The average 1 year return of Children's Mutual Funds is 19.05 % for regular funds and 20.16 % for direct funds. The average 3 year return is 13.69 % for regular funds and 14.7 % for direct funds. The average 1 year SIP return is 14.17 % for regular funds and 15.23 % for direct funds. The average 3 year SIP return is 16.32 % for regular funds and 17.32 % for direct funds. The average Sharpe Ratio is 0.63 and the average Standard Deviation is 10.39%.
Find the best Children s Mutual Funds for November 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sbi Magnum Children's Benefit Fund - In… | 1 | |
39.67% | 24.17% | % | % | % | 41.31% | 25.73% | % | % | % | 12.64% | -9.57% | -16.61% | % | 0.61 | 1.07 | |
Hdfc Children's Gift Fund | 2 | |
18.07% | 16.94% | 18.56% | 13.92% | 13.80% | 19.05% | 17.93% | 19.56% | 14.92% | 14.79% | 8.64% | -5.64% | -7.31% | % | 0.62 | 1.07 | |
Icici Prudential Child Care Fund (Gift … | 3 | |
20.47% | 16.66% | 16.23% | 12.39% | 11.84% | 21.40% | 17.53% | 17.06% | 13.24% | 12.71% | 11.23% | -8.23% | -12.80% | % | 0.43 | 0.85 | |
Lic Mf Children’S Fund | 4 | |
19.15% | 13.31% | 13.01% | 9.91% | 9.19% | 20.22% | 14.09% | 13.94% | 10.83% | 10.15% | 11.18% | -10.21% | -14.72% | % | 0.26 | 0.51 | |
Tata Young Citizens Fund | 5 | |
14.32% | 13.77% | 18.32% | 12.18% | 11.90% | 14.89% | 14.45% | 19.09% | 13.01% | 12.90% | 13.03% | -12.72% | -17.53% | 0.05% | 0.92 | 0.28 | 0.54 |
Sbi Magunum Children's Benefit Fund - S… | 6 | |
17.03% | 11.91% | 13.66% | 10.03% | 11.77% | 17.44% | 12.30% | 14.20% | 10.72% | 12.51% | 4.32% | -2.90% | -3.65% | % | 0.57 | 1.10 | |
Aditya Birla Sun Life Bal Bhavishya Yoj… | 7 | |
16.59% | 12.85% | 12.57% | % | % | 18.24% | 14.68% | 14.47% | % | % | 12.80% | -11.91% | -15.04% | -1.99% | 0.92 | 0.21 | 0.40 |
Uti Children's Equity Fund | 8 | |
16.22% | 11.36% | 16.62% | 11.86% | 12.31% | 17.52% | 12.57% | 17.83% | 12.98% | 13.32% | 13.57% | -14.79% | -17.32% | % | 0.18 | 0.33 | |
Axis Children Gift Fund | 9 | |
15.57% | 6.86% | 11.88% | 10.37% | % | 17.09% | 8.36% | 13.44% | 11.96% | % | 10.58% | -14.81% | -13.11% | % | 0.03 | 0.03 | |
Uti Children's Hybrid Fund | 10 | |
11.66% | 9.11% | 10.73% | 7.94% | 8.82% | 11.90% | 9.34% | 10.97% | 8.16% | 9.03% | 5.86% | -5.08% | -6.74% | % | 0.17 | 0.36 |
Return Calculated On: 24 December 2024
Ratios Calculated On: 29 November 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Bal Bhavishya Yojna | 13,990.80 | 12,607.43 | 51,732.00 | 45,354.06 | 108,480.00 | 86,679.36 | ||||||
Hdfc Children'S Gift Fund | 14,168.40 | 12,875.11 | 57,567.60 | 46,924.24 | 140,562.00 | 97,963.44 | 209,227.20 | 157,697.99 | 437,316.00 | 274,951.08 | 1,621,530.00 | 653,948.28 |
Icici Prudential Child Care Fund (Gift Plan) | 14,456.40 | 12,601.69 | 57,160.80 | 47,872.19 | 127,272.00 | 96,958.62 | 190,268.40 | 151,199.66 | 367,368.00 | 253,314.36 | 1,144,566.00 | 562,284.18 |
