Lic Mf Children's Gift Fund


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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Lic Mf Children's Gift Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
1.16
1.09
Yes
No
No
5/10 -0.16 / 2.76
1M Rolling Return %
-0.50
-0.16
No
No
Yes
8/10 -0.61 / 0.44
3M Return %
4.10
3.72
Yes
No
No
4/10 1.26 / 6.57
3M Rolling Return %
-1.13
-0.23
No
No
No
7/10 -1.84 / 2.45
6M Return %
8.21
8.68
No
No
No
6/10 4.24 / 12.60
6M Rolling Return %
-0.73
0.96
No
No
Yes
8/10 -1.23 / 5.06
1Y Return %
4.10
4.18
No
No
No
6/10 -3.31 / 10.41
1Y Rolling Return %
14.37
18.29
No
No
Yes
7/9 13.21 / 26.10
3Y Return %
9.99
13.06
No
No
Yes
8/9 9.16 / 18.50
3Y Rolling Return %
10.43
12.34
No
No
No
5/8 8.98 / 15.90
5Y Return %
6.75
9.03
No
No
Yes
7/8 6.71 / 11.73
Standard Deviation
15.57
15.19
No
Yes
No
3/9 7.68 / 20.42
Semi Deviation
11.87
11.68
No
Yes
No
3/9 5.46 / 15.72
Max Drawdown
-21.52
-20.40
No
No
No
4/9 -27.76 / -8.72
VaR 1 Y
-14.97
-13.37
No
No
No
6/9 -17.94 / -6.69
Average Drawdown
-7.00
-6.11
No
No
No
6/9 -8.86 / -2.53
Sharpe Ratio
0.32
0.42
No
No
Yes
8/9 0.20 / 0.60
Sterling Ratio
0.31
0.37
No
No
Yes
8/9 0.25 / 0.50
Sortino Ratio
0.16
0.20
No
No
Yes
8/9 0.12 / 0.29
Jensen Alpha
-6.47
-3.51
No
No
Yes
3/3 -6.47 / 1.18
Treynor Ratio
0.04
0.08
No
No
Yes
3/3 0.04 / 0.13
Modigliani Square measure
8.28
12.65
No
No
Yes
3/3 8.28 / 18.73
Active Return
-0.03
-0.04
Yes
No
No
2/3 -0.08 / -0.01
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Lic Mf Children's Gift Fund Performance Analysis

Lic Mf Children's Gift Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Lic Mf Children's Gift Fund

Top Performing Funds in Children Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Sbi Magunum Children's Benefit Fund - Savings Plan

1 The Sbi Magunum Children'S Benefit Fund - Savings Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has 11 KPIs that are in top quartile. The fund has 58% 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 four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Magunum Children'S Benefit Fund - Savings Plan performance snapshot section. 3.60% 11.38% -8.72% -6.69% 0.60 0.29 0.47

Uti Children's Career Fund - Savings Plan

2 The Uti Children'S Career Fund - Savings Plan is a Children s Fund. In the Children s Fund category there are ten funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Uti Children'S Career Fund - Savings Plan performance snapshot section. 4.50% 10.31% -12.81% -7.26% 0.38 0.16 0.50

