SBI Childrens Fund - Investment Plan Growth Return

  • 1M
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  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Childrens Fund - Investment Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹7,310 Cr

Lock In Period

5 Years

Expense Ratio

2.06

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.

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

SBI Childrens Fund - Investment Plan Growth Calculate Returns

You would have got

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.220.7710.34
6M15.502.9520.44
1Y17.875.5357.32
3Y21.6416.3385.89

Portfolio Analysis

  • Equity: 80.38%
  • Debt: 19.62%
  • Others
As on: 2026-07-31
View allocation % by

1. Kotak Mahindra Bank Ltd.3.74%
2. ICICI Bank Ltd.2.95%

1. Muthoot Finance Ltd.3.29%
2. Bajaj Finance Ltd.3.28%

1. Amagi Media Labs Ltd.3.12%
2. Sun TV Network Ltd.2.70%

1. State Bank of India5.06%

1. Thangamayil Jewellery Ltd.5.00%

1. Hatsun Agro Product Ltd.3.36%
2. Dodla Dairy Ltd.1.28%

1. Adani Enterprises Ltd.4.12%

1. Sona Blw Precision Forgings Ltd.3.47%

1. Jubilant Foodworks Ltd.3.00%
2. Brigade Hotel Ventures Ltd.0.44%

1. Aequs Ltd.3.13%

1. Privi Speciality Chemicals Ltd.3.03%

1. Doms Industries Ltd.2.88%

1. Kalpataru Ltd.2.28%

1. Powerica Ltd.2.27%

1. Bosch Home Comfort India Ltd.2.09%

1. Honeywell Automation India Ltd.2.09%

1. The Ramco Cements Ltd.1.96%

1. JSW Steel Ltd.1.91%

1. Le Travenues Technology Ltd.1.89%

1. K.P.R. Mill Ltd.1.87%

1. Sanathan Textiles Ltd.1.85%

1. Asahi India Glass Ltd.1.85%

1. Ajax Engineering Ltd.1.77%

1. Navin Fluorine International Ltd.1.22%
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About Fund SBI Childrens Fund - Investment Plan Growth

SBI Childrens Fund - Investment Plan Growth managed by SBI Mutual Fund,is a Special Fundscheme with Assets Under Management of ₹7,310 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.06. Under the expert guidance of R Srinivasan ,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

R Srinivasan

Mr. Srinivasan holds M.Com & MFM. He is having experience of more than 19 years in the area of financial services. Prior to joining SBI Funds Management Pvt. Ltd. was with Future Capital Holding, asset management and financial services entity of the Future Group, where he worked as Head - Portfolio Management and was responsible for Portfolio Management & Equity Research. Before that he worked with many organizations viz: Principal PNB AMC; Imperial Investment Advisor; Indosuez W.I. Carr Securities; Inquire Indian Equity Research); Sunidhi Consultancy (Research unit); Capital Market Publishers etc.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Child Care Plan - Study Plan Growth0130 CR1.4
SBI Childrens Fund - Investment Plan Growth57,310 CR2.06
Fund Name1Y3Y
This FundICICI Prudential Child Care Plan - Study Plan Growth12.243672.4336
This FundSBI Childrens Fund - Investment Plan Growth17.874579.966

SBI Childrens Fund - Investment Plan Growth FAQs

SBI Childrens Fund - Investment 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 - Investment Plan Growth is 2.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Childrens Fund - Investment Plan Growth’s fund performance is as follows:
  • 1 Month : 1.22%
  • 6 Months : 15.50%
  • 1 Year : 17.87%
  • 3 Years : 21.64%
Returns of SBI Childrens Fund - Investment Plan Growth are updated daily based on NAV of ₹ 50.4227 as on Aug 20,2026. Since inception, the return has been 79.97%.

You can invest in SBI Childrens Fund - Investment 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 - Investment Plan Growth is ₹7,310 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Childrens Fund - Investment Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.