LIC MF Children’s Fund | 14,298.00 | 13,089.70 | 52,369.20 | 46,161.90 | 110,616.00 | 89,101.32 | 162,792.00 | 138,115.82 | 289,140.00 | 216,273.84 | 584,388.00 | 413,074.98 |
Sbi Magunum Children'S Benefit Fund - Savings Plan | 14,043.60 | 13,025.12 | 50,454.00 | 44,077.61 | 113,820.00 | 85,403.28 | 164,035.20 | 131,993.99 | 365,184.00 | 222,844.92 | 939,618.00 | 483,111.54 |
SBI Magnum Children's Benefit Fund - Investment Plan | 16,760.40 | 14,333.30 | 68,922.00 | 54,677.20 | ||||||||
Tata Young Citizens Fund | 13,718.40 | 12,471.56 | 53,013.60 | 45,529.16 | 139,134.00 | 95,356.92 | 187,765.20 | 152,672.69 | 369,492.00 | 251,296.32 | 570,690.00 | 483,647.94 |
Union CHILDREN’S FUND | 14,491.20 | 12,920.65 | ||||||||||
UTI Children's Hybrid Fund | 13,399.20 | 12,543.78 | 46,760.40 | 41,411.30 | 99,894.00 | 78,679.14 | 143,362.80 | 119,753.93 | 279,444.00 | 193,406.76 | 453,708.00 | 352,666.44 |
UTI Children's Equity Fund | 13,946.40 | 12,585.77 | 49,708.80 | 44,985.28 | 129,426.00 | 92,158.38 | 184,077.60 | 146,628.64 | 383,076.00 | 252,741.72 | 1,008,036.00 | 548,282.16 |
Axis Children Gift Fund | 13,868.40 | 12,804.72 | 43,927.20 | 42,302.41 | 105,198.00 | 81,377.58 | 167,563.20 | 128,253.55 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Bal Bhavishya Yojna | 14,188.80 | 12,708.24 | 54,291.60 | 46,507.50 | 117,912.00 | 90,714.96 | ||||||
Hdfc Children'S Gift Fund | 14,286.00 | 12,934.98 | 59,043.60 | 47,586.17 | 146,610.00 | 100,440.54 | 222,415.20 | 163,335.40 | 476,700.00 | 289,814.64 | ||
Icici Prudential Child Care Fund (Gift Plan) | 14,568.00 | 12,653.76 | 58,446.00 | 48,469.97 | 131,910.00 | 99,059.34 | 200,608.80 | 155,769.35 | 397,116.00 | 264,869.40 | ||
LIC MF Children’s Fund | 14,426.40 | 13,154.11 | 53,460.00 | 46,706.33 | 115,212.00 | 91,034.64 | 172,569.60 | 142,458.96 | 315,444.00 | 226,627.44 | ||
Sbi Magunum Children'S Benefit Fund - Savings Plan | 14,092.80 | 13,050.25 | 50,990.40 | 44,323.45 | 116,538.00 | 86,361.54 | 171,326.40 | 134,531.29 | 390,180.00 | 230,566.20 | ||
SBI Magnum Children's Benefit Fund - Investment Plan | 16,957.20 | 14,427.64 | 71,550.00 | 55,804.68 | ||||||||
Tata Young Citizens Fund | 13,786.80 | 12,507.83 | 53,967.60 | 45,945.76 | 143,724.00 | 97,092.24 | 197,685.60 | 156,810.02 | 403,716.00 | 262,617.48 | ||
Union CHILDREN’S FUND | 14,720.40 | 13,032.18 | ||||||||||
UTI Children's Hybrid Fund | 13,428.00 | 12,558.38 | 47,052.00 | 41,551.70 | 100,980.00 | 79,147.74 | 145,462.80 | 120,752.35 | 284,784.00 | 195,686.52 | ||
UTI Children's Equity Fund | 14,102.40 | 12,663.07 | 51,361.20 | 45,794.59 | 136,278.00 | 95,087.70 | 197,400.00 | 152,978.03 | 419,136.00 | 268,087.80 | ||
Axis Children Gift Fund | 14,050.80 | 12,892.70 | 45,810.00 | 43,245.65 | 112,698.00 | 84,607.32 | 185,186.40 | 135,628.58 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna |
-15.04 | -11.91 | -6.81 | 12.80 | 8.92 |
Hdfc Children's Gift Fund |
-7.31 | -5.64 | -1.95 | 8.64 | 5.85 |
Icici Prudential Child Care Fund (Gift Plan) |
