SBI MF 2022 ರಿಂದ 7 ಅತ್ಯುತ್ತಮ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Updated on November 25, 2025 , 89747 views

SBI ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಪ್ರಮುಖರಲ್ಲಿ ಒಂದಾಗಿದೆAMC ಗಳು ಭಾರತದಲ್ಲಿ. ದಿಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಪೂರೈಸಲು AMC ಗುರಿಗಳನ್ನು ಒದಗಿಸಲಾಗಿದೆಹೂಡಿಕೆದಾರನ ದೀರ್ಘಕಾಲೀನ ಗುರಿಗಳು.

ಎಸ್‌ಬಿಐನಿಂದ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ದೀರ್ಘಾವಧಿಯನ್ನು ಒದಗಿಸುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆಬಂಡವಾಳ ಮೂಲಕ ಮೆಚ್ಚುಗೆಹೂಡಿಕೆ ಹೆಚ್ಚಿನ ಬೆಳವಣಿಗೆಯ ಕಂಪನಿಗಳಲ್ಲಿ. ಈ ನಿಧಿಗಳು ದೀರ್ಘಕಾಲೀನ ಲಾಭಗಳನ್ನು ಹುಡುಕುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಹೆಚ್ಚು ಸೂಕ್ತವಾಗಿದೆ ಮತ್ತು ತಮ್ಮ ಹೂಡಿಕೆಯಲ್ಲಿ ಕೆಲವು ಮಟ್ಟದ ಅಪಾಯವನ್ನು ಹಿಡಿದಿಡಲು ಸಿದ್ಧವಾಗಿದೆ.

ಎಸ್‌ಬಿಐ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಎರಡನ್ನೂ ನೀಡುತ್ತದೆSIP ಮತ್ತು ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಒಟ್ಟು ವಿಧಾನಗಳು. ಒಟ್ಟು ಮೊತ್ತದ ಹೂಡಿಕೆಗೆ ಕನಿಷ್ಠ ಮೊತ್ತವು INR 5000 ಆಗಿದೆ, ಆದರೆ, SIP ಮಾರ್ಗವನ್ನು ತೆಗೆದುಕೊಳ್ಳುವ ಮೂಲಕ, ಹೂಡಿಕೆದಾರರು ಕೇವಲ INR 500 ರೊಂದಿಗೆ ಹೂಡಿಕೆಯನ್ನು ಪ್ರಾರಂಭಿಸಬಹುದು. SBI ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು, AMC ಯಿಂದ ಉತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳ ಪಟ್ಟಿ ಇಲ್ಲಿದೆ.

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ಎಸ್‌ಬಿಐ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

SBI ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು ನೀಡುವ ಕೆಲವು ಪ್ರಮುಖ ಪ್ರಯೋಜನಗಳು:

ಎ. ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳು

SBI ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅಡಿಯಲ್ಲಿ ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳನ್ನು ನೀಡುತ್ತದೆಸೆಕೆಂಡ್ 80 ಸಿ ಹೂಡಿಕೆದಾರರಿಗೆ. ತೆರಿಗೆ ಉಳಿತಾಯ ನಿಧಿಯ ಹೆಸರುಎಸ್‌ಬಿಐ ಮ್ಯಾಗ್ನಮ್ ಟ್ಯಾಕ್ಸ್ ಗೇನ್ ಫಂಡ್ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ತೆರಿಗೆ ಉಳಿತಾಯವನ್ನು ಯೋಜಿಸಬಹುದು ಮತ್ತು ದೀರ್ಘಾವಧಿಯ ಬಂಡವಾಳ ಬೆಳವಣಿಗೆಯ ಲಾಭವನ್ನು ಪಡೆಯಬಹುದು.

ಬಿ. ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆ ಗುರಿಗಳು

ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ದೀರ್ಘಾವಧಿಯನ್ನು ಯೋಜಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಎಸ್‌ಬಿಐನ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ. ಆದರೆ, ಈ ಗುರಿಗಳನ್ನು ಉತ್ತಮವಾಗಿ ಸಾಧಿಸಲು, ಒಬ್ಬರು ತಮ್ಮ ಹೂಡಿಕೆಗಳನ್ನು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಯೋಜಿಸಬೇಕು.

