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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 Hybrid Fund | 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 | ₹39.93 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | CRISIL Short Term Debt Hybrid 60+40 Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Sachin Trivedi | R. Srinivasan |
| Inception | 12 Jul 1993 | 29 Sep 2020 |
| Returns | ||
| 1Y | -1.72% | 13.10% |
| 3Y | 5.77% | 20.25% |
| 5Y | 6.07% | 19.53% |
| Since Inception | 8.61% | 32.13% |
| Risk | ||
| 6.02 | 14.81 | |
| 1.06 | 1.32 | |
| 0.32 | 1.16 | |
| -2.17 | 9.52 | |
| 0.61 | 2.39 | |
| -5.51% | -9.74% | |
| Costs | ||
| Expense Ratio | 1.63% | 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 MF96%
SBI MF96%
4.5%Only 4.5% 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
ICICI Bank Ltd.2.94%2.81%
Bajaj Finance Ltd.1.68%2.86%
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