SBI Mutual Funds

As of 31 Jul 2025, fund size of SBI PSU Fund is 6,703.16 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 PSU Fund has given 28.34% annualized return for the last 3 years. The funds SIP returns during the same period is 24.44%

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

Not Rated

As of 31 Jul 2025, fund size of SBI ESG Exclusionary Strategy Fund is 5,355.93 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 ESG Exclusionary Strategy Fund has given 13.03% annualized return for the last 3 years. The funds SIP returns during the same period is 11.95%

At present SBI ESG Exclusionary Strategy Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Retirement Benefit Fund is 254.85 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

SBI Retirement Benefit Fund has given 9.38% annualized return for the last 3 years.

At present SBI Retirement Benefit Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Retirement Benefit Fund is 254.85 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

SBI Retirement Benefit Fund has given 9.38% annualized return for the last 3 years.

At present SBI Retirement Benefit Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Retirement Benefit Fund is 140.43 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

SBI Retirement Benefit Fund has given 8.37% annualized return for the last 3 years.

At present SBI Retirement Benefit Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI US Specific Equity Active FOF is 1,227.41 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 19.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

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At present SBI US Specific Equity Active FOF has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI PSU Fund is 6,703.16 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 PSU Fund has given 28.34% annualized return for the last 3 years. The funds SIP returns during the same period is 24.44%

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

Not Rated

As of 31 Jul 2025, fund size of SBI ESG Exclusionary Strategy Fund is 5,355.93 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 ESG Exclusionary Strategy Fund has given 13.03% annualized return for the last 3 years. The funds SIP returns during the same period is 11.95%

At present SBI ESG Exclusionary Strategy Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Retirement Benefit Fund is 254.85 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

SBI Retirement Benefit Fund has given 9.38% annualized return for the last 3 years.

At present SBI Retirement Benefit Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Retirement Benefit Fund is 254.85 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

SBI Retirement Benefit Fund has given 9.38% annualized return for the last 3 years.

At present SBI Retirement Benefit Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI Retirement Benefit Fund is 140.43 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

SBI Retirement Benefit Fund has given 8.37% annualized return for the last 3 years.

At present SBI Retirement Benefit Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of SBI US Specific Equity Active FOF is 1,227.41 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 19.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

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At present SBI US Specific Equity Active FOF has not been rated by us.

Not Rated