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Top 7 SBI Mutual Funds With Best SIP Returns in 1 Year: Rs 25,000 monthly SIP in NO. 1 fund has grown to Rs 3.80 lakh; know how others have performed
- Written by ZeeBiz WebTeam
Published: 10:19 AM, Oct 7, 2024| Updated: 10:34 AM, Oct 7, 2024
Top 7 SBI Mutual Funds With Best SIP Returns in 1 Year: SBI Mutual Fund House is the largest fund house in India with over Rs 1 lakh crore assets under management (AUM). Established in June 1987, the fund house runs some of the oldest schemes under its umbrella. Many of them have been consistent performers in the long and short terms. The fund runs as many as 72 primary schemes, of which 37 are equity, 22 debt, 11 hybrid, and 2 other schemes. In this write-up, know the top 7 SBI Mutual Fund schemes with the highest annualised SIP returns (XIRR) in the 1-year period.
Photos: Unspalsh/Pixabay
1/15
SBI Nifty Next 50 Index Fund Direct - Growth
1/15The index fund at No. 1 has given 53.66 per cent annualised SIP return in the 1-year period. It has assets under management (AUM) of Rs 1,311 crore, while its net asset value (NAV) is Rs 20.48. Benchmarked against NIFTY Next 50 TRI, the fund has given 23.51 per cent annualised returns (CAGR) since its inception in April 2021.
2/15
SBI Nifty Next 50 Index Fund Direct - Growth
2/15At 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 fund in 1 years, or a total investment of Rs 3 lakh, has turned into Rs 3.8 lakh.
3/15
SBI Healthcare Opportunities Fund Direct Plan-Growth
3/15The fund has given 52.32 per cent annualised SIP return in the 1-year period. It has AUM of Rs 3,203 crore, while its NAV is Rs 473.1095. Benchmarked against BSE Healthcare TRI, the fund has given 19.14 per cent annualised returns since its inception in January 2013.
4/15
SBI Healthcare Opportunities Fund Direct Plan-Growth
4/15At 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 fund has converted into Rs 3.78 lakh in the 1-year time frame.
5/15
SBI Consumption Opportunities Fund Direct-Growth
5/15The fund has given 48.64 per cent annualised SIP return in the 1-year period. It has AUM of Rs 2,854 crore, while its NAV is Rs 391.05. Benchmarked against NIFTY India Consumption TRI, the fund has given 19.13 per cent annualised returns since its launch in January 2013.
6/15
SBI Consumption Opportunities Fund Direct-Growth
6/15At an expense ratio of 0.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 25,000 monthly SIP in the fund has converted into Rs 3.73 lakh in 1 year.
7/15
SBI PSU Direct Plan-Growth
7/15The PSU fund has given 45.45 per cent annualised SIP return in the 1-year period. It has AUM of Rs 4,851 crore, while its NAV is Rs 36.25. Benchmarked against BSE PSU TRI, the fund has given 13.17 per cent annualised returns since its debut in January 2013.
8/15
SBI PSU Direct Plan-Growth
8/15At 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 has converted into Rs 3.68 lakh in the 1-year period.
9/15
SBI Long Term Equity Fund Direct Plan-Growth
9/15The ELSS fund has given 45.29 per cent annualised SIP return in the 1-year period. It has AUM of Rs 28,000 crore, while its NAV is Rs 478.4. Benchmarked against BSE 500 TRI, the fund has given 18.05 per cent annualised returns since its beginning in January 2013.
10/15
SBI Long Term Equity Fund Direct Plan-Growth
10/15At 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 fund has converted into Rs 3.68 lakh in the 1-year period.
11/15
SBI Multicap Fund Direct - Growth
11/15The multi fund has given 43.33 per cent annualised SIP return in the 1-year period. It has AUM of Rs 18,449 crore, while its NAV is Rs 17.2775. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 22.87 per cent annualised returns since its launch in February 2022.
12/15
SBI Multicap Fund Direct - Growth
12/15At an expense ratio of 0.88 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 has converted into Rs 3.65 lakh in 1 year.
13/15
SBI Technology Opportunities Fund Direct-Growth
13/15The sectoral fund has given 42.71 per cent annualised SIP return in the 1-year period. It has an asset base of Rs 4,387 crore, while its unit price is Rs 243.62. Benchmarked against BSE Teck TRI, the fund has given 22.24 per cent annualised returns since its inception in January 2013.
14/15
SBI Technology Opportunities Fund Direct-Growth
14/15The sectoral fund has given 42.71 per cent annualised SIP return in the 1-year period. It has an asset base of Rs 4,387 crore, while its unit price is Rs 243.62. Benchmarked against BSE Teck TRI, the fund has given 22.24 per cent annualised returns since its inception in January 2013.
15/15
SBI Technology Opportunities Fund Direct-Growth
15/15At an expense ratio of 0.82 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 has converted into Rs 3.65 lakh in the 1-year time frame.
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