Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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10 funds

ordered by size · names starting with S

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
SBI GOLD FUND SBI Funds Management Limited · Viral Chhadva, since Feb 2026	FoF Domestic	₹46.37 21 Sep 2026	35.0%	35.7%	₹17,664 Cr	0.24% Regular 0.42%	beat peers in 56% of 3-yr windows109 windows
SBI Silver ETF Fund of Fund SBI Funds Management Limited · Viral Chhadva, since Feb 2026	FoF Domestic	₹24.80 21 Sep 2026	74.4%	—	₹3,924 Cr	0.31% Regular 0.65%	not measured
SBI Dynamic Asset Allocation Active FoF SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	FoF Domestic	₹10.35 18 Sep 2026	3.1%	—	₹2,359 Cr	0.22% Regular 1.34%	not measured
SBI Income Plus Arbitrage Active FOF SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	FoF Domestic	₹10.77 21 Sep 2026	5.7%	—	₹1,814 Cr	0.12% Regular 0.21%	not measured
SBI US Specific Equity Active FoF SBI Funds Management Limited · Rohit Shimpi, since ≥ Jun 2026	FoF Overseas	₹24.98 18 Sep 2026	22.0%	27.5%	₹1,209 Cr	1.03% Regular 1.64%	beat peers in 100% of 3-yr windows31 windows — thin record
Sundaram Global Brand Theme-Equity Active FOF Sundaram Asset Management Company Ltd · Shalav Saket, since Dec 2025	FoF Overseas	₹47.94 18 Sep 2026	16.6%	19.4%	₹168 Cr	1.37% Regular 2.29%	beat peers in 48% of 3-yr windows109 windows
SBI Nifty Midcap 150 Momentum 50 ETF FOF SBI Funds Management Limited · Viral Chhadva, since Aug 2026	FoF Domestic	₹9.90 21 Sep 2026	—	—	₹117 Cr	0.42% Regular 0.89%	not measured
Sundaram Income Plus Arbitrage Active FoF Sundaram Asset Management Company Ltd · Bharath S, since ≥ May 2026	FoF Domestic	₹10.41 21 Sep 2026	—	—	₹69 Cr	0.34% Regular 0.59%	not measured
SBI Nifty200 Value 30 ETF FOFno recent NAV SBI Funds Management Limited	FoF Domestic	—	—	—	—	—	not measured
Shriram Gold ETF Passive FOFno recent NAV Shriram Asset Management Co. Ltd.	FoF Domestic	—	—	—	—	—	not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.