Previously Known As : Sbi Magunum Children's Benefit Fund - Savings Plan
Sbi Children's Fund - Savings Plan Datagrid
Category Children Fund
BMSMONEY Rank 3
Rating
Growth Option 13-03-2026
NAV ₹110.15(R) -0.4% ₹120.37(D) -0.4%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.78% 12.25% 10.83% 10.0% 11.28%
Direct 6.17% 12.65% 11.25% 10.55% 11.95%
Nifty 500 TRI 7.03% 15.05% 12.45% 13.56% 14.3%
SIP (XIRR) Regular 1.55% 7.91% 7.82% 9.85% 9.94%
Direct 1.94% 8.32% 8.21% 10.32% 10.51%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.48 0.8 0.92 3.63% -1.6
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
4.38% -3.81% -3.63% 0.27 3.22%
Fund AUM As on: 30/12/2025 131 Cr
Top Children Fund
Fund Name Rank Rating
SBI Children's Fund Investment Plan 1
ICICI Prudential Children's Fund 2
SBI Children's Fund - Savings Plan 3

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
SBI Magnum Children's Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 110.15
-0.4400
-0.4000%
SBI Magnum Children's Benefit Fund - Savings Plan - DIRECT PLAN - GROWTH 120.37
-0.4800
-0.4000%

Review Date: 13-03-2026

Beginning of Analysis

SBI Children's Fund - Savings Plan is the 4th ranked fund in the Children's Fund category. The category has total 10 funds. The SBI Children's Fund - Savings Plan has shown a very good past performence in Children's Fund. The fund has a Jensen Alpha of 3.63% which is higher than the category average of -1.06%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.48 which is higher than the category average of 0.78.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Children's Mutual Funds

SBI Children's Fund - Savings Plan Return Analysis

The SBI Children's Fund - Savings Plan has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Children's Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Children's Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -0.88%, -0.22 and 0.35 in last one, three and six months respectively. In the same period the category average return was -6.45%, -7.95% and -6.57% respectively.
  • SBI Children's Fund - Savings Plan has given a return of 6.17% in last one year. In the same period the Nifty 500 TRI return was 7.03%. The fund has given 0.86% less return than the benchmark return.
  • The fund has given a return of 12.65% in last three years and rank 4th out of ten funds in the category. In the same period the Nifty 500 TRI return was 15.05%. The fund has given 2.4% less return than the benchmark return.
  • SBI Children's Fund - Savings Plan has given a return of 11.25% in last five years and category average returns is 11.61% in same period. The fund ranked 4th out of ten funds in the category. In the same period the Nifty 500 TRI return was 12.45%. The fund has given 1.2% less return than the benchmark return.
  • The fund has given a return of 11.95% in last ten years and ranked 4th out of eight funds in the category. In the same period the Nifty 500 TRI return was 14.3%. The fund has given 2.35% less return than the benchmark return.
  • The fund has given a SIP return of 1.94% in last one year whereas category average SIP return is -7.96%. The fund one year return rank in the category is 1st in 12 funds
  • The fund has SIP return of 8.32% in last three years and ranks 2nd in 10 funds. SBI Children's Fund Investment Plan has given the highest SIP return (12.99%) in the category in last three years.
  • The fund has SIP return of 8.21% in last five years whereas category average SIP return is 8.51%.

