Top 10 SBI Mutual Funds With Highest SIP Returns in 3 Years: No. 1 scheme has converted Rs 25,000 monthly SIP into Rs 17.73 lakh; know what others have done
Top 10 SBI SIP Mutual Funds in 3 Years: As one of India's oldest AMCs, established in 1987, SBI Mutual Fund House runs as many as 61 mutual fund schemes, of which 37 are equity mutual fuds, 22 are debt funds, 11 are hybrid funds and 2 are other funds.
Top 10 SBI Mutual Funds With Best SIP Returns in 3 Years: As many as 44 assets management (AMC) companies are operating in India. State Bank of India Mutual Fund tops the chart with the highest assets under management worth Rs crore over. As one of India's oldest AMCs, the fund house runs as many as 61 mutual fund schemes, of which 37 are equity mutual funds, 22 are debt funds, 11 are hybrid funds, and 2 are other funds. In this write-up, we take you through the top 7 SBI mutual funds in in terms of the highest SIP returns (XIRR) in 3 years. Also, know how Rs 25,000 monthly SIP in each fund has given to investors in these 3 years.
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SBI PSU Direct Plan-Growth
The thematic fund has given 49.53 per cent annualised SIP returns in the 3 years.
It has assets under management (AUM) of Rs 4,851 crore, while its net asset value (NAV) is Rs 35.36.
Benchmarked against BSE PSU TRI, the fund has given 12.98 per cent annualised returns (CAGR) since its launch in January 2013.
SBI PSU Direct Plan-Growth
At an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 25,000 monthly SIP in the fund in 3 years, or a total investment of Rs 9 lakh, has given Rs 17.73 lakh in the 3-year time frame.
SBI Infrastructure Fund - Direct Plan
The sectoral fund has given 47.57 per cent annualised SIP returns in the 3-year period.
It has AUM of Rs 4,790 crore, while its NAV is Rs 58.98.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.77 per cent annualised return since its launch in January 2013.
SBI Infrastructure Fund - Direct Plan
With an expense ratio of 1.0 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 25,000 monthly SIP in the scheme has converted into Rs 16.46 lakh in 3 years.
SBI Long Term Equity Fund Direct Plan-Growth
The ELSS mutual fund has given 40.30 per cent annualised SIP returns in the 3-year time frame.
It has an asset base of Rs 4,790 crore, while its NAV unit is Rs 485.7643.
Benchmarked against BSE 500 TRI, the fund has given 18.27 per cent annualised return since its debut in January 2013.
SBI Long Term Equity Fund Direct Plan-Growth
At an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has jumped to Rs 15.8 lakh in the 3-year period.
SBI Healthcare Opportunities Fund Direct Plan-Growth
The sectoral fund has given 38.29 per cent annualised SIP returns in 3 years.
Its AUM is Rs 3,203 crore, while its NAV is Rs 475.63.
Benchmarked against BSE Healthcare TRI, the fund has given 19.27 per cent annualised return since its starting in January 2013.
SBI Healthcare Opportunities Fund Direct Plan-Growth
With an expense ratio of 0.9 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has grown to Rs 15.39 lakh in the 3-year time frame.
SBI Nifty Next 50 Index Fund Direct - Growth
The index fund has given 36.65 per cent annualised SIP returns in the 3-year time period.
It has AUM of Rs 1,311 crore, while its NAV is Rs 20.73 .
Benchmarked against NIFTY Next 50 TRI, the fund has given 24.26 per cent annualised return since its debut in April 2021.
SBI Nifty Next 50 Index Fund Direct - Growth
With an expense ratio of 0.33 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment
A Rs 25,000 monthly SIP in the scheme has swelled to Rs 15.07 lakh in the 3 years.
SBI Contra Direct Plan-Growth
The contra fund has given 36.47 per cent annualised SIP returns in the 3-year time frame.
It has an asset base of Rs 39,433 crore, while its NAV et asset value (NAV) is Rs 434.26.
Benchmarked against 500, the fund has given 18.45 per cent annualised return since its inception in January 2013.
SBI Contra Direct Plan-Growth
At an expense ratio of 0.57 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has grown to Rs 15.04 lakh in the 3 years.
SBI Consumption Opportunities Fund Direct-Growth
The thematic fund has given 36.22 per cent annualised SIP returns in the 3-year time frame.
Its AUM is Rs 2,854 crore, while its NAV is Rs 399.59.
Benchmarked against NIFTY India Consumption TRI, the fund has given 19.42 per cent annualised return since its launch in January 2013.
SBI Consumption Opportunities Fund Direct-Growth
With an expense ratio of 1.0 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has converted into Rs 14.99 lakh in the 3-year period.
SBI Magnum Mid Cap Direct Plan-Growth
The mid cap fund has given 33.11 per cent annualised SIP returns in the 3 years.
It has an asset base of Rs 21,517 crore, while its NAV is Rs 278.76.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 21.63 per cent annualised return since its launch in January 2013.
With an expense ratio of 0.78 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has jumped to Rs 14.42 lakh in the 3-year time frame.
SBI Small Cap Fund Direct-Growth
The small cap fund has given 32.94 per cent annualised SIP returns in the 3-year time frame.
It has AUM of Rs 33,069 crore, while its unit price is Rs 213.66.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 27.05 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment.
A Rs 25,000 monthly SIP in the scheme has grown to Rs 14.39 lakh in the 3-year period.
SBI Large & Midcap Fund Direct Plan-Growth
The mid cap fund has given 29.79 per cent annualised SIP returns in the 3-year period.
Its AUM is Rs 21,517 crore, while its NAV is Rs 674.79.
Benchmarked against Nifty Large Midcap 250 TRI, the fund has given 18.83 per cent annualised return since its debut in January 2013.
With an expense ratio of 0.7 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the scheme has converted into Rs 13.80 lakh in 3 years.