SBI Children's Fund Investment Plan
Direct · Growth ₹53.95
10 Aug 2026
NAV
27.1%
3Y CAGR
28.9%
5Y CAGR
28.4%
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.
5.58
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 | ₹13.15 L | 29.0% | -11.5% | 131.9% |
| 3 Years | ₹36.00 L | ₹50.67 L | 25.1% | 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 | 29.0% | 14.4% | 13.7% | +14.6% |
| 3 Years | 25.1% | 11.1% | 13.7% | +14.0% |
| 5 Years | 22.3% | 10.4% | 13.6% | +11.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 29.8% | 22.7% | 0.4% | 130.1% | 0.90 | 25.80 | 100% | — | — |
| 3 Years | 27.1% | 24.7% | 18.1% | 44.6% | 3.44 | — | 100% | — | — |
| 5 Years | 28.9% | 27.9% | 21.1% | 36.4% | 5.58 | — | 100% | — | — |
-15.7%
Max Drawdown
2 mo
Drawdown Duration
6 mo
Recovery Time
-2.9%
Avg Drawdown
Calmar Ratio by Duration
1.89
1Y
1.72
3Y
1.84
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +19.64 | 0.77 | 84.4% | 56.5% | 21.1% | -0.1% |
| 3 Years | +14.92 | 0.67 | 76.3% | 54.7% | 22.3% | 7.8% |
| 5 Years | +14.07 | 0.63 | 69.1% | 50.1% | 21.9% | 8.6% |
| 7 Years | +17.83 | 0.60 | 70.8% | 43.8% | 27.0% | 11.0% |
| 10 Years | +11.08 | 0.60 | 70.8% | 43.8% | 18.2% | 7.6% |
| 12 Years | +8.60 | 0.60 | 70.8% | 43.8% | 15.0% | 6.3% |
| 15 Years | +6.21 | 0.60 | 70.8% | 43.8% | 11.8% | 5.0% |
33
Total Holdings
39.8%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Thangamayil Jewellery Ltd. | 6.45% |
| 2 | State Bank of India | 5.32% |
| 3 | Adani Enterprises Ltd. | 4.37% |
| 4 | Kotak Mahindra Bank Ltd. | 3.95% |
| 5 | Hatsun Agro Product Ltd. | 3.67% |
| 6 | Aequs Ltd. | 3.38% |
| 7 | Muthoot Finance Ltd. | 3.32% |
| 8 | Privi Speciality Chemicals Ltd. | 3.23% |
| 9 | Doms Industries Ltd. | 3.10% |
| 10 | Jubilant Foodworks Ltd. | 3.01% |