Should I invest in SBI Children's Fund - Investment Plan?

We don't give personal investment advice. SBI Children's Fund - Investment Plan - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.7%. 5-year CAGR: 25.15%.

SBI

SBI Children's Fund - Investment Plan - Direct Plan - Growth

Latest NAV

₹50.2992

As of

2 Jun 2026

1,397 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.01%	+0.24%	-0.25	10 / 10	Q4
1W	-0.32%	-1.19%	+0.87	2 / 10	Q1
2W	+2.64%	+0.32%	+2.32	1 / 10	Q1
1M	+1.02%	-0.75%	+1.77	1 / 10	Q1
3M	+9.81%	+0.73%	+9.08	1 / 10	Q1
6M	+3.36%	-3.37%	+6.73	1 / 10	Q1
YTD	+6.28%	-3.31%	+9.59	1 / 10	Q1
1Y	+17.43%	+1.67%	+15.76	1 / 10	Q1
2Y	+17.07%	+5.36%	+11.71	1 / 9	Q1
3Y	+23.49%	+11.95%	+11.54	1 / 8	Q1
4Y	+21.17%	+11.83%	+9.34	1 / 8	Q1
5Y	+25.15%	+11.31%	+13.84	1 / 8	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+32.82%	+12.76%	+20.05	1 / 10	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+6.28%	-3.31%	+9.59	1 / 10
2025	+3.14%	+4.63%	-1.49	8 / 10
2024	+40.10%	+19.20%	+20.89	1 / 9
2023	+31.11%	+22.07%	+9.03	1 / 8
2022	+6.24%	-0.43%	+6.67	1 / 8
2021	+79.79%	+31.52%	+48.27	1 / 8
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+29.47%

57 windows

min 1.0% · max 121.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+27.08%

33 windows

min 18.7% · max 44.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+29.63%

9 windows

min 24.8% · max 36.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.84%

3-year · annualised

Sharpe ratio

1.07

vs risk-free 6.5%

Sortino ratio

2.00

Downside-only deviation

Max drawdown

-15.74%

Jan 2025 → Mar 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Children's Fund

Scheme	Fund house	NAV	As of
SBI Children's Fund - Savings Plan - DIRECT PLAN - GROWTH	SBI	₹124.5168	3 Jun 2026
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH	Aditya Birla Sun Life	₹22.3800	3 Jun 2026
Baroda BNP Paribas Children's Fund - Direct Plan - Growth Option	Baroda BNP Paribas	₹10.9697	3 Jun 2026
UTI Children's Equity Fund - Direct Plan - Growth Option	UTI	₹87.4632	3 Jun 2026
Axis Children's Fund - Lock in - Direct Growth	Axis	₹28.8175	3 Jun 2026
LIC MF Children's Fund-Direct Plan-Growth	LIC	₹35.9010	3 Jun 2026
Tata Childrens Fund-Direct Plan-Growth Option	Tata	₹61.3206	3 Jun 2026
Union Children's Fund - Direct Plan - Growth Option	Union	₹12.5000	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹50.2992
1 Jun 2026	₹50.3034
31 May 2026	₹50.3651
27 May 2026	₹50.4271
26 May 2026	₹50.4604
25 May 2026	₹50.2270
22 May 2026	₹49.7921
21 May 2026	₹49.7603
20 May 2026	₹49.4517
19 May 2026	₹49.0046

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of SBI Children's Fund - Investment Plan - Direct Plan - Growth is ₹50.2992. It's a Children's Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Children's Fund - Investment Plan - Direct Plan - Growth has NAV history starting from 07 Oct 2020, a track record of about 5 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

SBI Children's Fund - Investment Plan - Direct Plan - Growth is managed by SBI. It's classified by AMFI under the 'Children's Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Children's Fund - Investment Plan - Direct Plan - Growth has delivered a absolute return of 17.43% — +15.76 pp ahead of the Children's Fund category average of 1.67%. The fund ranks #1 of 10 in its category — the top (Q1) quartile.

Over the trailing 3-year window, SBI Children's Fund - Investment Plan - Direct Plan - Growth has delivered a CAGR of 23.49% — +11.54 pp ahead of the Children's Fund category average of 11.95%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

Over the trailing 5-year window, SBI Children's Fund - Investment Plan - Direct Plan - Growth has delivered a CAGR of 25.15% — +13.84 pp ahead of the Children's Fund category average of 11.31%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

₹1 lakh invested in SBI Children's Fund - Investment Plan - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹307,025 today — a multiplier of 3.07×, based on the 5-year CAGR of 25.15%. The category average over the same window would have grown ₹1 lakh to ₹170,844.

A ₹10,000 monthly SIP in SBI Children's Fund - Investment Plan - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹999,941 today. That's an XIRR (money-weighted annualised return) of 20.53%.

SBI Children's Fund - Investment Plan - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹999,941 — XIRR 20.53%.

On a 5-year basis, SBI Children's Fund - Investment Plan - Direct Plan - Growth ranks #1 out of 8 funds in the Children's Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.31%; this fund delivered 25.15%.

The worst peak-to-trough decline SBI Children's Fund - Investment Plan - Direct Plan - Growth has experienced over the last 5-year window is 15.74% — its NAV fell from a high on 02 Jan 2025 to a low on 04 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Children's Fund - Investment Plan - Direct Plan - Growth averaged 29.63% (best 36.02%, worst 24.83%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 1.11 — strong risk-adjusted performance.

In calendar year 2025, SBI Children's Fund - Investment Plan - Direct Plan - Growth returned 3.13% — lagging the Children's Fund category average of 4.63% by 1.49 pp. It ranked #8 of 10 in its category that year.

SBI Children's Fund - Investment Plan - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. SBI Children's Fund - Investment Plan - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.7%. 5-year CAGR: 25.15%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

SBI Children's Fund - Investment Plan - Direct Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Children's Fund

Recent NAVs

Frequently asked questions

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