SBI Mutual Funds: Fund Performance, NAV, Returns & Schemes 2026

Top SBI Mutual Fund - SIP Schemes, Performance, Returns 2026
Top SBI Mutual Funds in India (2025)
Here's the list of top SBI mutual funds across equity, debt, hybrid funds offered by SBI Funds Management Ltd.
Showing 1 - 20 of 102 results
| NameMFs (102)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓AMCAMC↓ | ↓NAVNAV↓ | ↓Absolute Returns - 3MAbsolute Ret. - 3M↓ | ↓Absolute Returns - 1YAbsolute Ret. - 1Y↓ | ↓CAGR 3YCAGR 3Y↓ | ↓Expense RatioExpense Ratio↓ | ↓Exit LoadExit Load↓ | ↓VolatilityVolatility↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | SBI Equity Hybrid Fund SBI Equity Hybrid Fund | Aggressive Hybrid Fund Aggressive Hybrid Fund | Growth Growth | 84,010.97 84,010.97 | SBI Funds Management Limited SBI Funds Management Limited | 335.81 335.81 | 2.60 2.60 | 1.07 1.07 | 13.26 13.26 | 0.71 0.71 | 1.00 1.00 | 10.23 10.23 | |
| 2. | SBI Liquid Fund SBI Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 79,363.31 79,363.31 | SBI Funds Management Limited SBI Funds Management Limited | 4,366.99 4,366.99 | 1.76 1.76 | 6.20 6.20 | 6.93 6.93 | 0.20 0.20 | 0.01 0.01 | 0.14 0.14 | |
| 3. | SBI Large Cap Fund SBI Large Cap Fund | Large Cap Fund Large Cap Fund | Growth Growth | 53,527.40 53,527.40 | SBI Funds Management Limited SBI Funds Management Limited | 99.82 99.82 | -0.17 -0.17 | -2.57 -2.57 | 10.53 10.53 | 0.82 0.82 | 0.10 0.10 | 12.91 12.91 | |
| 4. | SBI Contra Fund SBI Contra Fund | Contra Fund Contra Fund | Growth Growth | 47,263.08 47,263.08 | SBI Funds Management Limited SBI Funds Management Limited | 399.07 399.07 | -2.36 -2.36 | -5.00 -5.00 | 14.66 14.66 | 0.73 0.73 | 0.10 0.10 | 11.64 11.64 | |
| 5. | SBI Focused Fund SBI Focused Fund | Focused Fund Focused Fund | Growth Growth | 46,623.39 46,623.39 | SBI Funds Management Limited SBI Funds Management Limited | 421.23 421.23 | 4.85 4.85 | 7.27 7.27 | 16.75 16.75 | 0.80 0.80 | 0.25 0.25 | 12.35 12.35 | |
| 6. | SBI Arbitrage Opportunities Fund SBI Arbitrage Opportunities Fund | Arbitrage Fund Arbitrage Fund | Growth Growth | 43,265.65 43,265.65 | SBI Funds Management Limited SBI Funds Management Limited | 38.14 38.14 | 1.50 1.50 | 6.50 6.50 | 7.49 7.49 | 1.82 1.82 | 0.25 0.25 | 0.90 0.90 | |
| 7. | SBI Balanced Advantage Fund SBI Balanced Advantage Fund | Balanced Advantage Fund Balanced Advantage Fund | Growth Growth | 40,732.17 40,732.17 | SBI Funds Management Limited SBI Funds Management Limited | 16.20 16.20 | -0.60 -0.60 | 1.04 1.04 | 11.44 11.44 | 0.74 0.74 | 1.00 1.00 | 7.27 7.27 | |
| 8. | SBI Large & Midcap Fund SBI Large & Midcap Fund | Large & Mid Cap Fund Large & Mid Cap Fund | Growth Growth | 39,424.46 39,424.46 | SBI Funds Management Limited SBI Funds Management Limited | 674.38 674.38 | -0.21 -0.21 | 1.19 1.19 | 14.89 14.89 | 0.95 0.95 | 0.10 0.10 | 12.70 12.70 | |
| 9. | SBI Small Cap Fund SBI Small Cap Fund | Small Cap Fund Small Cap Fund | Growth Growth | 37,394.61 37,394.61 | SBI Funds Management Limited SBI Funds Management Limited | 192.67 192.67 | 8.01 8.01 | -1.86 -1.86 | 12.84 12.84 | 0.86 0.86 | 1.00 1.00 | 13.94 13.94 | |
