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SBI Childrens Fund - Savings Plan Growth Return

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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)

₹141 Cr

Lock In Period

5 Years

Expense Ratio

1.32

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

SBI Childrens Fund - Savings Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.88-0.04126.42
6M6.881.58126.42
1Y6.994.06126.42
3Y12.1813.96126.42

Portfolio Analysis

  • Equity: 20.44%
  • Debt: 79.35%
  • Others
As on: 2026-06-15
View allocation % by

1. Acme Solar Holdings Ltd.1.76%
2. Adani Energy Solutions Ltd.1.16%

1. Powerica Ltd.2.15%

1. Sanathan Textiles Ltd.1.07%
2. Garware Technical Fibres Ltd.0.72%

1. Thangamayil Jewellery Ltd.1.72%

1. Muthoot Finance Ltd.1.57%

1. Hatsun Agro Product Ltd.1.29%

1. Hawkins Cookers Ltd.1.27%

1. K.P.R. Mill Ltd.1.05%

1. Adani Enterprises Ltd.1.04%

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 ₹141 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 1.32. 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 NameRatingsAUMExpense Ratio
HSBC Equity Hybrid Fund Growth1474.68 CR2.47
SBI Childrens Fund - Savings Plan Growth4141.06 CR1.32
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03937.15 CR
Fund Name1Y3Y
This FundHSBC Equity Hybrid Fund Growth-0.203141.0916
This FundSBI Childrens Fund - Savings Plan Growth6.993141.1596
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 1.32. 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 : 2.88%
  • 6 Months : 6.88%
  • 1 Year : 6.99%
  • 3 Years : 12.18%
Returns of SBI Childrens Fund - Savings Plan Growth are updated daily based on NAV of ₹ 118.3484 as on Jul 10,2026. Since inception, the return has been 41.16%.

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 ₹141 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.