| Fund Name | NAV Date | NAV | Rupee Change | Percent Change |
|---|---|---|---|---|
| HDFC Childrens Gift Fund - Growth Plan | 29/Nov/2023 | 235.768 |
2.2490
|
0.9631%
|
| HDFC Childrens Gift Fund - Direct Plan | 29/Nov/2023 | 257.962 |
2.4670
|
0.9656%
|
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
4.39
|
4.58
|
No
|
No
|
No
|
5/10 | 1.71 / 7.89 |
| 1M Rolling Return % |
1.33
|
1.11
|
Yes
|
No
|
No
|
4/10 | 0.22 / 1.87 |
| 3M Return % |
3.63
|
3.95
|
No
|
No
|
No
|
6/10 | 1.86 / 6.51 |
| 3M Rolling Return % |
3.74
|
2.92
|
Yes
|
Yes
|
No
|
3/10 | 1.03 / 4.13 |
| 6M Return % |
10.55
|
11.80
|
No
|
No
|
No
|
7/10 | 5.31 / 16.71 |
| 6M Rolling Return % |
9.93
|
8.15
|
Yes
|
Yes
|
No
|
3/10 | 4.63 / 11.39 |
| 1Y Return % |
17.23
|
14.11
|
Yes
|
Yes
|
No
|
3/10 | 5.56 / 22.46 |
| 1Y Rolling Return % |
13.66
|
8.87
|
Yes
|
Yes
|
No
|
2/10 | 2.57 / 20.85 |
| 3Y Return % |
19.11
|
16.87
|
Yes
|
Yes
|
No
|
3/10 | 10.08 / 38.07 |
| 3Y Rolling Return % |
16.60
|
13.88
|
Yes
|
No
|
No
|
3/8 | 10.30 / 17.97 |
| 5Y Return % |
15.45
|
12.31
|
Yes
|
Yes
|
No
|
2/8 | 8.59 / 15.64 |
| Standard Deviation |
10.00
|
11.18
|
Yes
|
No
|
No
|
4/10 | 5.57 / 16.64 |
| Semi Deviation |
6.38
|
7.39
|
Yes
|
Yes
|
No
|
3/10 | 3.42 / 10.30 |
| Max Drawdown |
-6.14
|
-9.81
|
Yes
|
Yes
|
No
|
3/10 | -14.81 / -2.90 |
| VaR 1 Y |
-6.83
|
-10.54
|
Yes
|
Yes
|
No
|
3/10 | -14.43 / -3.24 |
| Average Drawdown |
-2.34
|
-4.30
|
Yes
|
Yes
|
No
|
3/10 | -8.97 / -1.13 |
| Sharpe Ratio |
1.39
|
1.03
|
Yes
|
Yes
|
No
|
2/10 | 0.51 / 1.98 |
| Sterling Ratio |
1.35
|
1.02
|
Yes
|
Yes
|
No
|
2/10 | 0.56 / 2.14 |
| Sortino Ratio |
0.94
|
0.64
|
Yes
|
Yes
|
No
|
2/10 | 0.29 / 1.54 |
All parametrs are in percentage
| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Hdfc Children's Gift Fund |
1 | The Hdfc Children'S Gift Fund is a Children s Fund. In the Children s Fund category there are tenth funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Children'S Gift Fund performance snapshot section. | 17.23% | 19.11% | -6.14% | -6.83% | 1.39 | 0.94 | 0.42 |
|
Sbi Magnum Children's Benefit Fund - Investment Plan |
2 | The Sbi Magnum Children'S Benefit Fund - Investment Plan is a Children s Fund. In the Children s Fund category there are tenth funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 62% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Magnum Children'S Benefit Fund - Investment Plan performance snapshot section. | 22.46% | 38.07% | -9.57% | -11.76% | 1.98 | 1.54 | 0.42 |
