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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 | UTI Children's Equity Fund - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | SBI MF |
| Category | Solution Oriented - Children's Fund | Solution Oriented - Children's Fund |
| NAV | ₹78.51 (17 Sep 2026) | ₹52.86 (17 Sep 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Sachin Trivedi | R. Srinivasan |
| Inception | 08 Mar 2004 | 29 Sep 2020 |
| Returns | ||
| 1Y | -8.77% | 12.73% |
| 3Y | 5.16% | 20.32% |
| 5Y | 5.23% | 19.71% |
| Since Inception | 9.56% | 32.17% |
| Risk | ||
| 13.32 | 14.81 | |
| 0.94 | 1.32 | |
| 0.43 | 1.16 | |
| -3.06 | 9.52 | |
| 0.77 | 2.39 | |
| -12.23% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.23% | 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 | ₹500 | ₹1,000 |
| 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 MF89%
SBI MF89%
11.4%Only 11.4% 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.
Common holdingUTI MFSBI MF
Bajaj Finance Ltd.4.09%2.86%
ICICI Bank Ltd.7.67%2.81%
Kotak Mahindra Bank Ltd.2.39%3.78%
State Bank Of India1.96%4.91%
Jubilant FoodWorks Ltd.1.39%3.19%
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