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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹137 Cr
Lock In Period
5 Years
Expense Ratio
1.23
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Index
Exit Load
3% - for redemption/switch out on or before 1 year from the date of allotment.2% - for redemption/switch out after 1 year and up to 2 years from the date of allotment.1% - for redemption/switch out after 2 years and up to 3 years from the date of allotment.Nil - for redemption or switch-out after 3 years from the date of allotment.
Summary
Latest details for SBI Childrens Fund - Savings Plan Growth include a ₹113.3349 NAV as of Apr 22,2026 and returns since inception of 41.49%. Minimum investments start at SIP ₹500. The SBI Childrens Fund - Savings Plan Growth AUM is ₹137 Cr, with a lock-in of 5 Years years, expense ratio of 1.23%, and benchmark NIFTY 50 Hybrid Composite Debt 15:85 Index. Exit load is - 3% - for redemption/switch out on or before 1 year from the date of allotment.2% - for redemption/switch out after 1 year and up to 2 years from the date of allotment.1% - for redemption/switch out after 2 years and up to 3 years from the date of allotment.Nil - for redemption or switch-out after 3 years from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 2.98% returns, against a category average of 1.91% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.98 | 1.91 | 126.25 |
| 6M | 3.13 | 1.95 | 126.25 |
| 1Y | 4.75 | 6.04 | 126.25 |
| 3Y | 12.27 | 16.23 | 126.25 |
Portfolio Analysis
- Equity: 21.98%
- Debt: 77.80%
- Others
As on: 2026-03-31
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About Fund
SBI Childrens Fund - Savings Plan Growth managed by SBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹137 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 1.23. Under the expert guidance of Lokesh Mallya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Lokesh Mallya
Mr. Lokesh holds MBA, FRM as his educational qualification. He has over 4 years of experience. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Limited as Management Trainee.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Equity Hybrid Fund Growth | 1 | 474.68 CR | 2.47 |
| This FundHDFC Retirement Savings Fund - Hybrid Equity Growth | 0 | 1539.92 CR | 2.09 |
| This FundSBI Childrens Fund - Savings Plan Growth | 5 | 136.57 CR | 1.23 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3700.53 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Equity Hybrid Fund Growth | -0.2031 | 41.0916 |
| This FundHDFC Retirement Savings Fund - Hybrid Equity Growth | 1.4564 | 41.3924 |
| This FundSBI Childrens Fund - Savings Plan Growth | 4.7548 | 41.4942 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
SBI Childrens Fund - Savings Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Childrens Fund - Savings Plan Growth is 1.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Childrens Fund - Savings Plan Growth’s fund performance is as follows:
- 1 Month : 2.98%
- 6 Months : 3.13%
- 1 Year : 4.75%
- 3 Years : 12.27%
You can invest in SBI Childrens Fund - Savings Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Childrens Fund - Savings Plan Growth is ₹137 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Childrens Fund - Savings Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500