SBI Large Cap SIP Mutual Fund vs SBI PSU SIP Mutual Fund: Which of 2 has given Rs 7.86 lakh more on Rs 15,000 monthly SIP investment in 5 years?
SBI Large Cap vs SBI PSU Mutual Fund in 5 Years: SBI PSU Direct Plan-Growth has given 39.23 per cent annualised SIP returns in the 5-year period. SBI Bluechip Direct Plan-Growth has given 21.84 per cent annualised SIP returns in the 3-year time frame.
SBI Large Cap vs SBI PSU Mutual Fund in 5 Years: SBI Mutual Fund, the biggest mutual fund house in India, owns a lot of mutual fund schemes. At present, it is running as many as 37 equity funds, 22 debt funds, 11 hybrid schemes, and 2 other schemes. SBI PSU Mutual Fund and SBI large cap mutual fund are among the top performers in terms of annualised SIP returns (XIRR) in 5 years. Both of them are large cap stock-heavy funds. Here, we take you through the performance of each of them in the 5-year time frame and how Rs 15,000 monthly SIP in has grown in both of them.
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SBI PSU Direct Plan-Growth
The fund has given 39.23 per cent annualised SIP returns in the 5-year period.
The thematic equity fund has assets under management (AUM) of Rs 4,851 crore, while its net asset value (NAV) as of September 11, 2024, was Rs 35.27.
SBI PSU Direct Plan-Growth
Benchmarked against BSE PSU TRI, the fund has given 12.99 per cent annualised returns (CAGR) since its inception in January 2013.
With an expense ratio of 0.73 per cent, the fund has a minimum SIP investment of Rs 500 and the minimum lump sum investment of Rs 5,000.
SBI PSU Direct Plan-Growth
The PSU mutual fund has 92.07 per cent of its investments in equity, of which 72.5 per cent are in large caps and 18.14 per cent in mid cap stocks.
It has its main investments in the energy, financial, capital goods, and insurance sectors.
SBI PSU Direct Plan-Growth
The fund has a portfolio of 23 stocks.
The main stocks in SBI PSU Mutual Fund's portfolio are State Bank of India, Power Grid, Gail (India), and Bharat Petroleum.
SBI Bluechip Direct Plan-Growth
The large cap mutual fund from the House of SBI Mutual Fund has given 21.84 per cent annualised SIP returns in the 3-year time frame.
The equity mutual fund has an asset base of Rs 51,633 crore, while its NAV as of September 11, 2024, was Rs 100.55.
SBI Bluechip Direct Plan-Growth
Benchmarked against BSE 100 TRI, the fund has given 16.5 per cent annualised returns since its launch in January 2013.
With an expense ratio of 0.8 per cent, the fund has a minimum SIP investment of Rs 500, while its minimum lump sum investment is Rs 5,000.
SBI Bluechip Direct Plan-Growth
The blue chip mutual fund has 94.67 per cent of its investments in equity, of which 79.6 per cent are in large cap stocks and 14.31 per cent in mid cap stocks.
The fund's main investments are in the financial, automobile, consumer staples, and technology sectors.
SBI Bluechip Direct Plan-Growth
It has a portfolio of 46 stocks.
The large cap fund's main holdings are HDFC Bank, ICICI Bank, Infosys, ITC Ltd, RIL, L&T, and TCS.
SBI PSU Mutual Fund vs SBI Large Cap Mutual Fund: Which has given higher return?
On a Rs 15,000 monthly SIP investment in 5 years, or a total investment of Rs lakh, SBI PSU Mutual Fund has given Rs 23.34 lakh.
SBI PSU Mutual Fund vs SBI Large Cap Mutual Fund: Which has given higher return?
On a Rs 15,000 monthly SIP investment, SBI Bluechip Direct Plan-Growth has given Rs 15.48 lakh.