Lic Mf Children's Gift Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
1.21
1.16
Yes
No
No
5/10 -0.06 / 2.83
1M Rolling Return %
-0.41
-0.07
No
No
Yes
8/10 -0.52 / 0.48
3M Return %
4.26
3.95
Yes
No
No
4/10 1.64 / 6.79
3M Rolling Return %
-0.90
-0.00
No
No
Yes
8/10 -1.41 / 2.77
6M Return %
8.54
9.18
No
No
No
6/10 4.42 / 13.11
6M Rolling Return %
-0.38
1.42
No
No
Yes
9/10 -0.54 / 5.73
1Y Return %
4.91
5.14
No
No
No
5/10 -1.96 / 11.36
1Y Rolling Return %
15.52
19.37
No
No
Yes
7/9 13.48 / 27.15
3Y Return %
11.02
14.08
No
No
Yes
8/9 10.55 / 19.36
3Y Rolling Return %
11.43
13.24
No
No
No
5/8 9.22 / 16.71
5Y Return %
7.72
9.96
No
No
Yes
7/8 6.93 / 12.72
Standard Deviation
15.57
15.19
No
Yes
No
3/9 7.68 / 20.42
Semi Deviation
11.87
11.68
No
Yes
No
3/9 5.46 / 15.72
Max Drawdown
-21.52
-20.40
No
No
No
4/9 -27.76 / -8.72
VaR 1 Y
-14.97
-13.37
No
No
No
6/9 -17.94 / -6.69
Average Drawdown
-7.00
-6.11
No
No
No
6/9 -8.86 / -2.53
Sharpe Ratio
0.32
0.42
No
No
Yes
8/9 0.20 / 0.60
Sterling Ratio
0.31
0.37
No
No
Yes
8/9 0.25 / 0.50
Sortino Ratio
0.16
0.20
No
No
Yes
8/9 0.12 / 0.29
Jensen Alpha
-6.47
-3.51
No
No
Yes
3/3 -6.47 / 1.18
Treynor Ratio
0.04
0.08
No
No
Yes
3/3 0.04 / 0.13
Modigliani Square measure
8.28
12.65
No
No
Yes
3/3 8.28 / 18.73
Active Return
-0.03
-0.04
Yes
No
No
2/3 -0.08 / -0.01
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Lic Mf Children's Gift Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 1.16% 1.21%
1M Rolling Return % -0.50% -0.41%
3M Return % 4.10% 4.26%
3M Rolling Return % -1.13% -0.90%
6M Return % 8.21% 8.54%
6M Rolling Return % -0.73% -0.38%
1Y Return % 4.10% 4.91%
1Y Rolling Return % 14.37% 15.52%
3Y Return % 9.99% 11.02%
3Y Rolling Return % 10.43% 11.43%
5Y Return % 6.75% 7.72%
Standard Deviation 15.57% 15.57%
Semi Deviation 11.87% 11.87%
Max Drawdown -21.52% -21.52%
VaR 1 Y -14.97% -14.97%
Average Drawdown -7.00% -7.00%
Sharpe Ratio 0.32% 0.32%
Sterling Ratio 0.31% 0.31%
Sortino Ratio 0.16% 0.16%
Jensen Alpha -6.47% -6.47%
Treynor Ratio 0.04% 0.04%
Modigliani Square measure 8.28% 8.28%
Active Return -0.03% -0.03%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Lic Mf Children's Gift Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 8.88% 20.92% 14.78% 0.00%
One Year -51.91% 94.08% 16.94% 12.69%
Three Year -3.42% 47.67% 15.29% 0.51%
Five Year 3.16% 39.28% 15.41% 0.00%
Seven Year 8.42% 27.20% 14.55% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Children Fund Category Performance Analysis

Return Chart (Regular Plan)

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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

Icici Prudential Child Care Fund (Gift Plan)

0.35
1
1.96
2
1.77
2
4.64
3
9.91
5
6.39
3
12.50
4
9.31
5

Tata Young Citizens Fund

0.22
2
1.88
3
1.60
3
6.57
1
12.00
2
6.23
4
18.50
1
10.25
2

Uti Children's Career Fund - Investment Plan

0.19
3
1.74
4
0.17
9
3.05
7
10.36
4
0.94
9
16.61
3
10.02
3

Aditya Birla Sun Life Bal Bhavishya Yojna

0.07
4
2.04
1
1.60
4
3.78
5
10.40
3
1.82
8
9.16
9

Uti Children's Career Fund - Savings Plan

0.07
5
0.83
9
0.69
7
1.86
9
5.89
8
4.50
5
10.31
7
6.71
8

Axis Children Gift Fund

0.04
6
1.29
8
0.33
8
1.26
10
5.54
9
-3.31
10
11.73
5
9.84
4

Sbi Magunum Children's Benefit Fund - Savings Plan

0.01
7
0.71
10
0.97
6
2.13
8
4.24
10
3.60
7
11.38
6
7.67
6

Lic Mf Children's Gift Fund

0.00
8
1.48
6
1.16
5
4.10
4
8.21
6
4.10
6
9.99
8
6.75
7

Hdfc Children's Gift Fund

-0.12
9
1.34
7
2.76
1
6.01
2
12.60
1
10.41
1
17.37
2
11.73
1

Sbi Magnum Children's Benefit Fund - Investment Plan

-0.13
10
1.64
5
-0.16
10
3.77
6
7.68
7
7.07
2
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

-0.46
7
-1.84
10
-0.68
7
13.44
8

Axis Children Gift Fund

-0.56
9
-1.17
8
-1.23
10
18.58
4
12.78
4

Hdfc Children's Gift Fund

0.40
2
0.27
4
2.72
2
21.75
3
14.61
3

Icici Prudential Child Care Fund (Gift Plan)

