Aditya Birla Sun Life Bal Bhavishya Yojna vs SBI Children's Fund - Investment
Aditya Birla Sun Life Bal Bhavishya Yojna (Direct) and SBI Children's Fund - Investment (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Children’s Fund schemes — see the best children’s mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 07 Oct 2020 – 20 Aug 2026, limited by SBI Children's Fund - Investment. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Aditya Birla Sun Life Bal Bhavishya Yojna | SBI Children's Fund - Investment | Nifty 500 |
|---|---|---|---|
| 07 Oct 2020 | ₹100.00 | ₹100.00 | ₹100.00 |
| 04 Apr 2021 | ₹119.42 | ₹144.77 | ₹129.26 |
| 29 Sep 2021 | ₹132.19 | ₹215.54 | ₹156.27 |
| 27 Mar 2022 | ₹123.38 | ₹232.55 | ₹151.76 |
| 21 Sep 2022 | ₹133.63 | ₹244.19 | ₹159.11 |
| 19 Mar 2023 | ₹123.38 | ₹240.42 | ₹149.37 |
| 14 Sep 2023 | ₹154.32 | ₹298.60 | ₹182.33 |
| 10 Mar 2024 | ₹170.41 | ₹330.33 | ₹211.66 |
| 05 Sep 2024 | ₹202.52 | ₹429.29 | ₹246.13 |
| 02 Mar 2025 | ₹168.35 | ₹391.08 | ₹205.92 |
| 28 Aug 2025 | ₹194.42 | ₹444.27 | ₹233.48 |
| 22 Feb 2026 | ₹202.52 | ₹462.61 | ₹242.32 |
| 20 Aug 2026 | ₹215.56 | ₹536.82 | ₹243.54 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Aditya Birla Sun Life Bal Bhavishya Yojna and SBI Children's Fund - Investment share 7% of their equity book by weight.
Shared holdings — Aditya Birla Sun Life Bal Bhavishya Yojna vs SBI Children's Fund - Investment
| Stock | Aditya Birla Sun Life Bal Bhavishya Yojna | SBI Children's Fund - Investment | |
|---|---|---|---|
| ICICI Bank Ltd | 6.00% | 3.82% | 3.82% |
| State Bank of India | 2.22% | 6.84% | 2.22% |
| Kotak Mahindra Bank Ltd | 0.99% | 5.08% | 0.99% |
3 shared of 70 / 35 positions. Weights are shown as a share of each fund's equity book.
| Metric | Aditya Birla Sun Life · Direct NAV ₹23.97 High risk ★★★☆☆ | SBI · Direct NAV ₹54.25 High risk ★★★★★ | Category median Children’s Fund · 13 funds |
|---|---|---|---|
| +7.92% | +19.03%Best in row | +3.68% | |
| +13.50% | +22.90%Best in row | +10.59% | |
| +11.42% | +22.59%Best in row | +9.69% | |
| +12.32% | +33.17%Best in row | +12.10% | |
| +12.49% | +21.63%Best in row | — | |
| +13.85% | +27.14%Best in row | +12.93% | |
| +14.13% | +28.06%Best in row | +12.89% | |
| Risk | |||
| 14.69% | 12.42%Best in row | 12.55% | |
| 0.48 | 1.32Best in row | 0.35 | |
| 0.64 | 1.85Best in row | 0.48 | |
| -33.92% | -15.74%Best in row | -27.09% | |
| +1.26% | +9.88%Best in row | -0.06% | |
| 0.97 | 0.86 | 0.88 | |
| 100.5% | 109.8%Best in row | 84.4% | |
| 93.5% | 56.0%Best in row | 77.4% | |
| 1.08% | 1.07% | 1.47% | |
| ₹1,174Cr | ₹6,212Cr | ₹999.30Cr | |
| None | Up to 3.00% | — | |
| ₹1.00K | ₹5.00K | — | |
| 1% | 162% | 43% | |
| Atul Penkar · 4.6y | Rama Iyer Srinivasan · 6y | — | |
| 12 Feb 2019 | 07 Oct 2020 | — | |
| 70 | 35 | — | |
| 30.1% | 39.8% | — | |
| 1.4% | 9.0% | — | |
5 rows carry the same value for every fund — show
- 10Y return (CAGR)
- —
- 10Y rolling avg
- —
- Benchmark
- Nifty 500
- Lock-in
- 5 years
- Min SIP
- ₹500
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Aditya Birla Sun Life Bal Bhavishya Yojna or SBI Children's Fund - Investment?
Over the last 3 years, SBI Children's Fund - Investment returned +22.90% CAGR against Aditya Birla Sun Life Bal Bhavishya Yojna's +13.50%, computed from AMFI NAV history. Over 5 years: Aditya Birla Sun Life Bal Bhavishya Yojna +11.42% vs SBI Children's Fund - Investment +22.59% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Aditya Birla Sun Life Bal Bhavishya Yojna or SBI Children's Fund - Investment?
SBI Children's Fund - Investment has the lower expense ratio: Aditya Birla Sun Life Bal Bhavishya Yojna charges 1.08% a year against SBI Children's Fund - Investment's 1.07%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Aditya Birla Sun Life Bal Bhavishya Yojna or SBI Children's Fund - Investment?
Aditya Birla Sun Life Bal Bhavishya Yojna has shown higher volatility (+14.69% annualized vs SBI Children's Fund - Investment's +12.42%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Aditya Birla Sun Life Bal Bhavishya Yojna -18.93% vs SBI Children's Fund - Investment -15.74%.
Which fund manages more money — Aditya Birla Sun Life Bal Bhavishya Yojna or SBI Children's Fund - Investment?
SBI Children's Fund - Investment is the larger fund: Aditya Birla Sun Life Bal Bhavishya Yojna manages ₹1,174Cr against SBI Children's Fund - Investment's ₹6,212Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Aditya Birla Sun Life Bal Bhavishya Yojna and SBI Children's Fund - Investment in the same category?
Yes — both are Children’s Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.