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

SBI Funds Management Ltd has reported assets under management (AUM) of around ₹12.5 lakh cr as of 2026, making it one of India’s largest asset management companies. Here’s the list of top-performing SBI Mutual Funds in India, with live NAV and performance insights.

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.

Created by

@82600328260032

Showing 1 - 20 of 102 results

last updated at 8:00 AM IST 
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
337.87
337.87
2.22
2.22
1.58
1.58
13.49
13.49
0.71
0.71
1.00
1.00
10.21
10.21
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
4,366.09
4,366.09
1.76
1.76
6.19
6.19
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
53,468.34
53,468.34
SBI Funds Management Limited
SBI Funds Management Limited
100.35
100.35
-0.97
-0.97
-1.96
-1.96
10.72
10.72
0.82
0.82
0.25
0.25
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
400.50
400.50
-3.00
-3.00
-4.55
-4.55
14.80
14.80
0.73
0.73
0.25
0.25
11.62
11.62
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
423.33
423.33
3.69
3.69
7.23
7.23
16.95
16.95
0.80
0.80
0.10
0.10
12.32
12.32
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
38.15
38.15
1.69
1.69
6.49
6.49
7.49
7.49
1.82
1.82
0.25
0.25
0.89
0.89
7.SBI Balanced Advantage Fund
SBI Balanced Advantage Fund
Balanced Advantage Fund
Balanced Advantage Fund
Growth
Growth
40,673.49
40,673.49
SBI Funds Management Limited
SBI Funds Management Limited
16.25
16.25
-0.84
-0.84
1.46
1.46
11.56
11.56
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
679.40
679.40
-0.89
-0.89
1.73
1.73
15.17
15.17
0.95
0.95
0.10
0.10
12.67
12.67
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
193.44
193.44
8.16
8.16
-1.47
-1.47
12.99
12.99
0.86
0.86
1.00
1.00
13.93
13.93
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
47.09
47.09
1.48
1.48
5.95
5.95
7.28
7.28
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
454.60
454.60
-1.53
-1.53
-4.27
-4.27
18.20
18.20
0.98
0.98
-
-
12.55
12.55
12.SBI Overnight Fund
SBI Overnight Fund
Overnight Fund
Overnight Fund
Growth
Growth
27,043.20
27,043.20
SBI Funds Management Limited
SBI Funds Management Limited
4,422.76
4,422.76
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
259.44
259.44
2.03
2.03
-2.81
-2.81
12.95
12.95
0.85
0.85
0.10
0.10
13.61
13.61
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
16.94
16.94
3.25
3.25
-3.35
-3.35
14.53
14.53
0.86
0.86
0.25
0.25
12.76
12.76
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
116.24
116.24
-2.24
-2.24
-3.49
-3.49
9.62
9.62
1.49
1.49
0.10
0.10
12.41
12.41
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
16.77
16.77
1.05
1.05
4.63
4.63
7.29
7.29
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
72.92
72.92
-0.74
-0.74
11.44
11.44
17.26
17.26
1.12
1.12
1.00
1.00
8.59
8.59
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
44.77
44.77
-8.42
-8.42
50.50
50.50
33.47
33.47
0.25
0.25
1.00
1.00
30.69
30.69
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
35.96
35.96
1.24
1.24
5.09
5.09
7.40
7.40
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
216.09
216.09
-4.17
-4.17
-6.81
-6.81
8.66
8.66
0.23
0.23
0.20
0.20
12.76
12.76
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

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 -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “SBI Funds Management Ltd”.
  3. Sort out the top SBI Mutual Funds based on over 50 fundamental and technical filters.
  4. 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

Mr Nand Kishore is the Managing Director & CEO of SBI Mutual Fund. He has over two decades of solid leadership experience in the financial services sector. Under his leadership, the fund house has experienced massive growth and consistently delivered substantial value to its investors.

Rajeev Radhakrishnan

Rajeev Radhakrishnan is the Head of Fixed Income and actively manages several debt schemes for SBI AMC. His deep knowledge of the market means he's constantly working to optimise returns while managing all associated risks in the fixed income space seriously and effectively.

Ardhendu Bhattacharya

Ardhendu Bhattacharya, another Head of Fixed Income, brings extensive experience overseeing fixed-income portfolios. He's a specialist in managing duration, positioning, and credit risk, always striving to strike the perfect balance between risk exposure and returns.

Raviprakash

Raviprakash has been a long-time employee at SBI Mutual Fund since 2011. He serves as the Head of Equity Dealing and is also a Fund Manager. He specialises in managing equity portfolios, especially large-cap investments, ensuring they remain perfectly aligned with key market indices.

Sukanya Ghosh

Sukanya Ghosh is the fund manager of the SBI Quant Fund, drawing on her strong background in quantitative analysis to manage the scheme. She implements highly structured, methodical, and data-driven strategies to inform every one of her investment decisions.

Risks Associated with SBI Mutual Funds

Market Risk

SBI Mutual Fund schemes are market-linked, so returns can fluctuate with movements in the equity, debt, commodity, or hybrid markets.

Category Risk

SBI MF offers equity, debt, hybrid, passive, and solution-oriented schemes. Each category carries a different risk profile, so one SBI fund may behave very differently from another.

Interest-Rate Risk

Debt-oriented SBI schemes can be affected by interest-rate changes. Bond prices usually move inversely to interest rates, which can impact returns.

Credit Risk

Some debt funds may hold corporate bonds or money market instruments. Any downgrade or default in the underlying securities can affect the fund's performance.

Concentration Risk

Sectoral or thematic SBI funds may be concentrated in specific industries. This can lead to sharper gains or losses than diversified funds.

SIP Stoppage Risk

Industry data showed that the SIP stoppage ratio remained above 100% in April 2026, despite record SIP inflows of ₹31,115 cr, reflecting investor caution amid volatility.

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Factors to Consider Before Investing in SBI Mutual Funds

Fund Category

SBI Mutual Fund offers equity, hybrid, debt, passive, and solution-oriented schemes, so the category should match the investor’s time horizon and risk profile.

AUM and Scale

SBI Mutual Fund is among India’s largest AMCs, with reports citing an AUM of around ₹12.7 lakh cr in 2026. A larger scale can indicate strong investor participation, but it does not guarantee SBI mutual fund returns.

Expense Ratio

Fund costs affect net returns. Investors can compare expense ratios across direct and regular plans before selecting a scheme.

Performance Consistency

Past returns should be assessed across multiple market cycles, not just over a single short period. Consistency matters more than one-time outperformance.

Risk Metrics

Standard deviation, beta, Sharpe ratio, portfolio concentration, and credit quality can help assess a scheme's risk profile.

Investment Route

SIPs can help spread investments over time, while lump-sum investing exposes the full amount to market movement immediately. Industry SIP inflows touched ₹32,087 cr in March 2026, indicating continued strong participation.

Documents Required to Invest in SBI Mutual Fund

Here are a few documents you may require to invest in SBI Mutual Funds

  1. Know Your Customer (KYC) Compliance
  2. Common Application Form
  3. Proof of Identity (PoI)
  4. Proof of Address (PoA)
  5. Proof of Bank Account
  6. Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
  7. 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

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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:

    1. SBI PSU Fund
    2. SBI Infrastructure Fund
    3. SBI ELSS Tax Saver Fund

  8. 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.

  9. 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.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.