ಸಿ. ಅತ್ಯುತ್ತಮ ರೇಟಿಂಗ್‌ಗಳು

ಅನೇಕ SBI ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳು ಮೂರು ಮತ್ತು ಅದಕ್ಕಿಂತ ಹೆಚ್ಚಿನ CRISIL ರೇಟಿಂಗ್ ಅನ್ನು ಹೊಂದಿವೆ.

ಡಿ. ಸ್ಥಿರ ರಿಟರ್ನ್ಸ್

ಎಸ್‌ಬಿಐನ ಹಲವು ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳು ವರ್ಷಗಳಲ್ಲಿ ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ನೀಡಿವೆ. ಈ ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳಲ್ಲಿ ಉತ್ತಮ ಆದಾಯವನ್ನು ಪಡೆಯಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು.

ಹಿಂದಿನ ಕಾರ್ಯಕ್ಷಮತೆ, AUM, ವೆಚ್ಚದ ಅನುಪಾತದಂತಹ ಪರಿಮಾಣಾತ್ಮಕ ವಿಶ್ಲೇಷಣೆಯಂತಹ ಕೆಲವು ಮಾನದಂಡಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾದ ಉನ್ನತ ಕಾರ್ಯಕ್ಷಮತೆಯ SBI ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳನ್ನು ನೋಡೋಣ.ಆಲ್ಫಾ,ಬೀಟಾ,ತೀಕ್ಷ್ಣ ಅನುಪಾತ, ಇತ್ಯಾದಿ

ಅತ್ಯುತ್ತಮ ಎಸ್‌ಬಿಐ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sharpe Ratio
SBI PSU Fund Growth	₹33.767 ↓ -0.19	₹5,714	10.4	6.1	5.6	28	30.8	23.5	0.09
SBI Healthcare Opportunities Fund Growth	₹434.594 ↓ -0.65	₹4,082	0.5	3.9	4.2	24.2	18.6	42.2	-0.18
SBI Magnum Tax Gain Fund Growth	₹451.639 ↑ 0.28	₹31,783	4.8	4.6	5	23.2	23.5	27.7	-0.18
SBI Infrastructure Fund Growth	₹49.9112 ↓ -0.08	₹4,788	4.6	0.7	-0.5	21.8	25.7	20.8	-0.41
SBI Banking & Financial Services Fund Growth	₹45.8767 ↑ 0.12	₹9,273	9.7	11.8	18.6	19.9	17.9	19.6	0.7
SBI Contra Fund Growth	₹397.189 ↓ -0.30	₹49,218	5.5	5.1	4.3	19.7	26.9	18.8	-0.21
SBI Focused Equity Fund Growth	₹379.459 ↑ 0.29	₹40,824	8.9	10.7	15.7	17.5	17.9	17.2	0.47
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25
Note: Ratio's shown as on 31 Oct 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	SBI PSU Fund	SBI Healthcare Opportunities Fund	SBI Magnum Tax Gain Fund	SBI Infrastructure Fund	SBI Banking & Financial Services Fund	SBI Contra Fund	SBI Focused Equity Fund
Point 1	Lower mid AUM (₹5,714 Cr).	Bottom quartile AUM (₹4,082 Cr).	Upper mid AUM (₹31,783 Cr).	Bottom quartile AUM (₹4,788 Cr).	Lower mid AUM (₹9,273 Cr).	Highest AUM (₹49,218 Cr).	Upper mid AUM (₹40,824 Cr).
Point 2	Established history (15+ yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (10+ yrs).	Established history (20+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Rating: 2★ (upper mid).	Rating: 2★ (lower mid).	Rating: 2★ (lower mid).	Top rated.	Not Rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 30.78% (top quartile).	5Y return: 18.63% (lower mid).	5Y return: 23.48% (lower mid).	5Y return: 25.68% (upper mid).	5Y return: 17.95% (bottom quartile).	5Y return: 26.88% (upper mid).	5Y return: 17.90% (bottom quartile).
Point 6	3Y return: 28.00% (top quartile).	3Y return: 24.16% (upper mid).	3Y return: 23.23% (upper mid).	3Y return: 21.83% (lower mid).	3Y return: 19.94% (lower mid).	3Y return: 19.75% (bottom quartile).	3Y return: 17.47% (bottom quartile).
Point 7	1Y return: 5.60% (upper mid).	1Y return: 4.22% (bottom quartile).	1Y return: 4.97% (lower mid).	1Y return: -0.53% (bottom quartile).	1Y return: 18.55% (top quartile).	1Y return: 4.32% (lower mid).	1Y return: 15.72% (upper mid).
Point 8	Alpha: -0.58 (lower mid).	Alpha: -0.29 (upper mid).	Alpha: -2.21 (lower mid).	Alpha: -11.56 (bottom quartile).	Alpha: 0.79 (upper mid).	Alpha: -3.76 (bottom quartile).	Alpha: 5.61 (top quartile).
Point 9	Sharpe: 0.09 (upper mid).	Sharpe: -0.18 (lower mid).	Sharpe: -0.18 (lower mid).	Sharpe: -0.41 (bottom quartile).	Sharpe: 0.70 (top quartile).	Sharpe: -0.21 (bottom quartile).	Sharpe: 0.47 (upper mid).
Point 10	Information ratio: -0.57 (bottom quartile).	Information ratio: 0.17 (lower mid).	Information ratio: 1.86 (top quartile).	Information ratio: -0.12 (bottom quartile).	Information ratio: 0.74 (upper mid).	Information ratio: 1.17 (upper mid).	Information ratio: 0.01 (lower mid).

