⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | UTI Children's Equity Fund - Growth - Direct Plan | SBI Children's Fund - Savings Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | SBI MF |
| Category | Solution Oriented - Children's Fund | Solution Oriented - Children's Fund |
| NAV | ₹86.57 (30 Oct 2026) | ₹128.64 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | NIFTY 50 Hybrid Composite Debt 15:85 Index |
| Fund Manager | Sachin Trivedi | R. Srinivasan |
| Inception | 01 Jan 2013 | 04 Jan 2013 |
| Returns | ||
| 1Y | -10.77% | 7.16% |
| 3Y | 7.26% | 10.70% |
| 5Y | 5.72% | 10.05% |
| Since Inception | 12.02% | 11.81% |
| Risk | ||
| 13.48 | 4.78 | |
| 0.95 | 0.27 | |
| 0.06 | 0.97 | |
| -2.83 | 5.25 | |
| 0.11 | 2.22 | |
| -12.16% | -3.00% | |
| Costs | ||
| Expense Ratio | 1.38% | 0.91% |
| 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 | ₹500 | ₹500 |
| Min Lumpsum | ₹1,000 | ₹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
UTI MF100%
SBI MF100%
0.0%Only 0.0% of holdings by weight are common between UTI MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Category context: other vs other. Open the full Screener →