Can you guess Top 7 SBI MF schemes in 1 year? No.1 fund has built Rs 3.58 lakh corpus with Rs 25,000/month SIP
Top 7 SBI Mutual Funds SBI Mutual Fund is the largest Asset Management Company (AMC) in India with assets over Rs 1.11 lakh crore. Many of its funds in the equity, hybrid, and debt categories have been consistent performers in the last 1 year.
Top 7 SBI Mutual Funds With Highest SIP Returns in 1 Year: SBI Mutual Fund House is one of the oldest fund houses in India, established in 1987. The Asset Management Company (AMC) holds the largest portfolio of Rs 11,06,466 crore. It runs as many as 122 schemes in equity, hybrid, and debt mutual funds, as per Value Research data. Many of its schemes have been giving consistent returns over the last 1 year. In this write-up, we will take you through the top 7 SBI mutual funds in terms of the highest annualised SIP returns (XIRR) in the 1-year period. Also know how Rs 25,000 monthly SIP investment in each fund has converted into in 1 year.
Photos: Unsplash/Pixabay
SBI Healthcare Opportunities Fund Direct Plan-Growth
The sectoral fund has given 38.58 per cent annualised SIP returns in the 1-year time frame.
It has assets under management (AUM) of Rs 4,722 crore, while its net asset value (NAV) is Rs 469.95.
Benchmarked against BSE Healthcare TRI, the fund given 18.88 per cent annualised returns since its inception in January 2013.
SBI Healthcare Opportunities Fund Direct Plan-Growth
With an expense ratio of 0.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund in 1 year, or a total investment of Rs 3,00,000, has helped investors build corpuses of Rs 3,58,404.
SBI Technology Opportunities Fund Direct-Growth
The fund has given 30.88 per cent annualised SIP returns in 1 year.
It has AUM of Rs 7,514 crore, while its NAV is Rs 242.64.
Benchmarked against BSE Teck TRI, the fund given 21.96 per cent annualised returns since its launch in January 2013.
SBI Technology Opportunities Fund Direct-Growth
At an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,47,188 in the 1-year period.
SBI International Access - US Equity FoF Direct - Growth
The international fund has given 27.92 per cent annualised SIP returns in 1 year.
It has AUM of Rs 925 crore, while its NAV is Rs 17.37.
Benchmarked against S&P 500 TRI, the fund given 16.25 per cent annualised returns since its launch in March 2021.
SBI International Access - US Equity FoF Direct - Growth
With an expense ratio of 0.9 per cent, the fund has Rs 1,000 as the minimum SIP investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,42,800 in the 1-year period.
SBI Multicap Fund Direct - Growth
The fund has given 19.91 per cent annualised SIP returns in 1 year.
It has AUM of Rs 18,603 crore, while its NAV is Rs 16.24.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 19 per cent annualised returns since its launch in January 2013.
SBI Multicap Fund Direct - Growth
At an expense ratio of 0.88 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,30,865 in the 1-year period.
SBI Long Term Equity Fund Direct Plan-Growth
The ELSS fund has given 19.25 per cent annualised SIP returns in 1 year.
It has AUM of Rs 27,559 crore, while its NAV is Rs 450.15.
Benchmarked against BSE 500 TRI, the fund given 17.26 per cent annualised returns since its beginning in January 2013.
SBI Long Term Equity Fund Direct Plan-Growth
With an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,29,859 in the 1-year period.
SBI Consumption Opportunities Fund Direct-Growth
The fund has given 18.79 per cent annualised SIP returns in 1 year.
It has AUM of Rs 3,015 crore, while its NAV is Rs 358.47.
Benchmarked against NIFTY India Consumption TRI, the fund given 18.06 per cent annualised returns since its launch in January 2013.
SBI Consumption Opportunities Fund Direct-Growth
At an expense ratio of 0.9 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,29,168 in the 1-year period.
SBI Banking & Financial Services Fund Direct-Growth
The fund has given 18.13 per cent annualised SIP returns in 1 year.
It has AUM of Rs 6,457 crore, while its NAV is Rs 41.17.
Benchmarked against NIFTY Financial Services TRI, the fund given 15.4 per cent annualised returns since its launch in February 2015.
SBI Banking & Financial Services Fund Direct-Growth
At an expense ratio of 0.74 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,28,170 in the 1-year period.