SBI PSU Fund

Lower mid AUM (₹5,714 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 30.78% (top quartile).
3Y return: 28.00% (top quartile).
1Y return: 5.60% (upper mid).
Alpha: -0.58 (lower mid).
Sharpe: 0.09 (upper mid).
Information ratio: -0.57 (bottom quartile).

SBI Healthcare Opportunities Fund

Bottom quartile AUM (₹4,082 Cr).
Established history (20+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 18.63% (lower mid).
3Y return: 24.16% (upper mid).
1Y return: 4.22% (bottom quartile).
Alpha: -0.29 (upper mid).
Sharpe: -0.18 (lower mid).
Information ratio: 0.17 (lower mid).

SBI Magnum Tax Gain Fund

Upper mid AUM (₹31,783 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.48% (lower mid).
3Y return: 23.23% (upper mid).
1Y return: 4.97% (lower mid).
Alpha: -2.21 (lower mid).
Sharpe: -0.18 (lower mid).
Information ratio: 1.86 (top quartile).

SBI Infrastructure Fund

Bottom quartile AUM (₹4,788 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 25.68% (upper mid).
3Y return: 21.83% (lower mid).
1Y return: -0.53% (bottom quartile).
Alpha: -11.56 (bottom quartile).
Sharpe: -0.41 (bottom quartile).
Information ratio: -0.12 (bottom quartile).

SBI Banking & Financial Services Fund

Lower mid AUM (₹9,273 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: High.
5Y return: 17.95% (bottom quartile).
3Y return: 19.94% (lower mid).
1Y return: 18.55% (top quartile).
Alpha: 0.79 (upper mid).
Sharpe: 0.70 (top quartile).
Information ratio: 0.74 (upper mid).

SBI Contra Fund

Highest AUM (₹49,218 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.88% (upper mid).
3Y return: 19.75% (bottom quartile).
1Y return: 4.32% (lower mid).
Alpha: -3.76 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: 1.17 (upper mid).

SBI Focused Equity Fund

Upper mid AUM (₹40,824 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.90% (bottom quartile).
3Y return: 17.47% (bottom quartile).
1Y return: 15.72% (upper mid).
Alpha: 5.61 (top quartile).
Sharpe: 0.47 (upper mid).
Information ratio: 0.01 (lower mid).

*ಪಟ್ಟಿಈಕ್ವಿಟಿ ಆಧರಿಸಿದ ನಿಧಿಗಳುಆಸ್ತಿ >= 100 ಕೋಟಿ & ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿಸುತ್ತದೆ.

1. SBI PSU Fund

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

Lower mid AUM (₹5,714 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 30.78% (top quartile).
3Y return: 28.00% (top quartile).
1Y return: 5.60% (upper mid).
Alpha: -0.58 (lower mid).
Sharpe: 0.09 (upper mid).
Information ratio: -0.57 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~16.3%).

