Archive · 25 Jul 2025
SBI Mutual Funds: Top Performers' Three-Year Returns
SBI Mutual Fund, a big investment company, has many plans where you can put your money.
This article looks at the best-performing ones over three years.
Some funds, like the SBI PSU Fund and SBI Healthcare Opportunities Fund, have given investors big returns.
For example, if you invested Rs 1 lakh in SBI PSU Fund three years ago, you'd now have about Rs 2.5 lakh.
This article highlights these funds' performances, showing how your money could have grown.
Remember that past performance doesn't guarantee future results, so it's smart to think about other things like risk before investing.
SBI Mutual Fund offers over 125 schemes with nearly half being equity plans.
This analysis focuses on the 3-year performance of top-performing SBI equity funds.
SBI PSU Fund had a 3-year return of 37.04% CAGR, turning Rs 1 lakh into Rs 2.5 lakh.
SBI Healthcare Opportunities Fund saw a 3-year return of 29.60% CAGR, growing Rs 1 lakh to Rs 2.17 lakh.
SBI ELSS Tax Saver Fund delivered a 3-year return of 26.49% CAGR, increasing Rs 1 lakh to Rs 2.02 lakh.
- Who
- SBI Mutual Fund investors.
- What
- Analysis of top-performing SBI equity funds over a 3-year period.
- When
- The article evaluates the 3-year performance up to June 30, 2025.
- Where
- The article focuses on the performance of SBI mutual funds in India.
- Why
- To highlight the top-performing funds and provide information for potential investors.
Considerations before Investing
Past Performance Disclaimer
Factors to Consider
Considerations before Investing
Relying solely on past returns without considering other important factors.
Past Performance Disclaimer
Balancing returns with risk profile, asset allocation, and investment period.
- SBI AUM
- Over Rs 11 lakh crore
- Funds Evaluated
- SBI Equity Funds
- Analysis Period
- 3-year returns
- SBI PSU Fund 3-yr Return
- 37.04% CAGR
- SBI Healthcare 3-yr Return
- 29.60% CAGR
- SBI ELSS 3-yr Return
- 26.49% CAGR