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
4.47
|
4.66
|
No
|
No
|
No
|
5/10 | 1.74 / 7.96 |
| 1M Rolling Return % |
1.40
|
1.19
|
Yes
|
No
|
No
|
4/10 | 0.35 / 1.93 |
| 3M Return % |
3.85
|
4.17
|
No
|
No
|
No
|
6/10 | 2.26 / 6.70 |
| 3M Rolling Return % |
3.98
|
3.12
|
Yes
|
Yes
|
No
|
3/10 | 1.40 / 4.31 |
| 6M Return % |
11.01
|
12.27
|
No
|
No
|
No
|
7/10 | 6.13 / 17.14 |
| 6M Rolling Return % |
10.37
|
8.60
|
Yes
|
Yes
|
No
|
3/10 | 5.29 / 11.78 |
| 1Y Return % |
18.23
|
15.08
|
Yes
|
Yes
|
No
|
3/10 | 7.14 / 24.02 |
| 1Y Rolling Return % |
14.61
|
9.89
|
Yes
|
Yes
|
No
|
2/10 | 4.51 / 22.43 |
| 3Y Return % |
20.12
|
17.94
|
Yes
|
Yes
|
No
|
3/10 | 10.59 / 40.00 |
| 3Y Rolling Return % |
17.59
|
14.79
|
Yes
|
No
|
No
|
3/8 | 10.55 / 18.82 |
| 5Y Return % |
16.43
|
13.19
|
Yes
|
Yes
|
No
|
2/8 | 8.82 / 16.47 |
| Standard Deviation |
10.00
|
11.18
|
Yes
|
No
|
No
|
4/10 | 5.57 / 16.64 |
| Semi Deviation |
6.38
|
7.39
|
Yes
|
Yes
|
No
|
3/10 | 3.42 / 10.30 |
| Max Drawdown |
-6.14
|
-9.81
|
Yes
|
Yes
|
No
|
3/10 | -14.81 / -2.90 |
| VaR 1 Y |
-6.83
|
-10.54
|
Yes
|
Yes
|
No
|
3/10 | -14.43 / -3.24 |
| Average Drawdown |
-2.34
|
-4.30
|
Yes
|
Yes
|
No
|
3/10 | -8.97 / -1.13 |
| Sharpe Ratio |
1.39
|
1.03
|
Yes
|
Yes
|
No
|
2/10 | 0.51 / 1.98 |
| Sterling Ratio |
1.35
|
1.02
|
Yes
|
Yes
|
No
|
2/10 | 0.56 / 2.14 |
| Sortino Ratio |
0.94
|
0.64
|
Yes
|
Yes
|
No
|
2/10 | 0.29 / 1.54 |
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| 1M Return % | 4.39% | 4.47% |
| 1M Rolling Return % | 1.33% | 1.40% |
| 3M Return % | 3.63% | 3.85% |
| 3M Rolling Return % | 3.74% | 3.98% |
| 6M Return % | 10.55% | 11.01% |
| 6M Rolling Return % | 9.93% | 10.37% |
| 1Y Return % | 17.23% | 18.23% |
| 1Y Rolling Return % | 13.66% | 14.61% |
| 3Y Return % | 19.11% | 20.12% |
| 3Y Rolling Return % | 16.60% | 17.59% |
| 5Y Return % | 15.45% | 16.43% |
| Standard Deviation | 10.00% | 10.00% |
| Semi Deviation | 6.38% | 6.38% |
| Max Drawdown | -6.14% | -6.14% |
| VaR 1 Y | -6.83% | -6.83% |
| Average Drawdown | -2.34% | -2.34% |
| Sharpe Ratio | 1.39% | 1.39% |
| Sterling Ratio | 1.35% | 1.35% |
| Sortino Ratio | 0.94% | 0.94% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Hdfc Children's Gift Fund |
0.96
|
1 |
0.87
|
6 |
4.39
|
5 |
3.63
|
6 |
10.55
|
7 |
17.23
|
3 |
19.11
|
3 |
15.45
|
2 |
| Aditya Birla Sun Life Bal Bhavishya Yojna |
0.95
|
2 |
1.52
|
2 |
5.61
|
3 |
4.64
|
3 |
14.52
|
3 |
14.28
|
5 |
11.92
|
7 |
|
|