| 10. | SBI Savings Fund SBI Savings Fund | Money Market Fund Money Market Fund | Growth Growth | 34,348.86 34,348.86 | SBI Funds Management Limited SBI Funds Management Limited | 47.07 47.07 | 1.41 1.41 | 5.94 5.94 | 7.27 7.27 | 0.26 0.26 | - - | 0.42 0.42 | |
| 11. | SBI ELSS Tax Saver Fund SBI ELSS Tax Saver Fund | Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS) | Growth Growth | 30,955.01 30,955.01 | SBI Funds Management Limited SBI Funds Management Limited | 452.92 452.92 | -0.53 -0.53 | -4.87 -4.87 | 18.05 18.05 | 0.98 0.98 | - - | 12.55 12.55 | |
| 12. | SBI Overnight Fund SBI Overnight Fund | Overnight Fund Overnight Fund | Growth Growth | 27,025.04 27,025.04 | SBI Funds Management Limited SBI Funds Management Limited | 4,423.37 4,423.37 | 1.30 1.30 | 5.31 5.31 | 6.17 6.17 | 0.10 0.10 | - - | 0.01 0.01 | |
| 13. | SBI Midcap Fund SBI Midcap Fund | Mid Cap Fund Mid Cap Fund | Growth Growth | 23,416.75 23,416.75 | SBI Funds Management Limited SBI Funds Management Limited | 256.62 256.62 | 1.86 1.86 | -3.90 -3.90 | 12.53 12.53 | 0.85 0.85 | 0.10 0.10 | 13.64 13.64 | |
| 14. | SBI Multicap Fund SBI Multicap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 23,179.50 23,179.50 | SBI Funds Management Limited SBI Funds Management Limited | 16.85 16.85 | 3.43 3.43 | -3.86 -3.86 | 14.31 14.31 | 0.86 0.86 | 0.25 0.25 | 12.78 12.78 | |
| 15. | SBI Flexicap Fund SBI Flexicap Fund | Flexi Cap Fund Flexi Cap Fund | Growth Growth | 22,386.52 22,386.52 | SBI Funds Management Limited SBI Funds Management Limited | 115.59 115.59 | -1.25 -1.25 | -3.95 -3.95 | 9.41 9.41 | 1.49 1.49 | 0.10 0.10 | 12.42 12.42 | |
| 16. | SBI Corp Bond Fund SBI Corp Bond Fund | Corporate Bond Fund Corporate Bond Fund | Growth Growth | 21,641.65 21,641.65 | SBI Funds Management Limited SBI Funds Management Limited | 16.76 16.76 | 0.96 0.96 | 4.60 4.60 | 7.27 7.27 | 0.37 0.37 | - - | 1.24 1.24 | |
| 17. | SBI Multi Asset Allocation Fund SBI Multi Asset Allocation Fund | Multi Asset Allocation Fund Multi Asset Allocation Fund | Growth Growth | 18,289.83 18,289.83 | SBI Funds Management Limited SBI Funds Management Limited | 72.59 72.59 | -0.73 -0.73 | 10.75 10.75 | 17.08 17.08 | 1.12 1.12 | 1.00 1.00 | 8.64 8.64 | |
| 18. | SBI Gold SBI Gold | FoFs - Gold FoFs - Gold | Growth Growth | 16,532.94 16,532.94 | SBI Funds Management Limited SBI Funds Management Limited | 44.06 44.06 | -10.18 -10.18 | 47.82 47.82 | 32.76 32.76 | 0.25 0.25 | 1.00 1.00 | 30.90 30.90 | |
| 19. | SBI Short Term Debt Fund SBI Short Term Debt Fund | Short Duration Fund Short Duration Fund | Growth Growth | 13,839.20 13,839.20 | SBI Funds Management Limited SBI Funds Management Limited | 35.92 35.92 | 1.10 1.10 | 5.07 5.07 | 7.37 7.37 | 0.41 0.41 | - - | 1.04 1.04 | |
| 20. | SBI Nifty Index Fund SBI Nifty Index Fund | Index Fund Index Fund | Growth Growth | 13,283.40 13,283.40 | SBI Funds Management Limited SBI Funds Management Limited | 215.60 215.60 | -2.80 -2.80 | -7.17 -7.17 | 8.58 8.58 | 0.23 0.23 | 0.20 0.20 | 12.76 12.76 |
Selection criteria: AMC: SBI Funds Management Limited | AUM: Sorted from Highest to Lowest
What are SBI Mutual Funds?
