SBI Aggressive Hybrid Fund vs SBI Children's Fund - Investment Plan
Direct Plan, Growth option · Data as on 30-10-2026
SBI Aggressive Hybrid Fund is an Aggressive Hybrid fund and SBI Children's Fund - Investment Plan is a Solution fund. In the 3 years to 30-10-2026, SBI Aggressive Hybrid Fund (Direct) returned 11.8% a year and SBI Children's Fund - Investment Plan (Direct) returned 20.3% a year. SBI Aggressive Hybrid Fund charges 0.76% a year and SBI Children's Fund - Investment Plan 1.06% (Direct plans). Their portfolios overlap 17.1%: they hold 7 of the same securities.
SBI Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 11.8%
- Expense ratio
- 0.76%
- NAV
- ₹339.20
SBI Children's Fund - Investment Plan
Solution
- 3 year return
- 20.3%
- Expense ratio
- 1.06%
- NAV
- ₹51.65
Which is better, SBI Aggressive Hybrid or SBI Children's Fund - Investment Plan? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- SBI Children's Fund - Investment Plan returned more over 5 years: 17.9% a year against 9.1%.
- SBI Children's Fund - Investment Plan returned more over 3 years: 20.3% a year against 11.8%.
- SBI Aggressive Hybrid costs less: 0.76% a year against 1.06% (Direct plans).
- SBI Aggressive Hybrid swung less over 3 years: a standard deviation of 9.9% a year against 12.5%.
- SBI Aggressive Hybrid fell less in its worst fall since 07-10-2020: −12.7% against −15.7%.
- SBI Children's Fund - Investment Plan holds 12.3% of the fund in foreign stocks; SBI Aggressive Hybrid 0.0%.
- SBI Aggressive Hybrid holds more in large companies: 56.6% of the fund in large caps against 19.3%.
- SBI Aggressive Hybrid is the larger fund: ₹86,163 Cr against ₹7,949 Cr.
- Their portfolios overlap 17.1%: 7 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | SBI Aggressive Hybrid Fund | SBI Children's Fund - Investment Plan |
|---|---|---|
| Fund house | SBI Mutual Fund | SBI Mutual Fund |
| Category | Aggressive Hybrid | Solution |
| AUM | ₹86,163 Cr (30-09-2026) | ₹7,949 Cr (30-09-2026) |
| NAV | ₹339.20 (Direct) | ₹51.65 (Direct) |
| Expense ratio (Direct) | 0.76% | 1.06% |
| Expense ratio (Regular) | 1.40% | 1.99% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 09-10-1995 | 29-09-2020 |
| Minimum investment | ₹1,000 | ₹5,000 |
| Lock in | None | 5 years, or until retirement if earlier |
| Fund managers | R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja | Lokesh Mallya, R Srinivasan |
| Exit load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Not available |
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund (Direct) | −0.34% | −3.81% | −0.60% | −1.50% | +11.83% | +9.08% | +11.76% |
| SBI Children's Fund - Investment Plan (Direct) | −3.21% | −3.49% | +4.70% | +6.28% | +20.25% | +17.93% | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: Year-wise Returns
| Year | Aggressive HybridSBI Aggressive Hybrid | Children's Fund - Investment PlanSBI Children's Fund - Investment Plan |
|---|---|---|
| 2026to date | −1.36% | +9.10% |
| 2025 | +13.06% | +4.23% |
| 2024 | +14.98% | +40.18% |
| 2023 | +17.21% | +31.47% |
| 2022 | +2.99% | +6.24% |
| 2021 | +24.49% | +80.01% |
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 762 of them, one for each trading day from 09-10-2023 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
SBI Aggressive Hybrid Fund (Direct)
SBI Children's Fund - Investment Plan (Direct)
to
Jan 2024Jul 2021
to
Jul 2024Jan 2022
to
Jan 2025Jul 2022
to
Jul 2025Feb 2023
to
Feb 2026Aug 2023
to
Aug 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Aggressive Hybrid | 0.0 | 0.0 | 0.7 | 74.8 | 24.5 | 0.0 | 0.0 | 14.0% | 14.1% | 9.5% | 18.6% |
| SBI Children's Fund - Investment Plan | 0.0 | 0.0 | 0.0 | 0.0 | 4.5 | 52.9 | 42.6 | 26.6% | 24.3% | 18.1% | 44.6% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 07-10-2020. Past returns do not promise future returns.
