SBI MUTUAL FUND TOP 5 SCHEMES: 5 & 10-YEAR RETURNS, NAV, EXPENSE RATIO - KNOW KEY INVESTMENT DETAILS
SBI Mutual Fund Top 5 Schemes: When it comes to investing in mutual funds, everyone expects good returns over time. As there are numerous options available in the market, it becomes really hard to choose the right one for your hard-earned money. Investors can get information about the funds by considering factors like ratings, expense ratios, and assets under management, which give information about the returns that have been generated over time.
SBI Mutual Fund is India’s largest AMC with five schemes that have delivered impressive returns over 5-year and 10-year periods, ranging from 27% to 17%. Despite ups and downs in the stock market, these funds have generated profits for investors.
SBI PSU Fund - Direct Plan
- 5-Year Return: 27.34%
- 10-Year Returns: 17.05%
- NAV: Rs 39.5497 (as of March 4, 2026)
- AUM: Rs 6545.08 crore (as of Feb 28, 2026)
- Expense Ratio: 0.80% (as of March 4, 2026)
- Benchmark: BSE 500 TRI
- Minimum Investment: Rs 5,000
- Minimum SIP: Rs 500
- Standard Deviation: 20.96%
- Sharpe Ratio: 1.35%
- Beta: 0.93%
SBI Healthcare Opportunities Fund - Direct Plan
- 5-Year Return: 17.81%
- 10-Year Returns: 13.16%
- NAV: Rs 424 (as of March 4, 2026)
- AUM: Rs 4076.67 crore (as of Feb 28, 2026)
- Expense Ratio: 0.93% (as of March 4, 2026)
- Benchmark: BSE Healthcare TRI
- Minimum Investment: Rs 5,000
- Minimum SIP: Rs 500
- Standard Deviation: 14.34%
- Sharpe Ratio: 1.30%
- Beta: 0.86%
SBI ELSS Tax Saver Fund - Direct Plan
- 5-Year Return: 18.72%
- 10-Year Returns: 16.36%
- NAV: Rs 429 (as of March 4, 2026)
- AUM: Rs 32,171.48 crore (as of Feb 28, 2026)
- Expense Ratio: 1.58% (as of March 4, 2026)
- Benchmark: BSE 500 TRI
- Minimum Investment: Rs 500
- Minimum SIP: Rs 500
- Standard Deviation: 12.82%
- Sharpe Ratio: 1.34%
- Beta: 0.97%
SBI Banking & Financial Services Fund - Direct Plan
- 5-Year Return: 14.80%
- 10-Year Returns: 19.14%
- NAV: Rs 50 (as of March 4, 2026)
- AUM: Rs 10724.55 crore (as of Feb 28, 2026)
- Expense Ratio: 0.72% (as of March 4, 2026)
- Benchmark: Nifty Financial Services TRI
- Minimum Investment: Rs 5000
- Minimum SIP: Rs 500
- Standard Deviation: 10.81%
- Sharpe Ratio: 1.51%
- Beta:- 0.81%
SBI Contra Fund - Direct Plan
- 5-Year Return: 20.20%
- 10-Year Returns: 17.67%
- NAV: Rs 414.7074 (as of March 4, 2026)
- AUM: Rs 49111.5 crore (as of Feb 28, 2026)
- Expense Ratio: 0.73% (as of March 4, 2026)
- Benchmark: BSE 500 TRI
- Minimum Investment: Rs 5000
- Minimum SIP: Rs 500
- Standard Deviation: 12.07%
- Sharpe Ratio: 1.17%
- Beta: 0.93%
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
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2026-03-05T12:12:35Z