+91-22-4891390910 Best SBI Mutual Fund Schemes for 2026
SBI Mutual Fund is one of India’s most trusted and largest Asset Management Companies (AMC). With a history of 30+ years and a wide investor base of over 5 million, SBI MF has built a reputation for offering diverse schemes across equity, debt, and hybrid categories.
As per the latest AMFI data, SBI MF manages an AUM (Assets Under Management) of over ₹8 lakh crore, making it a dominant player among 45+ Mutual Fund Houses in India.
If you’re planning your Financial goals, SBI offers funds for every type of investor — from beginners seeking safety to aggressive investors chasing high returns. In this article, we list the 10 best SBI Mutual Fund schemes in [current year], carefully shortlisted based on performance, AUM, consistency, and investor suitability.
Why Invest in SBI Mutual Fund?
Trust & Legacy: Backed by State Bank of India, a household name in India.
Diverse Options: Schemes across large cap, mid-cap, small cap, hybrid, debt, and tax-saving categories.
Strong Ratings: Several SBI funds hold high CRISIL and Morningstar ratings.
Tax Benefits: Through SBI Magnum TaxGain (ELSS), investors can save under Section 80C.
Global & Domestic Expertise: Funds are managed with both Indian and international exposure.
NRI Investment: SBI MF allows NRIs to invest in its schemes.
Talk to our investment specialist
Fund Selection Methodology used to find 10 funds
Best SBI Mutual Fund Schemes
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Gold Fund Growth ₹45.1862
↑ 0.35 ₹15,024 5,000 500 16.7 40.5 74.1 37.1 26.5 71.5 SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03 ₹655 5,000 500 3.9 6.2 25.1 6.9 8.3 SBI PSU Fund Growth ₹34.4807
↑ 0.26 ₹5,980 5,000 500 5 7.2 24 31.5 26.6 11.3 SBI Multi Asset Allocation Fund Growth ₹64.5219
↑ 0.24 ₹14,944 5,000 500 0 6.2 19.5 18.2 14.5 18.6 SBI Magnum COMMA Fund Growth ₹108.552
↑ 1.31 ₹896 5,000 500 2.5 1.5 19.3 19.5 15.3 12.3 SBI Banking & Financial Services Fund Growth ₹42.7066
↑ 0.39 ₹10,415 5,000 500 -5 -0.3 17.1 20.7 13.4 20.4 SBI Focused Equity Fund Growth ₹353.506
↑ 3.02 ₹42,998 5,000 500 -6.5 -2.1 14.1 18 13.3 15.7 SBI Large and Midcap Fund Growth ₹603.469
↑ 1.67 ₹37,497 5,000 500 -5.9 -4.3 11.1 16.8 15.7 10.1 SBI Equity Hybrid Fund Growth ₹292.671
↑ 1.59 ₹81,242 1,000 500 -5 -3.8 8.3 14.3 11.1 12.3 SBI Equity Savings Fund Growth ₹24.0218
↑ 0.04 ₹5,816 1,000 500 -1.1 -0.7 8.2 11.2 8.9 5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 26 Research Highlights & Commentary of 10 Funds showcased
Commentary SBI Gold Fund SBI Dynamic Asset Allocation Fund SBI PSU Fund SBI Multi Asset Allocation Fund SBI Magnum COMMA Fund SBI Banking & Financial Services Fund SBI Focused Equity Fund SBI Large and Midcap Fund SBI Equity Hybrid Fund SBI Equity Savings Fund Point 1 Upper mid AUM (₹15,024 Cr). Bottom quartile AUM (₹655 Cr). Lower mid AUM (₹5,980 Cr). Upper mid AUM (₹14,944 Cr). Bottom quartile AUM (₹896 Cr). Lower mid AUM (₹10,415 Cr). Top quartile AUM (₹42,998 Cr). Upper mid AUM (₹37,497 Cr). Highest AUM (₹81,242 Cr). Bottom quartile AUM (₹5,816 Cr). Point 2 Established history (14+ yrs). Established history (10+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (11+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (10+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 4★ (top quartile). Not Rated. Rating: 2★ (lower mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderate. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 26.55% (top quartile). 5Y return: 8.31% (bottom quartile). 5Y return: 26.56% (top quartile). 5Y return: 14.45% (upper mid). 5Y return: 15.34% (upper mid). 5Y return: 13.39% (lower mid). 5Y return: 13.32% (lower mid). 5Y return: 15.68% (upper mid). 5Y return: 11.14% (bottom quartile). 5Y return: 8.86% (bottom quartile). Point 6 3Y return: 37.07% (top quartile). 