Top 7 SBI Mutual Funds With Up To 37% Annualised SIP Returns in 5 Years: No. 1 fund has converted Rs 21,000 monthly SIP into Rs 33.14 lakh

Top 7 SBI Mutual Funds With Best SIP Annualised Returns in 5 Years: SBI Mutual Fund is the largest mutual fund house at present, with 37 equity fund schemes, 22 debt schemes, 11 hybrid schemes, and 2 other schemes. Among its largest schemes, SBI Nifty 50 ETF, SBI Equity Hybrid Fund, and SBI S&P BSE Sensex ETF are among the toppers. 

ZeeBiz WebTeam | Sep 09, 2024, 12:35 PM IST

Top 7 SBI Mutual Funds With Best SIP Annualised Returns in 5 Years: Mutual fund investment has gathered steam in the last 3 years courtesy of a growing share market in India. BSE Sensex and Nifty 50 have gone through phenomenal success post COVID-19 pandemic. As a result, many of the mutual fund houses have witnessed significant growth in their assets under management (AUM). SBI Mutual Fund House is one of them. It is the largest mutual fund house at present, with 37 equity fund schemes, 22 debt schemes, 11 hybrid schemes, and 2 other schemes. Among its largest schemes, SBI Nifty 50 ETF, SBI Equity Hybrid Fund, and SBI S&P BSE Sensex ETF are among the toppers. Many of its schemes have given good annualised SIP returns (XIRR) in the last 10 years. Today, we take you through 7 such SBI mutual fund schemes that have given the highest XIRR return in 5 years.
Photos: Unsplash/Pixabay

1/14

SBI PSU Fund

SBI PSU Fund

The fund has given 39.93 per cent annualised SIP returns in the 5-year time frame.
It has assets under management (AUM) of Rs 4,602 crore.

2/14

SBI PSU Fund

SBI PSU Fund

Its expense ratio is 0.73 per cent.
The 11-year mutual fund scheme has turned Rs 21,000 monthly SIP into Rs 33.14 lakh in the 5-year period.

3/14

SBI Infrastructure Fund

SBI Infrastructure Fund

The fund has given 36.65 per cent annualised SIP return in the 5-year period.
It has an asset base of Rs 4,524 crore, while its NAV is Rs 57.47. 

4/14

SBI Infrastructure Fund

SBI Infrastructure Fund

Its expense ratio is 1.11 per cent.
The 11-year-old scheme has converted Rs 21,000 monthly SIP into Rs 30.73 lakh in the 5-year time frame.

 

5/14

SBI Contra Fund

SBI Contra Fund

The fund has had 36.29 per cent annualised SIP return in the 5-year period.
It has an asset base of Rs 37,846 crore, while its NAV is Rs 426.85.

6/14

SBI Contra Fund

SBI Contra Fund

It has an expense ratio of 0.59 per cent.
The 11-year SBI contra fund has turned Rs 21,000 monthly SIP into Rs 30.48 lakh in 5 years. 

7/14

SBI Long Term Equity Fund

SBI Long Term Equity Fund

The fund has had 28.09 per cent annualised SIP return in the 5-year time frame.
Its AUM is Rs 27,527 crore, while its NAV is Rs 474.66.

8/14

SBI Long Term Equity Fund

SBI Long Term Equity Fund

The ELSS mutual fund scheme has an expense ratio of 1.13 per cent.
The 11-year-old ELSS fund has turned Rs 21,000 monthly SIP into Rs 28.09 lakh in the 5-year period. 

9/14

SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund

The SBI fund has given 32.07 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 21,127 crore, while its NAV is Rs 269.32.

 

10/14

SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund

The mid cap mutual fund has an expense ratio of 0.78 per cent.
A Rs 21,000 monthly SIP in the 11-year-old mid cap fund has grown to Rs 27.62 lakh in 5 years. 

11/14

SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund

The fund has had 32 per cent annualised SIP returns in the 5-year time frame.
It has an asset base of Rs 2,679 crore, while its NAV is Rs 385.38.

12/14

SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund

The thematic fund has an expense ratio of 0.92 per cent.
The fund has converted Rs 21,000 monthly SIP into Rs 27.57 lakh in the 5-year period. 

13/14

SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund

The fund has given 30.51 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 2,980 crore, while its NAV is Rs 468.4.

14/14

SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund

The sectoral fund has an expense ratio of 0.92 per cent.
The 11-year-old sectoral pharma fund has turned Rs 21,000 monthly SIP into Rs 26.62 lakh in 5 years. 

By accepting cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

x