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Top 7 SBI Mutual Funds With Best SIP Returns in 10 Years: Rs 12,500 monthly investment in No. 1 fund has grown to Rs 52,07,370; know how others have performed
- Written by Shaghil Bilali
Published: Zee Business| Updated: Zee Business
Top 7 SBI Mutual Funds With Best SIP Returns in 10 Years: When it comes to the selection of mutual funds, among its various factors, investors also look for the asset management company's (AMC) size and experience. Older fund houses running scores of mutual fund schemes make investors more confident when they select the mutual fund. Among all mutual fund houses, SBI Mutual Fund House is one of the earliest AMC, established in 1987, and holds the largest assets under management (AMC) at Rs 11,34,051 crore, as per Value Research data. The fund house runs as many as 122 schemes in equity, hybrid, and debt mutual funds. Some of its schemes have been consistent performers and have given multiple-time returns to its investors. In this write-up, we take you through the top 7 mutual fund schemes with highest annualised SIP returns (XIRR) in the 10-year period. Also, know what is the current value of Rs 12,500 monthly SIP in each fund after 10 years of investment.
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SBI Small Cap Fund - Direct Plan
1/14The fund has given 23.53 per cent annualised SIP returns in the 10-year period. It has assets under management (AUM) of Rs 34,217 crore, while its net asset value (NAV) is Rs 199.0257. Benchmarked against BSE 250 SmallCap TRI, the fund given 26.07 per cent annualised returns since its launch in January 2013.
2/14
SBI Small Cap Fund - Direct Plan
2/14At an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 12,500 monthly SIP in the fund has jumped to Rs 52,07,370 in the 10-year time frame.
3/14
SBI Technology Opportunities Fund - Direct Plan
3/14The sectoral fund has given 22.35 per cent annualised SIP returns in the 10-year time frame. It has AUM of Rs 4,435 crore, while its NAV is Rs 240.0881. Benchmarked against BSE Teck TRI, the fund given 21.98 per cent annualised returns since its inception in January 2013.
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SBI Technology Opportunities Fund - Direct Plan
4/14With an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 12,500 monthly SIP in the fund has jumped to Rs 48,84,275 in 10 years.
5/14
SBI Contra Fund - Direct Plan
5/14The contra fund has given 22.14 per cent annualised SIP returns in 10 years. It has an asset base of Rs 41,327 crore, while its NAV is Rs 411.6196. Benchmarked against BSE 500 TRI, the fund given 17.77 per cent annualised returns since its debut in January 2013.
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SBI Contra Fund - Direct Plan
6/14At an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 12,500 monthly SIP in the fund has grown to Rs 48,29,359 in the 10-year period.
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SBI Infrastructure Fund - Direct Plan
7/14The sectoral fund has given 21.88 per cent annualised SIP returns in the 10-year period. Its AUM is Rs 5,071 crore, while its unit price is Rs 54.3427. Benchmarked against NIFTY Infrastructure TRI, the fund given 16.82 per cent annualised returns since its beginning in January 2013.
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SBI Infrastructure Fund - Direct Plan
8/14With an expense ratio of 0.95 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 12,500 monthly SIP in the fund has converted into Rs 47,63,494 in 10 years.
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SBI Consumption Opportunities Fund - Direct Plan
9/14The thematic fund has given 20.84 per cent annualised SIP returns in the 10-year time frame. Its asset base is Rs 3,101 crore, while its unit price is Rs 369.4518. Benchmarked against NIFTY India Consumption TRI, the fund given 18.47 per cent annualised returns since its starting in January 2013.
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SBI Consumption Opportunities Fund - Direct Plan
10/14At an expense ratio of 0.90 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 12,500 monthly SIP in the fund has converted into Rs 45,02,716 in the 10-year time frame.
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SBI Magnum Midcap Fund - Direct Plan
11/14The mid cap fund has given 20.55 per cent annualised SIP returns in 10 years. It has AUM of Rs 22,338 crore, while its NAV is Rs 262.3823. Benchmarked against NIFTY Midcap 150 TRI, the fund given 20.84 per cent annualised returns since its inception in January 2013.
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SBI Magnum Midcap Fund - Direct Plan
12/14With an expense ratio of 0.77 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 12,500 monthly SIP in the fund has converted into Rs 44,32,993 in the 10-year period.
13/14
SBI Long Term Equity Fund - Direct Plan
13/14The ELSS fund has given 20.21 per cent annualised SIP returns in the 10-year period. It has AUM of Rs 28,733 crore, while its NAV is Rs 462.7083. Benchmarked against BSE 500 TRI, the fund given 17.63 per cent annualised returns since its launch in January 2013.
14/14
SBI Long Term Equity Fund - Direct Plan
14/14At an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each. A Rs 12,500 monthly SIP in the fund has converted into Rs 43,51,165 in 10 years.
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