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Solution Oriented - Children's Fund

Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 15
  • 💰 Total AUM: 31,899 Cr

Best performing Solution Oriented - Children's Fund

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Children's Fund-Investment Plan5,353.520.8113.68%22.51%26.36%
ICICI Pru Children's Fund1,403.961.3710.51%18.15%14.11%
SBI Children's Fund-Savings Plan133.790.856.52%12.80%11.57%
Tata Children's Fund344.091.990.97%10.52%10.30%
Axis Children's Fund-No Lock in898.211.386.98%11.35%9.17%
Aditya Birla SL Bal Bhavishya Yojna1,156.971.0710.70%14.44%9.15%
Axis Children's Fund-Compulsory Lock in898.211.386.95%11.19%8.99%
LIC MF Children’s Fund14.911.623.37%10.19%7.84%
Baroda BNP Paribas Children's Fund109.630.4216.28%—%—%
Union Children's Fund82.341.1610.23%—%—%

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Overview of Solution Oriented - Children's Fund

SBI Children's Fund-Investment Plan
  • AUM
    ₹ 5,353.52 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    26.36%
Performance
The fund's annualised performance has been 31.71% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.85% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 84.02% along with the largest allocation towards Miscellaneous at 18.3%.
ICICI Pru Children's Fund
  • AUM
    ₹ 1,403.96 Cr.
  • Expense Ratio
    1.37%
  • 5Y CAGR
    14.11%
Performance
The fund's annualised performance has been 13.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.11% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 86.95% along with the largest allocation towards Pharmaceuticals at 12.1%.
SBI Children's Fund-Savings Plan
  • AUM
    ₹ 133.79 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    11.57%
Performance
The fund's annualised performance has been 11.85% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 3.65% vs its category average of 10.43%.
Composition
Government Securities makes up for the majority of the fund at 47.51% along with the largest allocation towards G-Sec at 47.51%.
Tata Children's Fund
  • AUM
    ₹ 344.09 Cr.
  • Expense Ratio
    1.99%
  • 5Y CAGR
    10.3%
Performance
The fund's annualised performance has been 11.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.63% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 97.75% along with the largest allocation towards Private Banks at 23.98%.
Axis Children's Fund-No Lock in
  • AUM
    ₹ 898.21 Cr.
  • Expense Ratio
    1.38%
  • 5Y CAGR
    9.17%
Performance
The fund's annualised performance has been 11% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 9.16% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 69.76% along with the largest allocation towards G-Sec at 14.54%.
Aditya Birla SL Bal Bhavishya Yojna
  • AUM
    ₹ 1,156.97 Cr.
  • Expense Ratio
    1.07%
  • 5Y CAGR
    9.15%
Performance
The fund's annualised performance has been 11.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.9% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 99.52% along with the largest allocation towards Private Banks at 18.47%.
Axis Children's Fund-Compulsory Lock in
  • AUM
    ₹ 898.21 Cr.
  • Expense Ratio
    1.38%
  • 5Y CAGR
    8.99%
Performance
The fund's annualised performance has been 10.8% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 9.16% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 69.4% along with the largest allocation towards G-Sec at 14.5%.
LIC MF Children’s Fund
  • AUM
    ₹ 14.91 Cr.
  • Expense Ratio
    1.62%
  • 5Y CAGR
    7.84%
Performance
The fund's annualised performance has been 9.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.4% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 81.23% along with the largest allocation towards Private Banks at 14.39%.
Baroda BNP Paribas Children's Fund
  • AUM
    ₹ 109.63 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 5.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.87% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 92.21% along with the largest allocation towards Private Banks at 19.6%.
Union Children's Fund
  • AUM
    ₹ 82.34 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 8.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.12% vs its category average of 10.43%.
Composition
Equity makes up for the majority of the fund at 97.66% along with the largest allocation towards Private Banks at 16.18%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.