SBI Children's Fund Investment Plan Direct Growth

Scheme code: INF200KA1R07 NAV value: ₹ 45.2301 NAV date: 18 March, 2026 TER: 0.81%
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Children's Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year0.37130.1423.8430.7914.95
3 year18.0644.6125.2327.5813.51
5 year25.2836.4429.8531.3613.05

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6130.79
3 year 6.2830.9515.0427.58
5 year 8.3826.0214.2231.36
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4930.79
3 year 6.5619.6413.5727.58
5 year 9.2212.2910.7531.36
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7530.79
3 year 7.6821.4915.0627.58
5 year 10.3713.511.9331.36
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1630.79
3 year 8.0432.0317.8127.58
5 year 8.1828.6415.3431.36
7 year 10.6416.4213.77
10 year 12.5614.0613.31

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,39,976 - Absolute Returns: ₹1,39,976 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,36,024 - Absolute Returns: ₹15,36,024 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,06,70,129 - Absolute Returns: ₹46,70,129 - CAGR: %

Drawdown Metrics

Max Drawdown

-15.74 %

Drawdown Duration

2 months

Recovery Time

6 months

Avg Drawdown

-2.86 %

Calmar Ratio by Duration

1 Y

1.9566

3 Y

1.7526

5 Y

1.9928

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 7.54 0.65 72.7 60.0 12.41 % 4.00 %
3 years 12.87 0.64 72.8 52.8 22.41 % 11.28 %
5 years 17.01 0.60 68.8 46.3 25.28 % 9.44 %
7 years 14.90 0.58 69.0 43.7 23.57 % 10.23 %
10 years 9.14 0.58 69.0 43.7 15.97 % 7.06 %
12 years 7.02 0.58 69.0 43.7 13.14 % 5.85 %
15 years 4.96 0.58 69.0 43.7 10.38 % 4.65 %