-0.20
5
-0.23
5
1.23
5
16.47
5
10.42
6

Sbi Magunum Children's Benefit Fund

0.44
1
1.34
2
2.60
3
16.01
6
10.31
7

Tata Young Citizens Fund

-0.36
6
-0.97
6
-0.23
6
26.10
1
15.90
1

Lic Mf Children's Gift Fund

-0.50
8
-1.13
7
-0.73
8
14.37
7
10.43
5

Uti Children's Career Fund - Savings Plan

0.00
4
0.49
3
1.75
4
13.21
9
8.98
8

Uti Children's Career Fund - Investment Plan

-0.61
10
-1.56
9
-0.88
9
24.71
2
15.26
2

Sbi Magnum Children's Benefit Fund - Investment Plan

0.30
3
2.45
1
5.06
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

-0.23
6
-1.41
10
0.22
6
15.41
8

Axis Children Gift Fund

-0.44
9
-0.81
6
-0.54
10
20.12
4
14.36
4

Hdfc Children's Gift Fund

0.47
2
0.48
4
3.15
2
22.78
3
15.57
3

Icici Prudential Child Care Fund (Gift Plan)

-0.13
5
-0.03
5
1.62
5
17.36
5
11.24
6

Sbi Magunum Children's Benefit Fund

0.48
1
1.42
2
2.79
3
16.59
6
11.06
7

Tata Young Citizens Fund

-0.31
7
-0.83
7
0.07
7
27.15
1
16.71
1

Lic Mf Children's Gift Fund

-0.41
8
-0.90
8
-0.38
9
15.52
7
11.43
5

Uti Children's Career Fund - Savings Plan

0.02
4
0.54
3
1.86
4
13.48
9
9.22
8

Uti Children's Career Fund - Investment Plan

-0.52
10
-1.28
9
-0.33
8
25.92
2
16.36
2

Sbi Magnum Children's Benefit Fund - Investment Plan

0.42
3
2.77
1
5.73
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

-17.07
7
-22.97
6
-7.34
7
18.29
7
13.58
7

Axis Children Gift Fund

-12.90
4
-20.11
3
-8.86
9
15.64
6
12.26
5

Hdfc Children's Gift Fund

-12.59
3
-22.11
5
-5.37
3
15.64
5
12.12
4

Icici Prudential Child Care Fund (Gift Plan)

-13.20
5
-23.31
7
-5.91
4
15.58
4
12.54
6

Sbi Magunum Children's Benefit Fund - Savings Plan

-6.69
1
-8.72
1
-2.53
1
7.68
1
5.46
1

Tata Young Citizens Fund

-17.73
8
-24.32
8
-6.47
5
18.68
8
14.10
8

Lic Mf Children's Gift Fund

-14.97
6
-21.52
4
-7.00
6
15.57
3
11.87
3

Uti Children's Career Fund - Savings Plan

-7.26
2
-12.81
2
-3.29
2
9.24
2
7.49
2

Uti Children's Career Fund - Investment Plan

-17.94
9
-27.76
9
-8.25
8
20.42
9
15.72
9
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

0.20
9
0.12
9
0.25
9
0.48
-5.25
2 0.83 3
0.92
3
0.06
2
10.95
2
-0.08
3

Axis Children Gift Fund

0.45
4
0.20
5
0.39
4
0.48

Hdfc Children's Gift Fund

0.57
2
0.26
2
0.43
2
0.48

Icici Prudential Child Care Fund (Gift Plan)

0.37
7
0.17
6
0.32
7
0.49

Sbi Magunum Children's Benefit Fund - Savings Plan

0.60
1
0.29
1
0.50
1
0.47

Tata Young Citizens Fund

0.48
3
0.24
3
0.40
3
0.48
1.18
1 0.89 2
0.97
2
0.13
1
18.73
1
-0.01
1

Lic Mf Children's Gift Fund

0.32
8
0.16
8
0.31
8
0.48
-6.47
3 1.12 1
0.97
1
0.04
3
8.28
3
-0.03
2

Uti Children's Career Fund - Savings Plan

0.38
6
0.16
7
0.36
5
0.50

Uti Children's Career Fund - Investment Plan

0.42
5
0.21
4
0.36
6
0.48

Lic Mf Children's Gift Fund Additional Return Analysis

Lic Mf Children's Gift Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.00 1014.83 1011.58 1041.01 1082.12 1040.98 1330.76 1386.06
Direct Plan Value of 1000 Rupee 1000.00 1014.93 1012.06 1042.59 1085.40 1049.07 1368.38 1450.48
Fund Information
Fund Launch Date: 26/Sep/2001
Fund Category: Children Fund
Investment Objective: The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be achieved.
Fund Description: An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier)
Fund Benchmark: Hybrid 35 + 65 - Aggressive Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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