Top 7 SBI Mutual Funds With Highest SIP Returns in 5 Years: Rs 12,500 monthly SIP investment in No. 1 scheme has sprung to Rs 16,91,216; know about others

Top 7 SBI Mutual Funds With Best SIP Returns in 5 Years: Established in 1987, SBI Mutual Fund House is among the oldest PSU fund houses in India. It runs as many as 123 mutual fund schemes in equity, hybrid, and debt funds.  

ZeeBiz WebTeam | Jan 20, 2025, 07:06 PM IST

Top 7 SBI Mutual Funds With Best SIP Returns in 5 Years: Mutual fund investment in India has gathered momentum mainly in the last decade. Many mutual fund houses have seen their asset management companies (AMCs) growing by thousands of crores during that period. There are as many as 43 AMCs operating in India, running more than 2,000 schemes. SBI Mutual Fund House is among the oldest Public Sector Undertaking (PSU) fund houses in India. It runs as many as 123 schemes in equity, hybrid, and debt funds. The size of its AMC is Rs 10,90,735 crore, as per Value Research data. Here, we take you through the top 7 SBI mutual funds in terms of highest annualised SIP returns (XIRR). Also know what Rs 12,500 monthly SIP investment in each fund has given in last 5 years. 
Photos: Unsplash/Pixabay

 

1/14

SBI PSU Fund - Direct Plan

SBI PSU Fund - Direct Plan

The small cap fund has given 33.21 per cent annualised SIP return in the 5-year period.
It has assets under management (AUM) of Rs 4,572 crore, while its net asset value (NAV) is Rs 32.7187 .  
Benchmarked against BSE PSU TRI, the fund has given 11.89 per cent annualised return since its beginning in January 2013.

2/14

SBI PSU Fund - Direct Plan

SBI PSU Fund - Direct Plan

With 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 investment in 5 years, or a total investment of Rs 7,50,000 , has grown to Rs 16,91,216.

3/14

SBI Contra Fund - Direct Plan

SBI Contra Fund - Direct Plan

The sectoral fund has given 29.72 per cent annualised SIP return in 5 years.
It has AUM of Rs 42,181 crore, while its NAV is Rs 399.1440 .  
Benchmarked against BSE 500 TRI, the fund has given 17.10 per cent annualised return since its starting in January 2013.

 

4/14

SBI Contra Fund - Direct Plan

SBI Contra Fund - Direct Plan

At an expense ratio of 0.59 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 investment in the 5-year period has jumped to Rs 15,57,769.

5/14

SBI Infrastructure Fund - Direct Plan

SBI Infrastructure Fund - Direct Plan

The value-oriented fund has given 29.01 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 4,999 crore, while its NAV is Rs 51.7504.  
Benchmarked against NIFTY Infrastructure TRI, the fund has given 16.00 per cent annualised return since its inception in January 2013.

6/14

SBI Infrastructure Fund - Direct Plan

SBI Infrastructure Fund - Direct Plan

With an expense ratio of 0.92 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 investment in 5 years has sprung to Rs 15,31,780.

7/14

SBI Long Term Equity Fund - Direct Plan

SBI Long Term Equity Fund - Direct Plan

The sectoral fund has given 27.37 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 27,791 crore, while its unit price is Rs 447.3312 .  
Benchmarked against BSE 500 TRI, the fund has given 16.94 per cent annualised return since its launch in January 2013.

 

8/14

SBI Long Term Equity Fund - Direct Plan

SBI Long Term Equity Fund - Direct Plan

At an expense ratio of 0.95 per cent, the fund has Rs 500 as the minimum SIP investment and lump sum investment each. 
A Rs 12,500 monthly SIP investment in the 5-year time frame has converted into Rs 14,73,199.

9/14

SBI Healthcare Opportunities Fund - Direct Plan

SBI Healthcare Opportunities Fund - Direct Plan

The thematic fund has given 27.07 per cent annualised SIP return in 5 years.
It has a fund size of Rs 3,628 crore, while its unit price is Rs 474.0277 .  
Benchmarked against BSE Healthcare TRI, the fund has given 18.68 per cent annualised return since its debut in January 2013.

10/14

SBI Healthcare Opportunities Fund - Direct Plan

SBI Healthcare Opportunities Fund - Direct Plan

With 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 12,500 monthly SIP investment in the 5-year period has swelled to Rs 14,62,783.

11/14

SBI Magnum Midcap Fund - Direct Plan

SBI Magnum Midcap Fund - Direct Plan

The thematic fund has given 26.09 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 21,818 crore, while its NAV is Rs 254.2850 .  
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.09 per cent annualised return since its starting in January 2013.

12/14

SBI Magnum Midcap Fund - Direct Plan

SBI Magnum Midcap Fund - Direct Plan

At an expense ratio of 0.80 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 investment in 5 years has grown to Rs 14,28,869.

13/14

SBI Consumption Opportunities Fund - Direct Plan

SBI Consumption Opportunities Fund - Direct Plan

The mid cap fund has given 25.49 per cent annualised SIP return in the 5-year period.
It has a fund size of Rs 3,100 crore, while its unit price is Rs 353.7549 .  
Benchmarked against NIFTY India Consumption TRI, the fund has given 17.66 per cent annualised return since its beginning in January 2013.

14/14

SBI Consumption Opportunities Fund - Direct Plan

SBI Consumption Opportunities Fund - Direct Plan

With 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 investment in the 5-year time frame has converted into Rs 14,08,547.

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