Top 7 SBI mutual funds with more than 54% annualised SIP returns in 3 years; know value of Rs 11,000 monthly SIP in each scheme
Top 7 SBI SIP mutual Funds in 3 Years: SBI Mutual Fund House runs 72 mutual fund schemes, of which 37 are equity schemes, 22 debt, 11 hybrid, and 2 others.
Top 7 SBI SIP mutual Funds in 3 Years: SBI Mutual Fund House is India's largest Asset Management Company (AMC) with Rs 91,37,80.06 crore assets under management (AUM) as on March 31, 2024. The fund house runs 72 mutual fund schemes, of which 37 are equity schemes, 22 debt, 11 hybrid, and 2 others. The 37-year mutual fund house has some of the top-performing mutual fund schemes under its umbrella. Today, we take you through the top 7 SBI mutual fund schemes with the highest SIP returns (XIRR) in the 3-year time frame. Also know how Rs 21,000 monthly SIP in all 7 funds has grown into in the 3-year time frame.
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SBI PSU Direct Plan-Growth
The thematic fund has given 54.21 per cent annualised SIP returns in the 3-year period. It has assets under management (AUM) of Rs 4,602 crore, while its net asset value (NAV) is Rs 37.42.
SBI PSU Direct Plan-Growth
Benchmarked against BSE PSU TRI, the fund has given 13.6 per cent annualised returns since its launch in January 2013.
A monthly SIP of Rs 21,000 has turned into Rs 15.78 lakh in the 3-year time frame.
SBI Infrastructure Fund Direct-Growth
The sectoral fund has given 41.82 per cent annualised SIP returns in 3 years. It has AUM of Rs 4,524 crore, while its NAV is worth Rs 57.63.
SBI Infrastructure Fund Direct-Growth
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.63 per cent annualised returns since its inception in January 2013.
A Rs 21,000 monthly SIP in the fund has grown to Rs 13.54 lakh in the 3-year time frame.
SBI Long Term Equity Fund Direct Plan-Growth
The sectoral fund has given 39.75 per cent annualised SIP returns in the 3-year period. It has an asset base of Rs 27,527 crore, while its NAV is Rs 481.68.
SBI Long Term Equity Fund Direct Plan-Growth
Benchmarked against BSE 500 TRI, the fund has given 18.28 per cent annualised returns since its launch in January 2013.
A Rs 21,000 monthly SIP in the fund has turned into Rs 13.19 lakh in the 3-year period.
SBI Healthcare Opportunities Fund Direct Plan-Growth
The sectoral fund has given 36.39 per cent annualised SIP returns in 3 years. It has AUM of Rs 2,980 crore, while its NAV is Rs 463.25.
SBI Healthcare Opportunities Fund Direct Plan-Growth
Benchmarked against BSE Healthcare TRI, the fund has given 19.10 per cent annualised returns since its inception in January 2013.
A Rs 21,000 monthly SIP in the fund has grown to Rs 12.63 lakh in 3 years.
SBI Nifty Next 50 Index Fund Direct - Growth
The sectoral fund has given 36.28 per cent annualised SIP returns in the 3-year time frame. Its AUM is Rs 1,209 crore, while its NAV is Rs 20.68.
SBI Nifty Next 50 Index Fund Direct - Growth
Benchmarked against NIFTY Next 50 TRI, the fund has given 24.64 per cent annualised returns since its debut in April 2021.
A Rs 21,000 monthly SIP in the fund has converted into Rs 12.61 lakh in the 3-year period.
SBI Contra Fund
The sectoral fund has given 36.26 per cent annualised SIP returns in 3 years. It has AUM of Rs 37,846 crore, while its NAV is Rs 431.668.
SBI Contra Fund
Benchmarked against BSE 500 TRI, the fund has given 18.49 per cent annualised returns since its launch in January 2013.
A Rs 21,000 monthly SIP in the fund has turned into Rs 12.61 lakh in 3 years.
SBI Consumption Opportunities Fund Direct-Growth
The sectoral fund has given 33.34 per cent annualised SIP returns in 3 years. Its AUM is Rs 2,674 crore, while its NAV is Rs 383.23.
SBI Consumption Opportunities Fund Direct-Growth
Benchmarked against NIFTY India Consumption TRI, the fund has given 19.1 per cent annualised returns since its inception in January 2013.
A Rs 21,000 monthly SIP in the fund has grown to Rs 12.14 lakh in the 3-year time frame.
SBI Small Cap Fund Direct-Growth
The sectoral fund has given 31.02 per cent annualised SIP returns in 3 years. It has an asset base of Rs 32,761 crore, while its NAV is worth Rs 208.4168.
SBI Small Cap Fund Direct-Growth
Benchmarked against BSE 250 SmallCap TRI, the fund has given 26.94 per cent annualised returns since its inception in January 2013.
A Rs 21,000 monthly SIP in the fund has converted into Rs 11.77 lakh in the 3-year period.