3Y return: 6.92% (bottom quartile). 3Y return: 31.51% (top quartile). 3Y return: 18.22% (upper mid). 3Y return: 19.51% (upper mid). 3Y return: 20.70% (upper mid). 3Y return: 18.00% (lower mid). 3Y return: 16.81% (lower mid). 3Y return: 14.27% (bottom quartile). 3Y return: 11.16% (bottom quartile). Point 7 1Y return: 74.06% (top quartile). 1Y return: 25.12% (top quartile). 1Y return: 23.95% (upper mid). 1Y return: 19.48% (upper mid). 1Y return: 19.31% (upper mid). 1Y return: 17.13% (lower mid). 1Y return: 14.11% (lower mid). 1Y return: 11.13% (bottom quartile). 1Y return: 8.34% (bottom quartile). 1Y return: 8.20% (bottom quartile). Point 8 1M return: 2.93% (top quartile). 1M return: 1.04% (top quartile). Alpha: 0.05 (upper mid). 1M return: -3.43% (upper mid). Alpha: -1.28 (bottom quartile). Alpha: 4.78 (top quartile). Alpha: 5.35 (top quartile). Alpha: 3.74 (upper mid). 1M return: -5.01% (lower mid). 1M return: -2.05% (upper mid). Point 9 Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Sharpe: 0.63 (lower mid). Alpha: 0.00 (bottom quartile). Sharpe: 0.73 (upper mid). Sharpe: 1.36 (upper mid). Sharpe: 0.62 (lower mid). Sharpe: 0.59 (bottom quartile). Alpha: 1.83 (upper mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 3.25 (top quartile). Sharpe: 2.59 (top quartile). Information ratio: -0.63 (bottom quartile). Sharpe: 2.05 (upper mid). Information ratio: -0.23 (bottom quartile). Information ratio: 1.02 (top quartile). Information ratio: 0.42 (upper mid). Information ratio: -0.27 (bottom quartile). Sharpe: 0.40 (bottom quartile). Sharpe: 0.22 (bottom quartile). SBI Gold Fund
SBI Dynamic Asset Allocation Fund
SBI PSU Fund
SBI Multi Asset Allocation Fund
SBI Magnum COMMA Fund
SBI Banking & Financial Services Fund
SBI Focused Equity Fund
SBI Large and Midcap Fund
SBI Equity Hybrid Fund
SBI Equity Savings Fund
*List if based on funds having The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). Research Highlights for SBI Gold Fund Below is the key information for SBI Gold Fund Returns up to 1 year are on The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for SBI Dynamic Asset Allocation Fund Below is the key information for SBI Dynamic Asset Allocation Fund Returns up to 1 year are on The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on (Erstwhile SBI Magnum Monthly Income Plan Floater) To provide regular income, liquidity and attractive returns to investors in addition
to mitigating the impact of interest rate risk through an actively managed
portfolio of floating rate and fixed rate debt instruments, equity, money market
instruments and derivatives. Research Highlights for SBI Multi Asset Allocation Fund Below is the key information for SBI Multi Asset Allocation Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. Research Highlights for SBI Magnum COMMA Fund Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for SBI Banking & Financial Services Fund Below is the key information for SBI Banking & Financial Services Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on (Erstwhile SBI Magnum Multiplier Fund) To provide investors long term capital appreciation/dividend along with the
liquidity of an open-ended scheme. Research Highlights for SBI Large and Midcap Fund Below is the key information for SBI Large and Midcap Fund Returns up to 1 year are on (Erstwhile SBI Magnum Balanced Fund) To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt. Research Highlights for SBI Equity Hybrid Fund Below is the key information for SBI Equity Hybrid Fund Returns up to 1 year are on The scheme aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation
through a moderate exposure in equity. Research Highlights for SBI Equity Savings Fund Below is the key information for SBI Equity Savings Fund Returns up to 1 year are on Assets > 100 Crore and sorted on last 1 Year Returns.
