SBI Childrens Fund - Savings Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
SBI Childrens Fund - Savings Plan Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹139 Cr
Lock In Period
5 Years
Expense Ratio
1.25
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
NIFTY 50 Hybrid Composite Debt 15:85 Index
Summary
SBI Childrens Fund - Savings Plan Growth NAV is ₹116.2073 as of 22 Jun, 2026. SBI Childrens Fund - Savings Plan Growth has delivered 39.40% returns since its launch. The minimum SIP investment amount in SBI Childrens Fund - Savings Plan Growth is ₹500. The AUM of SBI Childrens Fund - Savings Plan Growth is ₹139 Cr. The expense ratio of the fund is 1.25%, and its benchmark is NIFTY 50 Hybrid Composite Debt 15:85 Index. The current exit load of the fund 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 last 1M months, SBI Childrens Fund - Savings Plan Growth has delivered 2.83% returns.
SBI Childrens Fund - Savings Plan Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.83 | 0.78 | 126.25 |
| 6M | 5.08 | 2.13 | 126.25 |
| 1Y | 6.29 | 4.89 | 126.25 |
| 3Y | 11.71 | 14.60 | 126.25 |
Portfolio Analysis
- Equity: 17.79%
- Debt: 82.00%
- Others
As on: 2026-05-31
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About Fund SBI Childrens Fund - Savings Plan Growth
SBI Childrens Fund - Savings Plan Growth managed by SBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹139 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 1.25. 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 |
|---|---|---|---|
| Franklin India Aggressive Hybrid Fund Growth | 2 | 2289.68 CR | 2.02 |
| DSP Aggressive Hybrid Fund Growth | 5 | 11512.87 CR | 1.95 |
| SBI Childrens Fund - Savings Plan Growth | 4 | 138.82 CR | 1.25 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3937.15 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Aggressive Hybrid Fund Growth | -1.4966 | 38.5762 |
| This FundDSP Aggressive Hybrid Fund Growth | -2.1921 | 39.1219 |
| This FundSBI Childrens Fund - Savings Plan Growth | 6.2926 | 39.4038 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
SBI Childrens Fund - Savings Plan Growth 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 1.25. 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 : 2.83%
- 6 Months : 5.08%
- 1 Year : 6.29%
- 3 Years : 11.71%
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 ₹139 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.
