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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹5,176 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 ₹41.8398 NAV as of Mar 11,2026 and returns since inception of 77.53%. Minimum investments start at SIP ₹500. The SBI Childrens Fund - Investment Plan Growth AUM is ₹5,176 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 -5.75% returns, against a category average of -1.31% and a category best of 2.82%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.75 | -1.31 | 2.82 |
| 6M | -4.08 | 1.50 | 46.29 |
| 1Y | 12.51 | 6.20 | 84.28 |
| 3Y | 21.08 | 15.48 | 83.63 |
Portfolio Analysis
- Equity: 73.06%
- Debt: 26.94%
- Others
As on: 2026-01-31
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About Fund
SBI Childrens Fund - Investment Plan Growth managed by SBI Mutual Fund,is a Special Fundscheme with Assets Under Management of ₹5,176 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Child Care Plan - Study Plan Growth | 0 | 130.69 CR | 1.4 |
| This FundSBI Childrens Fund - Investment Plan Growth | 5 | 5175.56 CR | 1.83 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Child Care Plan - Study Plan Growth | 12.2436 | 72.4336 |
| This FundSBI Childrens Fund - Investment Plan Growth | 12.5068 | 77.5288 |
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 : -5.75%
- 6 Months : -4.08%
- 1 Year : 12.51%
- 3 Years : 21.08%
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 ₹5,176 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