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (27 Nov 25)	₹33.767 ↓ -0.19 (-0.55 %)
Net Assets (Cr)	₹5,714 on 31 Oct 25
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.09
Information Ratio	-0.57
Alpha Ratio	-0.58
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
31 Oct 20	₹10,000
31 Oct 21	₹16,381
31 Oct 22	₹19,173
31 Oct 23	₹24,318
31 Oct 24	₹40,047
31 Oct 25	₹42,467

SBI PSU Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	1.4%
3 Month	10.4%
6 Month	6.1%
1 Year	5.6%
3 Year	28%
5 Year	30.8%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.5%
2023	54%
2022	29%
2021	32.4%
2020	-10%
2019	6%
2018	-23.8%
2017	21.9%
2016	16.2%
2015	-11.1%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure
Rohit Shimpi	1 Jun 24	1.42 Yr.

Data below for SBI PSU Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	37.03%
Utility	29.3%
Energy	13.78%
Industrials	12.67%
Basic Materials	5.75%

Asset Allocation

Asset Class	Value
Cash	1.48%
Equity	98.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	16%	₹930 Cr	9,927,500
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	10%	₹553 Cr	12,975,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	9%	₹490 Cr	14,543,244
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	8%	₹476 Cr	16,535,554
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	8%	₹471 Cr	25,750,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	6%	₹346 Cr	9,700,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	5%	₹306 Cr	11,000,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹211 Cr	27,900,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	4%	₹208 Cr	2,427,235
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	3%	₹167 Cr	3,850,000

2. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Healthcare Opportunities Fund

Bottom quartile AUM (₹4,082 Cr).
Established history (20+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 18.63% (lower mid).
3Y return: 24.16% (upper mid).
1Y return: 4.22% (bottom quartile).
Alpha: -0.29 (upper mid).
Sharpe: -0.18 (lower mid).
Information ratio: 0.17 (lower mid).
Higher exposure to Health Care vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Sun Pharmaceuticals Industries Ltd (~11.2%).

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund Growth
Launch Date	31 Dec 04
NAV (27 Nov 25)	₹434.594 ↓ -0.65 (-0.15 %)
Net Assets (Cr)	₹4,082 on 31 Oct 25
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.97
Sharpe Ratio	-0.18
Information Ratio	0.17
Alpha Ratio	-0.29
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹12,709
31 Oct 22	₹12,920
31 Oct 23	₹15,414
31 Oct 24	₹24,279
31 Oct 25	₹24,895

SBI Healthcare Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	-0.5%
3 Month	0.5%
6 Month	3.9%
1 Year	4.2%
3 Year	24.2%
5 Year	18.6%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	42.2%
2023	38.2%
2022	-6%
2021	20.1%
2020	65.8%
2019	-0.5%
2018	-9.9%
2017	2.1%
2016	-14%
2015	27.1%

Fund Manager information for SBI Healthcare Opportunities Fund

Name	Since	Tenure
Tanmaya Desai	1 Jun 11	14.43 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Health Care	89.67%
Basic Materials	6.39%

Asset Allocation

Asset Class	Value
Cash	3.93%
Equity	96.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 17 \| SUNPHARMA	11%	₹456 Cr	2,700,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	7%	₹296 Cr	440,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 21 \| MAXHEALTH	6%	₹230 Cr	2,000,000
Cipla Ltd (Healthcare) Equity, Since 31 Aug 16 \| 500087	4%	₹180 Cr	1,200,000
Lonza Group Ltd ADR (Healthcare) Equity, Since 31 Jan 24 \| LZAGY	4%	₹165 Cr	270,000
Lupin Ltd (Healthcare) Equity, Since 31 Aug 23 \| 500257	4%	₹165 Cr	840,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 30 Jun 24 \| 543349	4%	₹155 Cr	900,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Apr 21 \| 532843	4%	₹153 Cr	1,500,000
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 21 \| TORNTPHARM	3%	₹142 Cr	400,000
Jupiter Life Line Hospitals Ltd (Healthcare) Equity, Since 31 Aug 23 \| JLHL	3%	₹141 Cr	890,405 ↑ 61,698

3. SBI Magnum Tax Gain Fund

To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.

Research Highlights for SBI Magnum Tax Gain Fund

Upper mid AUM (₹31,783 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.48% (lower mid).
3Y return: 23.23% (upper mid).
1Y return: 4.97% (lower mid).
Alpha: -2.21 (lower mid).
Sharpe: -0.18 (lower mid).
Information ratio: 1.86 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.9%).

