SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH
Fund House: SBI Mutual Fund
Category: Childrens Fund
Status: Open Ended Schemes
Launch Date: 25-01-2002
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Total Assets: 131.85 As on (28-11-2025)
Expense Ratio: 1.24% As on (28-11-2025)
Turn over: 81.00% | Exit Load: Within 1 year 3% 1 Within 2 years 2% 1Within 3 years 1% 1 above 3 years NIL.
NAV as on 26-12-2025
110.921
-0.1276
CAGR Since Inception
10.58%
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 9.81%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 3.46 | 12.43 | 11.28 | 11.34 | 10.58 |
| Benchmark | - | - | - | - | - |
| Childrens Fund | 3.39 | 14.31 | 14.01 | 11.3 | 13.18 |
Funds Manager
Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Mr. Pradeep Kesavan,
RETURNS CALCULATORS for SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH
Portfolio Holdings
Sector Allocation
PEER COMPARISION of SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Childrens Fund Savings Plan Reg PLAN GROWTH | 25-01-2002 | 3.46 | 10.07 | 12.43 | 11.28 | 11.34 |
| ICICI Pru Childrens Fund Reg Plan | 20-08-2001 | 6.78 | 13.32 | 17.98 | 16.13 | 12.5 |
| ABSL Bal Bhavishya Yojna Reg Gr | 05-02-2019 | 6.12 | 11.2 | 14.8 | 11.24 | 0.0 |
| Axis Childrens Fund Lock in Reg Gr | 05-12-2015 | 5.22 | 10.19 | 10.95 | 10.06 | 10.15 |
| Axis Childrens Fund No Lock in Reg Gr | 05-12-2015 | 5.22 | 10.19 | 10.95 | 10.06 | 10.15 |
| Union Childrens Fund Reg Gr | 19-12-2023 | 5.22 | 12.69 | 0.0 | 0.0 | 0.0 |
| SBI Childrens Fund Investment Plan Reg Plan Gr | 05-09-2020 | 3.53 | 20.53 | 23.2 | 28.09 | 0.0 |
| UTI Childrens Equity Reg Gr | 17-02-2004 | 2.86 | 9.16 | 13.39 | 13.46 | 12.72 |
| HDFC Childrens Fund Gr | 02-03-2001 | 2.21 | 9.49 | 14.87 | 15.56 | 13.57 |
| Tata Childrens Fund Reg Plan Gr | 14-10-1995 | 1.31 | 7.44 | 13.17 | 14.43 | 11.26 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 4.47 | 1.37 | 3.35 | 0.75 | 7.39 | 9.6 |
| Childrens Fund | - | - | - | - | - | - |