SBI CHILDREN'S Fund Savings Plan
Direct · Growth ₹130.97
09 Nov 2026
NAV
12.8%
3Y CAGR
12.3%
5Y CAGR
12.6%
10Y CAGR
12.6%
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.
7.24
Sharpe
-14.4%
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.
0.84%
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 | ₹12.66 L | 13.7% | -19.6% | 53.0% |
| 3 Years | ₹36.00 L | ₹43.09 L | 12.5% | -3.8% | 20.8% |
| 5 Years | ₹60.00 L | ₹79.65 L | 11.9% | 3.5% | 19.5% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 11.6% | 7.4% | 14.1% |
| 10 Years | ₹1.20 Cr | ₹2.20 Cr | 11.9% | 10.5% | 13.3% |
| 12 Years | ₹1.44 Cr | ₹3.04 Cr | 12.0% | 10.9% | 13.4% |
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 | 13.7% | 14.3% | 8.7% | -0.6% |
| 3 Years | 12.5% | 11.0% | 13.1% | +1.5% |
| 5 Years | 11.9% | 10.4% | 14.0% | +1.6% |
| 7 Years | 11.6% | 10.6% | 12.2% | +1.1% |
| 10 Years | 11.9% | 11.4% | 12.5% | +0.5% |
| 12 Years | 12.0% | 11.3% | 12.0% | +0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.3% | 12.4% | -10.3% | 42.4% | 0.73 | 2.92 | 97% | — | — |
| 3 Years | 12.8% | 12.7% | 3.5% | 23.3% | 1.79 | 21.19 | 100% | — | — |
| 5 Years | 12.3% | 11.8% | 7.8% | 19.6% | 2.32 | — | 100% | — | — |
| 10 Years | 12.6% | 12.4% | 10.7% | 14.7% | 7.24 | — | 100% | — | — |
-14.4%
Max Drawdown
7 mo
Drawdown Duration
7 mo
Recovery Time
-1.3%
Avg Drawdown
Calmar Ratio by Duration
0.92
1Y
0.89
3Y
0.85
5Y
0.83
7Y
0.87
10Y
0.90
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.50 | 0.22 | 26.0% | 16.1% | 8.1% | -1.9% |
| 3 Years | +4.11 | 0.20 | 24.7% | 12.8% | 11.1% | 8.8% |
| 5 Years | +3.57 | 0.18 | 21.9% | 11.1% | 10.1% | 6.7% |
| 7 Years | +4.25 | 0.18 | 22.2% | 12.2% | 11.6% | 11.1% |
| 10 Years | +3.64 | 0.19 | 24.6% | 14.8% | 11.1% | 11.4% |
| 12 Years | +4.44 | 0.20 | 25.9% | 15.4% | 11.6% | 9.6% |
| 15 Years | +3.63 | 0.22 | 27.8% | 17.6% | 10.9% | 10.0% |
20
Total Holdings
13.4%
Top 10 Weight
12
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Powerica Ltd. | 2.51% |
| 2 | Acme Solar Holdings Ltd. | 1.45% |
| 3 | Hatsun Agro Product Ltd. | 1.45% |
| 4 | Muthoot Finance Ltd. | 1.26% |
| 5 | Sanathan Textiles Ltd. | 1.24% |
| 6 | Hawkins Cookers Ltd. | 1.21% |
| 7 | Sona Blw Precision Forgings Ltd. | 1.15% |
| 8 | Thangamayil Jewellery Ltd. | 1.10% |
| 9 | K.P.R. Mill Ltd. | 1.02% |
| 10 | Pitti Engineering Ltd. | 0.98% |