SBI Mutual Fund
SBI Mutual Fund is a joint venture between the State Bank of India and Amundi of France, and was set up in 1987 as the first fund house in India outside UTI. It is the largest by assets, helped by managing a share of the EPFO's ETF investments.
Official site: www.sbimf.com
Top SBI funds by 3Y returns
15Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | SBI Gold Fund | ★★☆☆☆ | +57.2% | +37.3% | +25.9% | 0.24% | ₹15,752Cr |
| 2 | SBI US Specific Equity Active FoF | ★★★★☆ | +30.4% | +27.0% | +17.2% | 1.02% | ₹1,209Cr |
| 3 | SBI Healthcare Opportunities Fund | ★★★★★ | +20.1% | +24.5% | +19.4% | 1.02% | ₹4,319Cr |
| 4 | SBI PSU Fund | ★★★☆☆ | +10.5% | +24.2% | +25.6% | 0.86% | ₹6,480Cr |
| 5 | SBI Children's Fund - Investment | ★★★★★ | +19.0% | +22.9% | +22.6% | 1.07% | ₹6,212Cr |
| 6 | SBI Long Term Advantage Fund - Series V | ★★★★★ | +3.5% | +21.9% | +17.3% | 1.17% | ₹345.73Cr |
| 7 | SBI Nifty Next 50 Index Fund | ★★★★☆ | +9.5% | +19.8% | +14.1% | 0.37% | ₹2,032Cr |
| 8 | SBI Nifty Midcap 150 Index Fund | ★★★★☆ | +8.8% | +18.3% | — | 0.46% | ₹1,054Cr |
| 9 | SBI Comma Fund | ★★☆☆☆ | +12.8% | +18.2% | +12.7% | 1.47% | ₹931.17Cr |
| 10 | SBI Banking & Financial Services Fund | ★★★☆☆ | +3.2% | +17.6% | +14.2% | 1.16% | ₹10,872Cr |
| 11 | SBI Focused Fund | ★★★★★ | +15.5% | +17.4% | +14.0% | 0.80% | ₹44,948Cr |
| 12 | SBI Nifty Smallcap 250 Index Fund | ★★★☆☆ | +7.5% | +17.3% | — | 0.45% | ₹1,541Cr |
| 13 | SBI Multi Asset Allocation Fund | ★★★☆☆ | +14.4% | +16.6% | +14.5% | 0.68% | ₹17,976Cr |
| 14 | SBI ELSS Tax Saver Fund | ★★★★☆ | -0.0% | +16.4% | +16.8% | 1.26% | ₹28,328Cr |
| 15 | SBI Infrastructure Fund | ★★★☆☆ | +5.2% | +16.0% | +18.4% | 1.18% | ₹4,463Cr |
Categories SBI competes in
Fund managers
29From the statutory Scheme Information Documents — see the full directory on the Managers page.
SBI in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
SBI Mutual Fund sells 71,698 Pakka Ltd shares, stake falls to 6.45%
scanx.trade · 4h ago
SBI Mutual Fund reduces Neogen Chemicals stake to 6.03% under SAST Reg 29
scanx.trade · 1d ago
SBI Mutual Fund acquires 5.2% stake in Tenneco Clean Air India
scanx.trade · 4d ago
SBI Mutual Fund raises Urban Company stake to 8.84% with 2.27% buy
scanx.trade · 4d ago
Portfolio rejig: Here's what top 3 mutual fund houses bought & sold in July
Business Standard · 4d ago
HDFC MF leads retail and HNI AUM; SBI dominates affluent investor base in B30 cities
Cafemutual · 4d ago
SBI Mutual Fund - PPFAS Mutual Fund among 6 MFs holding over Rs 10,000 crore in cash in July
The Economic Times · 5d ago
SBI Mutual Fund: SBI, RIL, and HDFC Bank among top 10 stock holdings in July
The Economic Times · 7d ago
Fund houses nearby in AUM
Frequently asked questions
How big is SBI Mutual Fund?
SBI Mutual Fund manages ₹12,57,352Cr (April - June 2026, ex-FoF), ranking #1 of 55 fund houses with 15.1% of industry AUM — from AMFI's fund-wise quarterly disclosure.
How many mutual fund schemes does SBI Mutual Fund offer?
WealthTicker tracks 533 SBI scheme variants (each plan and option counted separately) across 41 sub-categories, with returns and risk metrics computed from AMFI NAV history.
Which is the best SBI fund right now?
SBI Gold Fund currently leads SBI's lineup by 3-year CAGR at +37.25%. Rankings move with NAVs — past returns don't guarantee future performance.
NAV data as of 20 Aug 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.