Top 7 SBI mutual funds that have given over 50% annualised SIP returns in 1 year; get value of Rs 21,000 monthly SIP in each fund
Top 7 SBI SIP Mutual Funds in 1 Year: As many as 30 mutual fund schemes from SBI have given more than 25 per cent annualised SIP returns in 1 year, out of which 8 have given more than 50 per cent. Schemes such as SBI PSU Direct Plan-Growth and SBI Nifty Next 50 Index Fund have given over 70 per cent annualised return in 1 year.
Top 7 SBI SIP Mutual Funds in 1 Year: SBI Mutual Fund House is India's largest asset management company (AMC) with assets worth Rs 9,90,090 crore. The fund house has as many as 60 schemes. As many as 30 mutual fund schemes from SBI have given more than 25 per cent annualised SIP returns in 1 year, out of which 8 have given more than 50 per cent. Schemes such as SBI PSU Direct Plan-Growth and SBI Nifty Next 50 Index Fund have given over 70 per cent annualised return in 1 year. In this write-up, we discuss 7 SBI mutual fund scheme that have given over 50 per cent annualised return in 1 year and what Rs 21,000 monthly EMI in each fund has given in that period.
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SBI PSU Fund
The fund at the top has given 72.97 per cent annualised SIP return in 1 year. It has assets under management (AUM) of Rs 4,602 crore, while its net asset value (NAV) is Rs 37.05.
Benchmarked against BSE PSU TRI, the fund has given 13.53 per cent annualised return (CAGR) since its inception in January 2013.
SBI PSU Fund
In its 25-stock portfolio, the fund has SBI, Power Grid, GAIL (India) and BEL as its main holdings.
A Rs 21,000 monthly SIP in the fund has turned into Rs 3.42 lakh in 1 year.
SBI Nifty Next 50 Index Fund
The fund has given 72.43 per cent annualised SIP returns in 1 year. It has AUM of Rs 1,209 crore, while its NAV is Rs 20.44.
Benchmarked against NIFTY Next 50 TRI, the fund has given 24.35 per cent annualised return since its inception in April 2021.
SBI Nifty Next 50 Index Fund
In its 50-stock portfolio, the fund has Trent, BEL, HAL, and PFC as the main holdings.
A Rs 21,000 monthly SIP in the fund has turned into Rs 3.41 lakh in 1 year.
SBI Long Term Equity Fund
The fund has given 58.93 per cent annualised SIP return in 1 year. It has an asset base of Rs 27,527 crore, while its NAV is Rs 475.3162.
Benchmarked against BSE 500 TRI, the fund has given 18.18 per cent annualised return since its inception in January 2013.
SBI Long Term Equity Fund
In its portfolio of 60 stocks, the fund has GE T&D India, HDFC Bank, Mahindra & Mahindra, and Torrent Power as the main holdings.
Investment of Rs 21,000 monthly SIP in the fund has swelled to Rs 3.52 lakh in the 1-year time frame.
SBI Infrastructure Fund
The sectoral fund has given 56.20 per cent annualised SIP returns in the 1-year period. It has AUM of Rs 4,524 crore, while its NAV is Rs 57.27.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.60 per cent annualised return since its inception in January 2013.
SBI Infrastructure Fund
In its 47-stock portfolio, the fund has RIL, L&T, Bharti Airtel, and IEE as the main holdings.
The one who started Rs 21,000 monthly SIP in the fund a year ago sees their investment's value rise to Rs 3.22 lakh.
SBI Nifty Smallcap 250 Index Fund
The index fund has given 55.13 per cent annualised SIP returns in 1 year. It has an asset base of Rs 1,001 crore, while its NAV is Rs 19.66.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 42.92 per cent annualised return since its inception in September 2022.
SBI Nifty Smallcap 250 Index Fund
In its large portfolio of 252 stocks, the fund has Crompton Greaves, Exide Batteries, Blue Star, and CSDL as its main holdings.
A Rs 21,000 monthly SIP investment in the fund has turned into Rs 3.21 lakh in the 1-year time frame.
SBI Healthcare Opportunities Fund
One of the top SBI funds has given 54.30 per cent return in 1 year. It has an asset base of Rs 2,980 crore, while its NAV is Rs 452.26.
Benchmarked against BSE Healthcare TRI, the fund has given 18.89 per cent annualised return since its inception in January 2013.
SBI Healthcare Opportunities Fund
In its 30-stock portfolio, the fund has Sun Pharma, Divi's Labs, Max Healthcare, and Lonza Group as the main holdings.
A Rs 21,000 monthly investment in the scheme has turned into Rs 3.2 lakh in 1 year.
SBI Consumption Opportunities Fund
The fund has given 54.00 per cent annualised SIP returns in 1 year. It has AUM of Rs 2,679 crore, while its NAV price is Rs 381.73.
Benchmarked against NIFTY India Consumption TRI, the fund has given 19.09 per cent annualised return since its launch in January 2013.
SBI Consumption Opportunities Fund
In its portfolio of 46 stocks, the fund has Ganesha Ecosphere, Bharti Airtel, Jubilant Foodworks, and ITC as the main holdings.
A Rs 21,000 monthly SIP investment in the fund has grown to Rs 3.2 lakh in 1 year.