SBI Children's Fund Savings Plan
Direct · Growth ₹128.14
25 Jun 2026
NAV
12.9%
3Y CAGR
12.4%
5Y CAGR
12.7%
10Y CAGR
12.7%
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.
8.10
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.
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 | ₹12.63 L | 13.7% | -19.6% | 53.0% |
| 3 Years | ₹36.00 L | ₹43.20 L | 12.6% | -3.8% | 20.8% |
| 5 Years | ₹60.00 L | ₹79.83 L | 12.0% | 3.5% | 19.5% |
| 7 Years | ₹84.00 L | ₹1.26 Cr | 11.6% | 7.4% | 14.1% |
| 10 Years | ₹1.20 Cr | ₹2.21 Cr | 12.0% | 10.5% | 13.3% |
| 12 Years | ₹1.44 Cr | ₹3.08 Cr | 12.1% | 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% | 14.5% | 13.7% | -0.8% |
| 3 Years | 12.6% | 11.2% | 13.9% | +1.5% |
| 5 Years | 12.0% | 10.5% | 13.5% | +1.5% |
| 7 Years | 11.6% | 10.6% | 12.4% | +1.0% |
| 10 Years | 12.0% | 11.5% | 12.6% | +0.5% |
| 12 Years | 12.1% | 11.4% | 12.8% | +0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.5% | 12.9% | -10.3% | 42.4% | 0.74 | 2.93 | 97% | — | — |
| 3 Years | 12.9% | 12.8% | 3.5% | 23.3% | 1.77 | 20.94 | 100% | — | — |
| 5 Years | 12.4% | 11.9% | 7.8% | 19.6% | 2.32 | — | 100% | — | — |
| 10 Years | 12.7% | 12.5% | 11.5% | 14.7% | 8.10 | — | 100% | — | — |
-14.4%
Max Drawdown
7 mo
Drawdown Duration
7 mo
Recovery Time
-1.3%
Avg Drawdown
Calmar Ratio by Duration
0.93
1Y
0.89
3Y
0.86
5Y
0.82
7Y
0.88
10Y
0.91
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.75 | 0.23 | 25.4% | 14.2% | 7.7% | -4.7% |
| 3 Years | +5.44 | 0.20 | 24.9% | 10.8% | 12.4% | 8.8% |
| 5 Years | +4.56 | 0.18 | 21.5% | 9.2% | 11.4% | 8.7% |
| 7 Years | +4.36 | 0.18 | 22.9% | 12.9% | 11.6% | 10.7% |
| 10 Years | +4.32 | 0.20 | 25.3% | 14.8% | 11.8% | 11.5% |
| 12 Years | +4.76 | 0.21 | 26.4% | 15.5% | 12.0% | 10.1% |
| 15 Years | +3.54 | 0.22 | 28.0% | 17.6% | 10.8% | 9.7% |
17
Total Holdings
13.2%
Top 10 Weight
10
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Powerica Ltd. | 2.51% |
| 2 | Muthoot Finance Ltd. | 1.69% |
| 3 | Thangamayil Jewellery Ltd. | 1.33% |
| 4 | Hatsun Agro Product Ltd. | 1.30% |
| 5 | Hawkins Cookers Ltd. | 1.24% |
| 6 | Sanathan Textiles Ltd. | 1.08% |
| 7 | Adani Enterprises Ltd. | 1.06% |
| 8 | E.I.D-Parry (India) Ltd. | 1.03% |
| 9 | K.P.R. Mill Ltd. | 0.97% |
| 10 | Garware Technical Fibres Ltd. | 0.95% |