Top 7 SBI Mutual Funds With Best SIP Returns in 15 Years: Rs 12,222 monthly SIP investment in No. 1 scheme has turned into Rs 1,54,31,754; know about others too
Top 7 SBI Mutual Funds With Best SIP Returns in 15 Years: SBI Mutual Fund, one of the earliest PSU mutual fund houses in India, runs some of the oldest mutual fund schemes. It is an asset management company (AMC) with the largest assets under its ambit. Many of its mutual fund schemes have been benchmark beaters in the short and the long run.
Top 7 SBI Mutual Funds With Best SIP Returns in 15 Years: SBI Mutual Fund House, established in 1987, is the largest asset management company (AMC) in India with the holdings worth Rs 11,09,710 crore, as per Value Research data. The fund house 129 schemes under its umbrella. Some of its schemes have been in existence for over 3 decades. The fund house has many schemes that have been benchmark beaters in the short and the long run. Some of its schemes have been highly consistent for over a decade. We take you through the top 7 SBI mutual fund schemes that have given highest SIP annualised returns (XIRR) in the 15-year period. Also know how Rs 12,222 monthly SIP investment in each of them has performed during the same period (We are also taking regular funds since the direct funds were launched in January 2013.)
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SBI Small Cap Fund
The small cap fund has given 23.15 per cent annualised SIP return in the 15-year time frame.
It has assets under management (AUM) of Rs 33,285 crore, while its net asset value (NAV) is Rs 179.0264.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 20.77 per cent annualised return since its inception in September 2009.
SBI Small Cap Fund
With an expense ratio of 1.57 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,222 monthly SIP investment in 15 years, or a total investment of Rs 21,99,960, has converted into Rs 1,54,31,754.
SBI Technology Opportunities Fund
The fund has given 19.73 per cent annualised SIP return in the 15-year period.
It has AUM of Rs 4,586 crore, while its NAV is Rs 136.6088.
Benchmarked against BSE Teck TRI, the fund has given 16.08 per cent annualised return since its launch in July 2019.
SBI Technology Opportunities Fund
At an expense ratio of 1.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,222 monthly SIP investment in the 15-year time frame has swelled to Rs 1,14,02,552.
SBI Magnum Midcap Fund
The fund has given 19.21 per cent annualised SIP return in 15 years.
It has an asset base of Rs 21,455 crore, while its unit price is Rs 234.9098.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 17.34 per cent annualised return since its debut in March 2005.
SBI Magnum Midcap Fund
With an expense ratio of 1.67 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,222 monthly SIP investment in the 15-year period has grown to Rs 1,08,90,900 .
SBI Consumption Opportunities Fund
The fund has given 18.71 per cent annualised SIP return in the 15-year time frame.
It has a fund size of Rs 3,074 crore, while its unit price is Rs 195.9248.
Benchmarked against NIFTY India Consumption TRI, the fund has given 16.05 per cent annualised return since its starting in July 1999.
SBI Consumption Opportunities Fund
At an expense ratio of 1.97 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,222 monthly SIP investment in 15 years has sprung to Rs 1,04,18,422.
SBI Healthcare Opportunities Fund
The fund has given 18.06 per cent annualised SIP return in the 15-year period.
It has a fund size of Rs 3,460 crore, while its unit price is Rs 425.3358.
Benchmarked against BSE Healthcare TRI, the fund has given 17.04 per cent annualised return since its inception in July 1999.
SBI Healthcare Opportunities Fund
With an expense ratio of 1.95 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,222 monthly SIP investment in the 15-year time frame has grown to Rs 98,39,113.
SBI Contra Fund
The fund has given 17.35 per cent annualised SIP return in 15 years.
Its AUM is Rs 41,907 crore, while its NAV is Rs 374.5622.
Benchmarked against BSE 500 TRI, the fund has given 19.57 per cent annualised return since its beginning in July 1999.
SBI Contra Fund
At an expense ratio of 1.50 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,222 monthly SIP investment in the 15-year period has swelled to Rs 92,47,327.
SBI Long Term Equity Fund - Regular Plan
The fund has given 16.85 per cent annualised SIP return in the 15-year time frame.
It has an asset base of Rs 27,847 crore, while its NAV is Rs 424.3238.
Benchmarked against BSE 500 TRI, the fund has given 17.15 per cent annualised return since its debut in March 2013.
SBI Long Term Equity Fund - Regular Plan
With an expense ratio of 1.59 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 12,222 monthly SIP investment in 15 years has jumped to Rs 88,46,672.