-12.80 | -8.23 | -4.95 | 11.23 | 8.06 |
Lic Mf Children’S Fund |
-14.72 | -10.21 | -4.95 | 11.18 | 7.81 |
Sbi Magunum Children's Benefit Fund - Savings Plan |
-3.65 | -2.90 | -1.16 | 4.32 | 3.12 |
Sbi Magnum Children's Benefit Fund - Investment Plan |
-16.61 | -9.57 | -3.03 | 12.64 | 8.47 |
Tata Young Citizens Fund |
-17.53 | -12.72 | -4.84 | 13.03 | 9.05 |
Uti Children's Hybrid Fund |
-6.74 | -5.08 | -2.55 | 5.86 | 4.13 |
Uti Children's Equity Fund |
-17.32 | -14.79 | -6.44 | 13.57 | 9.25 |
Axis Children Gift Fund |
-13.11 | -14.81 | -6.50 | 10.58 | 7.36 |
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna |
0.40
|
0.21
|
0.56
|
0.40
|
-1.99
|
0.92 |
0.92
|
|
1.06
|
-3.2600
|
Hdfc Children's Gift Fund |
1.07
|
0.62
|
1.06
|
0.40
|
|
|
|
|
|
|
Icici Prudential Child Care Fund (Gift Plan) |
0.85
|
0.43
|
0.93
|
0.41
|
|
|
|
|
|
|
Lic Mf Children’S Fund |
0.51
|
0.26
|
0.64
|
0.39
|
|
|
|
|
|
|
Sbi Magunum Children's Benefit Fund - Savings Plan |
1.10
|
0.57
|
0.92
|
0.37
|
|
|
|
|
|
|
Sbi Magnum Children's Benefit Fund - Investment Plan |
1.07
|
0.61
|
1.08
|
0.42
|
|
|
|
|
|
|
Tata Young Citizens Fund |
0.54
|
0.28
|
0.63
|
0.37
|
0.05
|
0.92 |
0.89
|
|
1.21
|
-1.2100
|
Uti Children's Hybrid Fund |
0.36
|
0.17
|
0.60
|
0.41
|
|
|
|
|
|
|
Uti Children's Equity Fund |
0.33
|
0.18
|
0.46
|
0.41
|
|
|
|
|
|
|
Axis Children Gift Fund |
0.03
|
0.03
|
0.29
|
0.41
|
|
|
|
|
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna |
0.26%
|
-2.71%
|
0.26%
|
-6.73%
|
1.31%
|
16.59%
|
12.85%
|
12.57%
|
%
|
%
|
%
|
Hdfc Children'S Gift Fund |
0.28%
|
-1.43%
|
1.36%
|
-2.37%
|
4.00%
|
18.07%
|
16.94%
|
18.56%
|
13.92%
|
13.80%
|
15.78%
|
Icici Prudential Child Care Fund (Gift Plan) |
0.03%
|
-2.74%
|
-0.20%
|
-6.06%
|
0.55%
|
20.47%
|
16.66%
|
16.23%
|
12.39%
|
11.84%
|
13.12%
|
LIC MF Children’s Fund |
0.36%
|
-3.33%
|
3.04%
|
-3.35%
|
5.16%
|
19.15%
|
13.31%
|
13.01%
|
9.91%
|
9.19%
|
8.17%
|
Sbi Magunum Children'S Benefit Fund - Savings Plan |
-0.11%
|
-0.99%
|
0.39%
|
0.62%
|
7.53%
|
17.03%
|
11.91%
|
13.66%
|
10.03%
|
11.77%
|
11.65%
|
SBI Magnum Children's Benefit Fund - Investment Plan |
0.40%
|
-0.15%
|
6.55%
|
0.38%
|
12.18%
|
39.67%
|
24.17%
|
%
|
%
|
%
|
%
|
Tata Young Citizens Fund |
-0.02%
|
-2.14%
|
-0.59%
|
-8.12%
|
1.50%
|
14.32%
|
13.77%
|
18.32%
|
12.18%
|
11.90%
|
8.00%
|
Union CHILDREN’S FUND |
0.08%
|
-3.06%
|
0.84%
|
-6.08%
|
4.88%
|
20.76%
|
%
|
%
|
%
|
%
|
%
|
UTI Children's Hybrid Fund |
-0.05%
|
-1.19%
|
0.18%
|
-3.06%
|
2.52%
|
11.66%
|
9.11%
|
10.73%
|
7.94%
|
8.82%
|
6.36%
|
UTI Children's Equity Fund |
-0.06%
|
-2.79%
|
-0.49%
|
-8.95%
|
0.45%
|
16.22%
|
11.36%
|
16.62%
|
11.86%
|
12.31%
|
12.17%
|
Axis Children Gift Fund |
-0.10%
|
-2.52%
|
-1.19%
|
-5.07%
|
4.40%
|
15.57%
|
6.86%
|
11.88%
|
10.37%
|
%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna |
0.23%
|
-2.68%
|
0.37%
|
-6.41%
|
2.04%
|
18.24%
|
14.68%
|
14.47%
|
%
|
%
|
%
|
Hdfc Children'S Gift Fund |
0.28%
|
-1.41%
|
