Top 7 SBI Mutual Funds With Highest SIP Returns in 5 Years: Rs 15,000 monthly SIP investment in No. 1 scheme has grown to Rs 21,88,409; what about others?
Top 7 SBI mutual funds with best SIP returns in 5 years: SBI Mutual Fund House is one of India's oldest fund houses, which runs many schemes in the equity, hybrid, and debt fund categories. It has many schemes that have beaten benchmarks or have given consistent returns in the long run.
Top 7 SBI Mutual Funds With up to 37% Annualised SIP Returns in 5 Years: Established in 1987, SBI is one of the oldest mutual fund houses in India. It is the largest asset management company (AMC) in the country with assets worth Rs 11,06,466 crore as on November 25, 2024, as per Value Research data. The fund house runs as many as 122 schemes belonging to equity, hybrid, and debt fund categories. Many of its schemes are ranked high in the list of top-performing funds. Many of them have been consistent performers in the long term, and many have beaten their respective benchmarks. We take you through the top 7 SBI mutual funds that have given highest SIP return (XIRR) in the 5-year period. Also know how Rs 15,000 monthly SIP in each fund has grown to in 5 years.
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SBI PSU Fund - Direct Plan
The PSU fund tops the rank among all SBI funds with 36.45 per cent annualised returns in the 5-year period.
It has assets under management (AUM) of Rs 4,471 crore, while its net asset value (NAV) is Rs 34.0139.
Benchmarked against BSE PSU TRI, the fund has given 12.42 per cent annualised returns since its debut in January 2013.
SBI PSU Fund - Direct Plan
With an expense ratio of 0.76 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the 5-year time frame, or a total investment of Rs 9,00,000 has converted into Rs 21,88,409.
SBI Contra Fund - Direct Plan
The fund has given 32.46 per cent annualised returns in the 5-year time frame.
It has AUM of Rs 40,486 crore, while its NAV is Rs 406.5672.
Benchmarked against BSE 500 TRI, the fund has given 17.52 per cent annualised returns since its launch 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 15,000 monthly SIP investment in the fund has grown to Rs 19,93,824 in the 5-year period.
SBI Infrastructure Fund - Direct Plan
The fund has given 31.64 per cent annualised returns in 5 years.
It has an asset base of Rs 4,963 crore, while its NAV is Rs 52.8232.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 16.42 per cent annualised returns since its inception in January 2013.
SBI Infrastructure Fund - Direct Plan
With an expense ratio of 0.91 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 15,64,474 in the 5-year time frame.
SBI Long Term Equity Fund - Direct Plan
The ELSS fund has given 29.8 per cent annualised returns in the 5-year period.
It has AUM of Rs 27,559 crore, while its unit price is Rs 456.1327.
Benchmarked against BSE 500 TRI, the fund has given 17.37 per cent annualised returns since its beginning in January 2013.
SBI Long Term Equity Fund - Direct Plan
At an expense ratio of 0.94 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 18,72,724 in 5 years.
SBI Healthcare Opportunities Fund - Direct Plan
The sectoral fund has given 29.09 per cent annualised returns in the 5-year time frame.
It has a fund size of Rs 3,416 crore, while its unit price is Rs 474.7602.
Benchmarked against BSE Healthcare TRI, the fund has given 18.96 per cent annualised returns since its starting in January 2013.
SBI Healthcare Opportunities Fund - Direct Plan
With an expense ratio of 0.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 18,41,259 in the 5-year period.
SBI Magnum Midcap Fund - Direct Plan
The mid cap fund has given 28.26 per cent annualised returns in 5 years.
It has AUM of Rs 21,407 crore, while its unit price is Rs 256.1471.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.45 per cent annualised returns since its launch in January 2013.
SBI Magnum Midcap Fund - Direct Plan
At an expense ratio of 0.79 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 18,05,723 in the 5-year time frame.
SBI Small Cap Fund - Direct Plan
The small cap fund has given 25.78 per cent annualised returns in the 5-year period.
It has AUM of Rs 21,407 crore, while its NAV is Rs 196.9679.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 25.78 per cent annualised returns since its debut in January 2013.
SBI Small Cap Fund - Direct Plan
With an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 18,01,912 in 5 years.