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Rolling SIP returns
Rolling SWP returns
Rolling SIP returns with 10% step-up
Rolling SWP returns with 10% step-up
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 9-Nov-2025.
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Best SBI Mutual Funds in 2025
Fundwise SIP and SWP returns
Rolling SIP returns
| Fund | Any 1Y SIP | Any 3Y SIP | Any 5Y SIP |
|---|---|---|---|
| SBI Magnum Income Fund | 8.17% | 8.19% | 8.04% |
| SBI PSU Fund | 13.53% | 14.69% | 13.53% |
| SBI Nifty 10 Yr Benchmark G Sec ETF Fund | 7.25% | 7.4% | 6.05% |
| SBI Dynamic Bond Fund | 8.16% | 8.32% | 7.92% |
| SBI Magnum Gilt Fund | 8.5% | 8.57% | 7.94% |
| SBI Corporate Bond Fund | 7.24% | 5.94% | 6.05% |
| SBI Nifty100 Low Volatility 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty 1d Rate Liquid ETF Fund | 0% | 0% | 0% |
| SBI Nifty Index Fund | 13.42% | 13.63% | 13.62% |
| SBI Bse 100 ETF Fund | 12.82% | 15.43% | 15.97% |
| SBI Flexicap Fund | 14.39% | 16.98% | 16.68% |
| SBI Banking PSU Fund | 8.04% | 7.67% | 7.7% |
| SBI Dividend Yield Fund | 8.05% | 0% | 0% |
| SBI Nifty50 Equal Weight ETF Fund | 10.23% | 0% | 0% |
| SBI Quant Fund | 0% | 0% | 0% |
| SBI Overnight Fund | 6.29% | 6.15% | 5.79% |
| SBI Infrastructure Fund | 16.82% | 18.97% | 19.53% |
| SBI Silver ETF Fund | 55.7% | 0% | 0% |
| SBI Nifty 50 ETF Fund | 13.92% | 14.77% | 15.18% |
| SBI Innovative Opportunities Fund | 10.66% | 0% | 0% |
| SBI Bse PSU Bank Index Fund | 0% | 0% | 0% |
| SBI Bse Sensex ETF Fund | 14.21% | 13.38% | 13.55% |
| SBI Contra Fund | 16.24% | 18.16% | 20.04% |
| SBI Balanced Advantage Fund | 12.67% | 14.74% | 13.23% |
| SBI Us Specific Equity Active FOF Fund | 18.79% | 22.16% | 20.34% |
| SBI Long Duration Fund | 10.4% | 0% | 0% |
| SBI Savings Fund | 7.78% | 7.57% | 7.33% |
| SBI Small Cap Fund | 21.12% | 25.2% | 24.99% |
| SBI Equity Hybrid Fund | 14.05% | 14.01% | 14.41% |
| SBI Magnum Ultra Short Duration Fund | 7.65% | 7.32% | 7.19% |
| SBI Magnum Childrens Benefit Investment Fund | 23.8% | 26.44% | 23.12% |
| SBI Nifty200 Quality 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty Consumption ETF Fund | 17.64% | 18.54% | 18.14% |
| SBI Nifty It Index Fund | 0% | 0% | 0% |
| SBI Income Plus Arbitrage Active FOF Fund | 0% | 0% | 0% |
| SBI Nifty Next 50 ETF Fund | 10.3% | 15.61% | 14.82% |
| SBI Technology Opportunities Fund | 12.21% | 16.79% | 16.95% |
| SBI Multi Asset Allocation Fund | 11.37% | 11.67% | 11.61% |
| SBI Bse Sensex Next 50 ETF Fund | 14.77% | 21.8% | 20.25% |
| SBI Magnum Medium Duration Fund | 8.52% | 8.89% | 8.86% |
| SBI Nifty Private Bank ETF Fund | 11.41% | 11.7% | 10.77% |
| SBI Midcap Fund | 17.7% | 22.15% | 23.17% |
| SBI Magnum Childrens Benefit Savings Fund | 12.24% | 13.27% | 12.65% |
| SBI Credit Risk Fund | 8.79% | 7.94% | 7.79% |
| SBI Large Cap Fund | 14.72% | 16.13% | 16.5% |
| SBI Equity Savings Fund | 10.37% | 10.76% | 10.98% |
| SBI Nifty Bank ETF Fund | 15.59% | 15.4% | 14.75% |
| SBI Crisil Ibx Sdl Index September 2027 Fund | 8.15% | 8.15% | 0% |
