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Reading: High 5 SBI Mutual Fund Schemes: Rs 1 lakh lump sum funding has grown to Rs 2.84 lakh-3.50 lakh in 5 years; see checklist
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StockWaves > Business > High 5 SBI Mutual Fund Schemes: Rs 1 lakh lump sum funding has grown to Rs 2.84 lakh-3.50 lakh in 5 years; see checklist
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High 5 SBI Mutual Fund Schemes: Rs 1 lakh lump sum funding has grown to Rs 2.84 lakh-3.50 lakh in 5 years; see checklist

StockWaves By StockWaves Last updated: February 20, 2025 9 Min Read
High 5 SBI Mutual Fund Schemes: Rs 1 lakh lump sum funding has grown to Rs 2.84 lakh-3.50 lakh in 5 years; see checklist
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Contents
High 5 SBI Mutual Fund Schemes by One-time Funding ReturnsSBI ContraSBI Healthcare AlternativesSBI Expertise AlternativesSBI Magnum MidcapSBI Infrastructure

High 5 SBI Mutual Funds by Lump Sum Funding Return: Through the years, SBI Mutual Fund—the nation’s largest fund home by property below administration (AUM)—has delivered a number of benchmark-beating mutual fund schemes to the home mutual fund business. Listed here are a few of the fund home’s top-performing schemes throughout fund classes by one-time funding returns.  5 such schemes have rewarded traders with annualised returns to the tune of 23-28.5 per cent in 5 years, turning Rs 1 lakh one-time investments into roughly Rs 2.84 lakh-3.50 lakh in 5 years, as of February 19, AMFI information reveals. 

Let’s study these mutual fund schemes intimately, evaluating their lump sum and SIP returns:

High 5 SBI Mutual Fund Schemes by One-time Funding Returns

On the high of the checklist is SBI Contra Fund, with an annualised 28.51 per cent return in 5 years. This contra fund is adopted by SBI Healthcare Alternatives Fund (25.82 per cent), SBI Expertise Alternatives Fund (25.47 per cent), SBI Magnum Midcap Fund (23.73 per cent), and SBI Infrastructure Fund (23.18 per cent). 

The 5 funds have clearly outperformed their benchmarks’ returns of 17-23.7 per cent throughout this era. 

SBI Contra

This fund has delivered an annualised return of 28.51 per cent in 5 years in direct mode, turning a Rs 1 lakh one-time funding into roughly Rs 3.50 lakh throughout this era, calculations present.

Additionally the top-performing scheme throughout fund homes within the contrarian class, this MF has an 85.8 per cent allocation to fairness and one other 7.8 per cent to debt. 

Out of its fairness investments, monetary companies, expertise, and power and utilities classes get pleasure from a share of 56.5 per cent within the fund. About 27.5 per cent of the allocation is devoted to materials, shopper discretionary and shopper staples shares. 

SBI Healthcare Alternatives

This thematic mutual fund scheme has given an annualised 25.82 per cent return in 5 years, serving to traders flip Rs 1 lakh into about Rs 3.15 lakh. 

SBI Expertise Alternatives

In 5 years, this sectoral scheme has helped traders attain a Rs 3.11 lakh corpus towards a lump sum funding of Rs 1 lakh. 

SBI Magnum Midcap

This midcap fund has turned a Rs 1 lakh one-time funding into almost Rs 2.90 lakh in 5 years, translating to an annualised 23.73 per cent return.

SBI Infrastructure

This MF scheme has delivered an annualised 23.18 per cent return in 5 years, turning Rs 1 lakh funding right into a corpus of just about Rs 2.84 lakh. 

SchemeAnnualised Return (Lump Sum)Rs 1 Lakh Lump Sum CorpusCorpus by way of Rs 1,000 SIP (Rs 60,000 Whole Funding)
SBI Contra28.513,50,4981,14,688
SBI Healthcare Alternatives25.823,15,3181,18,331
SBI Expertise Alternatives25.473,10,9571,06,369
SBI Magnum Midcap23.732,89,9851,05,402
SBI Infrastructure23.182,83,5971,11,854

ALSO READ: High 5 Midcap & Smallcap MFs? In 3 years, 1 scheme has constructed Rs 7.06 lakh corpus with Rs 10,000 month-to-month SIP



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