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.

Overview(30 Sept 2026)

Fund managers1

  1. Lokesh MallyaFund manager · Jul 2025 · 18y · CFA FRM MBA

    Key facts

    Benchmark
    NIFTY 50 Hybrid Composite Debt 15:85 Index
    Risk
    HIGH
    Expense
    Regular 1.13%
    Started
    21 Feb 2002
    Minimum
    ₹5,000

    Source.Its Scheme Summary Document as of 30 Sept 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Sept 2026.

    Source.Its filings at NSE, since Sept 2026.

    Fund managers over time(Jul 2025 – now)

    1. Lokesh Mallya
    MainCoSlice2026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Sept 2026 – Sept 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    30 Sept 20261.13%––
    Direct plan, 30 Sept 2026
    –%
    Regular plan 1.13%
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(30 Sept 2026)

    Objective

    The investment objective of the scheme will be to provide the investors an opportunity to earn regular income predominantly through investment in debt and money market instruments and capital appreciation through an actively managed equity portfolio However there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn?t assure or guarantee any returns.

    Risk, type and benchmark

    Riskometer
    High
    At launch
    Moderately High
    Benchmark
    NIFTY 50 Hybrid Composite Debt 15:85 Index

    How to invest(30 Sept 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹1,000

    Scheme details(30 Sept 2026)

    What it is

    Category
    SOLUTION ORIENTED SCHEMES
    Offer
    28 Dec 2001 to 25 Jan 2002
    Started
    21 Feb 2002
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    Yes
    Custodian
    SBI-SG Global Securities Services Pvt. Ltd
    Auditor
    Chokshi & Chokshi LLP
    Registrar
    CAMS
    SEBI code
    SBIM/O/S/CHI/01/07/0018