| SBI Equity Minimum Variance Fund | 17.95% | 17.15% | 18.33% |
| SBI Focused Fund | 15.48% | 16.54% | 17.0% |
| SBI Nifty It ETF Fund | 7.08% | 11.43% | 8.52% |
| SBI Energy Opportunities Fund | 2.02% | 0% | 0% |
| SBI Liquid Fund | 7.12% | 6.93% | 6.47% |
| SBI Crisil Ibx Gilt Index April 2029 Fund | 8.51% | 8.74% | 0% |
| SBI Retirement Benefit Aggressive Hybrid Fund | 15.02% | 16.46% | 13.33% |
| SBI Banking Financial Services Fund | 20.43% | 19.04% | 18.35% |
| SBI Nifty India Consumption Index Fund | 14.64% | 0% | 0% |
| SBI Nifty 200 Quality 30 ETF Fund | 14.92% | 14.73% | 14.71% |
| SBI Gold ETF Fund | 9.84% | 3.69% | 2.55% |
| SBI Large Midcap Fund | 16.9% | 18.71% | 19.07% |
| SBI Bse PSU Bank ETF Fund | 0% | 0% | 0% |
| SBI Nifty Bank Index Fund | 0% | 0% | 0% |
| SBI Nifty Smallcap 250 Index Fund | 30.53% | 17.99% | 0% |
| SBI Conservative Hybrid Fund | 10.42% | 10.99% | 10.74% |
| SBI Short Term Debt Fund | 8.31% | 7.68% | 7.56% |
| SBI Nifty50 Equal Weight Index Fund | 6.02% | 0% | 0% |
| SBI Crisil Ibx Gilt Index June 2036 Fund | 9.56% | 8.55% | 0% |
| SBI Silver ETF Of Fund | 56.73% | 0% | 0% |
| SBI Nifty 500 Index Fund | 11.38% | 0% | 0% |
| SBI ELSS Tax Saver Fund | 15.47% | 17.04% | 17.23% |
| SBI Floating Rate Debt Fund | 7.8% | 7.75% | 7.64% |
| SBI Dynamic Asset Allocation Active FOF Fund | 0% | 0% | 0% |
| SBI Retirement Benefit Conservative Fund | 8.93% | 9.96% | 8.9% |
| SBI Magnum Low Duration Fund | 7.87% | 7.43% | 7.39% |
| SBI Retirement Benefit Conservative Hybrid Fund | 9.76% | 11.74% | 9.9% |
| SBI Comma Fund | 13.07% | 17.64% | 18.85% |
| SBI Nifty Midcap 150 Index Fund | 27.18% | 20.06% | 0% |
| SBI Automotive Opportunities Fund | 13.04% | 0% | 0% |
| SBI Retirement Benefit Aggressive Fund | 17.04% | 18.29% | 14.08% |
| SBI Gold Fund | 7.46% | 8.81% | 10.66% |
| SBI Nifty200 Momentum 30 Index Fund | 0% | 0% | 0% |
| SBI Consumption Opportunities Fund | 17.66% | 20.3% | 19.75% |
| SBI Cpse Bond Plus Sdl Sep 2026 5050 Index Fund | 7.59% | 7.75% | 0% |
| SBI Esg Exclusionary Strategy Fund | 14.29% | 13.78% | 14.61% |
| SBI Mnc Fund | 11.72% | 13.51% | 15.47% |
| SBI Multicap Fund | 20.4% | 19.37% | 0% |
| SBI Nifty Next 50 Index Fund | 9.18% | 20.17% | 17.13% |
| SBI Bse Sensex Index Fund | 8.33% | 0% | 0% |
| SBI Healthcare Opportunities Fund | 11.08% | 17.34% | 17.94% |
| SBI Nifty 1d Rate Liquid ETF IDCW Fund | 0% | 0% | 0% |
| SBI Magnum Constant Maturity Fund | 9.55% | 8.85% | 8.83% |
SIP Calculator
Rolling SWP returns
| Fund | Any 1Y SWP | Any 3Y SWP | Any 5Y SWP |
|---|---|---|---|
| SBI Magnum Income Fund | 8.41% | 8.48% | 8.65% |
| SBI PSU Fund | 8.01% | 6.49% | 5.74% |
| SBI Nifty 10 Yr Benchmark G Sec ETF Fund | 7.32% | 4.55% | 4.56% |
| SBI Dynamic Bond Fund | 8.42% | 8.35% | 8.44% |
| SBI Magnum Gilt Fund | 8.53% | 8.9% | 9.07% |
| SBI Corporate Bond Fund | 7.24% | 5.57% | 5.44% |
| SBI Nifty100 Low Volatility 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty 1d Rate Liquid ETF Fund | 0% | 0% | 0% |
| SBI Nifty Index Fund | 11.82% | 11.59% | 11.71% |
