Fundalysisby DARKHORSESTOCKS

Scheme

SBI Children s Fund Savings Plan

Holds 22 companies worth ₹33.6 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹152 CrSBI Children s Fund Savings Plan's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 1.9% on Aug 2026, ₹149 Cr.

  • Largest holding

    Powerica LtdPowerica Ltd is 2.5% of this scheme's NAV.

  • Fund manager

    Lokesh MallyaRuns it since 1 Jul 2025, as the fund house dates it.

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026152+1.9%
Aug 2026149+1.5%
Jul 2026146+1.2%
Jun 2026145+4.3%
May 2026139+1.2%
Apr 2026137+4.1%
Mar 2026132−1.5%
Feb 2026134+1.2%
Jan 2026132−0.2%
Dec 2025132+0.4%
Nov 2025132+1.3%
Oct 2025130+0.9%
AUM at month end, Sept 2026
₹152 Cr
+16.5% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202624.85%+0.97 pt
Jun 202623.87%+0.77 pt
Mar 202623.11%+0.85 pt
Dec 202522.26%+0.85 pt
Direct plans' share of AUM, Sept 2026
24.85%
+2.59 pt since Dec 2025
Fig. 2.SBI Children s Fund Savings Plan's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 50 Hybrid Composite Debt 15:85 Conservative Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−0.71%−0.74%––−3.68%
3 months *
+1.23%+1.14%––−2.80%
6 months *
+7.48%+7.29%––+2.78%
1 year
+9.03%+8.62%−0.67%+9.70 pt−0.95%
3 years
+11.34%+10.94%+5.90%+5.44 pt+9.15%
5 years
+10.25%+9.85%+5.41%+4.85 pt+9.00%
10 years
+11.11%+10.46%+7.32%+3.79 pt+10.58%
Since launch
+11.95%+10.56%+8.02%+3.93 pt+10.81%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 50 Hybrid Composite Debt 15:85 Conservative Index. * From NAVs. Source: AMFI.