Best Performing Mutual Funds from SBI Mutual Fund in Last 3 Years with Up to 33% Returns

Written by: Team Angel OneUpdated on: 13 Jul 2026, 5:48 pm IST
Discover SBI Mutual Fund's top performers over 3 years, offering up to 33% returns, including gold and equity funds.
Best Performing Mutual Funds
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SBI Mutual Fund has showcased impressive performance over the past 3 years, with several funds delivering returns up to 33%. This article highlights the top-performing funds, including ETFs and thematic equity funds, from SBI Mutual Fund. 

Top Performing Mutual Funds from SBI Mutual Fund 

Scheme Name Category AUM (in ₹ Crore) Expense Ratio (%) 1-Year Returns (%) 3-Years Returns (%) 
SBI Gold ETF ETFs 25502.42 0.65 46.26 33.02 
SBI Gold Fund  Fund of Funds-Domestic-Gold 16523.12 0.41 46.05 32.91 
SBI US Specific Equity Active FoF  Fund of Funds-Overseas 1266.55 1.58 32.87 27.1 
SBI PSU Fund  Equity: Thematic-PSU 6592.58 1.81 6.95 26 
SBI Healthcare Opportunities Fund  Equity: Sectoral-Pharma and Healthcare 4564.17 1.88 15.25 24.31 

Note: The above data is as of July 10, 2026, and 3 Years Returns are of Trailing Returns. 

SBI Gold ETF  

The SBI Gold ETF, launched on April 28, 2009, has achieved a 3-year return of 33.02%. With an AUM of ₹25,502.42 crore and an expense ratio of 0.65%, it offers a 1-year return of 46.26%. The Fund's NAV as of July 10, 2026, is ₹121.45. 

SBI Gold Fund 

The SBI Gold Fund, a domestic fund of funds launched on September 30, 2011, has a 3-year return of 32.91%, with a 1-year return of 46.05% and an AUM of ₹16,523.12 crore. The Fund's NAV as of July 10, 2026, is ₹41.62. 

SBI US Specific Equity Active FoF 

Launched on March 22, 2021, the SBI US Specific Equity Active FoF  is an overseas fund of funds. It has delivered a 3-year return of 27.1% and a 1-year return of 32.87%. The fund has an AUM of ₹1,266.55 crore and an expense ratio of 1.58%. The Fund's NAV as of July 10, 2026, is ₹24.38. 

Read More: Mid and Smallcap Segments Propel Equity Mutual Fund Inflows to ₹28,973.41 Crore in June 2026! 

SBI PSU Fund  

The SBI PSU Fund , a thematic equity fund focusing on public sector undertakings, has a 3-year return of 26% and a 1-year return of 6.95%. It was launched on July 7, 2010, and has an AUM of ₹6,592.58 crore with an expense ratio of 1.81%.  

SBI Healthcare Opportunities Fund 

The SBI Healthcare Opportunities Fund, focusing on the pharma and healthcare sector, has a 3-year return of 24.31% and a 1-year return of 15.25%. This fund was launched on July 14, 1999, with an AUM of ₹4,564.17 crore and an expense ratio of 1.88%. 

Conclusion 

SBI Mutual Fund's top performers over the last 3 years include the SBI Gold ETF with a 33.02% return, the SBI Gold Fund Reg Gr with 32.91%, and the SBI US Specific Equity Active FoF with 27.1%. The SBI PSU Fund Reg Gr achieved a 26% return, while the SBI Healthcare Opportunities Reg Gr delivered 24.31%. 

Want to read stock market updates in Hindi? Angel One News gives comprehensive share market news in Hindi. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or 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 are subject to market risks, read all scheme-related documents carefully. 

Published on: Jul 13, 2026, 12:16 PM IST

Team Angel One

Team Angel One is a group of experienced financial writers that deliver insightful articles on the stock market, IPO, economy, personal finance, commodities and related categories.

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