| SBI Bse 100 ETF Fund | 9.62% | 11.67% | 11.4% |
| SBI Flexicap Fund | 13.36% | 13.83% | 13.83% |
| SBI Banking PSU Fund | 8.46% | 8.03% | 8.32% |
| SBI Dividend Yield Fund | 29.82% | 0% | 0% |
| SBI Nifty50 Equal Weight ETF Fund | -9.53% | 0% | 0% |
| SBI Quant Fund | 0% | 0% | 0% |
| SBI Overnight Fund | 6.36% | 6.0% | 5.7% |
| SBI Infrastructure Fund | 15.6% | 14.05% | 13.03% |
| SBI Silver ETF Fund | 22.99% | 0% | 0% |
| SBI Nifty 50 ETF Fund | 11.92% | 11.4% | 11.47% |
| SBI Innovative Opportunities Fund | -12.95% | 0% | 0% |
| SBI Bse PSU Bank Index Fund | 0% | 0% | 0% |
| SBI Bse Sensex ETF Fund | 13.03% | 11.64% | 11.85% |
| SBI Contra Fund | 13.05% | 13.79% | 12.5% |
| SBI Balanced Advantage Fund | 12.83% | 14.12% | 10.86% |
| SBI Us Specific Equity Active FOF Fund | 13.35% | 5.95% | 7.81% |
| SBI Long Duration Fund | 9.19% | 0% | 0% |
| SBI Savings Fund | 7.83% | 7.56% | 7.48% |
| SBI Small Cap Fund | 20.43% | 21.32% | 20.17% |
| SBI Equity Hybrid Fund | 12.53% | 12.47% | 12.4% |
| SBI Magnum Ultra Short Duration Fund | 7.77% | 7.46% | 7.43% |
| SBI Magnum Childrens Benefit Investment Fund | 28.87% | 24.01% | 40.39% |
| SBI Nifty200 Quality 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty Consumption ETF Fund | 16.95% | 15.39% | 12.73% |
| SBI Nifty It Index Fund | 0% | 0% | 0% |
| SBI Income Plus Arbitrage Active FOF Fund | 0% | 0% | 0% |
| SBI Nifty Next 50 ETF Fund | 6.76% | 12.3% | 11.75% |
| SBI Technology Opportunities Fund | 14.2% | 18.44% | 18.52% |
| SBI Multi Asset Allocation Fund | 10.39% | 11.35% | 11.52% |
| SBI Bse Sensex Next 50 ETF Fund | 11.39% | 15.08% | 15.95% |
| SBI Magnum Medium Duration Fund | 8.76% | 9.4% | 9.59% |
| SBI Nifty Private Bank ETF Fund | 8.75% | 11.05% | 9.52% |
| SBI Midcap Fund | 13.81% | 16.68% | 15.79% |
| SBI Magnum Childrens Benefit Savings Fund | 13.51% | 12.84% | 12.51% |
| SBI Credit Risk Fund | 8.85% | 8.17% | 7.9% |
| SBI Large Cap Fund | 12.93% | 13.23% | 13.16% |
| SBI Equity Savings Fund | 8.89% | 9.27% | 9.09% |
| SBI Nifty Bank ETF Fund | 10.69% | 9.48% | 8.31% |
| SBI Crisil Ibx Sdl Index September 2027 Fund | 8.47% | 8.11% | 0% |
| SBI Equity Minimum Variance Fund | 13.12% | 16.78% | 17.06% |
| SBI Focused Fund | 13.95% | 15.2% | 15.17% |
| SBI Nifty It ETF Fund | 14.78% | 10.49% | 13.37% |
| SBI Energy Opportunities Fund | -12.8% | 0% | 0% |
| SBI Liquid Fund | 7.16% | 6.9% | 6.64% |
| SBI Crisil Ibx Gilt Index April 2029 Fund | 8.83% | 8.88% | 0% |
| SBI Retirement Benefit Aggressive Hybrid Fund | 18.94% | 16.05% | 16.58% |
| SBI Banking Financial Services Fund | 14.87% | 13.21% | 13.04% |
| SBI Nifty India Consumption Index Fund | -0.64% | 0% | 0% |
| SBI Nifty 200 Quality 30 ETF Fund | 11.62% | 14.31% | 15.06% |
| SBI Gold ETF Fund | 11.01% | 2.64% | 0.21% |
| SBI Large Midcap Fund | 14.32% | 14.77% | 14.06% |
| SBI Bse PSU Bank ETF Fund | 0% | 0% | 0% |
| SBI Nifty Bank Index Fund | 0% | 0% | 0% |
| SBI Nifty Smallcap 250 Index Fund | 32.67% | 28.84% | 0% |
| SBI Conservative Hybrid Fund | 10.04% | 10.6% | 10.16% |
| SBI Short Term Debt Fund | 8.29% | 8.18% | 8.26% |
