SBI CHILDREN'S FUND - SAVINGS PLAN
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.35% | -2.53% | -0.52% | 3.98% | 7.40% | 10.62% | 9.91% | 11.68% | 10.81% |
NAV history
About this fund
SBI CHILDREN'S FUND - SAVINGS PLAN is a solution fund offered by SBI Mutual Fund, classified under Solution as Solution Oriented Scheme - Children's Fund. Its risk profile depends on its holdings and category. Its latest NAV is ₹128.82, with assets under management of about ₹138 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, SBI CHILDREN'S FUND - SAVINGS PLAN has recorded a return of about 7.4%, with a three-year return of 10.6% and a five-year return of 9.9%. Its annualised volatility is 4.9% — relatively low fluctuations — and its Sharpe ratio is 0.18, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.74%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 11.46 | 10.53 | -10.34 | 31.55 | 96% | 47% |
| 3Y | 11.21 | 12.12 | 3.54 | 16.47 | 100% | 53% |
| 5Y | 11.65 | 11.60 | 7.99 | 16.58 | 100% | 38% |
| 7Y | 11.24 | 11.19 | 10.16 | 12.47 | 100% | 7% |
| 10Y | 11.42 | 11.40 | 10.81 | 11.84 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| LIC MF Children's Fund Solution Oriented Scheme - Children's Fund | -6.50 | -3.98 | 0.43 | -2.17 | 6.83 | 6.28 | 7.76 | 1.39 |
| ICICI Prudential Children's Fund Solution Oriented Scheme - Children's Fund | -4.63 | -4.89 | -5.30 | -6.03 | 11.19 | 10.40 | 10.90 | 1.19 |
| UTI Children's Equity Fund Solution Oriented Scheme - Children's Fund | -3.51 | -5.48 | -5.63 | -10.94 | 6.07 | 5.36 | 10.94 | 0.99 |
| UTI Children's Hybrid Fund Solution Oriented Scheme - Children's Fund | -1.79 | -2.62 | -1.54 | -3.66 | 5.91 | 5.66 | 7.07 | 1.23 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA Solution Oriented Scheme - Children's Fund | -5.75 | -4.53 | -2.12 | -2.47 | 9.27 | 8.37 | – | 0.80 |
| SBI Children's Fund - Investment Plan Solution Oriented Scheme - Children's Fund | -2.35 | -1.95 | 5.81 | 9.05 | 19.87 | 17.89 | – | 0.71 |
| Union Children's Fund Solution Oriented Scheme - Children's Fund | -5.94 | -5.94 | -2.76 | -5.94 | – | – | – | 1.12 |
| Baroda BNP Paribas Children's Fund Solution Oriented Scheme - Children's Fund | -4.96 | -5.18 | -3.05 | -3.52 | – | – | – | 0.94 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI AGGRESSIVE HYBRID FUND Hybrid Scheme - Aggressive Hybrid Fund | -3.27 | -4.48 | -3.03 | -3.01 | 10.90 | 8.55 | 11.58 | – |
| SBI DYNAMIC TERM FUND Debt Scheme - Dynamic Bond Fund | -0.21 | 0.09 | 2.30 | 4.49 | 7.40 | 6.73 | 7.40 | – |
| SBI INFRASTRUCTURE FUND Sectoral/Thematic - Infrastructure | -4.87 | -8.41 | -6.63 | -4.05 | 10.57 | 14.23 | 14.26 | 0.88 |
| SBI COMMA FUND Equity Scheme - Sectoral/Thematic | -6.38 | -5.83 | -6.32 | 2.69 | 13.16 | 9.19 | 13.94 | 1.15 |
| SBI GILT FUND Debt Scheme - Gilt Fund | -0.75 | -0.74 | 1.67 | 2.33 | 6.45 | 6.14 | 7.28 | 0.40 |
| SBI ESG Exclusionary Strategy Fund Sectoral/Thematic - ESG | -3.65 | -5.59 | -5.55 | -8.10 | 7.72 | 6.43 | 11.05 | 1.09 |
| SBI MNC FUND Sectoral/Thematic - MNC | -8.15 | -5.13 | 1.97 | 5.75 | 4.96 | 6.69 | 10.50 | 1.02 |
| SBI MEDIUM TO LONG TERM FUND Debt Scheme - Medium to Long Duration Fund | -1.14 | -0.71 | 1.36 | 2.74 | 6.55 | 5.97 | 7.31 | – |