Prime 10 SBI Mutual Funds in 5 Years: Mutual fund historical past in India dates again to 1963 with UTI being the primary fund home.
Mutual funds have been open to Public Sector Undertakings (PSUs) in 1987 and SBI Mutual Fund emerged as one of many first PSUs to start out schemes.
It has emerged as the biggest asset administration firm (AMC) ever since with property price Rs 11,16,708 crore. It has a complete of 124 schemes in fairness, hybrid, and debt classes, as per Worth Analysis information.
Many SBI mutual fund schemes have been benchmark beaters within the brief and lengthy phrases.
Right here, we take you thru the highest 10 SBI mutual fund schemes which have given highest annualised returns (CAGR) in 5 years.
Additionally understand how they’ve carried out on a Rs 1,50,000 one-time (lump sum) funding.
(All returns, NAV charges are as on February 25, 2025).
SBI Contra Fund – Direct Plan
The fund has given 28.72 per cent annualised SIP return in 5 years.
It has property beneath administration (AUM) of Rs 41,634 crore, whereas its internet asset worth (NAV) is Rs 378.63.
Benchmarked towards BSE 500 TRI, the fund has given 16.43 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.60 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund within the 5-year interval has swelled to Rs 5.3 lakh.
SBI Healthcare Alternatives Fund Direct Plan-Development
The fund has given 26.15 per cent annualised return within the 5-year interval.
It has AUM of Rs 3,522 crore, whereas its NAV is Rs 446.77.
Benchmarked towards BSE Healthcare TRI, the fund has given 17.92 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.89 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund has transformed into Rs 4.79 lakh within the 5-year time-frame.
SBI Expertise Alternatives Fund Direct-Development
The fund has given 25.72 per cent annualised return within the 5-year time-frame.
It has an asset base of Rs 4,573 crore, whereas its NAV is Rs 233.83.
Benchmarked towards BSE Teck TRI, the fund has given 21.04 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.84 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding every.
A Rs 1,500,000 one-time funding within the fund has grown to Rs 4.71 lakh within the 5-year interval.
SBI Magnum Mid Cap Direct Plan-Development
The fund has given 23.95 per cent annualised return in 5 years.
It has AUM of Rs 21,177 crore, whereas its unit value is Rs 234.13.
Benchmarked towards NIFTY Midcap 150 TRI, the fund has given 19.08 per cent annualised return since its starting in January 2013.
With an expense ratio of 0.81 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund has jumped to Rs 4.39 lakh within the 5-year time-frame.
SBI PSU Direct Plan-Development
The fund has given 23.84 per cent annualised SIP return within the 5-year interval.
It has a fund dimension of Rs 4,543 crore, whereas its NAV is Rs 30.02.
Benchmarked towards BSE PSU TRI, the fund has given 10.99 per cent annualised return since its beginning in January 2013.
At an expense ratio of 0.78 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund in 5 years is price Rs 4.37 lakh.
SBI Infrastructure Fund Direct-Development
The fund has given 23.73 per cent annualised return within the 5-year time-frame.
It has an asset base of Rs 4,867 crore, whereas its unit value is Rs 47.
Benchmarked towards NIFTY Infrastructure TRI, the fund has given 14.93 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.83 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund has swelled to Rs 4.35 lakh within the 5-year interval.
SBI Lengthy Time period Fairness Fund Direct Plan-Development
The fund has given 23.61 per cent annualised return in 5 years.
It has AUM of Rs 27,306 crore, whereas its unit value is Rs 425.81.
Benchmarked towards BSE 500 TRI, the fund has given 16.3 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.39 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 1,000 because the minimal lump sum funding every.
A Rs 1,500,000 one-time funding within the fund has transformed into Rs 4.33 lakh within the 5-year time-frame.
SBI Small Cap Fund Direct-Development
The fund has given 22.80 per cent annualised return in 5 years.
It has property beneath administration (AUM) of Rs 31,227 crore, whereas its internet asset worth (NAV) is Rs 170.58.
Benchmarked towards BSE 250 SmallCap TRI, the fund has given 23.68 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.7 per cent, the fund has Rs 500 because the minimal SIP funding.
A Rs 1,500,000 one-time funding within the fund within the 5-year interval has swelled to Rs 4.19 lakh.
SBI Consumption Alternatives Fund Direct-Development
The fund has given 20.56 per cent annualised return within the 5-year interval.
It has AUM of Rs 2,940 crore, whereas its NAV is Rs 325.48.
Benchmarked towards NIFTY Smallcap 250 TRI, the fund has given 16.68 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.91 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund has transformed into Rs 3.82 lakh within the 5-year time-frame.
SBI Magnum COMMA Fund Direct-Development
The fund has given 19.64 per cent annualised return within the 5-year time-frame.
It has an asset base of Rs 618 crore, whereas its NAV is Rs 95.74.
Benchmarked towards NIFTY Commodities TRI, the fund has given 12.98 per cent annualised return since its debut in January 2013.
At an expense ratio of 1.88 per cent, the fund has Rs 500 because the minimal SIP and Rs 5,000 because the minimal lump sum funding.
A Rs 1,500,000 one-time funding within the fund has grown to Rs 3.68 lakh within the 5-year interval.
