Top 7 SBI Mutual Funds With Best SIP Returns in 10 Years: Rs 11,000 monthly SIP in No. 1 fund is now worth Rs 50 lakh
Top 7 SBI Mutual Funds With Highest SIP Returns in 10 Years: SBI Mutual Fund House, India's largest fund house is running 37 equity schemes, 22 debt, 11 hybrid, and 2 other schemes. SBI Mutual Fund House's assets under management (AUM) at present are Rs 1,11,1807 crore.
Top 7 SBI Mutual Funds With Highest SIP Returns in 10 Years: The 32-year-old SBI Mutual Fund House runs 161 schemes, of which 72 are primary. India's largest fund house is running 37 equity schemes, 22 debt, 11 hybrid, and 2 other schemes. SBI Mutual Fund House's assets under management (AUM) at present are Rs 1,11,1807 crore. Some of its mutual fund schemes have been among the most consistent performers in terms annualised SIP returns (XIRR) and annualised lump sum annualised returns (CAGR). Here, we take you through the top 7 SBI mutual fund schemes with the highest annualised SIP returns in 10 years. Also, know what the current value of the investment started with Rs 11,000 monthly SIP started 10 years ago in each fund (Data as per Value Research).
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SBI Small Cap Fund - Direct Plan
The fund has given 25.04 per cent annualised SIP returns in the 10-year period.
It has assets under management of Rs 33,069 crore, while its net asset value (NAV) is Rs 212.6824.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 27.08 per cent annualised returns (CAGR) since its inception in January 2013.
SBI Small Cap Fund - Direct Plan
At an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 11,000 monthly SIP in the fund in 10 years, or a total investment of Rs 13.20 lakh, has given Rs 49,73,327 as on date.
SBI Infrastructure Fund - Direct Plan
The fund has given 23.51 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 4,790 crore, while its net asset value (NAV) is Rs 58.4826.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.73 per cent annualised return since its inception in January 2013.
SBI Infrastructure Fund - Direct Plan
With an expense ratio of 1.11 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 10,000 monthly SIP in the scheme has grown to Rs 45,78,178 in the 10-year period.
SBI Contra Fund - Direct Plan
The fund has given 23.24 per cent annualised SIP returns in the 10-year period.
Its AUM is Rs 4,790 crore, while its NAV is Rs 432.4123.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.73 per cent annualised returns since its beginning in January 2013.
SBI Contra Fund - Direct Plan
At an expense ratio of 0.59 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 10,000 monthly SIP in the scheme has converted into Rs 45,12,873 in the 10-year time frame.
SBI Technology Opportunities Fund - Direct Plan
The fund has given 23.31 per cent annualised SIP returns in 10 years.
It has AUM of Rs 4,387 crore, while its unit price is Rs 249.2105.
SBI Technology Opportunities Fund - Direct Plan
Benchmarked against BSE Teck TRI, the fund has given 22.61 per cent annualised returns since its debut in January 2013.
At 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 10,000 monthly SIP in the scheme has jumped to Rs 45,30,050 in 10 years.
SBI Consumption Opportunities Fund - Direct Plan
The fund has given 22.31 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 2,854 crore, while its NAV is Rs 396.8276.
Benchmarked against NIFTY India Consumption TRI, the fund has given 19.40 per cent annualised returns since its launch in January 2013.
SBI Consumption Opportunities Fund - Direct Plan
With an expense ratio of 0.92 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the scheme has ballooned to Rs 42,91,045 in the 10-year period.
SBI Magnum Midcap Fund - Direct Plan
The fund has given 21.66 per cent annualised SIP returns in the 10 years.
It has an asset base of Rs 21,517 crore, while its NAV is Rs 274.7331.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 21.54 per cent annualised returns since its inception in January 2013.
SBI Magnum Midcap Fund - Direct Plan
With an expense ratio of 0.78 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 10,000 monthly SIP in the scheme has swelled to Rs 41,42,448 in the 10-year period.
SBI PSU Fund - Direct Plan
The fund has given 21.09 per cent annualised SIP returns in the 10-year time frame.
It has AUM of Rs 4,851 crore, while its unit price is Rs 35.8757.
SBI PSU Fund - Direct Plan
Benchmarked against BSE PSU TRI, the fund has given 13.15 per cent annualised returns since its inception in January 2013.
At an expense ratio of 0.73 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 10,000 monthly SIP in the scheme has jumped to Rs 40,16,900 in the 10-year period.