SBI Children's Fund - Investment Plan - Regular Plan - Growth
Children's Funds are meant for a child's goals, with a lock-in of 5 years or until the child turns 18, whichever is earlier.
- Current NAV₹49.2468
- Fund Size (AUM)—
- Expense Ratio—
- 1Y Return+11.89%
- 3Y Return (CAGR)+19.21%
- 5Y Return (CAGR)+16.68%
- Category Rank (3Y)—
- Riskometer—
- Min. SIP / Lump sum—
More figures (11)
- Since Launch (CAGR)+30.10%
- Benchmark—
- Volatility (3Y)12.47 %
- Sharpe Ratio (3Y)1.02
- Beta (3Y)—
- 52-week High / Low₹50.8016 / ₹40.0450
- Max Drawdown-15.9 %
- Launched7 Oct 2020
- Lock-in—
- Portfolio Turnover—
- Fund Managers—
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 16.7% a year.
- Volatility over 3 years was 12.5% a year, with a Sharpe ratio of 1.02.
- Its biggest fall from a peak was 15.9% (2 Jan 2025 to 4 Mar 2025).
- Across all 3-year periods since launch, yearly returns ranged from 17.6% to 42.4% and were positive 100% of the time.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.59% | +0.18% | -1.22% | +10.83% | +11.24% | +11.89% | +7.78% | +19.21% | +16.68% | — | — | +30.10% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Children's Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| This fund | +11.24% | +3.18% | +38.56% | +29.83% | +4.86% | +77.26% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 12.47% | 12.11% |
| Sharpe ratio ? | 1.02 | 0.84 |
| Sortino ratio ? | 1.42 | 1.16 |
| Maximum drawdown | -15.89% | -15.89% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,29,233 | ₹9,233 | +14.51% |
| 3Y | ₹3,60,000 | ₹4,51,449 | ₹91,449 | +15.26% |
| 5Y | ₹6,00,000 | ₹9,44,675 | ₹3,44,675 | +18.20% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Children's Funds (13)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- SBI Mutual Fund
- Category
- Children's Funds · Solution oriented
- Plan / option
- Regular · Growth
- AMFI scheme code
- 148489
- ISIN
- INF200KA1Q99
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Children's Funds
Children's Funds are meant for a child's goals, with a lock-in of 5 years or until the child turns 18, whichever is earlier.
Generally used by saving for a child's education or other goals.
Other plans of this scheme
Questions about this scheme
What is the NAV of SBI Children's Fund - Investment Plan today?
What returns has SBI Children's Fund - Investment Plan given?
What is the expense ratio of SBI Children's Fund - Investment Plan?
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What is the difference between Direct and Regular plans?
What are Children's Funds?
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