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

We don't give personal investment advice. SBI Children's Fund - Investment Plan - Regular 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: 15.9%. 5-year CAGR: 23.65%.

SBI

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

Latest NAV

₹46.8442

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	6 / 6	Q4
1W	-0.34%	-1.20%	+0.86	1 / 6	Q1
2W	+2.61%	+0.58%	+2.02	1 / 6	Q1
1M	+0.95%	-0.93%	+1.88	1 / 6	Q1
3M	+9.55%	+0.91%	+8.64	1 / 6	Q1
6M	+2.85%	-3.27%	+6.13	1 / 6	Q1
YTD	+5.84%	-3.02%	+8.86	1 / 6	Q1
1Y	+16.27%	+3.07%	+13.20	1 / 6	Q1
2Y	+15.86%	+6.24%	+9.62	1 / 5	Q1
3Y	+22.14%	+12.69%	+9.45	1 / 4	Q1
4Y	+19.79%	+11.81%	+7.98	1 / 4	Q1
5Y	+23.65%	+11.59%	+12.07	1 / 4	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+31.16%	+12.08%	+19.09	1 / 6	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	+5.84%	-3.02%	+8.86	1 / 6
2025	+2.10%	+5.72%	-3.62	6 / 6
2024	+38.49%	+20.06%	+18.42	1 / 5
2023	+29.47%	+19.56%	+9.92	1 / 4
2022	+4.86%	-2.44%	+7.30	1 / 4
2021	+77.05%	+35.46%	+41.59	1 / 4
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

+27.85%

57 windows

min -0.3% · max 117.8%

98% positive

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

3-Year rolling

+25.51%

33 windows

min 17.2% · max 42.3%

100% positive

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

5-Year rolling

+28.02%

9 windows

min 23.3% · max 34.3%

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

14.83%

3-year · annualised

Sharpe ratio

0.99

vs risk-free 6.5%

Sortino ratio

1.84

Downside-only deviation

Max drawdown

-15.89%

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
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH	Aditya Birla Sun Life	₹19.8900	3 Jun 2026
Baroda BNP Paribas Children's Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.6762	3 Jun 2026
Axis Children's Fund - Lock in - Regular Growth	Axis	₹25.1609	3 Jun 2026
Union Children's Fund - Regular Plan - Growth Option	Union	₹12.1100	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹46.8442
1 Jun 2026	₹46.8493
31 May 2026	₹46.9080
27 May 2026	₹46.9706
26 May 2026	₹47.0028
25 May 2026	₹46.7866
22 May 2026	₹46.3850
21 May 2026	₹46.3565
20 May 2026	₹46.0703
19 May 2026	₹45.6549

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 - Regular Plan - Growth is ₹46.8442. It's a Children's Fund from SBI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Children's Fund - Investment Plan - Regular 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of 16.27% — +13.2 pp ahead of the Children's Fund category average of 3.07%. The fund ranks #1 of 6 in its category — the top (Q1) quartile.

Over the trailing 3-year window, SBI Children's Fund - Investment Plan - Regular Plan - Growth has delivered a CAGR of 22.14% — +9.45 pp ahead of the Children's Fund category average of 12.69%. The fund ranks #1 of 4 in its category — the top (Q1) quartile.

Over the trailing 5-year window, SBI Children's Fund - Investment Plan - Regular Plan - Growth has delivered a CAGR of 23.65% — +12.07 pp ahead of the Children's Fund category average of 11.59%. The fund ranks #1 of 4 in its category — the top (Q1) quartile.

₹1 lakh invested in SBI Children's Fund - Investment Plan - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹289,069 today — a multiplier of 2.89×, based on the 5-year CAGR of 23.65%. The category average over the same window would have grown ₹1 lakh to ₹172,998.

A ₹10,000 monthly SIP in SBI Children's Fund - Investment Plan - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹967,162 today. That's an XIRR (money-weighted annualised return) of 19.16%.

SBI Children's Fund - Investment Plan - Regular 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 ₹967,162 — XIRR 19.16%.

On a 5-year basis, SBI Children's Fund - Investment Plan - Regular Plan - Growth ranks #1 out of 4 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 11.59%; this fund delivered 23.65%.

The worst peak-to-trough decline SBI Children's Fund - Investment Plan - Regular Plan - Growth has experienced over the last 5-year window is 15.89% — 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 - Regular Plan - Growth averaged 28.02% (best 34.29%, worst 23.32%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 1.03 — strong risk-adjusted performance.

In calendar year 2025, SBI Children's Fund - Investment Plan - Regular Plan - Growth returned 2.10% — lagging the Children's Fund category average of 5.72% by 3.62 pp. It ranked #6 of 6 in its category that year.

SBI Children's Fund - Investment Plan - Regular 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 - Regular 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: 15.9%. 5-year CAGR: 23.65%.

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