| SBI Nifty50 Equal Weight Index Fund | 2.36% | 0% | 0% |
| SBI Crisil Ibx Gilt Index June 2036 Fund | 9.91% | 9.89% | 0% |
| SBI Silver ETF Of Fund | 23.57% | 0% | 0% |
| SBI Nifty 500 Index Fund | -7.09% | 0% | 0% |
| SBI ELSS Tax Saver Fund | 12.97% | 14.21% | 11.79% |
| SBI Floating Rate Debt Fund | 7.48% | 5.48% | 5.58% |
| SBI Dynamic Asset Allocation Active FOF Fund | 0% | 0% | 0% |
| SBI Retirement Benefit Conservative Fund | 9.71% | 8.19% | 7.97% |
| SBI Magnum Low Duration Fund | 8.0% | 7.57% | 7.51% |
| SBI Retirement Benefit Conservative Hybrid Fund | 12.56% | 10.66% | 10.47% |
| SBI Comma Fund | 8.5% | 14.18% | 13.4% |
| SBI Nifty Midcap 150 Index Fund | 31.99% | 27.75% | 0% |
| SBI Automotive Opportunities Fund | -16.85% | 0% | 0% |
| SBI Retirement Benefit Aggressive Fund | 21.14% | 17.95% | 18.69% |
| SBI Gold Fund | 6.73% | 6.95% | 6.46% |
| SBI Nifty200 Momentum 30 Index Fund | 0% | 0% | 0% |
| SBI Consumption Opportunities Fund | 16.45% | 16.71% | 15.31% |
| SBI Cpse Bond Plus Sdl Sep 2026 5050 Index Fund | 7.82% | 6.88% | 0% |
| SBI Esg Exclusionary Strategy Fund | 11.77% | 12.29% | 12.45% |
| SBI Mnc Fund | 10.61% | 12.95% | 13.27% |
| SBI Multicap Fund | 24.91% | 17.14% | 0% |
| SBI Nifty Next 50 Index Fund | 6.25% | 10.8% | 12.1% |
| SBI Bse Sensex Index Fund | 16.12% | 0% | 0% |
| SBI Healthcare Opportunities Fund | 17.24% | 13.74% | 13.83% |
| SBI Nifty 1d Rate Liquid ETF IDCW Fund | 0% | 0% | 0% |
| SBI Magnum Constant Maturity Fund | 9.3% | 9.93% | 10.0% |
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
| Fund | Any 1Y SIP | Any 3Y Step-up SIP | Any 5Y Step-up SIP |
|---|---|---|---|
| SBI Magnum Income Fund | 8.17% | 8.2% | 7.77% |
| SBI PSU Fund | 13.53% | 15.13% | 9.93% |
| SBI Nifty 10 Yr Benchmark G Sec ETF Fund | 7.25% | 7.4% | 5.02% |
| SBI Dynamic Bond Fund | 8.16% | 8.28% | 7.73% |
| SBI Magnum Gilt Fund | 8.5% | 8.57% | 8.04% |
| SBI Corporate Bond Fund | 7.24% | 5.97% | 6.65% |
| SBI Nifty100 Low Volatility 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty 1d Rate Liquid ETF Fund | 0% | 0% | 0% |
| SBI Nifty Index Fund | 13.42% | 13.61% | 14.47% |
| SBI Bse 100 ETF Fund | 12.82% | 15.22% | 16.31% |
| SBI Flexicap Fund | 14.39% | 16.94% | 15.62% |
| SBI Banking PSU Fund | 8.04% | 7.66% | 7.22% |
| SBI Dividend Yield Fund | 8.05% | 0% | 0% |
| SBI Nifty50 Equal Weight ETF Fund | 10.23% | 0% | 0% |
| SBI Quant Fund | 0% | 0% | 0% |
| SBI Overnight Fund | 6.29% | 6.15% | 5.41% |
| SBI Infrastructure Fund | 16.82% | 19.05% | 18.93% |
| SBI Silver ETF Fund | 55.7% | 0% | 0% |
| SBI Nifty 50 ETF Fund | 13.92% | 14.63% | 15.4% |
| SBI Innovative Opportunities Fund | 10.66% | 0% | 0% |
| SBI Bse PSU Bank Index Fund | 0% | 0% | 0% |
| SBI Bse Sensex ETF Fund | 14.21% | 13.35% | 14.16% |
| SBI Contra Fund | 16.24% | 18.36% | 22.48% |
| SBI Balanced Advantage Fund | 12.67% | 14.56% | 0% |
| SBI Us Specific Equity Active FOF Fund | 18.79% | 22.53% | 0% |
| SBI Long Duration Fund | 10.4% | 0% | 0% |
| SBI Savings Fund | 7.78% | 7.55% | 6.81% |
