Discover the top-performing SBI Mutual Fund schemes offering up to 30 per cent annualised returns over the last five years. Explore diverse options across equity, debt, and hybrid categories and consistent, impressive results.
New Delhi: SBI Mutual Fund, India's largest bank-backed mutual fund, manages assets (AUM) of approximately Rs 11 lakh crore and offers a variety of schemes for investors. With over 120 funds spanning equity, debt, and hybrid categories, SBI Mutual Fund has consistently pursued an aggressive top-performing strategy. Here's a breakdown of the top five SBI Mutual Fund schemes based on their five-year annualized performance:
1. SBI Health Opportunity Fund
- NAV: Not provided in the data extract.
- Fund Size: Rs 3,460 crore
- Expense Ratio: 1.95 per cent
- 5-Year Return (Annualized): 29.73 per cent
- 5-Year SIP Return: 28.54 per cent
- SIP Performance: An investment of Rs 10,000 per month through SIP five years ago would now be worth Rs 12.46 lakh.
2. SBI Contra Fund
- NAV: Rs 381
- Fund Size: Rs 41,907 crore
- Expense Ratio: 1.50 per cent
- 5-Year Return (Annualized): 29.17 per cent
- 5-Year SIP Return: 30.35 per cent
- SIP Performance: A monthly SIP of Rs 10,000 over five years would have grown to Rs 13 lakh.
3. SBI Technology Opportunities Fund
- NAV: Rs 138.15
- Fund Size: Rs 39,432.5 crore
- Expense Ratio: 1.89 per cent
- 5-Year Return (Annualized): 27.79 per cent
- 5-Year SIP Return: 26.04 per cent
- SIP Performance: Investing Rs 10,000 per month through SIP over five years would yield Rs 11.73 lakh.
4. SBI Small Cap Fund
- NAV: Rs 179.93
- Fund Size: Rs 33,285 crore
- Expense Ratio: 1.57 per cent
- 5-Year Return (Annualized): 27.17 per cent
- 5-Year SIP Return: 26.86 per cent
- SIP Performance: With an SIP of Rs 10,000 per month, your investment would now be valued at Rs 11.97 lakh.
5. SBI Magnum Midcap Fund
- NAV: Rs 238.83
- Fund Size: Rs 21,455 crore
- Expense Ratio: 1.67 per cent
- 5-Year Return (Annualized): 27.02 per cent
- 5-Year SIP Return: 27.09 per cent
- SIP Performance: An SIP of Rs 10,000 per month for five years would grow to Rs 12.04 lakh.
Disclaimer: Past performance is not indicative of future results. Investors should conduct thorough research and consult with financial advisors before making any investment decisions.
