SBI Magnum Children's Benefit Fund
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4–7 yearsInvestment Horizon
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Sbi Magnum Children'S Benefit Fund Growth mixes stocks and bonds for balanced growth and stability.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation5.5%
Sharpe Ratio0.64
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
7.38% State Government Of Uttar Pradesh 2036Utilities12.29%
7.18% Govt Stock 2033Utilities8.28%
6.79% Govt Stock 2034Utilities8.12%
6.9% Govt Stock 2065Utilities7.71%
TrepsUtilities5.12%
Rajasthan (Government of ) 7.49%Utilities4.10%
Sundaram Finance LimitedUtilities4.07%
LIC Housing Finance LtdUtilities4.02%
Nexus Select TRustUtilities3.97%
Mahindra And Mahindra Financial Services LimitedUtilities3.95%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.21%
Exit Load3
Regulatory & Tax Information
INF200K01776
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)