SBI Mutual Fund

As of 31 Jan 2024, fund size of SBI Contra Fund is 23,572.42 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

SBI Contra Fund has given 24.56% annualized return for the last 3 years. The funds SIP returns during the same period is 26.13%

SBI Contra Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of SBI Long Term Equity Fund is 20,085.15 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

SBI Long Term Equity Fund has given 25.88% annualized return for the last 3 years. The funds SIP returns during the same period is 30.60%

SBI Long Term Equity Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

3,626.55 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

SBI Multi Asset Allocation Fund has given 14.50% annualized return for the last 3 years.

At present SBI Multi Asset Allocation Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of SBI Balanced Advantage Fund is 27,487.94 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

SBI Balanced Advantage Fund has given 13.36% annualized return for the last 3 years.

At present SBI Balanced Advantage Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of SBI Contra Fund is 23,572.42 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

SBI Contra Fund has given 24.56% annualized return for the last 3 years. The funds SIP returns during the same period is 26.13%

SBI Contra Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of SBI Long Term Equity Fund is 20,085.15 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

SBI Long Term Equity Fund has given 25.88% annualized return for the last 3 years. The funds SIP returns during the same period is 30.60%

SBI Long Term Equity Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

3,626.55 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

SBI Multi Asset Allocation Fund has given 14.50% annualized return for the last 3 years.

At present SBI Multi Asset Allocation Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of SBI Balanced Advantage Fund is 27,487.94 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

SBI Balanced Advantage Fund has given 13.36% annualized return for the last 3 years.

At present SBI Balanced Advantage Fund has not been rated by us.

Not Rated