182.96 | 180,070.80 | 134,234.60 | ||||
| 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 | 15,529.20 | 12,701.66 | 53,902.80 | 49,276.40 | 131,352.00 | 95,712.90 | ||||||
| Hdfc Children'S Gift Fund | 15,373.20 | 12,533.21 | 57,819.60 | 49,272.16 | 154,260.00 | 103,847.58 | 239,878.80 | 167,744.05 | 507,768.00 | 293,669.40 | ||
| Icici Prudential Child Care Fund (Gift Plan) | 16,792.80 | 12,947.48 | 60,904.80 | 52,183.94 | 146,916.00 | 105,919.80 | 226,430.40 | 165,774.17 | 429,012.00 | 277,775.04 | ||
| LIC MF Children’s Fund | 15,432.00 | 12,672.19 | 51,814.80 | 47,824.74 | 122,868.00 | 92,898.00 | 180,213.60 | 144,795.76 | 338,892.00 | 228,045.60 | ||
| Sbi Magunum Children'S Benefit Fund - Savings Plan | 14,666.40 | 12,419.11 | 52,239.60 | 45,507.42 | 119,568.00 | 88,618.86 | 182,439.60 | 137,177.21 | 405,540.00 | 233,258.64 | ||
| SBI Magnum Children's Benefit Fund - Investment Plan | 17,623.20 | 14,021.00 | 70,725.60 | 57,518.60 | ||||||||
| Tata Young Citizens Fund | 15,474.00 | 12,515.36 | 54,327.60 | 48,932.78 | 157,482.00 | 103,662.24 | 212,839.20 | 165,885.72 | 442,884.00 | 275,089.56 | ||
| Union CHILDREN’S FUND | ||||||||||||
| UTI Children's Hybrid Fund | 14,258.40 | 12,110.59 | 47,566.80 | 43,085.99 | 107,280.00 | 82,193.16 | 153,106.80 | 124,721.86 | 305,460.00 | 200,282.04 | ||
| UTI Children's Equity Fund | 16,141.20 | 12,994.72 | 52,963.20 | 49,461.55 | 157,764.00 | 103,306.26 | 220,155.60 | 164,897.71 | 478,452.00 | 285,768.96 | ||
| Axis Children Gift Fund | 15,014.40 | 12,715.32 | 46,591.20 | 45,043.13 | 121,470.00 | 88,616.34 | 199,340.40 | 142,050.97 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-14.03 | -12.98 | -8.54 | 12.20 | 8.36 |
| Hdfc Children's Gift Fund |
-6.83 | -6.14 | -2.00 | 8.53 | 5.81 |
| Icici Prudential Child Care Fund (Gift Plan) |
-11.82 | -8.23 | -3.95 | 10.50 | 7.36 |
| Lic Mf Children’S Fund |
-12.84 | -10.21 | -4.45 | 10.85 | 7.40 |
| Sbi Magunum Children's Benefit Fund - Savings Plan |
-3.65 | -2.90 | -1.51 | 4.43 | 3.22 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
-11.76 | -9.57 | -2.77 | 12.06 | 8.13 |
| Tata Young Citizens Fund |
-13.86 | -12.72 | -4.30 | 12.55 | 8.65 |
| Uti Children's Hybrid Fund |
-4.64 | -5.08 | -2.04 | 5.49 | 3.77 |
| Uti Children's Equity Fund |
-14.43 | -14.79 | -5.11 | 12.81 | 8.57 |
| Axis Children Gift Fund |
-12.10 | -14.81 | -7.85 | 10.27 | 7.20 |
| 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 |
0.56
|
0.30
|
0.62
|
0.40
|
-1.65
|
0.90 |
0.90
|
|
1.21
|
-3.3197
|
| Hdfc Children's Gift Fund |
1.16
|
0.67
|
1.08
|
0.41