| Uti Children's Career Fund - Investment Plan |
0.87
|
3 |
1.06
|
3 |
6.37
|
2 |
5.95
|
2 |
13.58
|
4 |
12.78
|
7 |
16.61
|
5 |
13.76
|
3 |
| Tata Young Citizens Fund |
0.65
|
4 |
0.47
|
8 |
5.48
|
4 |
4.21
|
4 |
13.52
|
5 |
15.96
|
4 |
19.47
|
2 |
15.64
|
1 |
| Lic Mf Children's Gift Fund |
0.61
|
5 |
0.93
|
5 |
4.32
|
6 |
3.80
|
5 |
12.33
|
6 |
12.21
|
8 |
11.64
|
8 |
11.36
|
5 |
| Axis Children Gift Fund |
0.55
|
6 |
0.75
|
7 |
3.16
|
8 |
1.86
|
10 |
5.31
|
10 |
5.56
|
10 |
10.08
|
10 |
10.84
|
6 |
| Icici Prudential Child Care Fund (Gift Plan) |
0.46
|
7 |
2.00
|
1 |
7.89
|
1 |
6.51
|
1 |
16.71
|
1 |
17.90
|
2 |
17.87
|
4 |
12.57
|
4 |
| Uti Children's Career Fund - Savings Plan |
0.41
|
8 |
0.46
|
9 |
3.06
|
9 |
2.92
|
8 |
6.30
|
9 |
8.84
|
9 |
10.35
|
9 |
8.59
|
8 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
0.12
|
9 |
1.00
|
4 |
3.82
|
7 |
3.09
|
7 |
16.40
|
2 |
22.46
|
1 |
38.07
|
1 |
|
|
| Sbi Magunum Children's Benefit Fund - Savings Plan |
0.03
|
10 |
0.29
|
10 |
1.71
|
10 |
2.88
|
9 |
8.75
|
8 |
13.85
|
6 |
13.53
|
6 |
10.28
|
7 |
| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
|
Hdfc Children's Gift Fund |
0.97
|
1 |
0.89
|
6 |
4.47
|
5 |
3.85
|
6 |
11.01
|
7 |
18.23
|
3 |
20.12
|
3 |
16.43
|
2 |
|
Uti Children's Career Fund - Investment Plan |
0.87
|
2 |
1.08
|
3 |
6.48
|
2 |
6.24
|
2 |
14.18
|
4 |
13.97
|
7 |
17.84
|
5 |
14.89
|
3 |
|
Aditya Birla Sun Life Bal Bhavishya Yojna |
0.87
|
3 |
1.51
|
2 |
5.70
|
3 |
5.00
|
3 |
15.35
|
3 |
16.05
|
5 |
13.79
|
7 |
|
|
|
Tata Young Citizens Fund |
0.65
|
4 |
0.47
|
8 |
5.52
|
4 |
4.32
|
4 |
13.76
|
5 |
16.63
|
4 |
20.27
|
2 |
16.47
|
1 |
|
Lic Mf Children's Gift Fund |
0.61
|
5 |
0.94
|
5 |
4.38
|
6 |
3.96
|
5 |
12.69
|
6 |
12.68
|
8 |
12.46
|
8 |
12.21
|
6 |
|
Axis Children Gift Fund |
0.56
|
6 |
0.78
|
7 |
3.31
|
8 |
2.26
|
10 |
6.13
|
10 |
7.14
|
10 |
11.61
|
9 |
12.41
|
5 |
|
Icici Prudential Child Care Fund (Gift Plan) |
0.46
|
7 |
2.02
|
1 |
7.96
|
1 |
6.70
|
1 |
17.14
|
1 |
18.73
|
2 |
18.73
|
4 |
13.39
|
4 |
|
Uti Children's Career Fund - Savings Plan |
0.41
|
8 |
0.46
|
9 |
3.08
|
9 |
2.98
|
8 |
6.41
|
9 |
9.08
|
9 |
10.59
|
10 |
8.82
|
8 |
|
Sbi Magnum Children's Benefit Fund - Investment Plan |
0.12
|
9 |
1.03
|
4 |
3.93
|
7 |
3.41
|
7 |
17.14
|
2 |
24.02
|
1 |
40.00
|
1 |
|
|
|
Sbi Magunum Children's Benefit Fund - Savings Plan |
0.03
|
10 |
0.29
|
10 |
1.74
|
10 |
2.96
|
9 |
8.94
|
8 |
14.24
|
6 |
14.01
|
6 |
10.92
|
7 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan |
