Archive · 25 Dec 2025
SBI Mutual Funds: Low-Cost Options for 2026
Investors often look at mutual funds based on their returns, but the quality of the fund and its costs are also very important.
SBI Mutual Fund offers five funds that have high ratings and low fees.
These funds are good for different types of investors.
Some are for people who want to take big risks for higher returns, while others are for those who want to save for their children's future or save on taxes.
All these funds have expense ratios below 1%, which means investors keep more of their returns.
They are also designed to perform well over long periods, even in ups and downs of the market.
Additionally, thematic funds like PSU funds have delivered strong returns over the past five years, making them attractive for long-term investors.
SBI Contra Fund is the lowest-cost fund with an expense ratio of 0.51% and follows a contra strategy.
SBI Dynamic Asset Allocation Fund adjusts equity exposure based on market conditions with an expense ratio of 0.70%.
SBI Children’s Investment Plan is designed for long-term goal-based investing with an expense ratio of 0.82%.
SBI Children’s Savings Plan focuses on capital preservation with an expense ratio of 0.86%.
SBI Equity Tax Saver Fund offers tax benefits under Section 80C with an expense ratio of 0.90%.
- Who
- Investors looking for low-cost, high-quality mutual funds
- What
- Five SBI mutual funds with 5-star ratings and low expense ratios
- When
- Recommended for investment in 2026
- Where
- India
- Why
- To achieve long-term growth with cost efficiency and strong performance
- SBI Contra Fund
- Expense ratio: 0.51%
- SBI Dynamic Asset Allocation Fund
- Expense ratio: 0.70%
- SBI Children’s Investment Plan
- Expense ratio: 0.82%
- SBI Children’s Savings Plan
- Expense ratio: 0.86%
- SBI Equity Tax Saver Fund
- Expense ratio: 0.90%
- SBI PSU Fund – Direct Plan
- Expense ratio: 0.83%
- Invesco India PSU Equity Fund – Direct Plan
- Expense ratio: 0.90%
- Aditya Birla Sun Life PSU Equity Fund – Direct Plan
- Expense ratio: 0.61%
