1. SBI Magnum Children's Benefit Fund.
Investment Plan: The Scheme is Equity-oriented with the flexibility to invest
the equity component in the range of 65%-100% of the
total net assets.
Assimilation of best ideas, high conviction, blend of small
and midcaps and macro views to construct the final
portfolio.
Ideal for child aged 1-14 years, for growth opportunities
over the long-term.
Savings Plan: The scheme is Debt-oriented with the flexibility to invest
the debt component in the range of 75%-100% of the total
net assets.
Debt component is actively managed with predominant
investment in high quality papers rated AAA/Sovereign
and equivalent.
Ideal for a child aged 14-18 years.
2. Axis Children's Gift Fund
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth
NIFTY 50 Hybrid Composite Debt 65:35 Index (Benchmark)
Positioning : Equity &
Equity
Related
Instruments
(65-80%)
Fixed
Income
(20-35%)
Capital
Appreciation
Provide
income from
debt
Generate
income by
investing in
fixed income
along with
long-term
capital
appreciation
through
investments
in equity &
equity related
instruments
About the Fund
An open
ended fund,
for
investment
for children
5 year lock-in or
till the child
attains age of
majority
(whichever is
earlier)
Investments can be
made only in the
name of a minor
child (Child should
be less than 18
years of age on the
date of investment)
Investors/applicans
could be parents,
step-parents or
grandparents, adult
relatives, friends
(including NRIs &
PIOs) or HUF
Investment Strategy
Fixed Income Strategy (20-35%)
• Flexibility to invest in the entire range of debt instruments across the yield curve
Equity Strategy (65-80%)
• Focus on building a diversified portfolio of strong growth companies
• Active management with bottom-up stock selection strategy
Why Invest?
Goal planning benefit: It is a great way to plan for your child's education or any other goal that he / she
wants to pursue.
Benefit of long-term investments: With the option of a longer holding period, you can have more time for
the money to grow.
Asset Allocation Benefit:
Money is invested in equities, therefore it holds great potential for long-term wealth creation.
Since a portion of money is also invested in debt & money market instruments, it gives the
much-needed cushion in terms of relatively less volatility.
3. ICICI Prudential
Child Care Fund (Gift Plan)
An open ended fund for investing for children having lock-in for at least 5 years or till child
attains age of majority (whichever is earlier)
About the Scheme : Launched on August 31, 2001, ICICI Prudential Child Care Fund (Gift Plan) is an
open ended fund for investment for children having lock-in for at least 5 years
or till the child attains age of majority (whichever is earlier)
The Scheme is designed to help the investor give the child a head start in life by
leveraging the opportunities and dynamism of equity and debt markets
Current Investment Strategy :
Equity:
High Conviction - The fund manager invests in securities based on high
conviction.
Blend of large, mid and small-cap stocks – The scheme shall invest across
market capitalisation with equity allocation in the range of 65-100%. While
the large cap stocks represent established enterprises with track record, the
small and midcaps are growing businesses with long-term growth
potential. The allocation is decided on a tactical basis rather than any
predefined ratio.
Combination of bottom-up and top-down approach - Stock-picking is
generally through bottom-up approach, seeking to identify companies that
have above-average profitability and are supported by sustainable
competitive advantages. The scheme also uses top-down approach for risk
control through sectoral diversification.
Debt: The Scheme also invest in debt securities and money market instruments
with an aim to generate accrual income and potential capital appreciation.
The scheme has the flexibility of moving up to 35% in the debt securities if
the risk-reward ratio is favourable to such allocation.
Why ICICI Prudential Child Care Fund (Gift Plan)?
The scheme is suitable for investors who wish to invest across market caps.
Investors who are willing to make a long-term investment for investment for
children to capture opportunities both in equity and debt markets can
consider investing in this scheme.
Investment Strategy Debt
Credit Quality
High Medium Low
Duration
Low
Short
Medium
Medium to Long
Long
The scheme invests across market
capitalisation
Combination of bottom-up and
top-down approach
Opportunistically Invests in Debt
securities and money market
instruments
|
Returns
as per Date 18.01.2020
|
|
Fund Name
|
Category
|
AUM
(In crs)
|
Return % Date of 18.01.22
|
|
1Y
|
3Y
|
5Y
|
SI
|
|
SBI Magnum Childrens Benefit Fund - Investment Plan
|
Speciality-
Child Care
|
382.14
|
88.81
|
--
|
--
|
99.13
|
|
Axis Childrens Gift Fund
|
Speciality-
Child Care
|
732.19
|
29.67
|
19.98
|
15.53
|
13.47
|
|
ICICI Prudential Child Care Fund (Gift Plan)
|
Speciality-
Child Care
|
873.13
|
21.86
|
14.06
|
12.51
|
15.89
|
|
SBI Magnum Childrens Benefit Fund - Savings Plan
|
Speciality-
Child Care
|
87.16
|
19.16
|
11.94
|
11.51
|
10.81
|
|
LIC MF Childrens Gift Fund
|
Speciality-
Child Care
|
14.08
|
17.17
|
15.18
|
9.33
|
4.64
|
