Top 5 SBI Mutual Funds With Best SIP Returns in 5 Years: Know value of Rs 15,000 monthly SIP in each fund
SBI PSU Direct Plan-Growth has equity mutual fund has given 42.99 per cent annualised SIP returns in 5 years. It has assets under management (AUM) of Rs 3,695 crore, while its net asset value (NAV) is Rs 37.79. Benchmarked against BSE PSU TRI, the fund has given 13.79 per cent annualised returns since its inception in January 2013.
Top 5 SBI SIP Mutual Funds in 5 years: State Bank India (SBI) Mutual Fund House is the largest asset management company (AMC) among all mutual fund houses. Its mutual fund schemes such as SBI PSU Mutual Fund, SBI Infrastructure Mutual Fund, SBI Contra Fund have been the top performers in terms of annualised SIP returns (XIRR) in last few years. In this write-up, learn about the performance of the top 5 SIP mutual funds in 5 years and what Rs 15,000 monthly SIP in every fund has given in the same time period.
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SBI PSU Direct Plan-Growth
The thematic equity mutual fund has given 42.99 per cent annualised SIP returns in 5 years. It has assets under management (AUM) of Rs 3,695 crore, while its net asset value (NAV) is Rs 37.79. Benchmarked against BSE PSU TRI, the fund has given 13.79 per cent annualised returns since its inception in January 2013. At an expense ratio of 0.78 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 500 as the minimum SIP investment.
SBI PSU Direct Plan-Growth
SBI Infrastructure Fund Direct-Growth
The sectoral infra equity fund has given 37.77 per cent annualised SIP returns in 5 years. It has AUM of Rs 3,851 crore, while its NAV price is Rs 57.6056. Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.75 per cent annualised returns since its inception in January 2013. At an expense ratio of 1.17 per cent, the fund has the minimum lump sum investment of Rs 5,000, while its minimum SIP investment is Rs 500.
SBI Infrastructure Fund Direct-Growth
SBI Contra Fund
The fund that follows the contra strategy of investment has given 37.15 per cent annualised SIP return in 5 years. It has AUM of Rs 34,366 crore, while its NAV price is Rs 423.34. At an expense ratio of 1.17 per cent, the fund has its minimum lump sum investment of Rs 5,000, while the minimum SIP investment is Rs 500.
SBI Contra Fund
SBI Long Term Equity Fund
The ELSS mutual fund has given 33.84 per cent annualised SIP returns in 5 years. The fund has AUM of Rs 25,738 crore, while its NAV is Rs 474.32. The fund has Rs 500 as the minimum lump sum and SIP investment. It has a 0.95 per cent expense ratio. The fund has 90.6 per cent investments in equity and 9.4 per cent in cash and cash equivalents.