SBI Children's Benefit Fund Regular Growth
Get the latest NAV of SBI Children's Benefit Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹110.10
1D
NAV as on 20 Mar 2026
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SBI Children's Benefit Fund Regular Growth Performance vs. Hybrid Equity Index
Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)
The fund has consistently outperformed the benchmark (Hybrid Equity Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
SBI Children's Benefit Fund Regular Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Children's Benefit Fund Regular Growth Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
SBI Children's Benefit Fund Regular Growth Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Consumer Cyclical, Government & Financial Services
Government
64%
Consumer Cyclical
58%
Corporate
15%
Consumer Cyclical
51%
Government
50%
Financial Services
22%
SBI Children's Benefit Fund Regular Growth Holdings Details
as on (28-Feb-26)
SBI Children's Benefit Fund Regular Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.25% |
Benchmark | Nifty 50 Hybrid Composite Debt 15:85 |
| AUM | ₹134 Cr |
| Inception Date | 21 February, 2002 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 3.0% |
| Lock In | 5 Years |
TurnOver | 66.27% |
| Risk |   Moderately High risk |
About SBI Children's Benefit Fund Regular Growth
SBI Children's Benefit Fund Regular Growth is a hybrid fund. This fund was started on 21 February, 2002. The fund is managed by R. Srinivasan, Lokesh Mallya. This fund gives you the benefit of diversification.
Key Parameters
- SBI Children's Benefit Fund Regular Growth has ₹134 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.3.
Returns
SBI Children's Benefit Fund Regular Growth has given a CAGR return of 0.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.47%, 12.21% and 10.98% respectively.
Holdings
SBI Children's Benefit Fund Regular Growth has allocated its funds majorly in Consumer Cyclical, Government, Cash Equivalent, Corporate, Financial Services, Basic Materials, Industrial, Consumer Defensive.
Taxation
As it is a children mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of SBI Children's Benefit Fund Regular Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. There is a lock in period for SBI Children's Benefit Fund Regular Growth of 5 Years
Fund Manager
R. Srinivasan
Fund Manager of SBI Children's Benefit Fund Regular Growth, since 13 January 2021
Lokesh Mallya
Fund Manager of SBI Children's Benefit Fund Regular Growth, since 1 July 2025
- AUM of the fund stands at 133.8 Cr as of Feb'26
- AUM increased by 1.6 Cr between Feb'26 and Jan'26
Frequently Asked Questions for SBI Children's Benefit Fund Regular Growth
How do I invest in SBI Children's Benefit Fund Regular Growth?
- Download the INDmoney app.
- Search for ‘SBI Children's Benefit Fund Regular Growth’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.