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-10-2020 to 30-10-2026: 73 instalments, ₹7,30,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| SBI Aggressive HybridSBI Aggressive Hybrid Fund (Direct) | ₹7,30,000 | ₹9,99,233 | ₹2,69,233 | 10.2% |
| SBI Children's Fund - Investment PlanSBI Children's Fund - Investment Plan (Direct) | ₹7,30,000 | ₹14,11,787 | ₹6,81,787 | 21.6% |
SBI Aggressive HybridSBI Aggressive Hybrid Fund (Direct)
SBI Children's Fund - Investment PlanSBI Children's Fund - Investment Plan (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | SBI Aggressive Hybrid Fund (Direct) | SBI Children's Fund - Investment Plan (Direct) |
|---|---|---|
| Return (CAGR) | −1.50% | +6.28% |
| Standard deviation | 10.97% | 12.80% |
| Sharpe ratio | -0.61 | 0.08 |
| Sortino ratio | -0.82 | 0.11 |
| Maximum drawdown | −9.9% (23-03-2026) | −12.9% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Aggressive Hybrid Fund (Direct) | SBI Children's Fund - Investment Plan (Direct) |
|---|---|---|
| Return (CAGR) | +11.83% | +20.25% |
| Standard deviation | 9.88% | 12.53% |
| Sharpe ratio | 0.59 | 1.13 |
| Sortino ratio | 0.80 | 1.58 |
| Maximum drawdown | −9.9% (23-03-2026) | −15.7% (04-03-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Aggressive Hybrid Fund (Direct) | SBI Children's Fund - Investment Plan (Direct) |
|---|---|---|
| Return (CAGR) | +9.08% | +17.93% |
| Standard deviation | 9.70% | 12.07% |
| Sharpe ratio | 0.34 | 1.01 |
| Sortino ratio | 0.46 | 1.39 |
| Maximum drawdown | −11.6% (20-06-2022) | −15.7% (04-03-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | SBI Aggressive Hybrid Fund (Direct) | SBI Children's Fund - Investment Plan (Direct) |
|---|---|---|
| Return (CAGR) | +13.78% | +30.90% |
| Standard deviation | 10.70% | 12.55% |
| Sharpe ratio | 0.72 | 2.04 |
| Sortino ratio | 0.97 | 3.03 |
| Maximum drawdown | −27.5% (23-03-2020) | −15.7% (04-03-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
SBI Aggressive Hybrid Fund (Direct)
SBI Children's Fund - Investment Plan (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund (Direct) | −12.7% | 18-10-2021 | 20-06-2022 | 07-11-2022 | 5 months | −5.2% |
| SBI Children's Fund - Investment Plan (Direct) | −15.7% | 02-01-2025 | 04-03-2025 | 11-09-2025 | 6 months | −5.5% |
From daily values since 07-10-2020, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Aggressive Hybrid Fund (Direct)
SBI Children's Fund - Investment Plan (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Aggressive Hybrid Fund (Direct)
SBI Children's Fund - Investment Plan (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
SBI Aggressive Hybrid Fund (Direct)
SBI Children's Fund - Investment Plan (Direct)
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: Portfolio Overlap
From each fund's latest monthly portfolio: SBI Aggressive Hybrid Fund, September 2026; SBI Children's Fund - Investment Plan, September 2026
Holdings in common
- Overlap
- 17.1%
- Held by both
- 7
- Only in SBI Aggressive Hybrid
- 104
- Only in SBI Children's Fund - Investment Plan
- 28
| Security | % of SBI Aggressive Hybrid | % of SBI Children's Fund - Investment Plan |
|---|---|---|
| State Bank of India | 3.67% | 4.35% |
| Kotak Mahindra Bank Ltd. | 3.39% | 3.67% |
| Bajaj Finance Ltd. | 2.56% | 2.53% |
| Adani Enterprises Ltd. | 2.51% | 3.65% |
| ICICI Bank Ltd. | 4.14% | 2.49% |
| Muthoot Finance Ltd. | 2.45% | 2.65% |
| REC Ltd. | 0.01% | 0.25% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 17.1% means 17.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in SBI Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Solar Industries India Ltd. | 4.06% |
| Adani Power Ltd. | 3.08% |
| Adani Energy Solutions Ltd. | 2.90% |
| HDFC Bank Ltd. | 2.47% |
| MRF Ltd. | 2.47% |
Largest holdings only in SBI Children's Fund - Investment Plan
| Security | % of fund |
|---|---|
| Thangamayil Jewellery Ltd. | 4.46% |