| SBI Small Cap Fund | 21.12% | 25.19% | 23.25% |
| SBI Equity Hybrid Fund | 14.05% | 14.05% | 14.3% |
| SBI Magnum Ultra Short Duration Fund | 7.65% | 7.32% | 6.67% |
| SBI Magnum Childrens Benefit Investment Fund | 23.8% | 26.37% | 25.89% |
| SBI Nifty200 Quality 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty Consumption ETF Fund | 17.64% | 18.35% | 0% |
| SBI Nifty It Index Fund | 0% | 0% | 0% |
| SBI Income Plus Arbitrage Active FOF Fund | 0% | 0% | 0% |
| SBI Nifty Next 50 ETF Fund | 10.3% | 15.53% | 14.92% |
| SBI Technology Opportunities Fund | 12.21% | 16.73% | 20.94% |
| SBI Multi Asset Allocation Fund | 11.37% | 11.58% | 11.35% |
| SBI Bse Sensex Next 50 ETF Fund | 14.77% | 21.57% | 22.88% |
| SBI Magnum Medium Duration Fund | 8.52% | 8.86% | 8.64% |
| SBI Nifty Private Bank ETF Fund | 11.41% | 11.71% | 12.0% |
| SBI Midcap Fund | 17.7% | 22.13% | 21.53% |
| SBI Magnum Childrens Benefit Savings Fund | 12.24% | 13.33% | 12.08% |
| SBI Credit Risk Fund | 8.79% | 7.98% | 7.84% |
| SBI Large Cap Fund | 14.72% | 16.12% | 16.03% |
| SBI Equity Savings Fund | 10.37% | 10.68% | 11.28% |
| SBI Nifty Bank ETF Fund | 15.59% | 15.4% | 14.21% |
| SBI Crisil Ibx Sdl Index September 2027 Fund | 8.15% | 8.15% | 0% |
| SBI Equity Minimum Variance Fund | 17.95% | 17.05% | 16.7% |
| SBI Focused Fund | 15.48% | 16.47% | 16.9% |
| SBI Nifty It ETF Fund | 7.08% | 11.57% | 6.42% |
| SBI Energy Opportunities Fund | 2.02% | 0% | 0% |
| SBI Liquid Fund | 7.12% | 6.93% | 6.05% |
| SBI Crisil Ibx Gilt Index April 2029 Fund | 8.51% | 8.74% | 0% |
| SBI Retirement Benefit Aggressive Hybrid Fund | 15.02% | 16.4% | 0% |
| SBI Banking Financial Services Fund | 20.43% | 19.13% | 17.38% |
| SBI Nifty India Consumption Index Fund | 14.64% | 0% | 0% |
| SBI Nifty 200 Quality 30 ETF Fund | 14.92% | 14.56% | 17.79% |
| SBI Gold ETF Fund | 9.84% | 3.77% | 1.97% |
| SBI Large Midcap Fund | 16.9% | 18.42% | 18.87% |
| SBI Bse PSU Bank ETF Fund | 0% | 0% | 0% |
| SBI Nifty Bank Index Fund | 0% | 0% | 0% |
| SBI Nifty Smallcap 250 Index Fund | 30.53% | 17.53% | 0% |
| SBI Conservative Hybrid Fund | 10.42% | 10.98% | 10.31% |
| SBI Short Term Debt Fund | 8.31% | 7.64% | 7.49% |
| SBI Nifty50 Equal Weight Index Fund | 6.02% | 0% | 0% |
| SBI Crisil Ibx Gilt Index June 2036 Fund | 9.56% | 8.51% | 0% |
| SBI Silver ETF Of Fund | 56.73% | 0% | 0% |
| SBI Nifty 500 Index Fund | 11.38% | 0% | 0% |
| SBI ELSS Tax Saver Fund | 15.47% | 16.83% | 16.35% |
| SBI Floating Rate Debt Fund | 7.8% | 7.78% | 7.3% |
| SBI Dynamic Asset Allocation Active FOF Fund | 0% | 0% | 0% |
| SBI Retirement Benefit Conservative Fund | 8.93% | 9.99% | 0% |
| SBI Magnum Low Duration Fund | 7.87% | 7.42% | 6.99% |
| SBI Retirement Benefit Conservative Hybrid Fund | 9.76% | 11.74% | 0% |
| SBI Comma Fund | 13.07% | 17.46% | 17.36% |
| SBI Nifty Midcap 150 Index Fund | 27.18% | 19.71% | 0% |
| SBI Automotive Opportunities Fund | 13.04% | 0% | 0% |
| SBI Retirement Benefit Aggressive Fund | 17.04% | 18.13% | 0% |
| SBI Gold Fund | 7.46% | 8.81% | 11.29% |
| SBI Nifty200 Momentum 30 Index Fund | 0% | 0% | 0% |
