SBI Childrens Fund - Savings Plan Growth Return

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  • 1Y
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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)

138 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 ₹113.4654 as of 2 Jun, 2026. SBI Childrens Fund - Savings Plan Growth has delivered 38.49% 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 ₹138 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 0.72% returns.

SBI Childrens Fund - Savings Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.72-0.55126.25
6M2.390.75126.25
1Y3.923.69126.25
3Y11.4712.76126.25

Portfolio Analysis

  • Equity: 17.67%
  • Debt: 82.12%
  • Others
As on: 2026-05-15
View allocation % by

1. Powerica Ltd.2.53%

1. Sanathan Textiles Ltd.1.16%
2. Garware Technical Fibres Ltd.0.91%

1. Muthoot Finance Ltd.1.68%

1. Hatsun Agro Product Ltd.1.37%

1. Hawkins Cookers Ltd.1.20%

1. Thangamayil Jewellery Ltd.1.15%

1. E.I.D-Parry (India) Ltd.1.09%

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 ₹138 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 Name1Y3Y
This FundCanara Robeco Equity Hybrid Fund Growth-0.123537.674
This FundNavi Aggressive Hybrid Fund Growth4.419937.7344
This FundSBI Childrens Fund - Savings Plan Growth3.91638.4922
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 1.25. 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 : 0.72%
  • 6 Months : 2.39%
  • 1 Year : 3.92%
  • 3 Years : 11.47%
Returns of SBI Childrens Fund - Savings Plan Growth are updated daily based on NAV of ₹ 113.4654 as on Jun 01,2026. Since inception, the return has been 38.49%.

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 ₹138 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.