SBI Children's Fund Investment Plan Growth

SBI Children's Fund Investment Plan Growth

+22.88%
3Y annualised
-0.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹45.76
Min. for SIP
₹500
Fund size (AUM)
₹6,114.10 Cr
Expense ratio
4.57%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹31,303
+4.34%
1 year₹60,000₹63,715
+6.19%
3 years₹1,80,000₹2,25,926
+25.51%
5 years₹3,00,000₹4,73,132
+57.71%

Holdings (37)

NameSectorInstrumentsAssets
Alphabet Inc Class AServicesForgn. Eq7.79%
State Bank of IndiaFinancialEquity6.29%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity4.80%
Hatsun Agro Product Ltd.Consumer StaplesEquity4.36%
Adani Power Ltd.EnergyEquity4.10%
Muthoot Finance Ltd.FinancialEquity3.92%
Aether Industries Ltd.ChemicalsEquity3.64%
Aequs Ltd.TechnologyEquity3.38%
Privi Speciality Chemicals Ltd.ChemicalsEquity3.36%
Ather Energy Ltd.AutomobileEquity3.33%
Sona BLW Precision Forgings Ltd.AutomobileEquity3.28%
ReNew Energy Global plc Class A (RNW)EnergyForgn. Eq3.09%
Powerica Ltd.Capital GoodsEquity2.51%
Amagi Media Labs Ltd.TechnologyEquity2.34%
Sanathan Textiles Ltd.TextilesEquity2.10%
Asahi India Glass Ltd.ConstructionEquity2.10%
Honeywell Automation India Ltd.Capital GoodsEquity2.03%
K.P.R. Mill Ltd.TextilesEquity1.99%
Le Travenues Technology Ltd.ServicesEquity1.92%
Ajax Engineering Ltd.Capital GoodsEquity1.91%
Dodla Dairy LtdConsumer StaplesEquity1.62%
Kalpataru Ltd.OthersEquity1.60%
Kotak Mahindra Bank Ltd.FinancialEquity1.57%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity1.24%
Gokaldas Exports Ltd.TextilesEquity1.04%
Relaxo Footwears Ltd.Consumer StaplesEquity0.88%
Wonderla Holidays Ltd.ServicesEquity0.86%
Navin Fluorine International Ltd.ChemicalsEquity0.73%
Brigade Hotel Ventures Ltd.ServicesEquity0.66%
Samvardhana Motherson International Ltd.AutomobileEquity0.65%
Pakka Ltd.Consumer StaplesEquity0.52%
Hawkins Cookers Ltd.Consumer DiscretionaryEquity0.43%
Nephrocare Health Services Ltd.HealthcareEquity0.34%
Bajaj Finserv Ltd.FinancialEquity0.28%
Reserve Bank of IndiaFinancialT-Bills0.16%
Elin Electronics Ltd.Capital GoodsEquity0.04%
Capillary Technologies India Ltd.TechnologyEquity0.01%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+13.9%+22.9%+24.8%+31.0%
Category average (Hybrid Aggressive Hybrid)+4.7%+14.3%+13.9%--
Rank (Hybrid Aggressive Hybrid)111--

Exit load, stamp duty and tax

Exit load

With respect to units not subject to lock-in period and the holding period is less than 3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
ICICI Prudential Equity & Debt Fund Growth
ICICI Prudential Equity & Debt Fund Growth
+2.38%+16.59%50,367.73
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
-2.80%+15.95%701.44
SBI Equity Hybrid Fund Growth
SBI Equity Hybrid Fund Growth
+3.29%+13.45%83,353.48
UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth
-1.02%+13.35%6,524.13
HDFC Balanced Fund Growth
HDFC Balanced Fund Growth
+6.97%+10.83%20,080.76
Compare

Fund management

LM
Lokesh Mallya
Jul 2025 - Present
View details

Education
Mr. Mallya is MBA and FRM.
Experience
Prior to SBI Mutual Fund, he has worked with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 - Aug 2009).

RIS
Rama Iyer Srinivasan
Sep 2020 - Present
View details

Education
Mr. Srinivasan is M.Com and MFM.
Experience
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Children's Fund Investment Plan Growth

SBI Children's Fund Investment Plan Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Lokesh Mallya is the Current Fund Manager of SBI Children's Fund Investment Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,55,465 Cr and the Latest NAV as of 15 May 2026 is ₹45.76. The SBI Children's Fund Investment Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. With respect to units not subject to lock-in period and the holding period is less than 3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,55,465.12 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,