| SBI Consumption Opportunities Fund | 17.66% | 20.34% | 19.79% |
| SBI Cpse Bond Plus Sdl Sep 2026 5050 Index Fund | 7.59% | 7.76% | 0% |
| SBI Esg Exclusionary Strategy Fund | 14.29% | 13.7% | 14.79% |
| SBI Mnc Fund | 11.72% | 13.39% | 14.97% |
| SBI Multicap Fund | 20.4% | 19.18% | 0% |
| SBI Nifty Next 50 Index Fund | 9.18% | 19.82% | 0% |
| SBI Bse Sensex Index Fund | 8.33% | 0% | 0% |
| SBI Healthcare Opportunities Fund | 11.08% | 17.2% | 17.46% |
| SBI Nifty 1d Rate Liquid ETF IDCW Fund | 0% | 0% | 0% |
| SBI Magnum Constant Maturity Fund | 9.55% | 8.84% | 8.31% |
Rolling SWP returns with 10% step-up
| Fund | Any 1Y SWP | Any 3Y Step-up SWP | Any 5Y Step-up SWP |
|---|---|---|---|
| SBI Magnum Income Fund | 8.41% | 8.47% | 8.83% |
| SBI PSU Fund | 8.01% | 6.84% | 4.64% |
| SBI Nifty 10 Yr Benchmark G Sec ETF Fund | 7.32% | 4.6% | 5.36% |
| SBI Dynamic Bond Fund | 8.42% | 8.38% | 9.07% |
| SBI Magnum Gilt Fund | 8.53% | 8.9% | 9.75% |
| SBI Corporate Bond Fund | 7.24% | 5.61% | 6.7% |
| SBI Nifty100 Low Volatility 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty 1d Rate Liquid ETF Fund | 0% | 0% | 0% |
| SBI Nifty Index Fund | 11.82% | 11.84% | 11.68% |
| SBI Bse 100 ETF Fund | 9.62% | 12.0% | 11.24% |
| SBI Flexicap Fund | 13.36% | 13.88% | 13.95% |
| SBI Banking PSU Fund | 8.46% | 8.04% | 8.28% |
| SBI Dividend Yield Fund | 29.82% | 0% | 0% |
| SBI Nifty50 Equal Weight ETF Fund | -9.53% | 0% | 0% |
| SBI Quant Fund | 0% | 0% | 0% |
| SBI Overnight Fund | 6.36% | 6.0% | 5.55% |
| SBI Infrastructure Fund | 15.6% | 14.32% | 10.83% |
| SBI Silver ETF Fund | 22.99% | 0% | 0% |
| SBI Nifty 50 ETF Fund | 11.92% | 11.59% | 11.49% |
| SBI Innovative Opportunities Fund | -12.95% | 0% | 0% |
| SBI Bse PSU Bank Index Fund | 0% | 0% | 0% |
| SBI Bse Sensex ETF Fund | 13.03% | 11.82% | 12.26% |
| SBI Contra Fund | 13.05% | 13.83% | 10.27% |
| SBI Balanced Advantage Fund | 12.83% | 14.31% | 0% |
| SBI Us Specific Equity Active FOF Fund | 13.35% | 6.21% | 0% |
| SBI Long Duration Fund | 9.19% | 0% | 0% |
| SBI Savings Fund | 7.83% | 7.57% | 7.32% |
| SBI Small Cap Fund | 20.43% | 21.54% | 19.67% |
| SBI Equity Hybrid Fund | 12.53% | 12.58% | 12.84% |
| SBI Magnum Ultra Short Duration Fund | 7.77% | 7.45% | 7.2% |
| SBI Magnum Childrens Benefit Investment Fund | 28.87% | 24.18% | 52.84% |
| SBI Nifty200 Quality 30 Index Fund | 0% | 0% | 0% |
| SBI Nifty Consumption ETF Fund | 16.95% | 15.68% | 0% |
| SBI Nifty It Index Fund | 0% | 0% | 0% |
| SBI Income Plus Arbitrage Active FOF Fund | 0% | 0% | 0% |
| SBI Nifty Next 50 ETF Fund | 6.76% | 12.68% | 10.56% |
| SBI Technology Opportunities Fund | 14.2% | 18.42% | 19.8% |
| SBI Multi Asset Allocation Fund | 10.39% | 11.39% | 10.03% |
| SBI Bse Sensex Next 50 ETF Fund | 11.39% | 15.52% | 17.51% |
| SBI Magnum Medium Duration Fund | 8.76% | 9.4% | 9.47% |
| SBI Nifty Private Bank ETF Fund | 8.75% | 11.15% | 21.28% |
| SBI Midcap Fund | 13.81% | 16.87% | 12.92% |
| SBI Magnum Childrens Benefit Savings Fund | 13.51% | 12.96% | 12.58% |