1.43%
|
-2.17%
|
4.44%
|
19.05%
|
17.93%
|
19.56%
|
14.92%
|
14.79%
|
%
|
Icici Prudential Child Care Fund (Gift Plan) |
0.03%
|
-2.73%
|
-0.15%
|
-5.90%
|
0.90%
|
21.40%
|
17.53%
|
17.06%
|
13.24%
|
12.71%
|
%
|
LIC MF Children’s Fund |
0.37%
|
-3.32%
|
3.10%
|
-3.17%
|
5.63%
|
20.22%
|
14.09%
|
13.94%
|
10.83%
|
10.15%
|
%
|
Sbi Magunum Children'S Benefit Fund - Savings Plan |
-0.11%
|
-0.98%
|
0.42%
|
0.71%
|
7.72%
|
17.44%
|
12.30%
|
14.20%
|
10.72%
|
12.51%
|
%
|
SBI Magnum Children's Benefit Fund - Investment Plan |
0.40%
|
-0.13%
|
6.64%
|
0.66%
|
12.82%
|
41.31%
|
25.73%
|
%
|
%
|
%
|
%
|
Tata Young Citizens Fund |
-0.02%
|
-2.12%
|
-0.54%
|
-7.97%
|
1.77%
|
14.89%
|
14.45%
|
19.09%
|
13.01%
|
12.90%
|
%
|
Union CHILDREN’S FUND |
0.16%
|
-3.01%
|
0.99%
|
-5.78%
|
5.70%
|
22.67%
|
%
|
%
|
%
|
%
|
%
|
UTI Children's Hybrid Fund |
-0.05%
|
-1.18%
|
0.20%
|
-3.01%
|
2.63%
|
11.90%
|
9.34%
|
10.97%
|
8.16%
|
9.03%
|
%
|
UTI Children's Equity Fund |
-0.05%
|
-2.77%
|
-0.41%
|
-8.71%
|
0.98%
|
17.52%
|
12.57%
|
17.83%
|
12.98%
|
13.32%
|
%
|
Axis Children Gift Fund |
-0.10%
|
-2.50%
|
-1.10%
|
-4.80%
|
5.02%
|
17.09%
|
8.36%
|
13.44%
|
11.96%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna |
9.49%
|
15.56%
|
14.68%
|
%
|
%
|
%
|
Hdfc Children'S Gift Fund |
13.75%
|
17.96%
|
19.68%
|
17.66%
|
15.82%
|
15.67%
|
Icici Prudential Child Care Fund (Gift Plan) |
9.40%
|
19.38%
|
19.25%
|
16.48%
|
14.29%
|
13.93%
|
LIC MF Children’s Fund |
17.21%
|
16.80%
|
15.80%
|
13.95%
|
11.33%
|
10.33%
|
Sbi Magunum Children'S Benefit Fund - Savings Plan |
16.17%
|
13.57%
|
14.08%
|
12.68%
|
11.89%
|
12.17%
|
SBI Magnum Children's Benefit Fund - Investment Plan |
37.80%
|
29.06%
|
%
|
%
|
%
|
%
|
Tata Young Citizens Fund |
7.35%
|
15.83%
|
18.57%
|
16.75%
|
14.14%
|
12.18%
|
Union CHILDREN’S FUND |
14.48%
|
%
|
%
|
%
|
%
|
%
|
UTI Children's Hybrid Fund |
8.48%
|
9.29%
|
10.77%
|
9.95%
|
9.22%
|
8.44%
|
UTI Children's Equity Fund |
9.15%
|
14.99%
|
17.17%
|
15.62%
|
14.25%
|
13.64%
|
Axis Children Gift Fund |
12.63%
|
10.74%
|
12.13%
|
11.87%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna |
11.09%
|
17.33%
|
16.53%
|
%
|
%
|
%
|
Hdfc Children'S Gift Fund |
14.71%
|
18.95%
|
20.70%
|
18.65%
|
16.79%
|
%
|
Icici Prudential Child Care Fund (Gift Plan) |
10.23%
|
20.26%
|
20.13%
|
17.31%
|
15.12%
|
%
|
LIC MF Children’s Fund |
18.25%
|
17.63%
|
16.67%
|
14.81%
|
12.21%
|
%
|
Sbi Magunum Children'S Benefit Fund - Savings Plan |
16.57%
|
13.96%
|
14.53%
|
13.21%
|
12.53%
|
%
|
SBI Magnum Children's Benefit Fund - Investment Plan |
39.40%
|
30.59%
|
%
|
%
|
%
|
%
|
Tata Young Citizens Fund |
7.92%
|
16.47%
|
19.31%
|
17.50%
|
14.96%
|
%
|
Union CHILDREN’S FUND |
16.28%
|
%
|
%
|
%
|
%
|
%
|
UTI Children's Hybrid Fund |
8.71%
|
9.52%
|
11.01%
|
10.19%
|
9.44%
|
%
|
UTI Children's Equity Fund |
10.37%
|
16.24%
|
18.45%
|
16.81%
|
15.34%
|
%
|
Axis Children Gift Fund |
14.04%
|
12.26%
|
13.70%
|
13.44%
|
%
|
%
|