SBI Mutual Fund
SBI Mutual Fund is one of India’s oldest and most trusted asset management companies, sponsored by the State Bank of India. Set up in the late 1980s as a pioneer in the domestic mutual fund industry, it has grown into a large, diversified fund house offering solutions across equity, debt, hybrid, index, and thematic categories. Over the years, SBI Mutual Fund has combined SBI’s deep retail reach with professional fund management and a research-driven approach.
The AMC operates as a joint venture between State Bank of India and Amundi, a leading European asset manager, bringing together strong local understanding and global investing frameworks. Its investment philosophy focuses on disciplined risk management, bottom-up stock selection, and long-term wealth creation for investors.
Some of the popular SBI mutual fund schemes include well-known names in large-cap, hybrid, and contra strategies, managed by experienced fund managers such as R. Srinivasan (CIO - Equity) and specialised CIOs across fixed income and alternatives. For many investors, SBI Mutual Fund is often the first choice when exploring stable, core portfolio holdings.
List of SBI Mutual Funds
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
SBI Gold Fund - Direct Growth
|
14,998 | 34.27% | 25.33% | |
SBI PSU Fund - Direct Growth
|
5,891 | 34.03% | 29.29% | |
SBI US Specific Equity Active FoF - Dir Growth
|
1,113 | 27.99% | 17.09% | |
SBI Healthcare Opportunities Fund - Direct Growth
|
4,064 | 24.95% | 17.16% | |
SBI Children's Fund - Investment Plan-Dir Growth
|
5,158 | 23.42% | 26.37% | |
SBI Nifty Midcap 150 Index Fund - Direct Growth
|
885 | 22.99% | - | |
SBI Long Term Advantage Fund - Series V -Dir Growth
|
320 | 22.31% | 18.38% | |
SBI ELSS Tax Saver Fund - Direct Growth
|
28,441 | 22.24% | 19.64% | |
SBI Nifty Next 50 Index Fund - Direct Growth
|
1,711 | 21.65% | - | |
SBI Banking & Financial Services Fund - Direct Growth
|
9,380 | 21.21% | 16.39% |
SBI Mutual Fund Key Information
Current NFO
-
-
15 Apr 2026
Launch Date
20 Apr 2026
Closed Date
-
-
15 Apr 2026
Launch Date
20 Apr 2026
Closed Date
Closed NFO
-
-
16 Mar 2026
Launch Date
24 Mar 2026
Closed Date
Other Calculators
Frequently Asked Questions
SBI Mutual Fund is a leading Indian asset management company sponsored by the State Bank of India. It is popular because of its long history, wide presence, and diversified range of SBI mutual fund schemes across equity, debt, hybrid, and index categories.
There is no single “best SBI mutual fund” for everyone. The right choice depends on your risk profile, investment horizon, and financial objectives. On 5paisa, you can compare different SBI mutual fund schemes by category and strategy, then align them with your goals instead of chasing only past returns.
SBI mutual fund returns for each scheme are available on the scheme detail pages on platforms like 5paisa and on the official SBI Mutual Fund website. Always remember that historical performance is not a guarantee of future results and should be just one part of your decision-making.
You can invest in SBI mutual fund schemes on 5paisa by creating an account, completing KYC, browsing the list of SBI mutual fund schemes, and then placing an order either via SIP or lump sum. The entire journey is paperless and managed online.
Yes, you can invest in direct plans of SBI mutual fund schemes on 5paisa. Direct plans typically have a lower expense ratio than regular plans because there is no distributor commission involved.
No. While SBI manages several well-known equity funds, it also offers a wide range of debt, hybrid, and solution-oriented schemes. Investors can build diversified portfolios using a mix of SBI mutual fund schemes depending on their risk and return expectations.
Yes. You can initiate a new SIP, change the SIP amount or date (subject to scheme and platform rules), or stop an SIP in SBI mutual fund schemes through the SIP management section in your 5paisa account.
You need a PAN, valid address proof, a bank account in your name, and a completed KYC. Once these are in place, you can begin investing in SBI mutual fund schemes seamlessly through 5paisa.
It is fairly simple to increase your SIP amount in SBI Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.