SBI Mutual Fund

As of 31 Aug 2023, fund size of SBI Debt Hybrid Fund is 9,481.73 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

SBI Debt Hybrid Fund has given 9.61% annualized return for the last 3 years.

SBI Debt Hybrid 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 High risk.

As of 31 Jan 2024, fund size of SBI Short Term Debt Fund is 12,880.85 Cr.

The average category Returns for Short Duration funds under Debt class are 5.49% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

SBI Short Term Debt Fund has given 5.90% annualized return for the last 3 years.

SBI Short Term Debt Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of SBI Equity Hybrid Fund is 65,010.1 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

SBI Equity Hybrid Fund has given 12.05% annualized return for the last 3 years.

SBI Equity Hybrid Fund has 2 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 Equity Savings Fund is 3,897.4 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

SBI Equity Savings Fund has given 10.87% annualized return for the last 3 years.

At present SBI Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of SBI Debt Hybrid Fund is 9,481.73 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

SBI Debt Hybrid Fund has given 9.61% annualized return for the last 3 years.

SBI Debt Hybrid 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 High risk.

As of 31 Jan 2024, fund size of SBI Short Term Debt Fund is 12,880.85 Cr.

The average category Returns for Short Duration funds under Debt class are 5.49% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

SBI Short Term Debt Fund has given 5.90% annualized return for the last 3 years.

SBI Short Term Debt Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of SBI Equity Hybrid Fund is 65,010.1 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

SBI Equity Hybrid Fund has given 12.05% annualized return for the last 3 years.

SBI Equity Hybrid Fund has 2 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 Equity Savings Fund is 3,897.4 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

SBI Equity Savings Fund has given 10.87% annualized return for the last 3 years.

At present SBI Equity Savings Fund has not been rated by us.

Not Rated