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund Growth
Launch Date	7 May 07
NAV (27 Nov 25)	₹451.639 ↑ 0.28 (0.06 %)
Net Assets (Cr)	₹31,783 on 31 Oct 25
Category	Equity - ELSS
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.18
Information Ratio	1.86
Alpha Ratio	-2.21
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹15,839
31 Oct 22	₹16,593
31 Oct 23	₹19,958
31 Oct 24	₹30,236
31 Oct 25	₹31,227

SBI Magnum Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for SBI Magnum Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	0.7%
3 Month	4.8%
6 Month	4.6%
1 Year	5%
3 Year	23.2%
5 Year	23.5%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.7%
2023	40%
2022	6.9%
2021	31%
2020	18.9%
2019	4%
2018	-8.3%
2017	33%
2016	2.1%
2015	3.2%

Fund Manager information for SBI Magnum Tax Gain Fund

Name	Since	Tenure
Dinesh Balachandran	10 Sep 16	9.15 Yr.

Data below for SBI Magnum Tax Gain Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	28.81%
Basic Materials	10.67%
Consumer Cyclical	10.15%
Energy	9.1%
Industrials	7.41%
Technology	7.13%
Health Care	6.54%
Utility	4.3%
Consumer Defensive	4.23%
Communication Services	3.4%
Real Estate	1.09%

Asset Allocation

Asset Class	Value
Cash	6.51%
Equity	93.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 07 \| HDFCBANK	9%	₹2,822 Cr	28,586,506
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 06 \| RELIANCE	5%	₹1,676 Cr	11,275,148
Tata Steel Ltd (Basic Materials) Equity, Since 31 Oct 21 \| TATASTEEL	4%	₹1,134 Cr	62,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| ICICIBANK	3%	₹998 Cr	7,416,237
Cipla Ltd (Healthcare) Equity, Since 31 Jul 18 \| 500087	3%	₹916 Cr	6,098,542
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹900 Cr	21,414,825
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Dec 16 \| M&M	3%	₹877 Cr	2,515,083
State Bank of India (Financial Services) Equity, Since 31 May 06 \| SBIN	3%	₹875 Cr	9,335,639
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 11 \| 532215	3%	₹798 Cr	6,473,332
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| KOTAKBANK	2%	₹767 Cr	3,650,000

4. SBI Infrastructure Fund

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

Research Highlights for SBI Infrastructure Fund

Bottom quartile AUM (₹4,788 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 25.68% (upper mid).
3Y return: 21.83% (lower mid).
1Y return: -0.53% (bottom quartile).
Alpha: -11.56 (bottom quartile).
Sharpe: -0.41 (bottom quartile).
Information ratio: -0.12 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Larsen & Toubro Ltd (~9.3%).

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund Growth
Launch Date	6 Jul 07
NAV (27 Nov 25)	₹49.9112 ↓ -0.08 (-0.15 %)
Net Assets (Cr)	₹4,788 on 31 Oct 25
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.92
Sharpe Ratio	-0.41
Information Ratio	-0.12
Alpha Ratio	-11.56
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
31 Oct 20	₹10,000
31 Oct 21	₹16,894
31 Oct 22	₹18,598
31 Oct 23	₹23,900
31 Oct 24	₹35,087
31 Oct 25	₹34,121

SBI Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for SBI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	0.9%
3 Month	4.6%
6 Month	0.7%
1 Year	-0.5%
3 Year	21.8%
5 Year	25.7%
10 Year
15 Year
Since launch	9.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.8%
2023	49.7%
2022	9.3%
2021	48.3%
2020	8.2%
2019	10.2%
2018	-18.1%
2017	41.7%
2016	9.3%
2015	2.7%

Fund Manager information for SBI Infrastructure Fund

Name	Since	Tenure
Bhavin Vithlani	1 Jan 22	3.83 Yr.

Data below for SBI Infrastructure Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	35.66%
Energy	14.28%
Basic Materials	13.63%
Financial Services	11.48%
Utility	10.89%
Communication Services	5.79%
Real Estate	2.87%
Consumer Cyclical	2.16%

Asset Allocation

Asset Class	Value
Cash	3.23%
Equity	96.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	9%	₹443 Cr	1,100,000 ↓ -200,000
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 19 \| RELIANCE	9%	₹431 Cr	2,900,000 ↓ -300,000
Shree Cement Ltd (Basic Materials) Equity, Since 31 Jul 22 \| 500387	6%	₹283 Cr	100,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	6%	₹277 Cr	1,350,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 25 \| ADANIENSOL	4%	₹207 Cr	2,100,000 ↑ 335,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Sep 25 \| ADANIPORTS	4%	₹174 Cr	1,200,000 ↑ 700,000
Grindwell Norton Ltd (Industrials) Equity, Since 31 Jul 24 \| 506076	4%	₹169 Cr	1,000,000
State Bank of India (Financial Services) Equity, Since 31 Jul 25 \| SBIN	4%	₹169 Cr	1,800,000
Siemens Ltd (Industrials) Equity, Since 31 May 25 \| 500550	3%	₹155 Cr	500,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Oct 25 \| 500312	3%	₹153 Cr	6,000,000 ↑ 6,000,000

