Hdfc Children's Gift Fund Overview
Category	Children Fund
BMSMONEY Rank	2
BMSMONEY Rating
Gro. Opt.	As On:	17-01-2025
NAV	₹282.41_(R)		-0.46%	₹311.91_(D)	-0.45%
Returns	1Y	3Y	5Y	7Y	10Y
LumpSum_(R)	11.76%	13.55%	17.23%	13.09%	12.94%
LumpSum_(D)	12.69%	14.51%	18.23%	14.08%	13.92%
SIP_(R)	5.15%	16.66%	18.16%	16.64%	15.05%
SIP_(D)	6.05%	17.66%	19.18%	17.62%	16.03%
Ratio	Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio	0.96	0.55	0.95	-%	-
Risk	STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk	8.77%	-7.31%	-6.66%	-	5.91%

Top Children Fund
Fund Name	Rank	Rating
SBI Magnum Children's Benefit Fund - Investment Plan	1
Hdfc Children'S Gift Fund	2
LIC MF Children’s Fund	3

NAV Date: 17-01-2025

Scheme Name	NAV	Rupee Change	Percent Change
HDFC Childrens Gift Fund - Growth Plan	282.41	-1.2900	-0.4600%
HDFC Childrens Gift Fund - Direct Plan	311.91	-1.4200	-0.4500%

Review Date: 17-01-2025

Hdfc Children'S Gift Fund has exhibited very good performance in the Children's Fund category. The fund has rank of 2 out of ten funds in the category. The fund has delivered return of 11.76% in 1 year, 13.55% in 3 years, 17.23% in 5 years and 12.94% in 10 years. The category average for the same periods is 14.42%, 10.73%, 13.6% and 10.73% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 8.77, VaR of -7.31, Average Drawdown of -2.1, Semi Deviation of 5.91 and Max Drawdown of -6.66. The category average for the same parameters is 10.5, -12.48, -4.71, 7.23 and -10.27 respectively. The fund has very low risk in the category.

Key Points:

An investment of ₹10,000 in Hdfc Children'S Gift Fund direct growth option would have grown to ₹11269.0 in 1 year, ₹15016.0 in 3 years and ₹23097.0 in 5 years as of today (17-01-2025).
An SIP of ₹1,000 per month in Hdfc Children'S Gift Fund direct growth option would have grown to ₹12390.0 in 1 year, ₹46738.0 in 3 years and ₹96805.0 in 5 years as of today (17-01-2025).
standard deviation of 8.77 and based on VaR one can expect to lose more than -7.31% of current value of fund in one year.
Sharpe ratio of the fund is 0.96 which shows very good performance of fund in the children's fund category.

Select Parameter:

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-4.70	-4.76	-7.00 \| -2.19	6 \| 11	Good
3M Return %	-4.11	-4.55	-8.16 \| -0.21	5 \| 11	Good
6M Return %	-1.79	-2.06	-6.68 \| 4.38	6 \| 11	Good
1Y Return %	11.76	14.42	8.70 \| 33.13	7 \| 11	Average
3Y Return %	13.55	10.73	4.50 \| 18.51	3 \| 10	Very Good
5Y Return %	17.23	13.60	10.22 \| 17.23	1 \| 9	Very Good
7Y Return %	13.09	10.54	7.58 \| 13.09	1 \| 8	Very Good
10Y Return %	12.94	10.73	8.32 \| 12.94	1 \| 7	Very Good
15Y Return %	15.29	10.34	6.09 \| 15.29	1 \| 7	Very Good
1Y SIP Return %	5.15	4.79	-6.15 \| 21.96	4 \| 11	Good
3Y SIP Return %	16.66	15.45	9.86 \| 26.61	4 \| 10	Good
5Y SIP Return %	18.16	14.74	10.48 \| 18.16	1 \| 9	Very Good
7Y SIP Return %	16.64	13.59	9.69 \| 16.64	1 \| 8	Very Good
10Y SIP Return %	15.05	12.34	8.95 \| 15.05	1 \| 7	Very Good
15Y SIP Return %	15.16	11.91	8.27 \| 15.16	1 \| 7	Very Good
Standard Deviation	8.77	10.50	4.35 \| 13.72	3 \| 10	Very Good
Semi Deviation	5.91	7.23	3.14 \| 9.24	3 \| 10	Very Good
Max Drawdown %	-6.66	-10.27	-15.88 \| -3.20	3 \| 10	Very Good
VaR 1 Y %	-7.31	-12.48	-17.53 \| -3.58	3 \| 10	Very Good
Average Drawdown %	-2.10	-4.71	-8.13 \| -1.23	2 \| 10	Very Good
Sharpe Ratio	0.96	0.55	-0.09 \| 1.20	3 \| 10	Very Good
Sterling Ratio	0.95	0.66	0.23 \| 1.18	2 \| 10	Very Good
Sortino Ratio	0.55	0.30	-0.01 \| 0.68	2 \| 10	Very Good

_{Return data last Updated On :
Jan. 17, 2025.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2024