| Hatsun Agro Product Ltd. | 3.83% |
| Aequs Ltd. | 3.52% |
| Sona Blw Precision Forgings Ltd. | 3.45% |
| The Ramco Cements Ltd. | 3.19% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | SBI Aggressive Hybrid | SBI Children's Fund - Investment Plan |
|---|---|---|
| Equity | 73.3% | 86.8% |
| Debt | 21.4% | 0.4% |
| Cash and others | 5.4% | 12.9% |
Market cap of stocks
| Market cap | SBI Aggressive Hybrid | SBI Children's Fund - Investment Plan |
|---|---|---|
| Large Cap | 56.6% | 19.3% |
| Mid Cap | 16.7% | 3.5% |
| Small Cap | 0.0% | 51.7% |
| Foreign stocks | 0.0% | 12.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | SBI Aggressive Hybrid | SBI Children's Fund - Investment Plan |
|---|---|---|
| Banks | 13.7% | 10.5% |
| Food Products | 0.0% | 7.9% |
| Power | 7.4% | 3.8% |
| Consumer Durables | 2.4% | 7.0% |
| Retailing | 6.0% | 0.0% |
| IT - Services | 0.0% | 5.4% |
| IT - Software | 5.0% | 5.4% |
| Auto Components | 2.5% | 5.3% |
| Finance | 5.0% | 5.3% |
| Chemicals & Petrochemicals | 4.1% | 2.9% |
The six largest sectors of each fund's stocks, % of the fund.
SBI Aggressive Hybrid vs SBI Children's Fund - Investment Plan: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | SBI Aggressive Hybrid Fund | SBI Children's Fund - Investment Plan |
|---|---|---|
| Total expense ratio (Direct) | 0.76% | 1.06% |
| Base expense ratio (Direct) | 0.57% | 0.72% |
| Total expense ratio (Regular) | 1.40% | 1.99% |
| Base expense ratio (Regular) | 1.12% | 1.53% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
SBI Aggressive Hybrid Fund vs SBI Children's Fund - Investment Plan: Frequently Asked Questions
What is the difference between SBI Aggressive Hybrid Fund and SBI Children's Fund - Investment Plan?
SBI Aggressive Hybrid Fund is an Aggressive Hybrid fund, SBI Children's Fund - Investment Plan is a Solution fund, run by SBI Mutual Fund. Their portfolios overlap 17.1%. SBI Aggressive Hybrid Fund charges 0.76% a year and SBI Children's Fund - Investment Plan 1.06%.
Which has given higher returns, SBI Aggressive Hybrid Fund or SBI Children's Fund - Investment Plan?
Over 1 year: SBI Aggressive Hybrid Fund −1.50%, SBI Children's Fund - Investment Plan +6.28%. Over 3 years: SBI Aggressive Hybrid Fund +11.83% a year, SBI Children's Fund - Investment Plan +20.25% a year. Over 5 years: SBI Aggressive Hybrid Fund +9.08% a year, SBI Children's Fund - Investment Plan +17.93% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, SBI Aggressive Hybrid Fund or SBI Children's Fund - Investment Plan?
SBI Aggressive Hybrid Fund charges less: 0.76% a year against 1.06%. These are the Direct plans' total expense ratios reported to AMFI.
How much do SBI Aggressive Hybrid Fund and SBI Children's Fund - Investment Plan overlap?
17.1%. They hold 7 of the same securities, the largest shared ones being SBIN, KOTAKBANK, BAJFINANCE. From each fund's latest monthly portfolio.
Which is riskier, SBI Aggressive Hybrid Fund or SBI Children's Fund - Investment Plan?
On SEBI's riskometer, SBI Aggressive Hybrid Fund is rated Very High and SBI Children's Fund - Investment Plan Very High. Over 3 years, the standard deviation of daily returns was 9.88% and 12.53% a year.
Which is better for SIP, SBI Aggressive Hybrid Fund or SBI Children's Fund - Investment Plan?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,74,239 in SBI Aggressive Hybrid Fund (XIRR 9.3% a year) and ₹9,64,842 in SBI Children's Fund - Investment Plan (XIRR 18.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both SBI Aggressive Hybrid Fund and SBI Children's Fund - Investment Plan?
Yes. 17.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages SBI Aggressive Hybrid Fund and SBI Children's Fund - Investment Plan?
SBI Aggressive Hybrid Fund: R Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja. SBI Children's Fund - Investment Plan: Lokesh Mallya, R Srinivasan.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.