SBI Children's Fund - Savings Plan Risk Analysis

  • The fund has a standard deviation of 4.38 and semi deviation of 3.22. The category average standard deviation is 10.43 and semi deviation is 7.64.
  • The fund has a Value at Risk (VaR) of -3.81 and a maximum drawdown of -3.63. The category average VaR is -12.79 and the maximum drawdown is -13.36. The fund has a beta of 0.25 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Children's Fund Category
  • Good Performance in Children's Fund Category
  • Poor Performance in Children's Fund Category
  • Very Poor Performance in Children's Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.91 -8.21
    -6.51
    		-9.09 | -0.91 1 | 12 Very Good
    3M Return % -0.31 -9.72
    -8.15
    		-12.79 | -0.31 1 | 12 Very Good
    6M Return % 0.16 -7.62
    -6.98
    		-12.63 | 0.16 1 | 12 Very Good
    1Y Return % 5.78 7.03
    5.40
    		-1.77 | 12.10 6 | 12 Good
    3Y Return % 12.25 15.05
    12.27
    		8.68 | 20.95 4 | 10 Good
    5Y Return % 10.83 12.45
    10.66
    		6.68 | 23.64 4 | 10 Good
    7Y Return % 10.00 13.56
    10.17
    		7.91 | 12.49 5 | 9 Good
    10Y Return % 11.28 14.30
    10.60
    		7.65 | 13.20 4 | 8 Good
    15Y Return % 11.27 12.36
    10.18
    		6.48 | 13.63 3 | 7 Good
    1Y SIP Return % 1.55
    -8.80
    		-19.48 | 1.55 1 | 12 Very Good
    3Y SIP Return % 7.91
    3.97
    		-1.75 | 11.72 2 | 10 Very Good
    5Y SIP Return % 7.82
    7.58
    		3.88 | 16.49 4 | 10 Good
    7Y SIP Return % 9.85
    9.35
    		6.62 | 12.83 3 | 9 Very Good
    10Y SIP Return % 9.94
    9.58
    		6.90 | 11.94 4 | 8 Good
    15Y SIP Return % 10.89
    10.29
    		7.48 | 12.88 4 | 7 Good
    Standard Deviation 4.38
    10.43
    		4.38 | 13.19 1 | 10 Very Good
    Semi Deviation 3.22
    7.64
    		3.22 | 10.20 1 | 10 Very Good
    Max Drawdown % -3.63
    -13.37
    		-18.72 | -3.63 1 | 10 Very Good
    VaR 1 Y % -3.81
    -12.79
    		-18.40 | -3.81 1 | 10 Very Good
    Average Drawdown % -1.21
    -4.67
    		-8.06 | -1.21 1 | 10 Very Good
    Sharpe Ratio 1.48
    0.79
    		0.39 | 1.48 1 | 10 Very Good
    Sterling Ratio 0.92
    0.62
    		0.40 | 0.96 2 | 10 Very Good
    Sortino Ratio 0.80
    0.39
    		0.18 | 0.80 1 | 10 Very Good
    Jensen Alpha % 3.63
    -1.06
    		-6.04 | 6.85 2 | 10 Very Good
    Treynor Ratio -1.60
    -0.66
    		-1.60 | -0.44 10 | 10 Poor
    Modigliani Square Measure % 25.78
    16.25
    		10.94 | 25.78 1 | 10 Very Good
    Alpha % -1.90
    -3.21
    		-7.35 | 5.56 3 | 10 Very Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.88 -8.21 -6.45 -9.06 | -0.88 1 | 12 Very Good
    3M Return % -0.22 -9.72 -7.95 -12.68 | -0.22 1 | 12 Very Good
    6M Return % 0.35 -7.62 -6.57 -12.40 | 0.35 1 | 12 Very Good
    1Y Return % 6.17 7.03 6.36 -1.24 | 14.31 6 | 12 Good
    3Y Return % 12.65 15.05 13.20 8.89 | 22.32 4 | 10 Good
    5Y Return % 11.25 12.45 11.61 7.49 | 25.17 4 | 10 Good
    7Y Return % 10.55 13.56 11.11 8.14 | 13.44 6 | 9 Good
    10Y Return % 11.95 14.30 11.51 8.54 | 14.19 4 | 8 Good
    1Y SIP Return % 1.94 -7.96 -19.03 | 1.94 1 | 12 Very Good
    3Y SIP Return % 8.32 4.85 -1.19 | 12.99 2 | 10 Very Good
    5Y SIP Return % 8.21 8.51 4.70 | 17.90 4 | 10 Good
    7Y SIP Return % 10.32 10.29 7.49 | 13.68 4 | 9 Good
    10Y SIP Return % 10.51 10.45 7.74 | 12.93 4 | 8 Good
    Standard Deviation 4.38 10.43 4.38 | 13.19 1 | 10 Very Good
    Semi Deviation 3.22 7.64 3.22 | 10.20 1 | 10 Very Good
    Max Drawdown % -3.63 -13.37 -18.72 | -3.63 1 | 10 Very Good
    VaR 1 Y % -3.81 -12.79 -18.40 | -3.81 1 | 10 Very Good
    Average Drawdown % -1.21 -4.67 -8.06 | -1.21 1 | 10 Very Good
    Sharpe Ratio 1.48 0.79 0.39 | 1.48 1 | 10 Very Good
    Sterling Ratio 0.92 0.62 0.40 | 0.96 2 | 10 Very Good
    Sortino Ratio 0.80 0.39 0.18 | 0.80 1 | 10 Very Good
    Jensen Alpha % 3.63 -1.06 -6.04 | 6.85 2 | 10 Very Good
    Treynor Ratio -1.60 -0.66 -1.60 | -0.44 10 | 10 Poor
    Modigliani Square Measure % 25.78 16.25 10.94 | 25.78 1 | 10 Very Good
    Alpha % -1.90 -3.21 -7.35 | 5.56 3 | 10 Very Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sbi Children's Fund - Savings Plan NAV Regular Growth Sbi Children's Fund - Savings Plan NAV Direct Growth
    13-03-2026 110.1535 120.3663
    12-03-2026 110.5973 120.8499
    11-03-2026 110.4327 120.6688
    10-03-2026 110.6341 120.8875
    09-03-2026 109.8765 120.0584
    06-03-2026 110.441 120.6713
    05-03-2026 110.6496 120.898
    04-03-2026 110.3798 120.6019
    02-03-2026 110.9431 121.2148
    27-02-2026 111.1982 121.4896
    26-02-2026 111.2318 121.525
    25-02-2026 111.1947 121.4838
    24-02-2026 111.1606 121.4452
    23-02-2026 110.9714 121.2373
    20-02-2026 110.83 121.079
    18-02-2026 111.2093 121.4909
    17-02-2026 111.2716 121.5577
    16-02-2026 111.1908 121.4682
    13-02-2026 111.1651 121.4363

    Fund Launch Date: 28/Dec/2001
    Fund Category: Children Fund
    Investment Objective: To provide the investors an opportunityto earn regular income predominantlythrough investment in debt and moneymarket instruments and capitalappreciation through an activelymanaged equity portfolio.
    Fund Description: An open-ended fund for investment forchildren having a lock-in for at least 5years or till the child attains age ofmajority (whichever is earlier)
    Fund Benchmark: NIFTY 50 Hybrid Composite Debt 15:85
    Source: Fund FactSheet

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