Top SBI Mutual Funds With Highest SIP Returns in 20 Years: Rs 10,000 monthly SIP investment in No. 1 fund has grown to Rs 2,54,27,522; here's how it has performed in other schemes
Top SBI Mutual Funds With Highest SIP Returns in 20 Years: SBI Consumption Opportunities Fund is the top performer SBI mutual fund with best SIP returns in 20 years. The fund has given 20.21 per cent annualised return in the 20-year time frame.
Top SBI Mutual Funds With Highest SIP Returns in 20 Years: SBI Mutual Fund is the largest mutual fund house in India with Rs 11,34,051 crore assets under management (AUM). It runs 72 primary schemes, of which 37 are equity funds, 22 debt schemes, and 2 other funds. It runs some of the oldest mutual fund schemes in India, of which some have been consistent performers. A lot of them have multiplied investors' wealth many times. In this write-up, we take you through the top SBI mutual fund schemes in terms of the highest SIP returns (XIRR) in 20 years. Also know how Rs 10,000 monthly SIP investment in each scheme has turned into in that period. (Data Source: Value Research)
SBI Consumption Opportunities Fund
The fund has given 20.21 per cent annualised SIP returns in the 20-year period.
The thematic fund has assets under management (AUM) of Rs 3,101 crore, while its net asset value (NAV) is Rs 210.5869.
SBI Consumption Opportunities Fund
Benchmarked against NIFTY India Consumption TRI, the fund given 16.51 per cent annualised returns (CAGR) since its inception in July 1999.
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.
SBI Consumption Opportunities Fund
A Rs 10,000 monthly SIP investment in 20 years, or total investment of Rs 24,00,000, has grown to Rs 2,54,27,522.
SBI Technology Opportunities Fund
The fund has given 17.72 per cent annualised SIP returns in the 20-year time frame.
It has AUM of Rs 4,435 crore, while its NAV is Rs 131.2617.
SBI Technology Opportunities Fund
Benchmarked against BSE Teck TRI, the fund given 16.03 per cent annualised returns since its debut in July 1999.
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.
SBI Technology Opportunities Fund
A Rs 10,000 monthly SIP investment in the scheme has turned into to Rs 1,85,99,237.
SBI Healthcare Opportunities Fund
The fund has given 17.27 per cent annualised SIP returns in 20 years.
It has AUM of Rs 3,346 crore, while its NAV is Rs 422.1358.
SBI Healthcare Opportunities Fund
Benchmarked against BSE Healthcare TRI, the fund given 17.14 per cent annualised returns since its launch in July 1999.
At 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.
SBI Healthcare Opportunities Fund
A Rs 10,000 monthly SIP investment in the scheme has converted into Rs 1,75,85,022.
SBI Focused Equity Fund
The fund has given 16.84 per cent annualised SIP returns in the 20-year time period.
It has AUM of Rs 36,367 crore, while its NAV is Rs 338.4721.
SBI Focused Equity Fund
Benchmarked against BSE 500 TRI, the fund given 19.24 per cent annualised returns since its starting in October 2004.
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.
SBI Focused Equity Fund
A Rs 10,000 monthly SIP investment in the scheme has jumped to Rs 1,66,57,588.