SBI Children's Fund Savings Plan Direct Growth

Scheme code: INF200K01QR6 NAV value: ₹ 120.8531 NAV date: 18 March, 2026 TER: 0.84%

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	-10.25	42.38	13.21	13.66	14.95
3 year	3.54	23.34	12.83	12.88	13.51
5 year	7.79	19.65	11.96	12.41	13.05
7 year	10.28	14.86	11.69	11.93	12.14
10 year	11.68	14.67	12.54	12.79	13.02
12 year	12.52	14.38	13.30	13.38	13.87

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.66
3 year	6.28	30.95	15.04	12.88
5 year	8.38	26.02	14.22	12.41
7 year	10.18	15.62	12.93	11.93
10 year	11.42	12.93	12.18	12.79
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.66
3 year	6.56	19.64	13.57	12.88
5 year	9.22	12.29	10.75	12.41

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	13.66
3 year	7.68	21.49	15.06	12.88
5 year	10.37	13.5	11.93	12.41

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	13.66
3 year	8.04	32.03	17.81	12.88
5 year	8.18	28.64	15.34	12.41
7 year	10.64	16.42	13.77	11.93
10 year	12.56	14.06	13.31	12.79

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: ₹12,70,135 - Absolute Returns: ₹70,135 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,22,173 - Absolute Returns: ₹7,22,173 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,32,428 - Absolute Returns: ₹20,32,428 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,26,00,664 - Absolute Returns: ₹42,00,664 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,22,18,075 - Absolute Returns: ₹1,02,18,075 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,12,13,053 - Absolute Returns: ₹1,68,13,053 - CAGR: %

Drawdown Metrics

Max Drawdown

-14.42 %

Drawdown Duration

7 months

Recovery Time

7 months

Avg Drawdown

-1.35 %

Calmar Ratio by Duration

1 Y

0.9475

3 Y

0.8934

5 Y

0.8608

7 Y

0.8275

10 Y

0.8872

12 Y

0.9281

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.07	0.21	22.3	14.9	6.05 %	4.00 %
3 years	5.26	0.18	24.3	9.3	12.63 %	11.28 %
5 years	4.29	0.17	20.8	8.7	11.29 %	9.44 %
7 years	3.29	0.18	22.5	13.5	10.57 %	10.74 %
10 years	4.34	0.19	25.3	14.6	11.92 %	12.06 %
12 years	2.67	0.19	25.3	14.6	9.85 %	10.00 %
15 years	1.04	0.19	25.3	14.6	7.81 %	7.92 %