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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6 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 Children's Fund - Investment Plan SBI Funds Management Limited · Lokesh Mallya, since ≥ Jun 2026	Children's	₹53.38 18 Sep 2026	13.5%	21.1%	₹7,317 Cr	1.12% Regular 2.01%	beat peers in 100% of 3-yr windows36 windows
SBI Retirement Benefit Fund - Aggressive Plan SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	Retirement	₹21.57 21 Sep 2026	0.1%	8.9%	₹3,158 Cr	1.13% Regular 2.09%	beat peers in 75% of 3-yr windows32 windows — thin record
SBI Retirement Benefit Fund - Aggressive Hybrid Plan SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	Retirement	₹20.81 21 Sep 2026	3.0%	9.8%	₹1,555 Cr	1.22% Regular 2.15%	beat peers in 69% of 3-yr windows32 windows — thin record
SBI Retirement Benefit Fund - Conservative Hybrid Plan SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	Retirement	₹16.35 21 Sep 2026	1.9%	7.1%	₹256 Cr	1.24% Regular 1.77%	beat peers in 0% of 3-yr windows32 windows — thin record
SBI CHILDREN'S FUND - SAVINGS PLAN SBI Funds Management Limited · Lokesh Mallya, since ≥ Jun 2026	Children's	₹131.75 21 Sep 2026	9.6%	11.7%	₹147 Cr	0.91% Regular 1.29%	beat peers in 40% of 3-yr windows109 windows
SBI Retirement Benefit Fund - Conservative Plan SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026	Retirement	₹15.02 21 Sep 2026	2.7%	6.6%	₹141 Cr	0.98% Regular 1.45%	beat peers in 0% of 3-yr windows32 windows — thin record

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.