1. SBI Gold Fund
SBI Gold Fund
Growth Launch Date 12 Sep 11 NAV (17 Mar 26) ₹45.1862 ↑ 0.35 (0.77 %) Net Assets (Cr) ₹15,024 on 31 Jan 26 Category Gold - Gold AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.3 Sharpe Ratio 3.25 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month 2.9% 3 Month 16.7% 6 Month 40.5% 1 Year 74.1% 3 Year 37.1% 5 Year 26.5% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 71.5% 2023 19.6% 2022 14.1% 2021 12.6% 2020 -5.7% 2019 27.4% 2018 22.8% 2017 6.4% 2016 3.5% 2015 10% Fund Manager information for SBI Gold Fund
Name Since Tenure Data below for SBI Gold Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Dynamic Asset Allocation Fund
SBI Dynamic Asset Allocation Fund
Growth Launch Date 26 Mar 15 NAV (02 Jul 21) ₹15.9463 ↑ 0.03 (0.18 %) Net Assets (Cr) ₹655 on 31 May 21 Category Hybrid - Dynamic Allocation AMC SBI Funds Management Private Limited Rating Risk Moderately High Expense Ratio 2.07 Sharpe Ratio 2.59 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Dynamic Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month 1% 3 Month 3.9% 6 Month 6.2% 1 Year 25.1% 3 Year 6.9% 5 Year 8.3% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for SBI Dynamic Asset Allocation Fund
Name Since Tenure Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (17 Mar 26) ₹34.4807 ↑ 0.26 (0.76 %) Net Assets (Cr) ₹5,980 on 31 Jan 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.63 Information Ratio -0.63 Alpha Ratio 0.05 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -5.6% 3 Month 5% 6 Month 7.2% 1 Year 24% 3 Year 31.5% 5 Year 26.6% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. SBI Multi Asset Allocation Fund
SBI Multi Asset Allocation Fund
Growth Launch Date 21 Dec 05 NAV (17 Mar 26) ₹64.5219 ↑ 0.24 (0.38 %) Net Assets (Cr) ₹14,944 on 31 Jan 26 Category Hybrid - Multi Asset AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.46 Sharpe Ratio 2.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -3.4% 3 Month 0% 6 Month 6.2% 1 Year 19.5% 3 Year 18.2% 5 Year 14.5% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.6% 2023 12.8% 2022 24.4% 2021 6% 2020 13% 2019 14.2% 2018 10.6% 2017 0.4% 2016 10.9% 2015 8.7% Fund Manager information for SBI Multi Asset Allocation Fund
Name Since Tenure Data below for SBI Multi Asset Allocation Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (17 Mar 26) ₹108.552 ↑ 1.31 (1.22 %) Net Assets (Cr) ₹896 on 31 Jan 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 0.73 Information Ratio -0.23 Alpha Ratio -1.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -4.3% 3 Month 2.5% 6 Month 1.5% 1 Year 19.3% 3 Year 19.5% 5 Year 15.3% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 10.5% 2022 32.3% 2021 -6.6% 2020 52% 2019 23.9% 2018 11.8% 2017 -18.7% 2016 39.2% 2015 32.3% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Data below for SBI Magnum COMMA Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. SBI Banking & Financial Services Fund
SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (17 Mar 26) ₹42.7066 ↑ 0.39 (0.91 %) Net Assets (Cr) ₹10,415 on 31 Jan 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 1.83 Sharpe Ratio 1.36 Information Ratio 1.02 Alpha Ratio 4.78 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -8.2% 3 Month -5% 6 Month -0.3% 1 Year 17.1% 3 Year 20.7% 5 Year 13.4% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 19.6% 2022 18.6% 2021 13.5% 2020 12.1% 2019 4.8% 2018 20.7% 2017 9.5% 2016 40.7% 2015 17% Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Data below for SBI Banking & Financial Services Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (16 Mar 26) ₹353.506 ↑ 3.02 (0.86 %) Net Assets (Cr) ₹42,998 on 31 Jan 26 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.62 Information Ratio 0.42 Alpha Ratio 5.35 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -6.1% 3 Month -6.5% 6 Month -2.1% 1 Year 14.1% 3 Year 18% 5 Year 13.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.7% 2023 17.2% 2022 22.2% 2021 -8.5% 2020 43% 2019 14.5% 2018 16.1% 2017 -3.8% 2016 44.7% 2015 2.2% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure Data below for SBI Focused Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. SBI Large and Midcap Fund
SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (16 Mar 26) ₹603.469 ↑ 1.67 (0.28 %) Net Assets (Cr) ₹37,497 on 31 Jan 26 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.59 Information Ratio -0.27 Alpha Ratio 3.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.9% 3 Month -5.9% 6 Month -4.3% 1 Year 11.1% 3 Year 16.8% 5 Year 15.7% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 18% 2022 26.8% 2021 7.3% 2020 39.3% 2019 15.8% 2018 6.8% 2017 -5.3% 2016 40.5% 2015 0.4% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Data below for SBI Large and Midcap Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. SBI Equity Hybrid Fund
SBI Equity Hybrid Fund
Growth Launch Date 19 Jan 05 NAV (17 Mar 26) ₹292.671 ↑ 1.59 (0.55 %) Net Assets (Cr) ₹81,242 on 31 Jan 26 Category Hybrid - Hybrid Equity AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.4 Information Ratio 0.47 Alpha Ratio 1.83 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -5% 3 Month -5% 6 Month -3.8% 1 Year 8.3% 3 Year 14.3% 5 Year 11.1% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 14.2% 2022 16.4% 2021 2.3% 2020 23.6% 2019 12.9% 2018 13.5% 2017 -0.1% 2016 27.7% 2015 3.7% Fund Manager information for SBI Equity Hybrid Fund
Name Since Tenure Data below for SBI Equity Hybrid Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. SBI Equity Savings Fund
SBI Equity Savings Fund
Growth Launch Date 27 May 15 NAV (17 Mar 26) ₹24.0218 ↑ 0.04 (0.18 %) Net Assets (Cr) ₹5,816 on 31 Jan 26 Category Hybrid - Equity Savings AMC SBI Funds Management Private Limited Rating Risk Moderately High Expense Ratio 1.28 Sharpe Ratio 0.22 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -2% 3 Month -1.1% 6 Month -0.7% 1 Year 8.2% 3 Year 11.2% 5 Year 8.9% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 5% 2023 12% 2022 17.5% 2021 1.9% 2020 13.2% 2019 11.9% 2018 9.4% 2017 -0.5% 2016 14.6% 2015 6.2% Fund Manager information for SBI Equity Savings Fund
Name Since Tenure Data below for SBI Equity Savings Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
How to Select the Right SBI Mutual Fund?
- Beginners: SBI Bluechip Fund or SBI Equity Hybrid Fund.
- Aggressive Investors: SBI Small Cap Fund, SBI contra fund.
- Tax Planning: SBI Magnum TaxGain (ELSS).
- Short-Term Needs: SBI Magnum Ultra Short Duration or SBI Overnight Fund.
- Sector Focus: SBI Technology Opportunities or SBI Banking & Financial Services Fund.
How to Invest in SBI Mutual Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
FAQs on SBI Mutual Funds
1. Which is the best SBI fund for SIP currently?
A: SBI Small Cap Fund and SBI Equity Hybrid Fund are popular choices for SIPs.
2. Is SBI Mutual Fund safe to invest in?
A: Yes, it is SEBI-regulated and managed by one of India’s largest AMCs. However, risks vary by category.
3. Can NRIs invest in SBI Mutual Funds?
A: Yes, NRIs can invest (except for a few restrictions in the US/Canada).
4. Which SBI fund is best for tax saving?
A: SBI Magnum TaxGain (ELSS) qualifies under Section 80C.
Conclusion
SBI Mutual Fund continues to be one of India’s top choices for investors. With schemes across every category — equity, debt, hybrid, and tax-saving — it offers something for everyone. Whether you’re just starting out or looking to diversify your Portfolio, SBI MF provides trusted and well-performing options.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Good feedback and analysed well