| SBI Credit Risk Fund | 8.85% | 8.16% | 7.87% |
| SBI Large Cap Fund | 12.93% | 13.45% | 12.94% |
| SBI Equity Savings Fund | 8.89% | 9.37% | 8.87% |
| SBI Nifty Bank ETF Fund | 10.69% | 9.74% | 8.69% |
| SBI Crisil Ibx Sdl Index September 2027 Fund | 8.47% | 8.11% | 0% |
| SBI Equity Minimum Variance Fund | 13.12% | 16.93% | 19.23% |
| SBI Focused Fund | 13.95% | 15.43% | 15.26% |
| SBI Nifty It ETF Fund | 14.78% | 10.61% | 21.13% |
| SBI Energy Opportunities Fund | -12.8% | 0% | 0% |
| SBI Liquid Fund | 7.16% | 6.9% | 6.45% |
| SBI Crisil Ibx Gilt Index April 2029 Fund | 8.83% | 8.87% | 0% |
| SBI Retirement Benefit Aggressive Hybrid Fund | 18.94% | 16.04% | 0% |
| SBI Banking Financial Services Fund | 14.87% | 13.33% | 14.11% |
| SBI Nifty India Consumption Index Fund | -0.64% | 0% | 0% |
| SBI Nifty 200 Quality 30 ETF Fund | 11.62% | 14.45% | 17.1% |
| SBI Gold ETF Fund | 11.01% | 2.41% | 0.09% |
| SBI Large Midcap Fund | 14.32% | 15.05% | 13.86% |
| SBI Bse PSU Bank ETF Fund | 0% | 0% | 0% |
| SBI Nifty Bank Index Fund | 0% | 0% | 0% |
| SBI Nifty Smallcap 250 Index Fund | 32.67% | 28.89% | 0% |
| SBI Conservative Hybrid Fund | 10.04% | 10.66% | 10.0% |
| SBI Short Term Debt Fund | 8.29% | 8.17% | 8.2% |
| SBI Nifty50 Equal Weight Index Fund | 2.36% | 0% | 0% |
| SBI Crisil Ibx Gilt Index June 2036 Fund | 9.91% | 9.87% | 0% |
| SBI Silver ETF Of Fund | 23.57% | 0% | 0% |
| SBI Nifty 500 Index Fund | -7.09% | 0% | 0% |
| SBI ELSS Tax Saver Fund | 12.97% | 14.19% | 10.91% |
| SBI Floating Rate Debt Fund | 7.48% | 5.54% | 5.66% |
| SBI Dynamic Asset Allocation Active FOF Fund | 0% | 0% | 0% |
| SBI Retirement Benefit Conservative Fund | 9.71% | 8.2% | 0% |
| SBI Magnum Low Duration Fund | 8.0% | 7.56% | 7.42% |
| SBI Retirement Benefit Conservative Hybrid Fund | 12.56% | 10.74% | 0% |
| SBI Comma Fund | 8.5% | 14.34% | 13.81% |
| SBI Nifty Midcap 150 Index Fund | 31.99% | 27.81% | 0% |
| SBI Automotive Opportunities Fund | -16.85% | 0% | 0% |
| SBI Retirement Benefit Aggressive Fund | 21.14% | 18.03% | 0% |
| SBI Gold Fund | 6.73% | 7.0% | 7.32% |
| SBI Nifty200 Momentum 30 Index Fund | 0% | 0% | 0% |
| SBI Consumption Opportunities Fund | 16.45% | 16.81% | 14.06% |
| SBI Cpse Bond Plus Sdl Sep 2026 5050 Index Fund | 7.82% | 6.91% | 0% |
| SBI Esg Exclusionary Strategy Fund | 11.77% | 12.61% | 12.73% |
| SBI Mnc Fund | 10.61% | 13.04% | 13.02% |
| SBI Multicap Fund | 24.91% | 17.47% | 0% |
| SBI Nifty Next 50 Index Fund | 6.25% | 11.19% | 0% |
| SBI Bse Sensex Index Fund | 16.12% | 0% | 0% |
| SBI Healthcare Opportunities Fund | 17.24% | 14.21% | 13.93% |
| SBI Nifty 1d Rate Liquid ETF IDCW Fund | 0% | 0% | 0% |
| SBI Magnum Constant Maturity Fund | 9.3% | 9.93% | 9.96% |
Note:N.A. in returns indicate that the fund does not have sufficient history.
Frequently Asked Questions (FAQs) regarding SBI Mutual Fund
What is SBI Mutual Fund?
SBI Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.
How big is SBI Mutual Fund?
SBI Mutual Fund offers 91 funds in total across various categories.
How safe are mutual funds offered by SBI Mutual Fund?