1.08
|
6 |
3.07
|
6 |
9.05
|
5 |
2.57
|
10 |
|
|
| Axis Children Gift Fund |
0.22
|
10 |
1.03
|
10 |
4.63
|
10 |
4.06
|
9 |
14.32
|
4 |
| Hdfc Children's Gift Fund |
1.33
|
4 |
3.74
|
3 |
9.93
|
3 |
13.66
|
2 |
16.60
|
3 |
| Icici Prudential Child Care Fund (Gift Plan) |
1.87
|
1 |
4.13
|
1 |
9.07
|
4 |
9.82
|
4 |
12.56
|
5 |
| Sbi Magunum Children's Benefit Fund |
1.24
|
5 |
3.42
|
4 |
5.52
|
8 |
9.50
|
5 |
11.45
|
6 |
| Tata Young Citizens Fund |
1.41
|
3 |
3.97
|
2 |
11.39
|
1 |
10.25
|
3 |
17.97
|
1 |
| Lic Mf Children's Gift Fund |
1.01
|
7 |
3.18
|
5 |
7.97
|
6 |
4.80
|
8 |
10.65
|
7 |
| Uti Children's Career Fund - Savings Plan |
0.70
|
8 |
1.81
|
9 |
5.18
|
9 |
6.99
|
6 |
10.30
|
8 |
| Uti Children's Career Fund - Investment Plan |
0.67
|
9 |
2.06
|
8 |
7.67
|
7 |
6.21
|
7 |
17.19
|
2 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
1.62
|
2 |
2.74
|
7 |
11.06
|
2 |
20.85
|
1 |
|
|
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan |
1.22
|
6 |
3.43
|
5 |
9.93
|
4 |
4.51
|
10 |
|
|
| Axis Children Gift Fund |
0.35
|
10 |
1.40
|
10 |
5.41
|
9 |
5.61
|
9 |
15.89
|
4 |
| Hdfc Children's Gift Fund |
1.40
|
4 |
3.98
|
3 |
10.37
|
3 |
14.61
|
2 |
17.59
|
3 |
| Icici Prudential Child Care Fund (Gift Plan) |
1.93
|
1 |
4.31
|
1 |
9.44
|
5 |
10.60
|
4 |
13.36
|
5 |
| Sbi Magunum Children's Benefit Fund |
1.27
|
5 |
3.51
|
4 |
5.71
|
8 |
9.92
|
5 |
12.13
|
6 |
| Tata Young Citizens Fund |
1.46
|
3 |
4.08
|
2 |
11.63
|
2 |
10.99
|
3 |
18.82
|
1 |
| Lic Mf Children's Gift Fund |
1.06
|
7 |
3.22
|
6 |
8.19
|
7 |
5.61
|
8 |
11.63
|
7 |
| Uti Children's Career Fund - Savings Plan |
0.72
|
9 |
1.87
|
9 |
5.29
|
10 |
7.22
|
7 |
10.55
|
8 |
| Uti Children's Career Fund - Investment Plan |
0.75
|
8 |
2.34
|
8 |
8.23
|
6 |
7.36
|
6 |
18.36
|
2 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
1.72
|
2 |
3.07
|
7 |
11.78
|
1 |
22.43
|
1 |
|
|
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Bal Bhavishya Yojna |
-14.03
|
9 |
-13.36
|
8 |
-5.65
|
8 |
12.88
|
7 |
8.51
|
7 |
| Hdfc Children's Gift Fund |
-6.83
|
3 |
-6.14
|
3 |
-2.34
|
3 |
10.00
|
4 |
6.38
|
3 |
| Icici Prudential Child Care Fund (Gift Plan) |
-11.82
|
5 |
-8.23
|
4 |
-4.28
|
5 |
9.87
|
3 |
6.95
|
4 |
| Lic Mf Children's Gift Fund |
-12.84
|
7 |
-10.50
|
6 |
-5.49
|
7 |
11.50
|
5 |
7.85
|
5 |
| Sbi Magunum Children's Benefit Fund - Savings Plan |
-3.24
|
1 |
-2.90
|
1 |
-1.13
|
1 |
5.57
|
1 |
3.42
|
1 |
| Sbi Magnum Children's Benefit Fund - Investment Plan |
