SBI Mutual Funds
SBI runs 98 direct-plan schemes that we currently track — 41 equity, 37 debt, 7 other, 7 hybrid, 6 solution oriented. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.
Its strongest 5-year performer is SBI GOLD FUND - Direct Plan - Growth at 24.4% CAGR, against a house-wide median of 7.1%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.
Showing 50 of 98 schemes · sorted by Y5 high to low · page 1 of 2
- SBI GOLD FUND - Direct Plan - GrowthSBI · Other₹44.78#11Y+18.04%3Y+34.87%5Y+24.40%10Y+16.19%
- SBI PSU FUND - Direct Plan - GrowthSBI · Equity₹35.64#21Y-1.62%3Y+17.75%5Y+20.09%10Y+13.18%
- SBI Children's Fund - Investment Plan - Direct Plan - GrowthSBI · Solution Oriented₹52.91#31Y+13.23%3Y+20.22%5Y+18.45%10Y—
- SBI US Specific Equity Active FoF - Direct Plan - GrowthSBI · Other₹25.63#41Y+23.21%3Y+27.32%5Y+17.62%10Y—
- SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - GrowthSBI · Equity₹573.02#51Y+15.02%3Y+22.40%5Y+17.45%10Y+14.52%
- SBI INFRASTRUCTURE FUND - Direct Plan - GrowthSBI · Equity₹51.78#61Y-1.47%3Y+10.83%5Y+14.19%10Y+14.62%
- SBI Long Term Advantage Fund - Series V - Direct Plan - GrowthSBI · Equity₹32.80#71Y-0.41%3Y+19.33%5Y+13.97%10Y—
- SBI ELSS Tax Saver Fund - Direct Plan - GrowthSBI · Equity₹440.31#81Y-7.09%3Y+11.93%5Y+13.07%10Y+13.52%
- SBI CONTRA FUND - Direct Plan - GrowthSBI · Equity₹391.08#91Y-6.59%3Y+9.00%5Y+12.92%10Y+14.86%
- SBI MULTI ASSET ALLOCATION FUND - Direct Plan - GrowthSBI · Hybrid₹72.81#101Y+4.66%3Y+13.96%5Y+12.52%10Y+11.75%
- SBI SMALL CAP FUND - Direct Plan - GrowthSBI · Equity₹206.53#111Y+6.17%3Y+10.75%5Y+12.38%10Y+17.93%
- SBI MIDCAP FUND - Direct Plan - GrowthSBI · Equity₹259.89#121Y+1.21%3Y+9.20%5Y+11.62%10Y+13.48%
- SBI LARGE & MIDCAP FUND - Direct Plan - GrowthSBI · Equity₹662.35#131Y-2.53%3Y+11.06%5Y+11.37%10Y+13.94%
- SBI BANKING & FINANCIAL SERVICES FUND - Direct Plan - GrowthSBI · Equity₹47.48#141Y-2.50%3Y+14.59%5Y+11.29%10Y+14.77%
- SBI Long Term Advantage Fund - Series VI - Direct Plan - GrowthSBI · Equity₹31.12#151Y-1.87%3Y+8.70%5Y+11.12%10Y—
- SBI FOCUSED FUND - Direct Plan - GrowthSBI · Equity₹434.96#161Y+7.37%3Y+13.76%5Y+10.29%10Y+14.87%
- SBI CHILDREN'S FUND - SAVINGS PLAN - Direct Plan - GrowthSBI · Solution Oriented₹130.76#171Y+9.09%3Y+11.14%5Y+10.27%10Y+11.15%
- SBI Nifty Next 50 Index Fund - Direct Plan - GrowthSBI · Equity₹18.98#181Y+0.24%3Y+15.21%5Y+9.88%10Y—
- SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - GrowthSBI · Solution Oriented₹19.97#191Y-1.11%3Y+8.01%5Y+9.53%10Y—
- SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - GrowthSBI · Solution Oriented₹20.62#201Y-3.72%3Y+6.98%5Y+9.45%10Y—
- SBI CONSUMPTION OPPORTUNITIES FUND - Direct Plan - GrowthSBI · Equity₹304.42#211Y-13.38%3Y+3.32%5Y+9.38%10Y+13.36%
- SBI Balanced Advantage Fund - Direct Plan - GrowthSBI · Hybrid₹15.99#221Y-1.03%3Y+8.78%5Y+9.34%10Y—
- SBI AGGRESSIVE HYBRID FUND - Direct Plan - GrowthSBI · Hybrid₹336.19#231Y-0.97%3Y+10.62%5Y+8.49%10Y+11.85%
- SBI COMMA FUND - Direct Plan - GrowthSBI · Equity₹119.28#241Y+3.97%3Y+13.30%5Y+8.38%10Y+14.13%
- SBI CONSERVATIVE HYBRID FUND - Direct Plan - GrowthSBI · Hybrid₹83.45#251Y+3.80%3Y+8.06%5Y+8.13%10Y+8.69%
