SBI Children's Benefit Fund- Investment Plan Regular Growth
AllocationChildren
44.54
0.28(0.64%)
NAV as on 02 Jan, 2026
CAGR
22.88%
- AUM (Crs.)5,052.54
- Expense Ratio1.83 %
- Sharpe Ratio / Category Average1.15
- Standard Deviation / Category Average13.21
- Beta / Category Average-
- Portfolio Turnover / Category Average78.62 / 58.88
- Top 5 Stocks Wt.39.78
- Top 10 Stocks Wt.57.33
- Top 3 Sectors Wt.56.39
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryR. Srinivasan, Lokesh Mallya
- Launch Date29 Sep, 2020
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Riskometer
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