Hybrid | Solution Oriented - Children's Fund
3Y Returns
22.65%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
2.08%
Fund Size
₹1505 Cr
Inception Date
29-Sep-20
Fund Manager
R. Srinivasan
Exit Load
3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y.
Overall Fund Zi Tag
Asset Allocation
Equity
83.08%
Debt & Others
16.92%
Market Cap Allocation
Large Cap
25.83%
Mid Cap
10.29%
Small Cap
40.02%
Other Cap
23.86%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing Predominantly In Equity And Equity Related Securities Of Companies Across Sectors And Market Capitalizations. The Scheme Will Also Invest In Debt And Money Market Instruments With An Endeavour To Generate Income.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Sbi Savings Fund - Regular Plan - Daily Idcw Reinvestment
1Y
NA
3Y
NA
5Y
NA
Sbi Magnum Childrens Benefit Fund - Investment Plan Direct Growth
1Y
43.95%
3Y
24.23%
5Y
NA
Icici Prudential Child Care Fund (Gift Plan) - Direct Plan
1Y
39.08%
3Y
18.74%
5Y
19.34%
Hdfc Childrens Gift Fund (Lock In) - Direct Plan Growth
1Y
27.49%
3Y
17.01%
5Y
20.6%
Tata Young Citizens' Fund-Direct Plan-Growth
1Y
29.95%
3Y
14.76%
5Y
21.3%
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth
1Y
29.88%
3Y
14.24%
5Y
16.91%
Uti Childrens Career Fund (Uti Ccf) - Investment Plan-Direct Growth
1Y
34.55%
3Y
13.97%
5Y
21.23%
Sbi Magnum Childrens Benefit Fund - Savings Plan Direct Growth
1Y
21.33%
3Y
12.87%
5Y
14.59%
Lic Mf Childrens Fund-Direct - Growth Plan-Growth
1Y
28.15%
3Y
12.58%
5Y
15.21%
Uti Childrens Career Fund (Uti Ccf) - Savings Plan-Direct Growth
1Y
18.88%
3Y
9.79%
5Y
12.26%
Axis Childrens Gift Fund - No Lock-In Direct Growth Growth
1Y
25.12%
3Y
8.95%
5Y
15.04%
Axis Childrens Gift Fund - Compulsory Lock-In Direct Growth Growth
1Y
24.86%
3Y
8.72%
5Y
14.83%
Union Childrens Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
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