- SBI EQUITY SAVINGS FUND - Direct Plan - GrowthSBI · Hybrid₹27.20#261Y+2.34%3Y+7.40%5Y+7.79%10Y+8.93%
- SBI Long Term Advantage Fund - Series IV - Direct Plan - GrowthSBI · Equity₹46.09#271Y-7.69%3Y+6.15%5Y+7.72%10Y—
- SBI CREDIT RISK FUND - Direct Plan - GrowthSBI · Debt₹54.16#281Y+7.41%3Y+8.43%5Y+7.66%10Y+7.70%
- SBI Large Cap Fund - Direct Plan - GrowthSBI · Equity₹98.22#291Y-4.77%3Y+7.51%5Y+7.66%10Y+11.46%
- SBI MNC FUND - Direct Plan - GrowthSBI · Equity₹435.88#301Y+12.39%3Y+5.97%5Y+7.14%10Y+11.01%
- SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - GrowthSBI · Solution Oriented₹16.02#311Y-0.53%3Y+6.28%5Y+7.09%10Y—
- SBI Arbitrage Fund - Direct Plan - GrowthSBI · Hybrid₹38.99#321Y+6.68%3Y+7.31%5Y+6.85%10Y+6.25%
- SBI DYNAMIC TERM FUND - Direct Plan - GrowthSBI · Debt₹41.50#331Y+4.90%3Y+7.48%5Y+6.80%10Y+7.43%
- SBI FLEXICAP FUND - Direct Plan - GrowthSBI · Equity₹117.00#341Y-5.30%3Y+7.15%5Y+6.76%10Y+11.62%
- SBI MEDIUM TERM FUND - Direct Plan - GrowthSBI · Debt₹59.51#351Y+5.57%3Y+7.60%5Y+6.72%10Y+7.97%
- SBI Money Market Fund - Direct Plan - GrowthSBI · Debt₹48.26#361Y+6.38%3Y+7.31%5Y+6.69%10Y+6.75%
- SBI Equity Minimum Variance Fund - Direct Plan - GrowthSBI · Equity₹22.61#371Y-8.30%3Y+5.17%5Y+6.65%10Y—
- SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days) - Direct Plan - GrowthSBI · Debt₹17.77#381Y+4.89%3Y+7.74%5Y+6.64%10Y—
- SBI Floating Interest Rates Fund - Direct Plan - GrowthSBI · Debt₹14.49#391Y+5.98%3Y+7.46%5Y+6.63%10Y—
- SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - GrowthSBI · Solution Oriented₹14.86#401Y+0.67%3Y+6.27%5Y+6.63%10Y—
- SBI ESG Exclusionary Strategy Fund - Direct Plan - GrowthSBI · Equity₹246.27#411Y-6.95%3Y+6.89%5Y+6.53%10Y+11.18%
- SBI Ultra Short to Short Term Fund - Direct Plan - GrowthSBI · Debt₹3,923.71#421Y+5.84%3Y+7.21%5Y+6.53%10Y+6.75%
- SBI ULTRA SHORT TERM FUND - Direct Plan - GrowthSBI · Debt₹6,591.34#431Y+6.40%3Y+7.16%5Y+6.50%10Y+6.57%
- SBI Fixed Maturity Plan (FMP) - Series 6 (3668 Days) - Direct Plan - GrowthSBI · Debt₹17.28#441Y+4.77%3Y+7.64%5Y+6.49%10Y—
- SBI Fixed Maturity Plan (FMP) - Series 34 (3682 Days) - Direct Plan - GrowthSBI · Debt₹14.84#451Y+4.24%3Y+7.39%5Y+6.47%10Y—
- SBI LIQUID FUND - Direct Plan - GrowthSBI · Debt₹4,462.67#461Y+6.49%3Y+6.89%5Y+6.36%10Y+6.07%
- SBI SHORT TERM FUND - Direct Plan - GrowthSBI · Debt₹36.43#471Y+4.46%3Y+7.20%5Y+6.33%10Y+6.95%
- SBI TECHNOLOGY OPPORTUNITIES FUND - Direct Plan - GrowthSBI · Equity₹223.36#481Y-10.27%3Y+7.86%5Y+6.32%10Y+16.81%
- SBI Corporate Bond Fund - Direct Plan - GrowthSBI · Debt₹17.01#491Y+4.25%3Y+7.15%5Y+6.24%10Y—
- SBI GILT FUND - Direct Plan - GrowthSBI · Debt₹72.54#501Y+2.62%3Y+6.55%5Y+6.22%10Y+7.30%
SBI mutual funds — frequently asked questions
Which SBI mutual fund has given the best 5-year return?
SBI GOLD FUND - Direct Plan - Growth is SBI's best-performing scheme over five years, with a CAGR of 24.4%. This reflects historical NAV growth and is not a forecast.
How many mutual fund schemes does SBI offer?
We track 98 direct-plan SBI schemes with a recent NAV, spread across 5 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.
Are these SBI returns before or after expenses?
After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.