Mutual Funds from SBI Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.
What returns are given by the mutual funds offered by SBI Mutual Fund?
Mutual Funds from SBI Mutual Fund have given an average 14.13% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.
How much returns are given by the best mutual funds offered by SBI Mutual Fund?
The five best mutual Funds from SBI Mutual Fund have given an average 27.29% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.
How much SIP returns are given by the best mutual funds offered by SBI Mutual Fund?
The five best mutual Funds from SBI Mutual Fund have given an average 28.67% return in the last 3 years for a monthly SIP investment. Past returns do not guarantee returns in the future.
How much SWP returns are given by the best mutual funds offered by SBI Mutual Fund?
The five best mutual Funds from SBI Mutual Fund have given an average 30.53% return pre-tax in the last 3 years for a monthly withdrawal via SWP. Past returns do not guarantee returns in the future.
How can I invest in SBI Mutual Fund mutual funds?
You can invest in SBI Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.
How can I redeem my investments from SBI Mutual Fund?
Redemption of SBI Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.
Does SBI Mutual Fund charge any fees or expenses?
Yes. Mutual funds managed by SBI Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.
Is a PAN and KYC mandatory to invest in SBI Mutual Fund mutual funds?
Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by SBI Mutual Fund.
Where can I view the performance and NAV of SBI Mutual Fund funds?
You can check the latest NAVs and performance data of all SBI Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.
Does SBI Mutual Fund offer SIP (Systematic Investment Plan) options?
Yes. SBI Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.
Does SBI Mutual Fund offer SWP (Systematic Withdrawal Plan) options?
Yes. SBI Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.
What is the minimum investment amount in SBI Mutual Fund mutual funds?
The minimum investment amount in SBI Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.
How are mutual fund returns from SBI Mutual Fund taxed?
Taxation of funds from SBI Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.
How can I contact SBI Mutual Fund for support or queries?
You can reach SBI Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.
Explore All Funds Belonging to different AMCs
Aditya Birla Sun Life Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund DSP Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund HDFC Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund quant Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund JM Financial Mutual Fund Choice Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual FundExplore Different Categories of Mutual Funds
Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or BothDisclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 9-Nov-2025.
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