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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: 34,236 Cr

Best performing Solution Oriented - Children's Fund

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Children's Fund-Investment Plan7,764.810.7214.32%20.89%19.25%
ICICI Pru Children's Fund1,435.831.203.25%11.97%11.11%
SBI Children's Fund-Savings Plan151.630.749.68%11.37%10.47%
Aditya Birla SL Bal Bhavishya Yojna1,197.450.871.89%9.93%8.91%
LIC MF Children’s Fund16.471.393.84%8.64%7.58%
Axis Children's Fund-No Lock in906.891.202.00%7.90%5.53%
Axis Children's Fund-Compulsory Lock in906.891.202.00%7.78%5.37%
Tata Children's Fund331.181.5611.87%3.42%5.36%
Baroda BNP Paribas Children's Fund129.680.941.53%—%—%
Union Children's Fund95.191.111.16%—%—%

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Overview of Solution Oriented - Children's Fund

SBI Children's Fund-Investment Plan
  • AUM
    ₹ 7,764.81 Cr.
  • Base Exp. Ratio
    0.72%
  • 5Y CAGR
    19.25%
Performance
The fund's annualised performance has been 32.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.37% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 92.99% along with the largest allocation towards Others at 10.11%.
ICICI Pru Children's Fund
  • AUM
    ₹ 1,435.83 Cr.
  • Base Exp. Ratio
    1.2%
  • 5Y CAGR
    11.11%
Performance
The fund's annualised performance has been 13.04% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.72% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 79.31% along with the largest allocation towards Private Banks at 21.08%.
SBI Children's Fund-Savings Plan
  • AUM
    ₹ 151.63 Cr.
  • Base Exp. Ratio
    0.74%
  • 5Y CAGR
    10.47%
Performance
The fund's annualised performance has been 12.03% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 4.29% vs its category average of 11.48%.
Composition
Government Securities makes up for the majority of the fund at 37.34% along with the largest allocation towards G-Sec at 37.34%.
Aditya Birla SL Bal Bhavishya Yojna
  • AUM
    ₹ 1,197.45 Cr.
  • Base Exp. Ratio
    0.87%
  • 5Y CAGR
    8.91%
Performance
The fund's annualised performance has been 11.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.16% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 98.51% along with the largest allocation towards Private Banks at 14.22%.
LIC MF Children’s Fund
  • AUM
    ₹ 16.47 Cr.
  • Base Exp. Ratio
    1.39%
  • 5Y CAGR
    7.58%
Performance
The fund's annualised performance has been 9.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.67% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 82.34% along with the largest allocation towards Pharmaceuticals at 13.31%.
Axis Children's Fund-No Lock in
  • AUM
    ₹ 906.89 Cr.
  • Base Exp. Ratio
    1.2%
  • 5Y CAGR
    5.53%
Performance
The fund's annualised performance has been 10.6% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 10.12% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 70.19% along with the largest allocation towards G-Sec at 14.3%.
Axis Children's Fund-Compulsory Lock in
  • AUM
    ₹ 906.89 Cr.
  • Base Exp. Ratio
    1.2%
  • 5Y CAGR
    5.37%
Performance
The fund's annualised performance has been 10.4% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 10.12% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 70.19% along with the largest allocation towards G-Sec at 14.3%.
Tata Children's Fund
  • AUM
    ₹ 331.18 Cr.
  • Base Exp. Ratio
    1.56%
  • 5Y CAGR
    5.36%
Performance
The fund's annualised performance has been 10.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.32% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 96.53% along with the largest allocation towards Private Banks at 24.25%.
Baroda BNP Paribas Children's Fund
  • AUM
    ₹ 129.68 Cr.
  • Base Exp. Ratio
    0.94%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 5.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.34% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 93.85% along with the largest allocation towards Private Banks at 14.11%.
Union Children's Fund
  • AUM
    ₹ 95.19 Cr.
  • Base Exp. Ratio
    1.11%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 9.09% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.17% vs its category average of 11.48%.
Composition
Equity makes up for the majority of the fund at 96.62% along with the largest allocation towards Private Banks at 17.94%.
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.