Top 4 SBI Mutual Fund Schemes with Over 30% Returns in the Last 5 Years

SBI Mutual Fund, India’s largest fund house by assets under management (AUM), has consistently contributed high-performing schemes to the mutual fund industry. Known for its wide range of offerings and robust investment strategies, the fund house continues to play a significant role in wealth creation for Indian investors.

As per the Association of Mutual Funds in India (AMFI), for the Q3FY25, SBI Mutual Fund reported an average AUM of ₹11,13,952 crore. This figure includes overseas funds of funds and excludes domestic funds of funds.

Schemes with Over 30% Five-Year Returns

Several schemes from the SBI Mutual Fund portfolio have stood out for their strong 5-year performance. 4 schemes have delivered annualised returns ranging from 30.36% to 34.21%, demonstrating resilience and strong asset selection across market cycles.

Here’s a breakdown of these top-performing schemes:

SBI Contra Fund

• Assets Under Management: ₹42,220 crore

• Expense Ratio: 1.51%

• Benchmark Index: BSE 500 TRI

• NAV (Regular Plan): ₹357.21

• 5-Year Return: 34.21% (Annualised)

Note: NAV is as of April 15 and its regular plan. 

SBI Magnum Midcap Fund

• Assets Under Management: ₹20,890.30 crore

• Expense Ratio: 1.67%

• Benchmark Index: Nifty Midcap 150 TRI

• NAV (Regular Plan): ₹222 (April 16)

• 5-Year Return: 31.84% (Annualised)

SBI Infrastructure Fund 

• Assets Under Management: ₹4,681 crore

• Expense Ratio: 1.90%

• Benchmark Index: Nifty Infrastructure TRI

• NAV (Regular Plan): ₹46.79 (April 16)

• 5-Year Return: 31.52% (Annualised)

SBI PSU Fund 

• Assets Under Management: ₹4,788.80 crore

• Expense Ratio: 1.88%

• Benchmark Index: BSE PSU TRI

• NAV (Regular Plan): ₹30.22 (April 16)

• 5-Year Return: 30.36% (Annualised)

Conclusion

While past performance does not guarantee future results, these schemes from SBI Mutual Fund reflect consistent fund management and strong thematic positioning. Investors exploring different mutual fund strategies may find it useful to track such long-term performance trends across various fund categories.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.