SBI Children's Fund - Investment vs Axis Children's Fund - Lock in
Updated June 2026 · both Childrens funds · metrics from AMFI NAVs
In short: SBI Children's Fund - Investment has the higher 3-year return (+23.02%); SBI Children's Fund - Investment has the lower expense ratio (1.18%); SBI Children's Fund - Investment has the better risk-adjusted return (Sharpe 1.14). This is analysis from past data, not a recommendation.
| Metric | SBI Children's Fund - Investment | Axis Children's Fund - Lock in |
|---|---|---|
| 1Y return | +13.87% | -2.95% |
| 3Y CAGR | +23.02% | +8.98% |
| 5Y CAGR | +24.79% | +7.86% |
| Sharpe ratio | 1.14 | 0.22 |
| Max drawdown | -15.7% | -18.2% |
| Volatility | 16.1% | 11.0% |
| Alpha | +9.48% | -2.35% |
| Expense ratio (Direct) | 1.18% | 1.43% |
| AUM | ₹5.2K Cr | ₹757 Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
SBI Children's Fund - Investment has the lower Direct-plan expense ratio (1.18%), versus 1.43% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
SBI Children's Fund - Investment has the higher 3-year CAGR (+23.02%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.