Top 7 SBI Mutual Funds With highest SIP Returns in 5 Years: No. 1 fund has converted Rs 12,500 monthly SIP into Rs 19,46,418; here's how others have performed
Top 7 SBI mutual funds with best SIP returns in 5 years: There are 44 mutual fund asset management companies (AMCs) in India. They run more than 1,500 mutual fund schemes of equity, hybrid, and debt funds. They are either bank-sponsored, joint venture, institutional, or private sector (Indian and foreign). SBI Mutual Fund tops the list with Rs 11,34,051 crore worth of assets.
Top 7 SBI mutual funds with highest SIP returns in 5 years: SBI Mutual Fund is the largest asset management company (AMC) in India. The fund house runs as many as 122 schemes (equity, hybrid, and debt). It has assets under management (AUM) worth Rs 11,34,051, as per Value Research. Some of its schemes have been consistent performers over the years and have given multiple time returns to its investors. Here, we take you through the top 7 SBI mutual fund schemes in terms of the highest annualised SIP returns (XIRR) in the 5-year period. Also know what Rs 12,500 monthly SIP in each fund has given in 5 years.
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SBI PSU Fund - Direct Plan
The fund has given 39.3 per cent annualised SIP returns in the 5 years.
It has AUM of Rs 4,703 crore, while its NAV is Rs 35.9824.
Benchmarked against BSE PSU TRI, the fund given 13.07 per cent annualised returns since its debut in January 2013.
SBI PSU Fund - Direct Plan
With an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the scheme has grown to Rs 19,46,418 in the 5-year period.
SBI Infrastructure Fund - Direct Plan
The fund has given 35.58 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 5,071 crore, while its NAV is Rs 57.1802.
Benchmarked against NIFTY Infrastructure TRI, the fund given 17.35 per cent annualised returns since its debut in January 2013.
SBI Infrastructure Fund - Direct Plan
At an expense ratio of 1.00 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the scheme has grown to Rs 17,86,259 in 5 years.
SBI Contra Fund - Direct Plan
The fund has given 35.44 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 41,327 crore, while its NAV is Rs 427.2367.
Benchmarked against BSE 500 TRI, the fund given 18.17 per cent annualised returns since its debut in January 2013.
SBI Contra Fund - Direct Plan
With an expense ratio of 0.57 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the scheme has grown to Rs 17,80,335 in the 5-year period.
SBI Long Term Equity Fund - Direct Plan
The fund has given 32.42 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 28,733 crore, while its unit price is Rs 478.3175.
Benchmarked against BSE 500 TRI, the fund given 18.00 per cent annualised returns since its inception in January 2013.
SBI Long Term Equity Fund - Direct Plan
With an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment.
A Rs 12,500 monthly SIP investment in the scheme has grown to Rs 16,59,193 in 5 years.
SBI Small Cap Fund - Direct Plan
The fund at the top has given 32.19 per cent annualised SIP returns in the 5-year period.
The thematic fund has assets under management (AUM) of Rs 34,217 crore, while its net asset value (NAV) is Rs 212.4258.
Benchmarked against BSE 250 SmallCap TRI, the fund given 26.82 per cent annualised returns (CAGR) since its inception in January 2013.
SBI Small Cap Fund - Direct Plan
At an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in 5 years, or total investment of Rs 7,50,000, has grown to Rs 16,50,251.
SBI Consumption Opportunities Fund - Direct Plan
The fund has given 31.85 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 3,101 crore, while its NAV is Rs 427.2367.
Benchmarked against NIFTY India Consumption TRI, the fund given 19.09 per cent annualised returns since its debut in January 2013.
SBI Consumption 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 12,500 monthly SIP investment in the scheme has swelled to Rs 16,37,066 in the 5-year period.
SBI Magnum Midcap Fund - Direct Plan
The fund has given 31.47 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 22,338 crore, while its NAV is Rs 271.0324.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 21.21 per cent annualised returns since its debut 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 12,500 monthly SIP investment in the scheme has grown to Rs 16,22,739 in the 5-year period.