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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹5,158 Cr

Lock In Period

5 Years

Expense Ratio

1.83

Benchmark

CRISIL Hybrid 35+65 - Aggressive 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 - Investment Plan Growth include a ₹45.6716 NAV as of Apr 21,2026 and returns since inception of 89.89%. Minimum investments start at SIP ₹500. The SBI Childrens Fund - Investment Plan Growth AUM is ₹5,158 Cr, with a lock-in of 5 Years years, expense ratio of 1.83%, and benchmark CRISIL Hybrid 35+65 - Aggressive 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 9.72% returns, against a category average of 2.14% and a category best of 9.81%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.722.149.81
6M1.941.8620.44
1Y14.085.9755.79
3Y23.8317.5196.34

Portfolio Analysis

  • Equity: 70.55%
  • Debt: 29.45%
  • Others
As on: 2026-03-31
View allocation % by

1. Aether Industries Ltd.4.03%
2. Privi Speciality Chemicals Ltd.3.43%

1. State Bank of India6.84%

1. Hatsun Agro Product Ltd.4.48%
2. Dodla Dairy Ltd.1.69%

1. Thangamayil Jewellery Ltd.4.93%

1. Muthoot Finance Ltd.4.29%

1. Adani Power Ltd.3.29%

1. Ather Energy Ltd.3.19%

1. Sona Blw Precision Forgings Ltd.3.08%

1. Aequs Ltd.2.58%

1. Le Travenues Technology Ltd.2.37%

1. Asahi India Glass Ltd.2.34%

1. Bajaj Finserv Ltd.2.21%

1. Amagi Media Labs Ltd.2.21%

1. K.P.R. Mill Ltd.2.09%

1. Honeywell Automation India Ltd.2.04%

1. Sanathan Textiles Ltd.2.04%

1. Kotak Mahindra Bank Ltd.1.71%
2. HDFC Bank Ltd.0.11%

1. Ajax Engineering Ltd.1.74%

1. Kalpataru Ltd.1.51%

1. Samvardhana Motherson International Ltd.1.36%

1. E.I.D-Parry (India) Ltd.1.35%

1. Gokaldas Exports Ltd.1.01%

About Fund

SBI Childrens Fund - Investment Plan Growth managed by SBI Mutual Fund,is a Special Fundscheme with Assets Under Management of ₹5,158 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 1.83. 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
This FundICICI Prudential Child Care Plan - Study Plan Growth0130.69 CR1.4
This FundSBI Childrens Fund - Investment Plan Growth55157.53 CR1.83
Fund Name1Y3Y
This FundICICI Prudential Child Care Plan - Study Plan Growth12.243672.4336
This FundSBI Childrens Fund - Investment Plan Growth14.080389.8877

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 1.83. 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 : 9.72%
  • 6 Months : 1.94%
  • 1 Year : 14.08%
  • 3 Years : 23.83%
Returns of SBI Childrens Fund - Investment Plan Growth are updated daily based on NAV of ₹ 45.6716 as on Apr 21,2026. Since inception, the return has been 89.89%.

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 ₹5,158 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.
Min Inv Amount: ₹500