Top 7 SBI mutual funds with highest SIP returns in 15 years: Rs 7,777 monthly investment in No. 1 scheme has zoomed to Rs 97,64,660
Top 7 SBI mutual funds with highest returns in 15 years: SBI Mutual Fund House, being one of the oldest PSU fund houses in India, runs some of the oldest schemes. Many of its funds have beaten benchmarks in the long run and have multiplied investor money many times.
Top 7 SBI mutual funds with highest returns in 15 years: SBI Mutual Fund House has the largest asset base among all asset management companies (AMCs) in India. The fund house, which has assets worth Rs 11,09,710 crore, has as many as 123 schemes under its umbrella across equity, hybrid, and debt mutual funds, as per Value Research data. Many of its schemes have beaten their respective benchmarks in the short and long terms. We take you through the top 7 schemes with highest annualised SIP returns (XIRR) in 15 years. Also know what the current value of Rs 7,777 monthly investment in all 7 funds is.
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SBI Small Cap Fund
The fund has given 23.08 per cent annualised SIP return in 15 years.
It has assets under management (AUM) of Rs 33,285 crore, while its net asset value (NAV) is Rs 179.7408.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 20.74 per cent annualised return since its debut 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 7,777 monthly SIP investment in the 15-year period, or a total investment of Rs 13,99,860, has grown to Rs 97,64,660.
SBI Consumption Opportunities Fund
The fund has given 18.91 per cent annualised SIP return in the 15-year time frame.
It AUM of Rs 3,074 crore, while its NAV is Rs 201.3827.
Benchmarked against NIFTY India Consumption TRI, the fund has given 16.15 per cent annualised return since its inception 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 7,777 monthly SIP investment in 15 years has converted into Rs 67,48,725.
SBI Healthcare Opportunities Fund
The fund has given 18.33 per cent annualised SIP return the 15-year period.
It has an asset base of Rs 3,460 crore, while its unit price is Rs 440.2981.
Benchmarked against BSE Healthcare TRI, the fund has given 17.17 per cent annualised return since its launch 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 7,777 monthly SIP investment in 15-year time frame has jumped to Rs 64,11,157.
SBI Technology Opportunities Fund
The fund has given 19.67 per cent annualised SIP return in 15 years.
It has a fund size of Rs 4,586 crore, while its unit price is Rs 137.2867.
Benchmarked against BSE Teck TRI, the fund has given 16.08 per cent annualised return since its starting in July 1999.
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 7,777 monthly SIP investment in 15-year period has swelled to Rs 72,19,221.
SBI Magnum Midcap Fund
The fund has given 19.26 per cent annualised SIP return in the 15-year time frame.
Its AUM is Rs 21,455 crore, while its NAV is Rs 238.0124.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 17.38 per cent annualised return since its beginning 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 7,777 monthly SIP investment in 15-year has grown to Rs 69,60,467.
SBI Focused Equity Fund
The fund has given 16.38 per cent annualised SIP return the 15-year period.
It has an asset base of Rs 34,747 crore, while its NAV is Rs 334.0881.
Benchmarked against BSE 500 TRI, the fund has given 18.93 per cent annualised return since its launch in October 2004.
SBI Focused Equity Fund
At an expense ratio of 0.26 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 7,777 monthly SIP investment in a15-year time frame has converted into Rs 54,06,827.
SBI Large & Midcap Fund
The fund has given 16.82 per cent annualised SIP return in 15 years.
It has a fund size of Rs 29,329 crore, while its unit price is Rs 597.4727.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund has given 15.15 per cent annualised return since its inception in February 1993.
SBI Large & Midcap Fund
With an expense ratio of 1.61 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 7,777 monthly SIP investment in 15-year period has jumped to Rs 56,16,074.