Sbi Magunum Children's Benefit Fund - Savings Plan

Review Date: 04-12-2025

Beginning of Analysis

In the Children's Fund category, Sbi Magunum Children'S Benefit Fund - Savings Plan is the 4th ranked fund. The category has total 10 funds. The Sbi Magunum Children'S Benefit Fund - Savings Plan has shown a very good past performence in Children's Fund. The fund has a Jensen Alpha of 7.68% which is higher than the category average of 1.54%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.42 which is higher than the category average of 0.76.
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 Magunum Children'S Benefit Fund - Savings Plan Return Analysis

The Sbi Magunum Children'S Benefit 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 -0.07%, 1.18 and 1.28 in last one, three and six months respectively. In the same period the category average return was -0.16%, 2.61% and 3.9% respectively.
• Sbi Magunum Children'S Benefit Fund - Savings Plan has given a return of 2.95% in last one year. In the same period the Nifty 500 TRI return was 3.82%. The fund has given 0.87% less return than the benchmark return.
• The fund has given a return of 12.37% in last three years and rank 7th out of ten funds in the category. In the same period the Nifty 500 TRI return was 15.22%. The fund has given 2.85% less return than the benchmark return.
• Sbi Magunum Children'S Benefit Fund - Savings Plan has given a return of 12.87% in last five years and category average returns is 15.98% in same period. The fund ranked 7th out of ten funds in the category. In the same period the Nifty 500 TRI return was 17.88%. The fund has given 5.01% less return than the benchmark return.
• The fund has given a return of 12.08% in last ten years and ranked 5th out of seven funds in the category. In the same period the Nifty 500 TRI return was 14.96%. The fund has given 2.88% less return than the benchmark return.
• The fund has given a SIP return of 4.75% in last one year whereas category average SIP return is 9.73%. The fund one year return rank in the category is 9th in 11 funds
• The fund has SIP return of 10.78% in last three years and ranks 7th in 10 funds. SBI Magnum Children's Benefit Fund - Investment Plan has given the highest SIP return (23.32%) in the category in last three years.
• The fund has SIP return of 10.52% in last five years whereas category average SIP return is 12.78%.

Sbi Magunum Children'S Benefit Fund - Savings Plan Risk Analysis

• The fund has a standard deviation of 4.44 and semi deviation of 3.26. The category average standard deviation is 10.51 and semi deviation is 7.69.
• The fund has a Value at Risk (VaR) of -3.81 and a maximum drawdown of -3.63. The category average VaR is -12.4 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

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

Data Source: www.amfiindia.com

SEBI Categorization