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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: 14
  • 💰 Total AUM: 20,882 Cr

Best performing Solution Oriented - Children's Fund

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Magnum Children's Benefit Fund-Investment Plan4,419.640.8513.54%25.23%36.06%
ICICI Pru Children's Fund1,412.411.476.84%18.10%19.05%
Tata Children's Fund354.842.070.45%13.19%17.63%
Aditya Birla SL Bal Bhavishya Yojna1,132.010.963.61%15.08%15.16%
Axis Children's Fund-No Lock in927.731.394.82%11.63%13.70%
SBI Magnum Children's Benefit Fund-Savings Plan130.200.854.05%13.00%13.66%
Axis Children's Fund-Compulsory Lock in927.731.394.72%11.44%13.49%
LIC MF Children’s Fund15.601.631.29%11.58%12.56%
Baroda BNP Paribas Children's Fund96.940.38—%—%—%
Union Children's Fund79.341.336.11%—%—%

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Overview of Solution Oriented - Children's Fund

SBI Magnum Children's Benefit Fund-Investment Plan
  • AUM
    ₹ 4,419.64 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    36.06%
Performance
The fund's annualised performance has been 36.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.97% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 81.85% along with the largest allocation towards Miscellaneous at 18.05%.
ICICI Pru Children's Fund
  • AUM
    ₹ 1,412.41 Cr.
  • Expense Ratio
    1.47%
  • 5Y CAGR
    19.05%
Performance
The fund's annualised performance has been 14.32% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.83% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 84.67% along with the largest allocation towards Private Banks at 11.14%.
Tata Children's Fund
  • AUM
    ₹ 354.84 Cr.
  • Expense Ratio
    2.07%
  • 5Y CAGR
    17.63%
Performance
The fund's annualised performance has been 12.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.3% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 94.58% along with the largest allocation towards Private Banks at 21.29%.
Aditya Birla SL Bal Bhavishya Yojna
  • AUM
    ₹ 1,132.01 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    15.16%
Performance
The fund's annualised performance has been 12.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.19% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 98.19% along with the largest allocation towards Private Banks at 18.65%.
Axis Children's Fund-No Lock in
  • AUM
    ₹ 927.73 Cr.
  • Expense Ratio
    1.39%
  • 5Y CAGR
    13.7%
Performance
The fund's annualised performance has been 11.99% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 9.94% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 72.21% along with the largest allocation towards G-Sec at 14.27%.
SBI Magnum Children's Benefit Fund-Savings Plan
  • AUM
    ₹ 130.20 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    13.66%
Performance
The fund's annualised performance has been 12.2% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 4.14% vs its category average of 11.57%.
Composition
Government Securities makes up for the majority of the fund at 56.52% along with the largest allocation towards G-Sec at 56.52%.
Axis Children's Fund-Compulsory Lock in
  • AUM
    ₹ 927.73 Cr.
  • Expense Ratio
    1.39%
  • 5Y CAGR
    13.49%
Performance
The fund's annualised performance has been 11.78% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 9.94% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 72.21% along with the largest allocation towards G-Sec at 14.27%.
LIC MF Children’s Fund
  • AUM
    ₹ 15.60 Cr.
  • Expense Ratio
    1.63%
  • 5Y CAGR
    12.56%
Performance
The fund's annualised performance has been 10.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.35% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 87.34% along with the largest allocation towards Private Banks at 11.58%.
Baroda BNP Paribas Children's Fund
  • AUM
    ₹ 96.94 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.59% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 93.59% along with the largest allocation towards Private Banks at 19.92%.
Union Children's Fund
  • AUM
    ₹ 79.34 Cr.
  • Expense Ratio
    1.33%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 15% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.56% vs its category average of 11.57%.
Composition
Equity makes up for the majority of the fund at 96.75% along with the largest allocation towards Private Banks at 14.79%.
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.