Previously Known As : Sbi Magnum Children ™Sbenefit Plan
Sbi Magunum Children's Benefit Fund - Savings Plan Datagrid
Category Children Fund
BMSMONEY Rank 5
Rating
Growth Option 27-01-2026
NAV ₹109.83(R) -0.08% ₹119.95(D) -0.08%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.78% 11.98% 11.23% 10.51% 11.37%
Direct 5.17% 12.37% 11.66% 11.06% 12.05%
Nifty 500 TRI 10.21% 16.44% 15.78% 15.65% 15.12%
SIP (XIRR) Regular 2.28% 8.7% 9.93% 10.4% 10.28%
Direct 2.67% 9.11% 10.34% 10.86% 10.86%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.42 0.77 0.9 7.49% 0.24
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
4.43% -3.81% -3.63% 0.27 3.24%
Fund AUM As on: 30/12/2025 131 Cr
Top Children Fund
Fund Name Rank Rating
Icici Prudential Child Care Fund (Gift Plan) 1
SBI Magnum Children's Benefit Fund - Investment Plan 2
Aditya Birla Sun Life Bal Bhavishya Yojna 3

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
SBI Magnum Children's Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 109.83
-0.0900
-0.0800%
SBI Magnum Children's Benefit Fund - Savings Plan - DIRECT PLAN - GROWTH 119.95
-0.1000
-0.0800%

Review Date: 27-01-2026

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 7.49% which is higher than the category average of 1.38%. 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 0.78.
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 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 -0.84%, -0.16 and -0.03 in last one, three and six months respectively. In the same period the category average return was -3.28%, -4.16% and -1.27% respectively.
  • Sbi Magunum Children'S Benefit Fund - Savings Plan has given a return of 5.17% in last one year. In the same period the Nifty 500 TRI return was 10.21%. The fund has given 5.04% 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 16.44%. The fund has given 4.07% less return than the benchmark return.
  • Sbi Magunum Children'S Benefit Fund - Savings Plan has given a return of 11.66% in last five years and category average returns is 13.97% in same period. The fund ranked 7th out of ten funds in the category. In the same period the Nifty 500 TRI return was 15.78%. The fund has given 4.12% less return than the benchmark return.
  • The fund has given a return of 12.05% in last ten years and ranked 4th out of eight funds in the category. In the same period the Nifty 500 TRI return was 15.12%. The fund has given 3.07% less return than the benchmark return.
  • The fund has given a SIP return of 2.67% in last one year whereas category average SIP return is 1.36%. The fund one year return rank in the category is 3rd in 11 funds
  • The fund has SIP return of 9.11% in last three years and ranks 4th in 10 funds. SBI Magnum Children's Benefit Fund - Investment Plan has given the highest SIP return (17.76%) in the category in last three years.
  • The fund has SIP return of 10.34% in last five years whereas category average SIP return is 11.3%.

