Top 7 SBI Mutual Funds With Best SIP Returns in 10 Years: SBI Mutual Fund is India’s largest mutual fund house with estimated assets worth Rs 11,16,708 crore. The fund house runs 124 schemes across equity, hybrid, and debt categories. Many of its equity funds in the tech, contra, small, large, infra, PSU, and healthcare categories and subcategories have been consistent performers over the years.
Top 7 SBI Mutual Funds With Best SIP Returns in 10 Years: The mutual fund industry in India has grown exponentially over the last two decades. However, the history of mutual funds in India dates back to 1963, when Unit Trust of India (UTI) started the first public sector mutual fund scheme. Public Sector Undertakings (PSUs) stepped in in 1987 with SBI emerging as one of the first PSU fund houses. SBI Mutual Fund, in its nearly 38 years of history, has given some of the most consistent funds across equity, hybrid, and debt categories. At an estimated asset under management (AUM) of Rs 11,16,708 crore, the fund house runs 124 schemes in equity, hybrid, and debt funds. If we talk about the best performers in terms of annualised SIP returns in the last decade, the fund house has funds from the tech, contra, small, infra, PSU, and healthcare categories and sub-categories. Here, we take you through the performance of the top 7 SBI mutual funds in terms of annualised SIP returns (XIRR). Also know how a Rs 12,250 monthly SIP investment in all these 7 funds has performed in the last decade.
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SBI Technology Opportunities Fund – Direct Plan
The sectoral fund has given 20.51 per cent annualised SIP return in the 10-year time frame.
It has assets under management (AUM) of Rs 4,247 crore, while its net asset value (NAV) is Rs 228.5941.
Benchmarked against BSE Teck TRI, the fund has given 20.77 per cent annualised return since its inception in January 2013.
SBI Technology Opportunities Fund – Direct Plan
With an expense ratio of 0.96 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,250 monthly SIP investment in 10 years, or a total investment of Rs 14,70,000, has jumped to Rs 43,32,032.
SBI Contra Fund – Direct Plan
The value-oriented fund has given 19.68 per cent annualised SIP return in the 10-year period.
It has AUM of Rs 39,590 crore, while its NAV is Rs 379.0420.
Benchmarked against BSE 500 TRI, the fund has given 16.41 per cent annualised return since its launch in January 2013.
SBI Contra Fund – Direct Plan
At an expense ratio of 0.76 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,250 monthly SIP investment in the fund has grown to Rs 41,41,884 in the 10-year time frame.
SBI Small Cap Fund – Direct Plan
The fund has given 19.33 per cent annualised SIP return in 10 years.
It has a fund size of Rs 28,453 crore, while its unit price is Rs 171.8878.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 23.69 per cent annualised return since its debut in January 2013.
SBI Small Cap Fund – Direct Plan
With an expense ratio of 0.82 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,250 monthly SIP investment in the fund has converted into Rs 40,65,306 in the 10-year period.
SBI Infrastructure Fund – Direct Plan
The sectoral fund has given 18.21 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 4,325 crore, while its unit price is Rs 47.0298.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 14.89 per cent annualised return since its beginning in January 2013.
SBI Infrastructure Fund – Direct Plan
At an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,250 monthly SIP investment in the fund has swelled to Rs 38,26,009 in 10 years.
SBI Healthcare Opportunities Fund – Direct Plan
The sectoral pharma fund has given 18.05 per cent annualised SIP return in the 10-year period.
It has a fund size of Rs 3,313 crore, while its NAV is Rs 453.1988.
Benchmarked against BSE Healthcare TRI, the fund has given 18.02 per cent annualised return since its starting in January 2013.
SBI Healthcare Opportunities Fund – Direct Plan
With an expense ratio of 0.97 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,250 monthly SIP investment in the fund has jumped to Rs 37,93,524 in the 10-year time frame.
SBI Long Term Equity Fund – Direct Plan
The fund has given 17.74 per cent annualised SIP return in 10 years.
Its AUM is Rs 25,724 crore, while its unit price is Rs 424.9781.
Benchmarked against BSE 500 TRI, the fund has given 16.24 per cent annualised return since its inception in January 2013.
SBI Long Term Equity Fund – Direct Plan
At an expense ratio of 1.07 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 12,250 monthly SIP investment in the fund has grown to Rs 37,29,653 in the 10-year period.
SBI PSU Fund – Direct Plan
The thematic fund has given 17.28 per cent annualised SIP return in the 10-year time frame.
It has a fund size of Rs 4,149 crore, while its NAV is Rs 30.3243.
Benchmarked against BSE PSU TRI, the fund has given 11.05 per cent annualised return since its launch in January 2013.
SBI PSU Fund – Direct Plan
With an expense ratio of 0.96 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,250 monthly SIP investment in the fund has converted into Rs 36,40,184 in the 10-year time frame.
