Top 5 SBI Mutual Funds in 3 Years: Rs 10,000 SIP in the top fund has given Rs 7.87 lakh in total
Top 5 SBI Mutual Funds in 3 Years: PSU stocks have been one of the top performers in the last three years, and their performance is reflecting in the performance of most of the PSU thematic mutual funds. SBI PSU Fund is no exception.
Top 5 SBI Mutual Funds in 3 Years: SBI Mutual Fund is India's largest mutual fund house in terms of assets under management (AUM). As per AMFI's data for January-March, it has an AUM of Rs 91,436,530.10 crore. It runs a number of mutual fund schemes in equity, debt, hybrid, and other categories. Many of these mutual funds are old and have been performing well over the years. Here is a list of the top five SBI mutual funds in the last three years in terms of SIP return (XIRR) and lump sum performance (CAGR). Also, know what one would have got in those funds with a Rs 1 lakh lump sum and a Rs 10,000 per month SIP investment in the three years.
SBI PSU Fund
PSU stocks have been one of the top performers in the last three years, and their performance is reflecting in the performance of most of the PSU thematic mutual funds.
SBI PSU Fund is no exception.
The fund's lump sum annualised returns in the three years are 41.44 per cent, while its annualised SIP returns in the same period are 58.09 per cent.
The fund has assets under management (AUM) of Rs 2,352 crore, while its net asset value (NAV) is Rs 35.56.
The minimum SIP investment in the fund is Rs 500, while the minimum lump sum investment is Rs 5,000.
A Rs 10,000 monthly SIP in the fund in the last 3 years, i.e., a total Rs 3.60 lakh investment, has given Rs 7,87,000 in total.
A Rs 100,000 lump sum investment made three years ago has given Rs 2,83,000 as of today's date.
SBI Infrastructure Fund Direct-Growth
The sectoral infra fund is the second-best fund from the fund house.
The fund has an AUM of Rs 2,794 crore, while its NAV size is Rs 51.57.
The fund's annualised lump sum returns are 32.92 per cent, while its annualised SIP returns are 39.75 per cent.
The minimum SIP and lump sum investment in the infra fund are Rs 500 each.
A monthly SIP of Rs 10,000 in the fund has given Rs 6,28,000 lakh in total.
While the one who invested Rs 1 lakh in the fund three years ago will have Rs 2,35,000.
SBI Long-Term Equity Fund Direct Plan-Growth
One of the top ELSS mutual funds among similar schemes, the SBI fund has given annualised SIP returns of 36.05 per cent and annualised lump sum returns of 28.16 per cent in the last three years.
The fund's AUM is worth Rs 23,412 crore, while its NAV is Rs 427.35.
The 11-year-old fund has S&P BSE 500 TRI as its benchmark.
The minimum SIP and lump investments in the fund are Rs 500 each.
A Rs 10,000 monthly SIP in the fund has given Rs 5,99,000 in the three years.
A lump sum of Rs 100,000 in the fund has turned into Rs 2.11 lakh as of today's date.
SBI Contra Fund
One of the only three contra funds in the category has given annualised SIP returns of 33.51 per cent and annualised lump sum returns of 29.93 per cent in the three-year timeframe.
The fund that was launched on January 1, 2013, has an AUM of Rs 29,586 crore, while its NAV stands at Rs 384.58.
Benchmarked against S&P BSE 500 TRI, the minimum SIP investment in the fund is Rs 500, while the maximum lump sum investment is Rs 5,000.
A monthly SIP of Rs 10,000 has given a total of Rs 5,79,000 in the three-year period.
A lump sum investment of Rs 100,000 in the fund has grown to Rs 2,19,000 in the three years.
SBI Small Cap Fund
The small-cap fund from the mutual fund house has given annualised SIP returns of 27.53 per cent and annualised lump sum returns of 24.47 per cent in the three-year period.
Benchmarked against S&P BSE 250 SmallCap TRI, the fund's AUM stands at Rs 27,760 crore, while its NAV is worth Rs 185.17.
The minimum SIP investment in the fund is Rs 500.
A Rs 10,000 monthly investment in the fund has turned into Rs 5,35,000.
Meanwhile, an investor with a Rs 100,000 lump sum investment in the fund has an investment value of Rs 1,93,000.
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