Compare SBI Magnum Children’s Benefit Fund - Investment Plan vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.93 | 2.27 |
NAV | ₹38.49 | ₹121.05 |
Fund Started | 08 Sep 2020 | 12 Dec 1994 |
Fund Size | ₹2824.86 Cr | ₹678.92 Cr |
Exit Load | With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 33.37% | 34.17% |
3 Year | 17.65% | 19.43% |
5 Year | - | 24.60% |
Holding Analysis
Equity | 81.86% | 71.92% |
Cash | 18.14% | 9.57% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Rama Iyer Srinivasan | Satish Ramanathan |
Start Date | 08 Sep 2020 | 01 Oct 2024 |
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 08 Sep 2020 | 12 Dec 1994 |
