SBI Life Growth Fund
Returns (as on 28 Jul 2025)
Return Calculator
About SBI Life Growth Fund
SBI Life Growth Fund is a Equity Fund launched on 21-11-2005, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹3047 Cr, with a Net Asset Value (NAV) of ₹93.98 (as of 31/07/2025).
Over time, Growth Fund has shown stable growth with 1.61% return in the last 1 year, 12.73 % CAGR over 3 years, 14.41 % CAGR over 5 years. For longer horizons, it has delivered 11.41 % CAGR over 7 years, 11.01 % CAGR over 10 years, Return Since Inception (RSI) of 12.05%, highlighting its consistent performance track record.
Highlights of SBI Life Growth Fund
- It is benchmarked against the Crisil Composite Bond(30),Nifty 50(70), which delivered 13.13% in the same period.
- The fund maintains a strong allocation with Equity holding: 72.24%, ideal for long-term growth.
- Major sector exposure includes Others holding: 36.08%, Financial holding: 17.1%, Energy holding: 6.44%, offering Conservative diversification.
- SBI Life Growth Fund has delivered 1.61% returns in the past 1 year, with a 3-year CAGR of 12.73% and a 5-year CAGR of 14.41%.
- It offers solid long-term growth with 11.41% returns over 7 years and 11.01% returns over 10 years.
- Since its launch on 21-11-2005, SBI Life Growth Fund has achieved a Return Since Inception (RSI) of 12.05%.
- Short-term performance remains steady, with 2.11% in 3 months, 6.96% in 6 months, and Year-to-Date (YTD) return of 3.64%.
- Managed by SBI Life , SBI Life Growth Fund is designed for investors seeking Conservative returns with moderate risk exposure.
More Funds from SBI Life
| Fund name | AUM  |
1Y |
|
| SBI Life Bond Pension II | ₹29,263 Cr | 7.83% | Get Details |
| SBI Life Balanced Fund |
₹23,173 Cr | 3.45% | Get Details |
| SBI Life Bond Fund |
₹19,549 Cr | 8.4% | Get Details |
| SBI Life Equity Elite II | ₹12,567 Cr | 0.02% | Get Details |
| SBI Life Equity Pension |
₹9,243 Cr | 0.27% | Get Details |
| SBI Life Discontinued Policy Fund | ₹8,871 Cr | 8.27% | Get Details |
| SBI Life Discontinue Pension Fund | ₹6,523 Cr | 8.21% | Get Details |
Top 10 Equity Fund
| Fund name |
Returns
|
||||||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| Axis Max Life High Growth Fund | 28.09% | 32.5% | 18.6% | Get Details | |||||
| HDFC Life Discovery Fund | 1.02% | 22.79% | 30.95% | Get Details | |||||
| Tata AIA Life Top 200 Fund | 3.54% | 24.22% | 30.5% | 18.2% | Get Details | ||||
| Canara HSBC Life Emerging Leaders Equity Fund | 25.05% | 30.15% | Get Details | ||||||
| Bandhan Life Opportunity Fund | 23.21% | 29.45% | Get Details | ||||||
| Tata AIA Life Multi Cap Fund | 0.87% | 21.87% | 28.13% | Get Details | |||||
| Tata AIA Life India Consumption Fund | 2.05% | 24.16% | 27.61% | Get Details | |||||
| Tata AIA Life Whole Life Mid Cap Equity | 0.23% | 24.17% | 27.14% | 16.66% | Get Details | ||||
| SBI Life Midcap Fund | 23.44% | 26.8% | Get Details | ||||||
Gopikrishna ShenoyOversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| ICICI Prudential Life Maximiser Fund V | ₹53,306 Cr | - | Get Details |
| HDFC Life Opportunities Fund | ₹38,561 Cr | 0.29% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹19,592 Cr | 0.85% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,991 Cr | - | Get Details |
| Axis Max Life Growth Super Fund | ₹13,662 Cr | - | Get Details |
| Tata AIA Life Whole Life Mid Cap Equity | ₹12,724 Cr | 3.99% | Get Details |
| Axis Max Life High Growth Fund | ₹10,632 Cr | 0.22% | Get Details |
| HDFC Life Discovery Fund | ₹10,508 Cr | 3.62% | Get Details |
| Tata AIA Life Multi Cap Fund | ₹8,663 Cr | 2.24% | Get Details |
| HDFC Life Blue Chip Fund | ₹8,550 Cr | - | Get Details |
| Fund name |
Returns
|
||||||||
| ICICI Prudential Life Maximiser Fund V | 4.33% | 15.35% | 18.94% | 10.72% | Get Details | ||||
| HDFC Life Opportunities Fund | 19.92% | 23.81% | 14.24% | Get Details | |||||
| ICICI Prudential Life Multi Cap Growth Fund | 2.45% | 16.83% | 18.84% | 10.89% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 16.49% | 19.13% | 12.62% | Get Details | |||||
| Axis Max Life Growth Super Fund | 1.87% | 15.28% | 17.47% | 12.32% | Get Details | ||||
| Tata AIA Life Whole Life Mid Cap Equity | 0.23% | 24.17% | 27.14% | 16.66% | Get Details | ||||
| Axis Max Life High Growth Fund | 28.09% | 32.5% | 18.6% | Get Details | |||||
| HDFC Life Discovery Fund | 1.02% | 22.79% | 30.95% | Get Details | |||||
| Tata AIA Life Multi Cap Fund | 0.87% | 21.87% | 28.13% | Get Details | |||||
| HDFC Life Blue Chip Fund | 2.94% | 13.87% | 17.1% | 12.02% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| Axis Max Life High Growth Fund | 28.09% | 32.5% | 18.6% | Get Details | |||||
| HDFC Life Discovery Fund | 1.02% | 22.79% | 30.95% | Get Details | |||||
| Tata AIA Life Top 200 Fund | 3.54% | 24.22% | 30.5% | 18.2% | Get Details | ||||
| Canara HSBC Life Emerging Leaders Equity Fund | 25.05% | 30.15% | Get Details | ||||||
Latest ULIP Funds
| Fund name | Current NAV | Launch Date | 5Yr Returns | Benchmark 5Yr Returns | |
| Tata AIA Life Emerging Opportunities Fund | 19.28 Cr | 31-12-2022 | 31.05 % | Get Details | |
| Bajaj Allianz Group Debt Fund | 39.23 Cr | 31-10-2004 | 5.92% | - | Get Details |
| ICICI Prudential Pension Balancer | 89.34 Cr | 31-05-2002 | 8.75% | - | Get Details |
| Future Generali Group Income Fund | 17.13 Cr | 31-03-2019 | 6.41% | - | Get Details |
*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar
++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ
All Data Source: Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
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