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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | HDFC Children's Fund - Direct Plan | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | SBI MF |
| Category | Solution Oriented - Children's Fund | Solution Oriented - Children's Fund |
| NAV | ₹320.28 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Chirag Setalvad | R. Srinivasan |
| Inception | 01 Jan 2013 | 29 Sep 2020 |
| Returns | ||
| 1Y | -1.72% | 13.10% |
| 3Y | 7.97% | 20.25% |
| 5Y | 10.00% | 19.53% |
| Since Inception | 14.36% | 32.13% |
| Risk | ||
| 9.94 | 14.81 | |
| 0.75 | 1.32 | |
| 0.57 | 1.16 | |
| 1.45 | 9.52 | |
| 1.04 | 2.39 | |
| -8.73% | -9.74% | |
| Costs | ||
| Expense Ratio | 1.02% | 1.11% |
| Exit Load | Nil | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
HDFC MF91%
SBI MF91%
8.8%Only 8.8% of holdings by weight are common between HDFC MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHDFC MFSBI MF
State Bank Of India3.08%4.91%
Kotak Mahindra Bank Ltd.2.93%3.78%
ICICI Bank Ltd.7.07%2.81%
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