5. SBI Banking & Financial Services Fund

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

Lower mid AUM (₹9,273 Cr).
Established history (10+ yrs).
Not Rated.
Risk profile: High.
5Y return: 17.95% (bottom quartile).
3Y return: 19.94% (lower mid).
1Y return: 18.55% (top quartile).
Alpha: 0.79 (upper mid).
Sharpe: 0.70 (top quartile).
Information ratio: 0.74 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~13.4%).

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund Growth
Launch Date	26 Feb 15
NAV (27 Nov 25)	₹45.8767 ↑ 0.12 (0.26 %)
Net Assets (Cr)	₹9,273 on 31 Oct 25
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	Not Rated
Risk	High
Expense Ratio	1.83
Sharpe Ratio	0.7
Information Ratio	0.74
Alpha Ratio	0.79
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
31 Oct 20	₹10,000
31 Oct 21	₹15,614
31 Oct 22	₹15,658
31 Oct 23	₹16,841
31 Oct 24	₹22,893
31 Oct 25	₹26,412

SBI Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	2.9%
3 Month	9.7%
6 Month	11.8%
1 Year	18.6%
3 Year	19.9%
5 Year	17.9%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.6%
2023	18.6%
2022	13.5%
2021	12.1%
2020	4.8%
2019	20.7%
2018	9.5%
2017	40.7%
2016	17%
2015

Fund Manager information for SBI Banking & Financial Services Fund

Name	Since	Tenure
Milind Agrawal	1 Aug 19	6.26 Yr.
Pradeep Kesavan	1 Dec 23	1.92 Yr.

Data below for SBI Banking & Financial Services Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	96.32%

Asset Allocation

Asset Class	Value
Cash	3.68%
Equity	96.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| HDFCBANK	13%	₹1,247 Cr	12,629,430 ↓ -1,800,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| 532215	9%	₹867 Cr	7,035,410 ↑ 900,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| KOTAKBANK	9%	₹860 Cr	4,091,554
State Bank of India (Financial Services) Equity, Since 31 Jul 18 \| SBIN	9%	₹818 Cr	8,730,364
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	6%	₹597 Cr	4,435,814
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Jun 25 \| 532978	6%	₹585 Cr	2,802,018 ↑ 586,079
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 May 25 \| SBILIFE	5%	₹471 Cr	2,408,631
Aditya Birla Capital Ltd (Financial Services) Equity, Since 31 Mar 25 \| ABCAPITAL	3%	₹291 Cr	8,981,743 ↑ 1,623,467
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| 500034	3%	₹282 Cr	2,700,000
Bank of Baroda (Financial Services) Equity, Since 31 Mar 25 \| 532134	3%	₹278 Cr	9,985,585

6. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Contra Fund

Highest AUM (₹49,218 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.88% (upper mid).
3Y return: 19.75% (bottom quartile).
1Y return: 4.32% (lower mid).
Alpha: -3.76 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: 1.17 (upper mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~81%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.1%).

Below is the key information for SBI Contra Fund

SBI Contra Fund Growth
Launch Date	6 May 05
NAV (27 Nov 25)	₹397.189 ↓ -0.30 (-0.08 %)
Net Assets (Cr)	₹49,218 on 31 Oct 25
Category	Equity - Contra
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.53
Sharpe Ratio	-0.21
Information Ratio	1.17
Alpha Ratio	-3.76
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
31 Oct 20	₹10,000
31 Oct 21	₹18,439
31 Oct 22	₹21,145
31 Oct 23	₹25,391
31 Oct 24	₹35,500
31 Oct 25	₹36,600

SBI Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	1.2%
3 Month	5.5%
6 Month	5.1%
1 Year	4.3%
3 Year	19.7%
5 Year	26.9%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.8%
2023	38.2%
2022	12.8%
2021	49.9%
2020	30.6%
2019	-1%
2018	-14.3%
2017	40.2%
2016	2.4%
2015	-0.1%

Fund Manager information for SBI Contra Fund

Name	Since	Tenure
Dinesh Balachandran	7 May 18	7.49 Yr.
Pradeep Kesavan	1 Dec 23	1.92 Yr.

