Other Solution Oriented - Children's Fund Very High Risk Fund Managers: Harshil Suvarnkar, Chanchal Khandelwal
Other Solution Oriented - Children's Fund Very High Risk
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Solution Oriented - Children's Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.64% | -13.25% | -7.78% | -9.57% | 1.06% | 1.81% | 12% | 7.81% | 7.3% | 0% | 8.7% |
| Category returns | -6.18% | -10.26% | -7.39% | -8.46% | -0.77% | 3.21% | 11.35% | 8.13% | 10.34% | 10.12% | N/A |
| Absolute returns | -6.64% | -13.25% | -7.78% | -9.57% | 1.06% | 3.66% | 40.62% | 35.17% | 42.27% | 0% | 81.4% |
| Rank within category | 8 | 10 | 7 | 7 | 4 | 8 | 3 | 5 | 8 | 9 | N/A |
| Total Schemes in Category | 12 | 12 | 12 | 12 | 12 | 11 | 10 | 10 | 10 | 8 | N/A |
| Solution Oriented - Children's Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 14.26% | 12.32% | 0% | 22.66% | 14.33% | 6.94% | -12.15% |
| Q1 returns | N/A | -22.18% | 3.83% | -3.63% | -6.32% | 2.19% | -6.73% | -14.19% |
| Q2 returns | -2.16% | 17.96% | 3.14% | -8.59% | 14.19% | 11.76% | 11.55% | 2.37% |
| Q3 Returns | -2.11% | 6.8% | 6.63% | 10.39% | 6.65% | 7.72% | -2.84% | N/A |
| Q4 Returns | 5.3% | 16.54% | -1.64% | 2.84% | 7.51% | -7.07% | 5.79% | N/A |
Expense ratio: 2.17%
Inclusive of GST
Exit load
Nil
| Alpha | -0.123734 |
| Beta | 0.9644 |
| Sharpe Ratio | 0.164056 |
| Sortino Ratio | 0.288655 |
| R-Squared | 0.9418 |
| Tracking Error | 0.906 |
| Downside Risk | 19.5689 |
| Std. Deviation (Annualised) | 13.1556 |
| Solution Oriented - Children's Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Children's Fund - Investment Plan - Regular Plan - Growth | -3.97% | -7.81% | -6% | -1.46% | 5.92% | 20.06% | 23.1% | 0% | 29.22% | 5,353.52 | 1.83 | 0.30 | Very High |
| ICICI Prudential Children’s Fund - Growth | -6.58% | -9.79% | -7.97% | -10.52% | 0.48% | 15.62% | 12.52% | 11.88% | 14.84% | 1,403.96 | 2.16 | 0.26 | Very High |
| Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth Current | -6.64% | -13.25% | -7.78% | -9.57% | 1.06% | 12% | 7.3% | 0% | 8.7% | 1,156.97 | 2.17 | 0.17 | Very High |
| SBI Children's Fund - Savings Plan - Regular Plan - Growth | -1.48% | -1.51% | -0.44% | -0.34% | 2.38% | 11.69% | 10.64% | 10.89% | 10.39% | 133.79 | 1.25 | 0.35 | Moderately High |
| HDFC Children's Fund(Lock in) | -5.77% | -9.85% | -7.08% | -9.02% | -2.6% | 10.38% | 11.62% | 12.65% | 15.22% | 10,360.00 | 1.75 | 0.16 | Very High |
| UTI Children's Equity Fund - Growth | -8.41% | -13.85% | -10.88% | -13.18% | -4.6% | 10.29% | 8.39% | 11.5% | 9.52% | 1,134.86 | 2.24 | 0.13 | Very High |
| Axis Children's Fund - Compulsory Lock-in - Regular Plan - Growth | -6.23% | -9.52% | -6.39% | -7.46% | -0.99% | 9.02% | 7.15% | 9.26% | 8.96% | 905.65 | 2.29 | 0.12 | High |
| LIC MF Children’s Fund - Regular Plan - Growth | -5.96% | -10.97% | -9.29% | -10.06% | -5.56% | 8.58% | 6.72% | 7.2% | 4.49% | 14.91 | 2.45 | 0.10 | Very High |
| Tata Children's Fund - Regular Plan - Growth | -9.04% | -15.68% | -13.52% | -17.44% | -8.77% | 8.03% | 8.7% | 9.63% | 11.94% | 344.09 | 2.53 | 0.10 | Very High |
| UTI Children's Hybrid Fund | -4.56% | -6.56% | -4.92% | -5.94% | -1.38% | 7.77% | 7.31% | 7.91% | 8.6% | 4,442.48 | 1.76 | 0.11 | High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 99.52% |
| Cash & Cash Equivalents and Net Assets | 0.48% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Banks | 21.53% | |
| Petroleum Products | 3.99% | |
| IT - Software | 6.62% | |
| Telecom - Services | 2.72% | |
| Construction | 2.59% | |
| Non - Ferrous Metals | 2.32% | |
| Finance | 5.40% | |
| Retailing | 4.94% | |
| Automobiles | 1.89% | |
| Personal Products | 3.11% | |
| Industrial Products | 2.49% | |
| Healthcare Services | 3.29% | |
| Beverages | 2.57% | |
| Fertilizers & Agrochemicals | 2.62% | |
| Cement & Cement Products | 2.62% | |
| IT - Services | 2.12% | |
| Pharmaceuticals & Biotechnology | 4.71% | |
| Auto Components | 2.22% | |
| Insurance | 1.33% | |
| Consumer Durables | 5.79% | |
| Diversified Metals | 1.26% | |
| Power | 2.15% | |
| Electrical Equipment | 2.30% | |
| Leisure Services | 1.71% | |
| Ferrous Metals | 1.08% | |
| Chemicals & Petrochemicals | 0.93% | |
| Food Products | 0.82% | |
| Textiles & Apparels | 1.54% | |
| Financial Technology (Fintech) | 0.71% | |
| Transport Infrastructure | 0.66% | |
| Agricultural Food & other Products | 0.64% | |
| Agricultural Commercial & Construction Vehicles | 0.63% | |
| Others | 0.48% | |
| Aerospace & Defense | 0.22% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 6.20% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.61% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.99% |
| Axis Bank Ltd. | Banks | Domestic Equities | 3.24% |
| Infosys Ltd. | IT - Software | Domestic Equities | 3.10% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.72% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.59% |
