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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19 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 AGGRESSIVE HYBRID FUND SBI Funds Management Limited · R Srinivasan, since ≥ Jun 2026	Aggressive Hybrid	₹346.00 21 Sep 2026	2.3%	12.0%	₹88,060 Cr	0.75% Regular 1.40%	beat peers in 60% of 3-yr windows109 windows
SBI Balanced Advantage Fund SBI Funds Management Limited · Dinesh Balachandran, since ≥ Jun 2026	Dynamic Asset Allocation or Balanced Advantage	₹16.45 21 Sep 2026	2.3%	9.8%	₹42,245 Cr	0.89% Regular 1.66%	beat peers in 100% of 3-yr windows25 windows — thin record
SBI Arbitrage Fund SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	Arbitrage	—	6.5%	7.3%	₹38,447 Cr	1.48% Regular 1.99%	beat peers in 38% of 3-yr windows109 windows
SBI MULTI ASSET ALLOCATION FUND SBI Funds Management Limited · Dinesh Balachandran, since ≥ Jun 2026	Multi Asset Allocation	₹74.71 21 Sep 2026	10.2%	15.2%	₹18,225 Cr	0.68% Regular 1.41%	beat peers in 23% of 3-yr windows43 windows
SBI CONSERVATIVE HYBRID FUND SBI Funds Management Limited · Mansi Sajeja, since ≥ Jun 2026	Conservative Hybrid	₹84.10 21 Sep 2026	5.0%	8.4%	₹10,210 Cr	0.98% Regular 1.49%	beat peers in 75% of 3-yr windows109 windows
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Sundaram Asset Management Company Ltd · : Bharath S, since ≥ Sep 2024	Aggressive Hybrid	₹184.74 21 Sep 2026	−0.9%	9.5%	₹9,048 Cr	1.16% Regular 2.15%	beat peers in 0% of 3-yr windows21 windows — thin record
SBI EQUITY SAVINGS FUND SBI Funds Management Limited · Mohit jain, since ≥ Jun 2026	Equity Savings	₹27.46 21 Sep 2026	3.2%	8.1%	₹5,328 Cr	1.49% Regular 2.03%	beat peers in 82% of 3-yr windows100 windows
Sundaram Multi Asset Allocation Fund Sundaram Asset Management Company Ltd · Arjun Nagarajan, since ≥ Sep 2024	Multi Asset Allocation	₹13.75 21 Sep 2026	6.0%	—	₹3,294 Cr	0.78% Regular 2.09%	not measured
SBI Balanced Hybrid Fund SBI Funds Management Limited · Rajeev, since Aug 2026	Balanced Hybrid	₹10.01 21 Sep 2026	—	—	₹1,822 Cr	3.57% Regular 4.71%	not measured
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram Asset Management Company Ltd · : Bharath S, since ≥ Jul 2024	Dynamic Asset Allocation or Balanced Advantage	₹41.80 21 Sep 2026	0.4%	8.8%	₹1,671 Cr	1.12% Regular 2.53%	beat peers in 0% of 3-yr windows21 windows — thin record
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Sundaram Asset Management Company Ltd · Dwijendra Srivastava, since ≥ Sep 2024	Equity Savings	₹84.01 21 Sep 2026	1.6%	9.3%	₹1,036 Cr	1.34% Regular 2.78%	beat peers in 100% of 3-yr windows21 windows — thin record
Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) Sundaram Asset Management Company Ltd · Dwijendra Srivastava, since ≥ Sep 2024	Arbitrage	₹16.48 21 Sep 2026	6.8%	7.3%	₹600 Cr	0.99% Regular 1.71%	beat peers in 0% of 3-yr windows21 windows — thin record
Samco Multi Asset Allocation Fund Samco Asset Management Private Limited	Multi Asset Allocation	₹12.60 18 Sep 2026	5.3%	—	₹405 Cr	2.25% Regular 3.73%	not measured
Samco Dynamic Asset Allocation Fund Samco Asset Management Private Limited	Dynamic Asset Allocation or Balanced Advantage	₹10.65 21 Sep 2026	−1.7%	—	₹197 Cr	1.92% Regular 3.39%	not measured
Shriram Multi Asset Allocation Fund Shriram Asset Management Co. Ltd.	Multi Asset Allocation	₹13.81 21 Sep 2026	7.5%	11.4%	₹139 Cr	0.61% Regular 2.47%	beat peers in 0% of 3-yr windows1 windows — thin record
Shriram Aggressive Hybrid Fund Shriram Asset Management Co. Ltd.	Aggressive Hybrid	₹36.80 21 Sep 2026	1.3%	9.7%	₹49 Cr	0.86% Regular 2.46%	beat peers in 15% of 3-yr windows109 windows
Shriram Balanced Advantage Fund Shriram Asset Management Co. Ltd.	Dynamic Asset Allocation or Balanced Advantage	₹18.73 21 Sep 2026	−0.8%	6.7%	₹49 Cr	0.92% Regular 2.59%	beat peers in 16% of 3-yr windows51 windows
Samco Arbitrage Fund Samco Asset Management Private Limited	Arbitrage	₹10.96 21 Sep 2026	5.1%	—	₹33 Cr	1.07% Regular 2.53%	not measured
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Sundaram Asset Management Company Ltd · Dwijendra Srivastava, since Dec 2025	Conservative Hybrid	₹32.56 21 Sep 2026	−0.1%	5.3%	₹19 Cr	1.13% Regular 1.89%	beat peers in 39% of 3-yr windows109 windows

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.