|
|
|
|
|
|
|
| Icici Prudential Child Care Fund (Gift Plan) |
1.12
|
0.61
|
1.06
|
0.39
|
|
|
|
|
|
|
| Lic Mf Children’S Fund |
0.56
|
0.30
|
0.66
|
0.39
|
|
|
|
|
|
|
| Sbi Magunum Children's Benefit Fund - Savings Plan |
1.28
|
0.69
|
1.00
|
0.37
|
|
|
|
|
|
|
| Sbi Magnum Children's Benefit Fund - Investment Plan |
1.44
|
0.85
|
1.29
|
0.43
|
|
|
|
|
|
|
| Tata Young Citizens Fund |
0.71
|
0.38
|
0.72
|
0.37
|
0.23
|
0.92 |
0.89
|
|
1.36
|
-1.1580
|
| Uti Children's Hybrid Fund |
0.58
|
0.29
|
0.68
|
0.40
|
|
|
|
|
|
|
| Uti Children's Equity Fund |
0.56
|
0.31
|
0.59
|
0.40
|
|
|
|
|
|
|
| Axis Children Gift Fund |
0.20
|
0.11
|
0.37
|
0.41
|
|
|
|
|
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-0.30%
|
-0.20%
|
-0.05%
|
1.61%
|
%
|
27.47%
|
12.54%
|
14.96%
|
%
|
%
|
%
|
| Hdfc Children'S Gift Fund |
0.29%
|
0.74%
|
0.58%
|
2.76%
|
%
|
27.06%
|
16.13%
|
19.77%
|
15.16%
|
14.53%
|
16.30%
|
| Icici Prudential Child Care Fund (Gift Plan) |
0.34%
|
0.84%
|
1.59%
|
2.57%
|
%
|
38.85%
|
18.27%
|
18.76%
|
14.34%
|
12.71%
|
13.95%
|
| LIC MF Children’s Fund |
0.28%
|
0.93%
|
-0.35%
|
2.92%
|
%
|
27.49%
|
12.12%
|
14.54%
|
10.59%
|
9.98%
|
8.15%
|
| Sbi Magunum Children'S Benefit Fund - Savings Plan |
-0.03%
|
0.85%
|
1.21%
|
6.06%
|
%
|
21.80%
|
12.80%
|
14.22%
|
11.00%
|
12.19%
|
11.86%
|
| SBI Magnum Children's Benefit Fund - Investment Plan |
0.77%
|
1.46%
|
3.21%
|
5.31%
|
%
|
45.14%
|
23.66%
|
%
|
%
|
%
|
%
|
| Tata Young Citizens Fund |
-0.20%
|
-0.90%
|
-2.28%
|
1.28%
|
%
|
28.37%
|
14.02%
|
20.51%
|
13.35%
|
12.93%
|
8.58%
|
| Union CHILDREN’S FUND |
0.08%
|
0.32%
|
0.81%
|
4.90%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| UTI Children's Hybrid Fund |
-0.07%
|
0.29%
|
0.40%
|
3.15%
|
%
|
18.57%
|
9.50%
|
12.08%
|
8.73%
|
9.59%
|
6.72%
|
| UTI Children's Equity Fund |
-0.08%
|
0.27%
|
-0.28%
|
3.75%
|
%
|
33.01%
|
12.50%
|
20.10%
|
13.62%
|
13.82%
|
12.85%
|
| Axis Children Gift Fund |
-0.05%
|
0.71%
|
0.91%
|
5.35%
|
%
|
23.39%
|
7.45%
|
13.56%
|
11.51%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-0.27%
|
-0.18%
|
0.09%
|
2.02%
|
%
|
29.41%
|
14.40%
|
16.96%
|
%
|
%
|
%
|
| Hdfc Children'S Gift Fund |
0.29%
|
0.75%
|
0.65%
|
2.98%
|
%
|
28.11%
|
17.11%
|
20.79%
|
16.17%
|
15.52%
|
%
|
| Icici Prudential Child Care Fund (Gift Plan) |
0.35%
|
0.86%
|
1.65%
|
2.76%
|
%
|
39.94%
|
19.16%
|
19.61%
|
15.22%
|
13.59%
|
%
|
| LIC MF Children’s Fund |
0.28%
|
0.94%
|
-0.29%
|
3.19%
|
%
|
28.60%
|
12.91%
|
15.41%
|
11.52%
|
10.94%
|
%
|
| Sbi Magunum Children'S Benefit Fund - Savings Plan |
-0.03%
|
0.86%
