info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

SBI Mutual Fund

SBI Children's Fund - Investment Plan - Direct Plan - Growth

★★★★ monitor_heart Health Score: 91/100 · Excellent

SBI Mutual Fund · Solution Oriented · Childrens Fund

₹52.84

+0.11 (+0.2%) trending_up

AUM: ₹16,532 Cr

NAV updated 26 days ago

Plan

Direct

Option

Growth

Risk

Expense Ratio

0.25%

Exit Load

Exit load of 1% if redeemed within 15 days.

Fund Manager

Raviprakash Sharma

Inception

Jan 2013

Benchmark

Domestic Price of Gold

Sharpe Ratio

0.87

Std Dev (1Y)

12.76%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-12.13%

3m

-3.8%

6m

+1.42%

1y

+41.68%

3y

+32.07%

5y

+23.01%

10y

+15.37%

since inception

+33.35%

rate_review TopFund's Take on SBI Children's Fund - Investment Plan - Direct Plan - Growth

SBI Children's Fund - Investment Plan - Direct Plan - Growth ranks among the stronger performers in the Childrens Fund category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 91/100.

Cost: At 0.25%, the expense ratio is meaningfully cheaper — about 82% below the Childrens Fund category average of 1.4% (based on 32 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.87 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 12.76% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Solution Oriented fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Unspecified 100.33%

pie_chart Asset Allocation

Mutual Fund 100.06%
Repo 0.27%

Frequently Asked Questions about SBI Children's Fund - Investment Plan - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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