⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | SBI Children's Fund - Investment Plan - Growth - Direct Plan | SBI Children's Fund - Savings Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | SBI MF |
| Category | Solution Oriented - Children's Fund | Solution Oriented - Children's Fund |
| NAV | ₹51.65 (29 Oct 2026) | ₹128.64 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 15:85 Index |
| Fund Manager | R. Srinivasan | R. Srinivasan |
| Inception | 29 Sep 2020 | 04 Jan 2013 |
| Returns | ||
| 1Y | 6.28% | 7.16% |
| 3Y | 20.19% | 10.70% |
| 5Y | 17.92% | 10.05% |
| Since Inception | 30.97% | 11.81% |
| Risk | ||
| 14.67 | 4.78 | |
| 1.25 | 0.27 | |
| 0.94 | 0.97 | |
| 11.16 | 5.25 | |
| 1.95 | 2.22 | |
| -9.74% | -3.00% | |
| Costs | ||
| Expense Ratio | 1.08% | 0.91% |
| Exit Load | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y | 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 | ₹1,000 | ₹500 |
| Min Lumpsum | ₹5,000 | ₹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
SBI MF95%
SBI MF95%
4.9%Only 4.9% of holdings by weight are common between SBI MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSBI MFSBI MF
TREPS13.01%4.90%
Category context: other vs other. Open the full Screener →