MonitorDirect · Growth
LIC MF Children's Fund
LIC Mutual FundSolution Oriented Scheme - Children’s Fund13.7 years
- NAV
- 37.8902
- 15 Sept 2026
- 1Y
- +7.2%
- Trailing CAGR
- AUM
- ₹15.99 Cr
- 31 Jul 2026
- Volatility
- Medium
- 13.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+7.2%
- 3Y+9.0%
- 5Y+8.3%
- 10Y+8.7%
- SI+10.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+13.3%
- 3Y+7.2%
- 5Y+9.4%
- 10Y+10.1%
- Since inception
- +10.1%
- Calendar-day CAGR
- Excess 1Y
- +5.8%
- Category median, same plan and option
- 3Y win rate
- +4%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- -6.9%
- 2616 daily-ending windows
- Median rolling 3Y
- +11.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2133 daily-ending windows
- SIP 3Y XIRR
- +7.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 149 recovered episodes
- Longest recovery
- 526 days
- Trough to prior peak
- Current spell
- 25 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
16 Jan 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-31.2%
17 Dec 2024 – 11 Aug 2026
Trough 3 Mar 2025 · recovered in 526 days
-19.5%
5 Jan 2018 – 26 Sept 2019
Trough 26 Oct 2018 · recovered in 335 days
-15.7%
13 Jan 2022 – 5 Jun 2023
Trough 17 Jun 2022 · recovered in 353 days
-15.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
86
Consistency
13
Risk-adjusted
46
Drawdown
22
Mean
43
Portfolio
31 Jul 2026 · 39 holdings · top 10 are 47.3%.
- Top 5
- 31.4%
- Top 10
- 47.3%
- Largest holding
- 9.8%
- Effective holdings
- 25.3
Repo
Unspecified
9.8%
GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100
Entities
9.6%
Sun Pharmaceutical Industries Ltd
Healthcare
5.0%
ICICI Bank Ltd
Financial
3.6%
Cummins India Ltd
Industrials
3.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
SBI Children's Fund - Investment Plan
SBI Mutual Fund
- 1Y
- +13.7%
- 3Y
- +20.4%
- Vol
- 12.6%
- Max DD
- -15.7%
- Sharpe
- 1.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Children's Fund
ICICI Prudential Mutual Fund
- 1Y
- -3.1%
- 3Y
- +11.6%
- Vol
- 12.7%
- Max DD
- -31.1%
- Sharpe
- 0.64
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
SBI CHILDREN'S FUND - SAVINGS PLAN
SBI Mutual Fund
- 1Y
- +8.8%
- 3Y
- +11.5%
- Vol
- 5.4%
- Max DD
- -14.4%
- Sharpe
- 1.22
- 3Y win
- +54%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HDFC Children's Fund
HDFC Mutual Fund
- 1Y
- -0.4%
- 3Y
- +8.3%
- Vol
- 10.8%
- Max DD
- -28.9%
- Sharpe
- 0.84
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +10.1%
- Vol
- 15.9%
- Max DD
- -33.9%
- Sharpe
- 0.45
- 3Y win
- +36%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown