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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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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.

1,170 funds

ordered by size · names starting with S · showing 1–50

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
SBI Nifty 50 ETF
SBI Funds Management Limited · Viral Chhadva, since Feb 2026
Other ETFs −6.1% 7.0% ₹2.14 lakh Cr 0.00%
Regular 0.05%
beat peers in 2% of 3-yr windows99 windows
SBI BSE SENSEX ETF
SBI Funds Management Limited · Viral Chhadva, since Feb 2026
Other ETFs −8.0% 5.3% ₹1.22 lakh Cr 0.00%
Regular 0.05%
beat peers in 21% of 3-yr windows109 windows
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 LIQUID FUND
SBI Funds Management Limited · Rajeev Radhakrishnan, since ≥ Jun 2026
Liquid ₹4,447.37
21 Sep 2026
6.5% 6.9% ₹84,054 Cr 0.20%
Regular 0.34%
beat peers in 21% of 3-yr windows109 windows
SBI Large Cap Fund
SBI Funds Management Limited · Saurabh Pant, since ≥ Jun 2026
Large Cap ₹101.97
21 Sep 2026
−1.6% 9.2% ₹55,417 Cr 0.89%
Regular 1.51%
beat peers in 45% of 3-yr windows109 windows
SBI FOCUSED FUND
SBI Funds Management Limited · R Srinivasan, since ≥ Jun 2026
Focused ₹449.90
18 Sep 2026
10.6% 15.8% ₹50,084 Cr 0.82%
Regular 1.59%
beat peers in 63% of 3-yr windows109 windows
SBI CONTRA FUND
SBI Funds Management Limited · Dinesh, since ≥ Jun 2026
Contra ₹408.33
18 Sep 2026
−3.5% 11.1% ₹48,237 Cr 0.87%
Regular 1.61%
beat peers in 52% of 3-yr windows109 windows
SBI LARGE & MIDCAP FUND
SBI Funds Management Limited · Saurabh Pant, since ≥ Jun 2026
Large & Mid Cap ₹695.44
18 Sep 2026
0.9% 12.7% ₹42,320 Cr 0.84%
Regular 1.64%
beat peers in 37% 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 SMALL CAP FUND
SBI Funds Management Limited · R Srinivasan, since ≥ Jun 2026
Small Cap ₹213.50
21 Sep 2026
6.6% 12.3% ₹39,942 Cr 0.79%
Regular 1.58%
beat peers in 49% of 3-yr windows109 windows
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 Money Market Fund
SBI Funds Management Limited · Rajeev, since ≥ Jun 2026
Money Market ₹48.09
21 Sep 2026
6.4% 7.3% ₹33,732 Cr 0.26%
Regular 0.63%
beat peers in 95% of 3-yr windows109 windows
SBI ELSS Tax Saver Fund
SBI Funds Management Limited · Milind Agrawal, since ≥ Jun 2026
ELSS ₹458.15
21 Sep 2026
−3.7% 13.6% ₹32,298 Cr 1.27%
Regular 1.86%
beat peers in 48% of 3-yr windows109 windows
SBI OVERNIGHT FUND
SBI Funds Management Limited · Ranjhana Gupta, since Jun 2026
Overnight ₹4,485.77
21 Sep 2026
5.2% 6.0% ₹29,876 Cr 0.09%
Regular 0.14%
beat peers in 17% of 3-yr windows109 windows
SBI Gold ETF
SBI Funds Management Limited · Viral Chhadva, since Feb 2026
Gold ETF 35.4% 35.7% ₹27,085 Cr 0.00%
Regular 0.65%
beat peers in 21% of 3-yr windows109 windows
SBI MIDCAP FUND
SBI Funds Management Limited · Bhavin Vithlani, since ≥ Jun 2026
Mid Cap ₹269.88
21 Sep 2026
3.8% 11.0% ₹24,349 Cr 1.05%
Regular 1.80%
beat peers in 38% of 3-yr windows109 windows
SBI MultiCap Fund
SBI Funds Management Limited · Bectors Food, since ≥ Jun 2026
Multi Cap ₹17.82
21 Sep 2026
−0.6% 13.3% ₹24,138 Cr 1.07%
Regular 1.87%
beat peers in 0% of 3-yr windows19 windows — thin record
SBI FLEXICAP FUND
SBI Funds Management Limited · Anup Upadhyay, since ≥ Jun 2026
Flexi Cap ₹121.21
18 Sep 2026
−2.1% 8.6% ₹22,888 Cr 1.26%
Regular 2.03%
beat peers in 58% of 3-yr windows109 windows
SBI Corporate Bond Fund
SBI Funds Management Limited · Ardhendu Bhattacharya, since ≥ Jun 2026
Corporate Bond ₹17.03
21 Sep 2026
5.1% 7.2% ₹22,186 Cr 0.37%
Regular 0.76%
beat peers in 9% of 3-yr windows56 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 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
Sundaram Mid Cap Fund
Sundaram Asset Management Company Ltd · Bharath S, since Mar 2026
Mid Cap ₹1,629.91
21 Sep 2026
6.0% 18.4% ₹14,268 Cr 1.05%
Regular 1.86%
beat peers in 46% of 3-yr windows109 windows
SBI SHORT TERM FUND
SBI Funds Management Limited · Mansi Sajeja Over, since ≥ Jun 2026
Short Term ₹36.47
21 Sep 2026
5.2% 7.3% ₹14,002 Cr 0.42%
Regular 0.87%
beat peers in 27% of 3-yr windows109 windows
SBI NIFTY INDEX FUND
SBI Funds Management Limited · Viral Chhadva, since Feb 2026
Index Funds ₹219.11
21 Sep 2026
−6.3% 6.8% ₹13,913 Cr 0.23%
Regular 0.43%
beat peers in 53% of 3-yr windows109 windows
SBI Ultra Short to Short Term Fund
SBI Funds Management Limited · Sudhir Agrawal, since ≥ Aug 2026
Ultra Short to Short Term ₹3,912.91
21 Sep 2026
6.1% 7.2% ₹13,477 Cr 0.44%
Regular 0.92%
beat peers in 26% of 3-yr windows109 windows
SBI ULTRA SHORT TERM FUND
SBI Funds Management Limited · Sudhir Agrawal, since Aug 2026
Ultra Short Term ₹6,568.86
21 Sep 2026
6.5% 7.2% ₹12,168 Cr 0.35%
Regular 0.56%
beat peers in 30% of 3-yr windows109 windows
SBI BANKING & FINANCIAL SERVICES FUND
SBI Funds Management Limited · Milind Agrawal, since ≥ Jun 2026
Sectoral/ Thematic ₹48.49
21 Sep 2026
1.0% 15.8% ₹10,879 Cr 1.21%
Regular 2.16%
beat peers in 61% of 3-yr windows103 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 Dividend Yield Fund
SBI Funds Management Limited · Nidhi Chawla, since ≥ Jun 2026
Dividend Yield 3.1% 11.2% ₹8,653 Cr 1.15%
Regular 2.04%
beat peers in 43% of 3-yr windows7 windows — thin record
SBI Energy Opportunities Fund
SBI Funds Management Limited · Raj Gandhi, since ≥ Jun 2026
Sectoral/ Thematic ₹11.17
21 Sep 2026
4.0% ₹8,640 Cr 0.93%
Regular 1.85%
not measured
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)
Sundaram Asset Management Company Ltd · : Dwijendra Srivastava, since Mar 2024
Liquid ₹2,515.77
21 Sep 2026
6.6% 7.0% ₹8,575 Cr 0.14%
Regular 0.36%
beat peers in 100% of 3-yr windows21 windows — thin record
SBI GILT FUND
SBI Funds Management Limited · Sudhir Agarwal, since ≥ Jun 2026
Gilt ₹72.82
21 Sep 2026
4.0% 6.6% ₹8,304 Cr 0.50%
Regular 0.98%
beat peers in 97% of 3-yr windows109 windows
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
Sundaram Large and Midcap Fund
Sundaram Asset Management Company Ltd · Shalav Saket, since Mar 2026
Large & Mid Cap ₹105.10
21 Sep 2026
7.8% 14.8% ₹7,096 Cr 1.35%
Regular 2.36%
beat peers in 34% of 3-yr windows109 windows
SBI CPSE Bond Plus SDL Sep 2026 50 50 Index Fund
SBI Funds Management Limited · Ranjana Gupta, since ≥ Feb 2026
Index Funds ₹13.25
21 Sep 2026
6.0% 7.2% ₹7,071 Cr 0.21%
Regular 0.35%
beat peers in 0% of 3-yr windows21 windows — thin record
SBI PSU FUND
SBI Funds Management Limited · Rohit Shimpi, since ≥ Jun 2026
Sectoral/ Thematic ₹37.37
21 Sep 2026
5.3% 20.3% ₹6,674 Cr 0.97%
Regular 1.94%
beat peers in 39% of 3-yr windows109 windows
SBI MNC FUND
SBI Funds Management Limited · Tanmaya Desai, since ≥ Jun 2026
Sectoral/ Thematic ₹453.19
21 Sep 2026
14.4% 7.8% ₹6,480 Cr 1.44%
Regular 2.03%
beat peers in 32% of 3-yr windows109 windows
SBI MEDIUM TERM FUND
SBI Funds Management Limited · Lokesh Mallya, since ≥ Aug 2026
Medium Term ₹59.77
21 Sep 2026
6.7% 7.8% ₹6,459 Cr 0.72%
Regular 1.23%
beat peers in 100% of 3-yr windows109 windows
SBI Silver ETF
SBI Funds Management Limited · Viral Chhadva, since Feb 2026
Other ETFs 75.0% ₹6,195 Cr 0.00%
Regular 0.41%
not measured
SBI Automotive Opportunities Fund
SBI Funds Management Limited · Tanmaya Desai, since ≥ Jun 2026
Sectoral/ Thematic ₹13.56
21 Sep 2026
23.6% ₹5,753 Cr 1.01%
Regular 1.99%
not measured
SBI ESG Exclusionary Strategy Fund
SBI Funds Management Limited · Rohit Shimpi, since ≥ Jun 2026
Sectoral/ Thematic ₹257.64
21 Sep 2026
−2.6% 8.7% ₹5,468 Cr 1.50%
Regular 2.04%
beat peers in 36% of 3-yr windows109 windows
SBI HEALTHCARE OPPORTUNITIES FUND
SBI Funds Management Limited · Tanmaya Desai, since ≥ Jun 2026
Sectoral/ Thematic ₹611.08
21 Sep 2026
22.6% 25.0% ₹5,406 Cr 1.03%
Regular 1.99%
beat peers in 56% of 3-yr windows109 windows
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
SBI Innovative Opportunities Fund
SBI Funds Management Limited · Vivek Gedda, since ≥ Jun 2026
Sectoral/ Thematic ₹11.02
21 Sep 2026
8.7% ₹5,185 Cr 1.06%
Regular 2.02%
not measured
Sundaram Services Fund
Sundaram Asset Management Company Ltd · : Rohit Seksaria, since Mar 2024
Sectoral/ Thematic ₹40.10
21 Sep 2026
4.1% 14.8% ₹5,087 Cr 0.85%
Regular 1.94%
beat peers in 74% of 3-yr windows61 windows
SBI INFRASTRUCTURE FUND
SBI Funds Management Limited · Bhavin Vithlani, since ≥ Jun 2026
Sectoral/ Thematic ₹53.90
21 Sep 2026
1.4% 13.6% ₹4,930 Cr 1.19%
Regular 2.04%
beat peers in 63% of 3-yr windows109 windows
SBI TECHNOLOGY OPPORTUNITIES FUND
SBI Funds Management Limited · Vivek Gedda, since ≥ Jun 2026
Sectoral/ Thematic ₹229.87
18 Sep 2026
−9.5% 8.5% ₹4,594 Cr 1.08%
Regular 2.00%
beat peers in 56% of 3-yr windows109 windows
SBI BANKING & PSU DEBT FUND
SBI Funds Management Limited · Ardhendhu, since ≥ Jun 2026
Banking and PSU Debt ₹3,532.75
21 Sep 2026
5.3% 7.2% ₹3,934 Cr 0.41%
Regular 0.80%
beat peers in 61% of 3-yr windows109 windows
Sundaram Small Cap Fund
Sundaram Asset Management Company Ltd · : Rohit Seksaria, since Sep 2024
Small Cap ₹334.47
21 Sep 2026
14.5% 17.6% ₹3,926 Cr 0.97%
Regular 2.01%
beat peers in 17% 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.