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

  • The fund has a standard deviation of 4.43 and semi deviation of 3.24. The category average standard deviation is 10.43 and semi deviation is 7.63.
  • The fund has a Value at Risk (VaR) of -3.81 and a maximum drawdown of -3.63. The category average VaR is -12.45 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 % -0.87 -3.60
    -3.34
    		-5.53 | -0.87 1 | 11 Very Good
    3M Return % -0.26 -4.19
    -4.35
    		-6.82 | -0.26 1 | 11 Very Good
    6M Return % -0.22 0.24
    -1.66
    		-4.89 | 2.20 3 | 11 Very Good
    1Y Return % 4.78 10.21
    5.90
    		-3.64 | 11.05 8 | 11 Average
    3Y Return % 11.98 16.44
    13.46
    		9.46 | 21.21 7 | 10 Average
    5Y Return % 11.23 15.78
    12.98
    		8.37 | 27.57 6 | 10 Good
    7Y Return % 10.51 15.65
    11.76
    		8.74 | 14.07 6 | 8 Average
    10Y Return % 11.37 15.12
    11.11
    		8.24 | 13.69 4 | 8 Good
    15Y Return % 11.20 12.65
    10.32
    		6.64 | 13.91 4 | 7 Good
    1Y SIP Return % 2.28
    0.53
    		-6.01 | 7.18 3 | 11 Very Good
    3Y SIP Return % 8.70
    8.20
    		3.24 | 16.44 4 | 10 Good
    5Y SIP Return % 9.93
    10.35
    		6.29 | 19.84 5 | 10 Good
    7Y SIP Return % 10.40
    10.78
    		7.94 | 13.53 5 | 8 Average
    10Y SIP Return % 10.28
    10.55
    		7.86 | 13.04 5 | 8 Average
    15Y SIP Return % 11.17
    11.05
    		8.06 | 13.75 4 | 7 Good
    Standard Deviation 4.43
    10.43
    		4.43 | 13.21 1 | 10 Very Good
    Semi Deviation 3.24
    7.63
    		3.24 | 10.04 1 | 10 Very Good
    Max Drawdown % -3.63
    -13.37
    		-18.72 | -3.63 1 | 10 Very Good
    VaR 1 Y % -3.81
    -12.45
    		-18.40 | -3.81 1 | 10 Very Good
    Average Drawdown % -1.04
    -4.88
    		-9.82 | -1.04 1 | 10 Very Good
    Sharpe Ratio 1.42
    0.78
    		0.40 | 1.42 1 | 10 Very Good
    Sterling Ratio 0.90
    0.62
    		0.40 | 0.98 2 | 10 Very Good
    Sortino Ratio 0.77
    0.39
    		0.18 | 0.77 1 | 10 Very Good
    Jensen Alpha % 7.49
    1.38
    		-4.01 | 9.89 2 | 10 Very Good
    Treynor Ratio 0.24
    0.12
    		0.06 | 0.24 1 | 10 Very Good
    Modigliani Square Measure % 34.97
    18.48
    		11.16 | 34.97 1 | 10 Very Good
    Alpha % -0.75
    -1.89
    		-6.12 | 7.62 3 | 10 Very Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.84 -3.60 -3.28 -5.47 | -0.84 1 | 11 Very Good
    3M Return % -0.16 -4.19 -4.16 -6.63 | -0.16 1 | 11 Very Good
    6M Return % -0.03 0.24 -1.27 -4.65 | 2.72 3 | 11 Very Good
    1Y Return % 5.17 10.21 6.76 -2.87 | 12.41 8 | 11 Average
    3Y Return % 12.37 16.44 14.40 9.67 | 22.60 7 | 10 Average
    5Y Return % 11.66 15.78 13.97 9.07 | 29.18 7 | 10 Average
    7Y Return % 11.06 15.65 12.61 8.97 | 15.03 6 | 8 Average
    10Y Return % 12.05 15.12 12.02 8.84 | 14.70 4 | 8 Good
    1Y SIP Return % 2.67 1.36 -5.22 | 8.29 3 | 11 Very Good
    3Y SIP Return % 9.11 9.12 4.11 | 17.76 4 | 10 Good
    5Y SIP Return % 10.34 11.30 7.11 | 21.30 6 | 10 Good
    7Y SIP Return % 10.86 11.62 8.53 | 14.37 5 | 8 Average
    10Y SIP Return % 10.86 11.42 8.27 | 14.02 6 | 8 Average
    Standard Deviation 4.43 10.43 4.43 | 13.21 1 | 10 Very Good
    Semi Deviation 3.24 7.63 3.24 | 10.04 1 | 10 Very Good
    Max Drawdown % -3.63 -13.37 -18.72 | -3.63 1 | 10 Very Good
    VaR 1 Y % -3.81 -12.45 -18.40 | -3.81 1 | 10 Very Good
    Average Drawdown % -1.04 -4.88 -9.82 | -1.04 1 | 10 Very Good
    Sharpe Ratio 1.42 0.78 0.40 | 1.42 1 | 10 Very Good
    Sterling Ratio 0.90 0.62 0.40 | 0.98 2 | 10 Very Good
    Sortino Ratio 0.77 0.39 0.18 | 0.77 1 | 10 Very Good
    Jensen Alpha % 7.49 1.38 -4.01 | 9.89 2 | 10 Very Good
    Treynor Ratio 0.24 0.12 0.06 | 0.24 1 | 10 Very Good
    Modigliani Square Measure % 34.97 18.48 11.16 | 34.97 1 | 10 Very Good
    Alpha % -0.75 -1.89 -6.12 | 7.62 3 | 10 Very Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    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 Magunum Children's Benefit Fund - Savings Plan NAV Regular Growth Sbi Magunum Children's Benefit Fund - Savings Plan NAV Direct Growth
    27-01-2026 109.8278 119.9542
    23-01-2026 109.9204 120.0504
    22-01-2026 110.1839 120.3368
    21-01-2026 110.1849 120.3367
    20-01-2026 110.011 120.1455
    19-01-2026 110.4026 120.5719
    16-01-2026 110.528 120.7051
    14-01-2026 110.5975 120.7785
    13-01-2026 110.5881 120.7669
    12-01-2026 110.5722 120.7484
    09-01-2026 110.4738 120.6371
    08-01-2026 110.9364 121.141
    07-01-2026 111.2542 121.4868
    06-01-2026 111.0991 121.3162
    05-01-2026 110.9306 121.1309
    02-01-2026 110.9802 121.1813
    01-01-2026 110.9964 121.1976
    31-12-2025 110.9291 121.1229
    30-12-2025 110.6665 120.8349
    29-12-2025 110.7903 120.9688

    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.