The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Lokesh Mallya
Mr. Mallya is MBA and FRM.
Prior to SBI Mutual Fund, he has worked with Aditya Birla Sun Life AMC as fund manager (Sept 2009-Sept 2014) and as Credit Analyst (July 2006 - Aug 2009).
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of SBI Children's Fund - Investment Plan is ₹50.73 as of 2026-08-27.
SBI Children's Fund - Investment Plan is classified as a Flexi Cap fund.
The Assets Under Management (AUM) of SBI Children's Fund - Investment Plan is ₹7,310.07 Cr.
The expense ratio of SBI Children's Fund - Investment Plan is 2.02%.
SBI Children's Fund - Investment Plan is managed by Lokesh Mallya.
The minimum SIP investment for SBI Children's Fund - Investment Plan is ₹500.
The exit load for SBI Children's Fund - Investment Plan is 1%.
As per the SEBI Riskometer, SBI Children's Fund - Investment Plan carries a Very High risk level.
SBI Children's Fund - Investment Plan has delivered 19.5% (1Y), 21.36% (3Y) and 21.02% (5Y) annualised returns as of 2026-08-27.
SBI Children's Fund - Investment Plan was launched on 1987-06-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
