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 Large & Mid Cap Fund is 20,007.77 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 25.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

SBI Large & Mid Cap Fund has given 18.72% annualized return for the last 3 years. The funds SIP returns during the same period is 21.18%

SBI Large & Mid Cap 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 Consumption Opportunities Fund is 2,000.77 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

SBI Consumption Opportunities Fund has given 23.35% annualized return for the last 3 years. The funds SIP returns during the same period is 24.79%

At present SBI Consumption Opportunities Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of SBI Technology Opportunities Fund is 3,758.42 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

SBI Technology Opportunities Fund has given 13.52% annualized return for the last 3 years. The funds SIP returns during the same period is 25.86%

At present SBI Technology Opportunities 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 Large & Mid Cap Fund is 20,007.77 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 25.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

SBI Large & Mid Cap Fund has given 18.72% annualized return for the last 3 years. The funds SIP returns during the same period is 21.18%

SBI Large & Mid Cap 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 Consumption Opportunities Fund is 2,000.77 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

SBI Consumption Opportunities Fund has given 23.35% annualized return for the last 3 years. The funds SIP returns during the same period is 24.79%

At present SBI Consumption Opportunities Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of SBI Technology Opportunities Fund is 3,758.42 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

SBI Technology Opportunities Fund has given 13.52% annualized return for the last 3 years. The funds SIP returns during the same period is 25.86%

At present SBI Technology Opportunities Fund has not been rated by us.

Not Rated