Data below for SBI Contra Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	21.8%
Basic Materials	9.87%
Energy	9.41%
Consumer Cyclical	7.5%
Health Care	7.46%
Technology	6.35%
Consumer Defensive	5.47%
Utility	4.46%
Industrials	3.63%
Communication Services	2.78%
Real Estate	1.33%

Asset Allocation

Asset Class	Value
Cash	16.44%
Equity	80.72%
Debt	2.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 16 \| HDFCBANK	8%	₹3,994 Cr	40,449,258
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	6%	₹2,931 Cr	19,717,567
Tata Steel Ltd (Basic Materials) Equity, Since 31 Jul 22 \| TATASTEEL	3%	₹1,354 Cr	74,067,300 ↑ 11,392
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| KOTAKBANK	3%	₹1,347 Cr	6,405,768
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 20 \| ITC	3%	₹1,304 Cr	31,014,741
Punjab National Bank (Financial Services) Equity, Since 30 Sep 22 \| 532461	3%	₹1,235 Cr	100,456,586
Biocon Ltd (Healthcare) Equity, Since 30 Jun 21 \| BIOCON	2%	₹1,072 Cr	28,807,465
GAIL (India) Ltd (Utilities) Equity, Since 28 Feb 21 \| 532155	2%	₹950 Cr	51,993,788
Dabur India Ltd (Consumer Defensive) Equity, Since 31 Dec 23 \| 500096	2%	₹919 Cr	18,846,663
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 21 \| 532779	2%	₹853 Cr	6,482,410

7. SBI Focused Equity Fund

(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

Upper mid AUM (₹40,824 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.90% (bottom quartile).
3Y return: 17.47% (bottom quartile).
1Y return: 15.72% (upper mid).
Alpha: 5.61 (top quartile).
Sharpe: 0.47 (upper mid).
Information ratio: 0.01 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Alphabet Inc Class A (~7.9%).

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund Growth
Launch Date	11 Oct 04
NAV (27 Nov 25)	₹379.459 ↑ 0.29 (0.08 %)
Net Assets (Cr)	₹40,824 on 31 Oct 25
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.47
Information Ratio	0.01
Alpha Ratio	5.61
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
31 Oct 20	₹10,000
31 Oct 21	₹16,718
31 Oct 22	₹15,961
31 Oct 23	₹17,569
31 Oct 24	₹22,462
31 Oct 25	₹25,085

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for SBI Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	2.2%
3 Month	8.9%
6 Month	10.7%
1 Year	15.7%
3 Year	17.5%
5 Year	17.9%
10 Year
15 Year
Since launch	18.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.2%
2023	22.2%
2022	-8.5%
2021	43%
2020	14.5%
2019	16.1%
2018	-3.8%
2017	44.7%
2016	2.2%
2015	4.3%

Fund Manager information for SBI Focused Equity Fund

Name	Since	Tenure
R. Srinivasan	1 May 09	16.51 Yr.

Data below for SBI Focused Equity Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	31.82%
Consumer Cyclical	17.84%
Communication Services	12.93%
Utility	10.18%
Basic Materials	9.56%
Consumer Defensive	5.44%
Technology	3.91%
Health Care	3.17%
Industrials	1.81%

Asset Allocation

Asset Class	Value
Cash	2.73%
Equity	96.66%
Debt	0.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	8%	₹3,243 Cr	1,300,000 ↓ -100,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 13 \| HDFCBANK	7%	₹2,764 Cr	28,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| 533398	5%	₹2,225 Cr	7,000,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	5%	₹2,155 Cr	23,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	5%	₹2,088 Cr	10,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	5%	₹2,037 Cr	13,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	5%	₹1,892 Cr	9,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Oct 25 \| 500034	5%	₹1,867 Cr	17,900,000 ↑ 17,900,000
Adani Power Ltd (Utilities) Equity, Since 31 Oct 25 \| 533096	4%	₹1,736 Cr	110,000,000 ↑ 110,000,000
EPAM Systems Inc (Technology) Equity, Since 31 Jan 25 \| EPAM	4%	₹1,596 Cr	1,100,000

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