SBI Magnum Children's Benefit Fund Savings Plan Direct Growth

Scheme code: INF200K01QR6 NAV value: ₹ 116.6756 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Children's Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	10.03	24.61	18.46	22.86
3 year	10.17	16.56	12.91	15.33
5 year	7.96	16.69	11.22	12.18
7 year	10.19	14.91	12.09	11.43
10 year	11.68	14.74	13.02	12.64
12 year	12.48	13.34	12.88	12.82

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	18.46
3 year	6.28	33.32	15.57	12.91
5 year	0.74	26.02	12.91	11.22
7 year	3.33	15.62	11.64	12.09
10 year	3.49	17.22	10.65	13.02
12 year	3.07	16.17	10.8	12.88
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	18.46
3 year	6.56	32.12	15.66	12.91
5 year	1	26.2	12.75	11.22
7 year	3.8	15.42	11.84	12.09
10 year	3.8	18	11.09	13.02
12 year	3.63	16.86	11.19	12.88
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	18.46
3 year	7.68	33.37	17	12.91
5 year	0.71	27.63	13.15	11.22
7 year	3.76	16.01	12.04	12.09
10 year	3.56	16.94	10.94	13.02
12 year	3.31	16.54	10.99	12.88
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	18.46
3 year	8.04	34.46	17.98	12.91
5 year	0.69	28.64	13.53	11.22
7 year	3.97	16.42	12.35	12.09
10 year	3.53	17.72	11.24	13.02
12 year	3.1	16.97	11.25	12.88
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 18.46% - Median return: 19.29% - Average standard deviation: 1.74

Rolling return for 3 year

- Average return: 12.91% - Median return: 12.74% - Average standard deviation: 0.61

Rolling return for 5 year

- Average return: 11.22% - Median return: 11.25% - Average standard deviation: 0.35

Rolling return for 7 year

- Average return: 12.09% - Median return: 11.88% - Average standard deviation: 0.29

Rolling return for 10 year

- Average return: 13.02% - Median return: 12.86% - Average standard deviation: 0.22

Rolling return for 12 year

- Average return: 12.88% - Median return: 12.86% - Average standard deviation: 0.19

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,93,090	93,090	7.76
3 year	36,00,000	43,33,304	7,33,304	6.38
5 year	60,00,000	79,62,459	19,62,459	5.82
7 year	84,00,000	1,25,45,660	41,45,660	5.90
10 year	1,20,00,000	2,24,04,988	1,04,04,988	6.44
12 year	1,44,00,000	3,19,27,600	1,75,27,600	6.86

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	7.76
3 year	7.35	6.38
5 year	7.28	5.82
7 year	6.36	5.9
10 year	5.93	6.44
12 year	6.09	6.86

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	7.76
3 year	7.51	6.38
5 year	7.25	5.82
7 year	6.38	5.9
10 year	6.15	6.44
12 year	6.3	6.86

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	7.76
3 year	8.25	6.38
5 year	7.64	5.82
7 year	6.58	5.9
10 year	6.21	6.44
12 year	6.36	6.86

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	7.76
3 year	8.74	6.38
5 year	7.97	5.82
7 year	6.78	5.9
10 year	6.43	6.44
12 year	6.57	6.86

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,090 - Absolute Returns: ₹93,090 - CAGR: 7.76%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,33,304 - Absolute Returns: ₹7,33,304 - CAGR: 6.38%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹79,62,459 - Absolute Returns: ₹19,62,459 - CAGR: 5.82%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,25,45,660 - Absolute Returns: ₹41,45,660 - CAGR: 5.9%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,24,04,988 - Absolute Returns: ₹1,04,04,988 - CAGR: 6.44%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,19,27,600 - Absolute Returns: ₹1,75,27,600 - CAGR: 6.86%