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 year | 0.37 | 130.14 | 23.84 | 30.79 | 14.95 |
| 3 year | 18.06 | 44.61 | 25.23 | 27.58 | 13.51 |
| 5 year | 25.28 | 36.44 | 29.85 | 31.36 | 13.05 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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 % |