| State Bank Of India | Banks | Domestic Equities | 2.41% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 2.32% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.24% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 2.14% |
| Meesho Ltd. | Retailing | Domestic Equities | 2.09% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.89% |
| Dabur India Ltd. | Personal Products | Domestic Equities | 1.79% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.65% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.64% |
| Welspun Corp Ltd. | Industrial Products | Domestic Equities | 1.54% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 1.49% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 1.48% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.48% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 1.41% |
| Inventurus Knowledge Solutions Ltd. | IT - Services | Domestic Equities | 1.40% |
| Emcure Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.38% |
| JB Chemicals & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.36% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 1.34% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 1.33% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 1.32% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.31% |
| Century Plyboards (India) Ltd. | Consumer Durables | Domestic Equities | 1.27% |
| Vedanta Ltd. | Diversified Metals | Domestic Equities | 1.26% |
| V-Guard Industries Ltd. | Consumer Durables | Domestic Equities | 1.22% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 1.21% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 1.21% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.19% |
| CESC Ltd. | Power | Domestic Equities | 1.18% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.17% |
| Thermax Ltd. | Electrical Equipment | Domestic Equities | 1.16% |
| LTM Ltd. | IT - Software | Domestic Equities | 1.16% |
| Sumitomo Chemical India Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.15% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.15% |
| MAS Financial Services Ltd. | Finance | Domestic Equities | 1.14% |
| Samhi Hotels Ltd. | Leisure Services | Domestic Equities | 1.11% |
| United Breweries Ltd. | Beverages | Domestic Equities | 1.09% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.08% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.08% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.98% |
| Thyrocare Technologies Ltd. | Healthcare Services | Domestic Equities | 0.95% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 0.95% |
| Tata Chemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.93% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 0.88% |
| Bluestone Jewellery And Lifestyle Ltd. | Consumer Durables | Domestic Equities | 0.88% |
| Aster DM Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.85% |
| REC Ltd. | Finance | Domestic Equities | 0.83% |
| Bikaji Foods International Ltd. | Food Products | Domestic Equities | 0.82% |
| Trent Ltd. | Retailing | Domestic Equities | 0.81% |
| Jubilant Pharmova Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.79% |
| Gokaldas Exports Ltd. | Textiles & Apparels | Domestic Equities | 0.78% |
| Arvind Ltd. | Textiles & Apparels | Domestic Equities | 0.76% |
| Cyient Ltd. | IT - Services | Domestic Equities | 0.72% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.71% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.71% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 0.66% |
| Bank Of Maharashtra | Banks | Domestic Equities | 0.65% |
| Balrampur Chini Mills Ltd. | Agricultural Food & other Products | Domestic Equities | 0.64% |
| Tata Motors Ltd. | Agricultural Commercial & Construction Vehicles | Domestic Equities | 0.63% |
| Clearing Corporation of India Limited | Cash & Cash Equivalents and Net Assets | 0.61% | |
| Cello World Ltd. | Consumer Durables | Domestic Equities | 0.59% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 0.59% |
| Greenply Industries Ltd. | Consumer Durables | Domestic Equities | 0.52% |
| Go Fashion (India) Ltd. | Retailing | Domestic Equities | 0.39% |
| Cyient DLM Ltd. | Aerospace & Defense | Domestic Equities | 0.22% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.02% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.13% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Solution Oriented - Children's Fund.
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
The scheme benchmark is the NIFTY 500 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 1.06%
3-year: 12.02%
5-year: 7.3%
Top holdings include names such as:
The NAV is around ₹18.14 (approx.) for the Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth.
The fund’s AUM is approximately ₹1,157 Cr.
The expense ratio for the Regular Plan is 2.17.
Nil.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Harshil Suvarnkar, Chanchal Khandelwal
This fund is suitable for investors with a Very High risk tolerance.
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