1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Childrens Fund				Retuns as on 27-05-2026 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
SBI Childrens Fund Investment Plan Reg Plan Gr	05-09-2020	6,114.1	3.22	16.93	23.14	24.12	-	31.33
ICICI Pru Childrens Fund Reg Plan	20-08-2001	1,412.21	2.82	4.07	16.72	13.77	12.29	15.16
HDFC Childrens Fund Gr	02-03-2001	10,151.93	1.74	-3.82	9.57	11.13	12.65	15.31
SBI Childrens Fund Savings Plan Reg PLAN GROWTH	25-01-2002	137.13	1.25	3.91	11.47	10.61	10.94	10.49
ABSL Bal Bhavishya Yojna Reg Gr	05-02-2019	1,175.44	2.16	4.71	13.24	9.52	-	10.14
Tata Childrens Fund Reg Plan Gr	14-10-1995	331.17	2.46	-8.2	8.45	9.44	10.26	12.16
UTI Childrens Equity Reg Gr	17-02-2004	1,096.05	2.16	-4.86	9.99	9.1	11.66	9.76
LIC MF Childrens Fund Reg Gr	16-10-2001	14.85	2.39	1.05	9.83	8.37	7.96	4.87
UTI Childrens Hybrid Reg	12-07-1993	4,329.97	1.61	-1.94	7.47	7.62	7.91	8.08
Axis Childrens Fund Lock in Reg Gr	05-12-2015	887.03	2.55	-0.78	8.7	7.49	9.42	9.36
Axis Childrens Fund No Lock in Reg Gr	05-12-2015	887.03	2.55	-0.78	8.7	7.49	9.42	9.35
Union Childrens Fund Reg Gr	19-12-2023	83.42	2.64	2.49	-	-	-	9.27
Baroda BNP Paribas Childrens Fund Reg Gr	31-12-2024	114.82	2.47	7.04	-	-	-	6.42
Childrens Fund	-	-	-	1.49	11.58	10.79	10.28	11.67
NIFTY 50 TRI	-	-	-	-2.54	10.15	10.58	12.73	13.28

Details of	Contact Person	Address	Contact No	Email Id	Working Hours
Customer Care	Jayanthi Rajan	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-7003093592	jayanthi@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
Head of Customer Care	Tanmoy Chakraborty	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91 8334045675	tanmoy@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
Compliance Officer	Reena Khetan	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-9830355996	reena.k@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM
CEO-cum-Director	Ambrish Agarwal	7/1, Lord Sinha Road, Lords Building, 1st Floor, Suite No-102 & 104, Kolkata-700071	+91-9830065985	ambrish@easternfin.com	Mon-Fri 10:00 AM to 6:00 PM

Trailing Return of Funds

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