SBI Funds Management Limited (SBIFML) is one of India’s largest asset management companies. It operates as a joint venture between the State Bank of India and Amundi Asset Management. SBI currently holds about 61.86% stake in the company, while Amundi is the other key shareholder. The fund house has over 34 years of experience in fund management. As of 2026, SBI Mutual Fund’s AUM is reported at around ₹12.5 lakh cr, making it India’s largest AMC by assets.
Key Information About SBI Funds Management Ltd
Here are the key details about SBI Funds Management Ltd -
| Category | Details |
|---|---|
| Established | 29th June, 1987 |
| AMC Name | SBI Funds Management Ltd |
| Ownership | State Bank of India - 63%Amundi Asset Management - 37% |
| Assets Under Management | ₹11,16,708 cr (as of Q2 FY25) |
| Number of Schemes | 81 primary schemes |
| Physical Presence | 222 locations across India |
| SIP Book Growth (2016–2021) | Increased fivefold from ₹458 cr to ₹1,382 cr |
| Managing Director & CEO | Mr. Nand Kishore |
| Chief Compliance Officer & Company Secretary | Ms. Vinaya Datar |
| Chief Financial Officer | Mr. Inderjeet Ghuliani |
| Deputy CEO | Mr. D.P. Singh |
Types of Funds Offered by SBI Mutual Fund
SBI Equity Funds
SBI's equity funds put money into stocks across different sectors and market caps, with the goal of growing your investment over time. As of May 2025, the fund house runs 13 equity schemes. You'll find large-cap funds, mid-cap funds, flexi-cap funds, thematic funds, and contra funds in the mix.
SBI Debt Funds
Debt funds from SBI invest mostly in fixed-income securities - bonds, government securities, and similar instruments. The focus here is on generating regular income while protecting your capital. SBI Mutual Fund has 12 debt schemes available, from liquid funds to long-duration bond funds.
SBI Hybrid Funds
Hybrid funds split investments between equity and debt. The idea is balancing growth potential with regular income. SBI Mutual Fund runs 4 hybrid schemes, which include the SBI Equity Hybrid Fund and SBI Balanced Advantage Fund.
SBI Passive Investment Solutions
These funds just track specific market indices rather than trying to beat them. It's a cheaper way to invest. SBI Mutual Fund has 9 passive schemes on offer - index funds, ETFs, and Fund of Funds.
SBI Solution-Oriented Schemes
Solution-oriented schemes target specific goals like retirement or your child's education. They're structured investments designed around these needs. SBI AMC currently has 2 schemes in this category - both versions of the SBI Magnum Children's Benefit Fund.
Overview Top SBI Mutual Fund Schemes
SBI Equity Hybrid Fund
SBI Equity Hybrid Fund puts roughly 74% into equities and 22% into debt instruments. The goal is long-term growth while keeping things liquid since it's open-ended. The fund balances risk by mixing high-growth equities with fixed-income securities.
SBI Liquid Fund
SBI Liquid Fund invests in money market and debt instruments with residual maturity up to 91 days. It's meant for parking money short-term, giving you access to a range of debt and money market securities without locking funds away for long.
SBI Large Cap Fund
The SBI Large Cap Fund invests in large-cap stocks from the Nifty 50 Index, targeting long-term capital growth. The approach blends growth and value investing styles, using both top-down and bottom-up methods when picking stocks.
SBI Contra Fund
The SBI Contra Fund follows a contrarian strategy; it looks for undervalued stocks that the market isn't excited about but might have strong growth ahead. The fund invests in a diversified portfolio of equity and equity-related securities with long-term appreciation in mind.
SBI Arbitrage Opportunities Fund
The SBI Arbitrage Opportunities Fund seeks to identify arbitrage opportunities in the cash and derivative segments of the equity markets. The aim is capital appreciation and regular income. It also puts money into debt and money market instruments to boost returns while keeping things liquid.
How to Invest in SBI Mutual Funds?
