DA
Dinesh AhujaFund Manager Since 29 Sept 2020
AllocationChildren
SBI Children's Benefit Fund- Investment Plan Direct Growth
3Y Annualised
23.64%
1.65% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.71%
1.65% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 3 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹5175.56 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.03%
With respect to units not subject to lock-in period and the holding period is less than 3 years: 3% for redemption/switch out on or before 1 year from the date of allotment, 2% for redemption/switch out after 1 year and up to 2 years from the date of allotment , 1% for redemption/switch out after 2 years and up to 3 years from the date of allotment, Nil for redemption or switch-out after 3 years from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Union Children's Fund Direct Growth
2.11%
2nd
Union Children's Fund Direct IDCW Payout of Income Distribution cum capital withdrawal
2.11%
3rd
Union Children's Fund Regular IDCW Payout of Income Distribution cum capital withdrawal
1.94%
4th
Union Children's Fund Regular Growth
1.92%
5th
SBI Children's Benefit Fund- Investment Plan Direct Growth
1.71%
Fund Managers
RS
Rama SrinivasanFund Manager Since 29 Sept 2020
MJ
Mohit JainFund Manager Since 29 Sept 2020
About SBI Children's Benefit Fund- Investment Plan Direct Growth
SBI Children's Benefit Fund- Investment Plan Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 5 years, having been launched on 2020-09-29. SBI Children's Benefit Fund- Investment Plan Direct Growth has ₹5175.56 Cr worth of assets under management (AUM) as of Tue Feb 10 2026. The latest Net Asset Value (NAV) of SBI Children's Benefit Fund- Investment Plan Direct Growth as of Mon Feb 09 2026 is ₹47.5915. The fund has an expense ratio of 0.83%, which is medium comparable to most other Allocation funds.
SBI Children's Benefit Fund- Investment Plan Direct Growth returns for the last 1 year are 11.64%. Since launch, it has delivered 33.76% average annual returns.
The SBI Children's Benefit Fund- Investment Plan Direct Growth has the majority of its money invested in Communication Services, Financial Services, Consumer Cyclical, Consumer Defensive, Basic Materials, Utilities sectors.
Top 5 Holdings of SBI Children's Benefit Fund- Investment Plan Direct Growth.
- Alphabet Inc Class A: 7.80%
- Muthoot Finance Ltd: 5.18%
- Thangamayil Jewellery Ltd: 4.76%
- State Bank of India: 4.37%
- Hatsun Agro Product Ltd: 4.25%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2020-09-29 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Children's Benefit Fund- Investment Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