|
1.24%
|
6.16%
|
%
|
22.22%
|
13.21%
|
14.79%
|
11.72%
|
12.95%
|
%
|
| SBI Magnum Children's Benefit Fund - Investment Plan |
0.77%
|
1.48%
|
3.30%
|
5.61%
|
%
|
46.86%
|
25.24%
|
%
|
%
|
%
|
%
|
| Tata Young Citizens Fund |
-0.20%
|
-0.89%
|
-2.24%
|
1.40%
|
%
|
28.95%
|
14.70%
|
21.29%
|
14.20%
|
13.95%
|
%
|
| Union CHILDREN’S FUND |
0.08%
|
0.40%
|
0.96%
|
5.36%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| UTI Children's Hybrid Fund |
-0.07%
|
0.30%
|
0.41%
|
3.21%
|
%
|
18.82%
|
9.73%
|
12.32%
|
8.95%
|
9.79%
|
%
|
| UTI Children's Equity Fund |
-0.08%
|
0.29%
|
-0.19%
|
4.02%
|
%
|
34.51%
|
13.73%
|
21.33%
|
14.76%
|
14.83%
|
%
|
| Axis Children Gift Fund |
-0.05%
|
0.73%
|
1.00%
|
5.67%
|
%
|
25.12%
|
8.98%
|
15.15%
|
13.14%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna |
9.27%
|
19.59%
|
16.84%
|
%
|
%
|
%
|
| Hdfc Children'S Gift Fund |
7.38%
|
20.43%
|
21.05%
|
18.41%
|
16.07%
|
15.88%
|
| Icici Prudential Child Care Fund (Gift Plan) |
13.97%
|
24.69%
|
22.01%
|
18.22%
|
15.18%
|
14.49%
|
| LIC MF Children’s Fund |
9.47%
|
18.48%
|
16.63%
|
14.40%
|
11.45%
|
10.22%
|
| Sbi Magunum Children'S Benefit Fund - Savings Plan |
6.14%
|
15.40%
|
15.11%
|
13.21%
|
12.10%
|
12.14%
|
| SBI Magnum Children's Benefit Fund - Investment Plan |
30.91%
|
31.29%
|
%
|
%
|
%
|
%
|
| Tata Young Citizens Fund |
7.52%
|
20.29%
|
21.26%
|
18.33%
|
15.00%
|
12.56%
|
| Union CHILDREN’S FUND |
%
|
%
|
%
|
%
|
%
|
%
|
| UTI Children's Hybrid Fund |
1.49%
|
11.77%
|
12.29%
|
10.86%
|
9.66%
|
8.62%
|
| UTI Children's Equity Fund |
14.33%
|
20.42%
|
20.58%
|
17.73%
|
15.45%
|
14.36%
|
| Axis Children Gift Fund |
9.70%
|
13.49%
|
13.98%
|
13.15%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna |
10.97%
|
21.45%
|
18.72%
|
%
|
%
|
%
|
| Hdfc Children'S Gift Fund |
8.31%
|
21.44%
|
22.08%
|
19.39%
|
17.04%
|
%
|
| Icici Prudential Child Care Fund (Gift Plan) |
14.90%
|
25.62%
|
22.90%
|
19.06%
|
16.01%
|
%
|
| LIC MF Children’s Fund |
10.50%
|
19.31%
|
17.50%
|
15.27%
|
12.32%
|
%
|
| Sbi Magunum Children'S Benefit Fund - Savings Plan |
6.51%
|
15.80%
|
15.58%
|
13.76%
|
12.75%
|
%
|
| SBI Magnum Children's Benefit Fund - Investment Plan |
32.49%
|
32.87%
|
%
|
%
|
%
|
%
|
| Tata Young Citizens Fund |
8.02%
|
20.95%
|
22.01%
|
19.08%
|
15.82%
|
%
|
| Union CHILDREN’S FUND |
%
|
%
|
%
|
%
|
%
|
%
|
| UTI Children's Hybrid Fund |
1.71%
|
12.00%
|
12.53%
|
11.09%
|
9.88%
|
%
|
| UTI Children's Equity Fund |
15.65%
|
21.72%
|
21.87%
|
18.91%
|
16.53%
|
%
|
| Axis Children Gift Fund |
11.19%
|
15.08%
|
15.58%
|
14.73%
|
%
|
%
|