Top 7 SBI Mutual Funds With Best SIP Returns in 15 Years: Rs 5,000 monthly SIP in No. 1 fund has grown to Rs 68,84,790
Top 7 SBI SIP mutual Funds in 15 Years: The top SBI fund in terms of highest annualised SIP returns in 15 years is SBI Small Cap Fund - Regular Plan - Growth. The fund has given 24.15 per cent annualised SIP returns (XIRR) in the 15-year period.
Top 7 SBI SIP Mutual Funds in 15 Years: SBI Mutual Fund House is the second-oldest mutual fund house in India. Established in 1987, the fund house was incorporated in February 1992. Ever since, it has launched a lot of schemes, establishing itself as the fund house with the largest asset under management (AUM) of over Rs 1 lakh crore. It runs 72 mutual fund schemes, of which 37 are equity schemes, 22 debt, 11 hybrid, and 2 are others. In this write-up, we take you through the top 7 SBI mutual fund schemes with the highest SIP returns (XIRR) in 15 years. Also know how Rs 5,000 monthly investment in 15 years, or Rs 9 lakh investment overall, has evolved in each scheme in that period.
Photos: Unsplash/Pixabay
SBI Small Cap Fund - Regular Plan
The fund at the top has given 24.13 per cent annualised SIP returns (XIRR) in 15 years.
It has assets under management (AUM) of Rs 33,069 crore, while its net asset value (NAV) is Rs 187.4027.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 21.49 per cent annualised returns (CAGR) since its launch in September 2009.
SBI Small Cap Fund - Regular Plan
At an expense ratio of 1.56 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5,000 monthly SIP in the fund has converted into Rs 68,84,790 in the 15-year period.
SBI Magnum Midcap Fund
The fund has given 20.38 per cent annualised SIP returns in the 15-year time frame.
It has an asset base of Rs 21,517 crore, while its NAV is Rs 251.0105.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 17.97 per cent annualised returns since its inception in March 2015.
SBI Magnum Midcap Fund
With an expense ratio of 1.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5,000 monthly SIP in the fund has jumped to Rs 49,39,869 in 15 years.
SBI Consumption Opportunities Fund
The fund has given 20.31 per cent annualised SIP returns in the 15-year period.
It has AUM of Rs 2,854 crore, while its NAV is Rs 213.7251.
Benchmarked against NIFTY India Consumption TRI, the fund has given 16.61 per cent annualised returns since its debut in July 1999.
SBI Consumption Opportunities Fund
At an expense ratio of 1.98 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5,000 monthly SIP in the fund has swelled to Rs 49,11,460 in the 15-year time frame.
SBI Technology Opportunities Fund
The fund has given 19.84 per cent annualised SIP returns in 15 years.
Its AUM is Rs 4,387 crore, while its unit price is Rs 132.9128.
Benchmarked against BSE Teck TRI, the fund has given 16.12 per cent annualised returns since its starting in July 1999.
SBI Technology Opportunities Fund
With an expense ratio of 1.90 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5,000 monthly SIP in the fund has jumped to Rs 47,08,476 in the 15-year period.
SBI Contra Fund
The fund has given 18.5 per cent annualised SIP returns in the 15-year time frame.
It has an asset base of Rs 39,433 crore, while its NAV is Rs 403.8202.
Benchmarked against BSE 500 TRI, the fund has given 20.13 per cent annualised returns since its beginning in July 1999.
SBI Contra Fund
At an expense ratio of 1.52 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5,000 monthly SIP in the SBI fund has grown to Rs 41,85,673 in 15 years.
SBI Healthcare Opportunities Fund
The fund has given 18.44 per cent annualised SIP returns in the 15-year period.
It has AUM of Rs 3,203 crore, while its NAV is Rs 421.4635.
Benchmarked against BSE Healthcare TRI, the fund has given 17.17 per cent annualised returns since its launch in July 1999.
SBI Healthcare Opportunities Fund
With an expense ratio of 1.96 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5,000 monthly SIP in the fund has converted into Rs 41,62,893 in the 15-year time frame.
SBI Healthcare Opportunities Fund
With an expense ratio of 1.59 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment.
A Rs 5,000 monthly SIP in the fund has jumped to Rs 40,09,914 in the 15-year time period.