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-4.63	-4.69	-6.90 \| -2.16	6 \| 11
3M Return %	-3.90	-4.34	-7.92 \| -0.01	5 \| 11
6M Return %	-1.38	-1.62	-6.36 \| 4.56	6 \| 11
1Y Return %	12.69	15.46	9.26 \| 34.68	7 \| 11
3Y Return %	14.51	11.70	5.97 \| 19.98	3 \| 10
5Y Return %	18.23	14.59	10.45 \| 18.23	1 \| 9
7Y Return %	14.08	11.44	7.81 \| 14.08	1 \| 8
10Y Return %	13.92	11.55	8.52 \| 13.92	1 \| 7
1Y SIP Return %	6.05	5.76	-5.83 \| 23.39	4 \| 11
3Y SIP Return %	17.66	16.46	10.09 \| 28.13	4 \| 10
5Y SIP Return %	19.18	15.72	10.72 \| 19.18	1 \| 9
7Y SIP Return %	17.62	14.45	9.92 \| 17.62	1 \| 8
10Y SIP Return %	16.03	13.12	9.17 \| 16.03	1 \| 7
Standard Deviation	8.77	10.50	4.35 \| 13.72	3 \| 10
Semi Deviation	5.91	7.23	3.14 \| 9.24	3 \| 10
Max Drawdown %	-6.66	-10.27	-15.88 \| -3.20	3 \| 10
VaR 1 Y %	-7.31	-12.48	-17.53 \| -3.58	3 \| 10
Average Drawdown %	-2.10	-4.71	-8.13 \| -1.23	2 \| 10
Sharpe Ratio	0.96	0.55	-0.09 \| 1.20	3 \| 10
Sterling Ratio	0.95	0.66	0.23 \| 1.18	2 \| 10
Sortino Ratio	0.55	0.30	-0.01 \| 0.68	2 \| 10

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.46	₹ 9,954.00	-0.45	₹ 9,955.00
1W	-0.88	₹ 9,912.00	-0.86	₹ 9,914.00
1M	-4.70	₹ 9,530.00	-4.63	₹ 9,537.00
3M	-4.11	₹ 9,589.00	-3.90	₹ 9,610.00
6M	-1.79	₹ 9,821.00	-1.38	₹ 9,862.00
1Y	11.76	₹ 11,176.00	12.69	₹ 11,269.00
3Y	13.55	₹ 14,640.00	14.51	₹ 15,016.00
5Y	17.23	₹ 22,145.00	18.23	₹ 23,097.00
7Y	13.09	₹ 23,655.00	14.08	₹ 25,144.00
10Y	12.94	₹ 33,772.00	13.92	₹ 36,818.00
15Y	15.29	₹ 84,518.00		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	5.15	₹ 12,332.47	6.05	₹ 12,390.01
3Y	₹ 36000	16.66	₹ 46,081.55	17.66	₹ 46,737.68
5Y	₹ 60000	18.16	₹ 94,428.00	19.18	₹ 96,805.38
7Y	₹ 84000	16.64	₹ 152,112.74	17.62	₹ 157,539.14
10Y	₹ 120000	15.05	₹ 263,957.04	16.03	₹ 278,191.44
15Y	₹ 180000	15.16	₹ 625,689.54		₹

Date	Hdfc Children's Gift Fund NAV Regular Growth	Hdfc Children's Gift Fund NAV Direct Growth
17-01-2025	282.41	311.908
16-01-2025	283.705	313.331
15-01-2025	282.164	311.622
14-01-2025	281.41	310.782
13-01-2025	280.29	309.538
10-01-2025	284.913	314.622
09-01-2025	287.192	317.131
08-01-2025	288.784	318.88
07-01-2025	290.3	320.547
06-01-2025	288.815	318.9
03-01-2025	292.889	323.376
02-01-2025	294.424	325.064
01-01-2025	291.777	322.133
31-12-2024	291.175	321.462
30-12-2024	290.525	320.736
27-12-2024	291.916	322.25
26-12-2024	291.442	321.719
24-12-2024	292.091	322.421
23-12-2024	291.274	321.512
20-12-2024	290.471	320.603
19-12-2024	293.586	324.033
18-12-2024	295.171	325.775
17-12-2024	296.331	327.048

Fund Launch Date: 25/Jan/2001
Fund Category: Children Fund
Investment Objective: To generate capital appreciation / income from a portfolio of equity & equity related instruments and debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund Description: An open ended fund for investment for children having a lock-in for atleast 5 years or till the child attains age of majority (whichever is earlier)
Fund Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Hdfc Children's Gift Fund

Hdfc Children's Gift Fund NAV

Hdfc Children's Gift Fund Review

Hdfc Children's Gift Fund Performance Comparison with Peers (Regular Plan Chart)

Hdfc Children's Gift Fund Review Dashboard (Regular Plan)

Hdfc Children's Gift Fund Review Dashboard (Direct Plan)

Hdfc Children's Gift Fund Lumpsum Returns and Investment Value

Hdfc Children's Gift Fund SIP Return and Investment Value

Hdfc Children's Gift Fund NAV History

Hdfc Children's Gift Fund Information