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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: 13
  • 💰 Total AUM: 19,680 Cr

Best performing Solution Oriented - Children's Fund

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Solution Oriented - Children's Fund

Tata Young Citizen Fund
  • AUM
    ₹ 365.79 Cr.
  • Expense Ratio
    2.06%
  • 5Y CAGR
    22.36%
Performance
The fund's annualised performance has been 13.02% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 13.17% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 94.85% along with the largest allocation towards Private Banks at 23.34%.
ICICI Pru Child Care Fund-Gift Plan
  • AUM
    ₹ 1,343.42 Cr.
  • Expense Ratio
    1.47%
  • 5Y CAGR
    21.91%
Performance
The fund's annualised performance has been 14.61% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 14.93% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 86.11% along with the largest allocation towards Iron & Steel at 9.13%.
Aditya Birla SL Bal Bhavishya Yojna
  • AUM
    ₹ 1,113.81 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    17.49%
Performance
The fund's annualised performance has been 13.06% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 15.42% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 98.69% along with the largest allocation towards Private Banks at 19.84%.
Axis Children's Fund-No Lock in
  • AUM
    ₹ 908.42 Cr.
  • Expense Ratio
    1.3%
  • 5Y CAGR
    16.59%
Performance
The fund's annualised performance has been 12.14% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 10.77% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 69.2% along with the largest allocation towards Others at 13.69%.
Axis Children's Fund-Compulsory Lock in
  • AUM
    ₹ 908.42 Cr.
  • Expense Ratio
    1.3%
  • 5Y CAGR
    16.37%
Performance
The fund's annualised performance has been 11.91% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 10.77% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 69.2% along with the largest allocation towards Others at 13.69%.
LIC MF Children’s Fund
  • AUM
    ₹ 14.71 Cr.
  • Expense Ratio
    1.68%
  • 5Y CAGR
    15.98%
Performance
The fund's annualised performance has been 10.47% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 18.23% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 88.82% along with the largest allocation towards G-Sec at 10.37%.
SBI Magnum Children's Benefit Fund-Savings Plan
  • AUM
    ₹ 124.78 Cr.
  • Expense Ratio
    0.84%
  • 5Y CAGR
    14.91%
Performance
The fund's annualised performance has been 12.44% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 4.6% vs its category average of 12.32%.
Composition
Government Securities makes up for the majority of the fund at 43.71% along with the largest allocation towards G-Sec at 35.38%.
SBI Magnum Children's Benefit Fund-Investment Plan
  • AUM
    ₹ 3,358.06 Cr.
  • Expense Ratio
    0.84%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 36.69% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 14.28% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 69% along with the largest allocation towards Miscellaneous at 27.83%.
Union Children's Fund
  • AUM
    ₹ 64.50 Cr.
  • Expense Ratio
    1.33%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 15.65% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 14.63% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 95.55% along with the largest allocation towards Private Banks at 14.91%.
UTI Children's Equity Fund-Scholarship
  • AUM
    ₹ 1,129.41 Cr.
  • Expense Ratio
    1.17%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as 0 by SEBI and has a standard deviation of 13.44% vs its category average of 12.32%.
Composition
Equity makes up for the majority of the fund at 96.59% along with the largest allocation towards Private Banks at 22.26%.
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.