SBI Mutual Funds

As of 31 Jul 2025, fund size of SBI Contra Fund is 47,589.4 Cr.

The average category Returns for Value funds under Equity class are 18.47% 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 19.39% annualized return for the last 3 years. The funds SIP returns during the same period is 15.32%

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 Jul 2025, fund size of SBI Multi Asset Allocation Fund is 20,935.04 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% 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 17.21% 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 Jul 2025, fund size of SBI Comma Fund is 1,236.51 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

SBI Comma Fund has given 15.68% annualized return for the last 3 years. The funds SIP returns during the same period is 15.78%

At present SBI Comma Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Balanced Advantage Fund is 41,802.81 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% 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 13.75% annualized return for the last 3 years.

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

Not Rated

As of 31 Jul 2025, fund size of SBI Contra Fund is 47,589.4 Cr.

The average category Returns for Value funds under Equity class are 18.47% 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 19.39% annualized return for the last 3 years. The funds SIP returns during the same period is 15.32%

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 Jul 2025, fund size of SBI Multi Asset Allocation Fund is 20,935.04 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% 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 17.21% 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 Jul 2025, fund size of SBI Comma Fund is 1,236.51 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

SBI Comma Fund has given 15.68% annualized return for the last 3 years. The funds SIP returns during the same period is 15.78%

At present SBI Comma Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Balanced Advantage Fund is 41,802.81 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% 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 13.75% annualized return for the last 3 years.

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

Not Rated