SBI Children's Fund Investment Plan
Direct · Growth ₹52.33
25 Jun 2026
NAV
27.2%
3Y CAGR
29.3%
5Y CAGR
28.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.94
Sharpe
-15.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.14 L | 29.1% | -11.5% | 131.9% |
| 3 Years | ₹36.00 L | ₹50.73 L | 25.2% | 9.3% | 37.0% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 22.3% | 15.9% | 27.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 29.1% | 14.5% | 13.7% | +14.5% |
| 3 Years | 25.2% | 11.2% | 13.9% | +14.0% |
| 5 Years | 22.3% | 10.5% | 13.5% | +11.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 29.9% | 22.9% | 0.4% | 130.1% | 0.90 | 25.79 | 100% | — | — |
| 3 Years | 27.2% | 24.8% | 18.1% | 44.6% | 3.43 | — | 100% | — | — |
| 5 Years | 29.3% | 28.2% | 24.2% | 36.4% | 5.94 | — | 100% | — | — |
-15.7%
Max Drawdown
2 mo
Drawdown Duration
6 mo
Recovery Time
-2.9%
Avg Drawdown
Calmar Ratio by Duration
1.90
1Y
1.73
3Y
1.86
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +21.47 | 0.77 | 87.1% | 57.7% | 19.4% | -4.7% |
| 3 Years | +15.70 | 0.67 | 76.1% | 54.1% | 23.7% | 8.8% |
| 5 Years | +17.36 | 0.62 | 70.3% | 47.5% | 25.2% | 8.7% |
| 7 Years | +17.52 | 0.60 | 70.9% | 44.1% | 26.5% | 10.7% |
| 10 Years | +10.88 | 0.60 | 70.9% | 44.1% | 17.9% | 7.3% |
| 12 Years | +8.45 | 0.60 | 70.9% | 44.1% | 14.7% | 6.1% |
| 15 Years | +6.09 | 0.60 | 70.9% | 44.1% | 11.6% | 4.8% |
29
Total Holdings
39.0%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | State Bank of India | 5.44% |
| 2 | Thangamayil Jewellery Ltd. | 4.61% |
| 3 | Adani Enterprises Ltd. | 4.60% |
| 4 | Kotak Mahindra Bank Ltd. | 4.21% |
| 5 | Muthoot Finance Ltd. | 4.03% |
| 6 | Hatsun Agro Product Ltd. | 3.90% |
| 7 | Sona Blw Precision Forgings Ltd. | 3.14% |
| 8 | Privi Speciality Chemicals Ltd. | 3.12% |
| 9 | Aequs Ltd. | 3.00% |
| 10 | ICICI Bank Ltd. | 2.95% |