-11.76
|
4 |
-9.57
|
5 |
-2.72
|
4 |
16.64
|
10 |
10.30
|
10 |
| Tata Young Citizens Fund |
-13.86
|
8 |
-12.72
|
7 |
-6.10
|
9 |
13.64
|
8 |
9.45
|
9 |
| Uti Children's Career Fund - Savings Plan |
-4.53
|
2 |
-5.08
|
2 |
-1.86
|
2 |
5.90
|
2 |
3.95
|
2 |
| Uti Children's Career Fund - Investment Plan |
-14.43
|
10 |
-14.79
|
9 |
-4.44
|
6 |
14.13
|
9 |
9.20
|
8 |
| Axis Children Gift Fund |
-12.10
|
6 |
-14.81
|
10 |
-8.97
|
10 |
11.63
|
6 |
7.93
|
6 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Bal Bhavishya Yojna |
0.51
|
10 |
0.29
|
10 |
0.60
|
9 |
0.38
|
-5.15
|
4 | 0.84 | 4 |
0.88
|
3 |
0.08
|
3 |
15.66
|
3 |
-8.72
|
4 |
| Hdfc Children's Gift Fund |
1.39
|
2 |
0.94
|
2 |
1.35
|
2 |
0.42
|
|
|
|
|
|
|||||||
| Icici Prudential Child Care Fund (Gift Plan) |
1.12
|
4 |
0.60
|
5 |
1.03
|
4 |
0.38
|
|
|
|
|
|
|||||||
| Lic Mf Children's Gift Fund |
0.63
|
8 |
0.34
|
8 |
0.72
|
8 |
0.39
|
-3.63
|
3 | 1.12 | 2 |
0.89
|
2 |
0.06
|
4 |
12.41
|
4 |
0.60
|
2 |
| Sbi Magunum Children's Benefit Fund - Savings Plan |
1.21
|
3 |
0.81
|
3 |
1.10
|
3 |
0.45
|
|
|
|
|
|
|||||||
| Sbi Magnum Children's Benefit Fund - Investment Plan |
1.98
|
1 |
1.54
|
1 |
2.14
|
1 |
0.42
|
23.38
|
1 | 1.14 | 1 |
0.40
|
4 |
0.29
|
1 |
24.44
|
1 |
22.19
|
1 |
| Tata Young Citizens Fund |
1.09
|
5 |
0.61
|
4 |
1.01
|
5 |
0.38
|
1.94
|
2 | 0.92 | 3 |
0.94
|
1 |
0.16
|
2 |
24.10
|
2 |
0.07
|
3 |
| Uti Children's Career Fund - Savings Plan |
0.85
|
7 |
0.47
|
7 |
0.82
|
7 |
0.43
|
|
|
|
|
|
|||||||
| Uti Children's Career Fund - Investment Plan |
0.92
|
6 |
0.54
|
6 |
0.84
|
6 |
0.43
|
|
|
|
|
|
|||||||
| Axis Children Gift Fund |
0.55
|
9 |
0.29
|
9 |
0.56
|
10 |
0.41
|
|
|
|
|
|
|||||||
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | 1009.63 | 1008.74 | 1043.88 | 1036.30 | 1105.45 | 1172.30 | 1689.73 | 2050.69 |
| Direct Plan Value of 1000 Rupee | 1009.66 | 1008.90 | 1044.66 | 1038.47 | 1110.08 | 1182.30 | 1733.29 | 2139.47 |
| Fund Launch Date: 25/Jan/2001 |
| Fund Category: Children Fund |
| Investment Objective: To generate capital appreciation / income from a portfolio of equity & equity related instruments and debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized. |
| Fund Description: An open ended fund for investment for children having a lock-in for atleast 5 years or till the child attains age of majority (whichever is earlier) |
| Fund Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
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