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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 | Tata Children's Fund - Growth - Direct Plan | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | SBI MF |
| Category | Solution Oriented - Children's Fund | Solution Oriented - Children's Fund |
| NAV | ₹60.69 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Rahul Singh (Tata) | R. Srinivasan |
| Inception | 01 Jan 2013 | 29 Sep 2020 |
| Returns | ||
| 1Y | -11.15% | 13.10% |
| 3Y | 3.55% | 20.25% |
| 5Y | 5.92% | 19.53% |
| Since Inception | 10.79% | 32.13% |
| Risk | ||
| 13.58 | 14.81 | |
| 0.96 | 1.32 | |
| 0.34 | 1.16 | |
| -4.43 | 9.52 | |
| 0.59 | 2.39 | |
| -13.24% | -9.74% | |
| Costs | ||
| Expense Ratio | 1.84% | 1.11% |
| Exit Load | Compulsory Lock-in Option 5Y or till the child attains age of majority (whichever is earlier). 1% - If redeemed before child attains 18Y of age | 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 | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹5,000 |
| Lock-in | None | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Tata MF93%
SBI MF93%
6.6%Only 6.6% of holdings by weight are common between Tata MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingTata MFSBI MF
Kotak Mahindra Bank Ltd.3.80%3.78%
ICICI Bank Ltd.4.39%2.81%
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