Top 5 SBI Mutual Funds With Best SIP Returns in 5 Years: Know value of Rs 15,000 monthly SIP in each fund

The thematic equity mutual fund has given 42.99 per cent annualised SIP returns in 5 years. It has assets under management (AUM) of Rs 3,695 crore, while its net asset value (NAV) is Rs 37.79. Benchmarked against BSE PSU TRI, the fund has given 13.79  per cent annualised returns since its inception in January 2013. At an expense ratio of 0.78 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 500 as the minimum SIP investment. 

In a portfolio of 26 stocks, the fund has SBI, GAIL (India), PowerGrid, and NTPC as the main holdings.  A Rs 15,000 monthly SIP in 5 years, or Rs 9 lakh investment, has given Rs 25.37 lakh in 5 years. 

The sectoral infra equity fund has given 37.77 per cent annualised SIP returns in 5 years. It has AUM of Rs 3,851 crore, while its NAV price is Rs 57.6056. Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.75 per cent annualised returns since its inception in January 2013. At an expense ratio of 1.17 per cent, the fund has the minimum lump sum investment of Rs 5,000, while its minimum SIP investment is Rs 500. 

In a portfolio of 44 stocks, the fund has RIL, Bharti Airtel, Indian Energy Exchange, and Larsen & Toubro as its main holdings.  A Rs 15,000 monthly SIP in the fund has given Rs 22.52 lakh in 5 years.

The fund that follows the contra strategy of investment has given 37.15 per cent annualised SIP return in 5 years. It has AUM of Rs 34,366 crore, while its NAV price is Rs 423.34. At an expense ratio of 1.17 per cent, the fund has its minimum lump sum investment of Rs 5,000, while the minimum SIP investment is Rs 500. 

The fund has 91.4 per cent of its investments in equity and 5.5 per cent in debt. In its portfolio of 103 stocks, the main holdings are Nifty Bank, HDFC Bank, Kotak Mahindra, and GAIL (India) Ltd.  A Rs 15,000 monthly SIP in the fund has grown to Rs 21,89,419 in 5 years.  

The ELSS mutual fund has given 33.84 per cent annualised SIP returns in 5 years. The fund has AUM of Rs 25,738 crore, while its NAV is Rs 474.32. The fund has Rs 500 as the minimum lump sum and SIP investment. It has a 0.95 per cent expense ratio. The fund has 90.6 per cent investments in equity and 9.4 per cent in cash and cash equivalents. 

In a 62-stock portfolio, the fund has GE T&D India Ltd, HDFC Bank, Mahindra & Mahindra, ICICI Bank, and Bharti Airtel.  A Rs 15,000 monthly SIP in the fund has given Rs 20,32,412 in 5 years. 

The small-cap category in the fund has given 32.99 per cent annualised SIP return in 5 years. The fund has Rs 30,836 crore AUM, and its NAV is priced at Rs 206.2. Benchmarked against BSE 250 SmallCap TRI, the fund has given a 27.02 per cent annualised return since its inception in January 2013. 

At an expense ratio of 0.66 per cent, the minimum SIP investment in the fund is Rs 500. In a 56-stock portfolio, the fund has Nifty 50, Blue Star, Finolex Industries, and Kalptaru Projects as the main holdings.  A Rs 15,000 monthly SIP in the fund has grown to Rs 20.15 lakh in 5 years.