An open ended scheme which seeks to generate long term capital appreciation by investing mainly in equities.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Solution Oriented - Children's Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.69% | -2.07% | 2.66% | 2.54% | -0.62% | -2.48% | 6.5% | 8.38% | 5.6% | 7.14% | 4.84% |
| Category returns | -2.63% | -3.51% | 0% | -1.07% | -2.42% | -0.66% | 8.32% | 9.88% | 7.45% | 9.22% | N/A |
| Absolute returns | -4.69% | -2.07% | 2.66% | 2.54% | -0.62% | -4.91% | 20.82% | 38% | 31.36% | 99.3% | 226.06% |
| Rank within category | 12/12 | 3/12 | 3/12 | 3/12 | 3/12 | 9/11 | 7/10 | 6/10 | 6/10 | 7/8 | N/A |
| Solution Oriented - Children's Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 9.66% | 14.1% | -8.03% | 13.16% | 12.39% | 15.5% | -0.95% | 22.14% | 18.48% | -4.95% | -0.45% |
| Q1 returns | 2.73% | 8.12% | -7.39% | 3.91% | -21.38% | 1.09% | -2.25% | -3.98% | 0.92% | -11.18% | -12.2% |
| Q2 returns | 6.46% | 0.97% | -2.71% | 2.6% | 13.32% | 5.89% | -8.14% | 11.33% | 12.21% | 7.28% | 15.64% |
| Q3 returns | 3.73% | -0.37% | 0.73% | 1.54% | 6.02% | 8.25% | 7.86% | 5.1% | 6.29% | -2.57% | 0.9% |
| Q4 returns | -3.33% | 4.91% | 1.35% | 4.53% | 18.98% | -0.32% | 2.27% | 8.71% | -1.56% | 2.39% | -2.82% |
Nil
| Alpha | -0.00576941 |
| Beta | 1.3144 |
| Sharpe Ratio | 0.0600947 |
| Sortino Ratio | 0.103786 |
| R-Squared | 0.7321 |
| Tracking Error | 2.2387 |
| Downside Risk | 21.6619 |
| Std. Deviation (Annualised) | 13.975 |
| Solution Oriented - Children's Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Children's Fund - Investment Plan - Regular Plan - Growth | 0.1% | 0.11% | 9.86% | 13.63% | 11.24% | 19.31% | 16.92% | N/A | 30.27% | 7,949.28 | 2.01 | 0.27 | Very High |
| ICICI Prudential Children’s Fund - Growth | -2.95% | -4.44% | -3.37% | -2.11% | -4.91% | 10.67% | 9.8% | 10.31% | 14.69% | 1,375.78 | 3.03 | 0.13 | Very High |
| SBI Children's Fund - Savings Plan - Regular Plan - Growth | -0.87% | 0.42% | 5.39% | 7.86% | 8.4% | 10.62% | 9.64% | 10.33% | 10.53% | 151.63 | 1.29 | 0.28 | High |
| Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth | -3.99% | -3.66% | 0.4% | -1.72% | -0.89% | 8.38% | 7.11% | N/A | 9.42% | 1,197.45 | 2.28 | 0.08 | Very High |
| HDFC Children's Fund(Lock in) | -2.68% | -3.91% | -0.96% | -3.58% | -4.71% | 7% | 8.15% | 11.34% | 15.06% | 10,338.70 | 1.82 | 0.04 | Very High |
| Axis Children's Fund - Compulsory Lock-in - Regular Plan - Growth | -2.57% | -3.69% | -1.49% | -3.17% | -4.28% | 6.78% | 3.67% | 8.83% | 8.94% | 862.61 | 2.40 | 0.03 | High |
| LIC MF Children’s Fund - Regular Plan - Growth Current | -4.69% | -2.07% | 2.66% | 2.54% | -0.62% | 6.5% | 5.6% | 7.14% | 4.84% | 15.75 | 2.90 | 0.06 | Very High |
| UTI Children's Hybrid Fund | -1.23% | -2.58% | -0.75% | -2.22% | -3.16% | 5.9% | 5.41% | 6.92% | 8.56% | 4,258.23 | 1.63 | -0.01 | Moderately High |
| UTI Children's Equity Fund - Growth | -2.55% | -5.77% | -4.46% | -8.83% | -10.54% | 5.28% | 4.08% | 10.07% | 9.43% | 1,063.07 | 2.25 | 0.01 | Moderately High |
| Tata Children's Fund - Regular Plan - Growth | -2.21% | -6.93% | -5.2% | -10.07% | -12.57% | 2.75% | 4.16% | 8.85% | 11.81% | 313.45 | 2.45 | -0.04 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% | ||
Mr. Pratik Harish Shroff has over 18 years of experience in the Banking and Financial Services Industry.
Mr. Bendre has over 12 years of experience in the Financial Services Industry.
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