Here’s how you can identify and invest in top SBI Mutual Funds with Tickertape Mutual Fund Screener -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “SBI Funds Management Ltd”.
- Sort out the top SBI Mutual Funds based on over 50 fundamental and technical filters.
- After identifying the SBI mutual fund that aligns with your investment thesis, click on “Place Order” to invest in the SBI mutual fund.
With Tickertape Mutual Fund Screener, you can invest via ‘lumpsum’ or start a ‘SIP’ in SBI Mutual Funds. Moreover, by connecting your portfolio, you can do a deep analysis of your portfolio and assess its performance.
Top SBI Mutual Fund Managers
Nand Kishore
Rajeev Radhakrishnan
Ardhendu Bhattacharya
Raviprakash
Sukanya Ghosh
Risks Associated with SBI Mutual Funds
Market Risk
Category Risk
Interest-Rate Risk
Credit Risk
Concentration Risk
SIP Stoppage Risk
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated

Factors to Consider Before Investing in SBI Mutual Funds
Fund Category
AUM and Scale
Expense Ratio
Performance Consistency
Risk Metrics
Investment Route
Documents Required to Invest in SBI Mutual Fund
Here are a few documents you may require to invest in SBI Mutual Funds
- Know Your Customer (KYC) Compliance
- Common Application Form
- Proof of Identity (PoI)
- Proof of Address (PoA)
- Proof of Bank Account
- Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
- NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate
Note: For latest details visit SBI’s official AMC website.
Conclusion
SBI Mutual Funds offer plenty of choices, whether you're looking at equity funds for higher growth potential, debt funds for stability, or hybrid funds that balance both. The key is understanding what each fund offers and how it fits your personal situation, your timeline, risk appetite, and financial goals. To facilitate the comparison, you can utilise tools like the Tickertape Mutual Fund Screener. It lets you filter funds based on performance, expense ratios, risk levels, and other parameters.
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Frequently Asked Questions About SBI Mutual Funds
How to start an SBI Mutual Fund SIP online?
You can start an SIP in any SBI Mutual Fund, including options such as SBI Magnum Mutual Fund, through the official website, app, smallcase, or Tickertape.How to calculate SBI mutual fund returns?
You can calculate returns using the fund’s current value, initial investment, and dividends, if any. Tools like Tickertape Mutual Funds Screener can also help track returns, historical performance, and SBI mutual fund interest rate-related data where applicable.Does SBI Mutual Fund offer tax-free mutual fund schemes?
SBI Mutual Fund offers tax-saving options through Equity Linked Savings Scheme (ELSS) schemes. Other equity schemes, such as the SBI Large and Midcap fund, do not provide a Section 80C tax deduction unless they are ELSS.How can I cancel the ongoing SIP in an SBI Mutual Fund scheme?
To cancel an ongoing SIP, log in to the platform where the SIP was registered, go to SIP management, select the scheme, such as SBI Life Midcap Fund if applicable, and submit the cancellation request.How to withdraw money from SBI Mutual Fund?
To withdraw money, log in to the official website, app, or investment platform, select the scheme, and choose redeem. Even while reviewing the best high-return SBI mutual fund, investors should check the exit load and tax implications before redemption.What are the redemption charges of the SBI Mutual Fund?
SBI Mutual Funds generally do not charge a separate redemption fee. Still, an exit load may apply if units are redeemed before the specified holding period, depending on the scheme. Investors comparing options such as the SBI Magnum mutual fund can check scheme-wise exit load details before redemption.Which are the top-performing funds of SBI Mutual Fund?
Here are the top SBI mutual funds based on their 5Y CAGR, including categories investors often compare with searches like best high return sbi mutual fund:
How to increase the SIP amount in SBI Mutual Fund?
First, log in to your account on the SBI Mutual Fund website, app, or the platform where the SIP was started. Then, go to the SIP management section, select the scheme, and update the contribution amount. Investors tracking schemes such as the SBI Large and midcap fund can also check platform-specific SIP modification rules.How to choose the best SBI Mutual Funds before investing?
Investors can compare fund categories, returns, risk, expense ratios, portfolio quality, and investment horizon before evaluating SBI Mutual Fund schemes. Tools such as Tickertape Mutual Fund Screener can also help compare funds, including searches related to SBI mutual fund interest rate, returns, and risk metrics.