SBI Mutual Fund's Top 5 Schemes Deliver Best Returns in Five Years

Strategic Insights -

SBI Mutual Fund, the largest bank-backed mutual fund in India, has several top-performing schemes across various categories. With an asset under management of nearly Rs 9 lakh crore, the fund house has more than 120 funds available for investors to choose from. Based on their five-year performance, the top 5 SBI Mutual Fund schemes have yielded returns of up to 40% to investors, making them attractive options for long-term investments. Among these schemes, SBI PSU Direct Plan has emerged as the top performer, followed closely by SBI Infrastructure Fund Direct-Growth, SBI Contra Direct Plan-Growth, SBI Long Term Equity Fund Direct Plan-Growth, and SBI Small Cap Fund Direct-Growth.

Key Takeaways:

  • SBI Mutual Fund's top 5 schemes have yielded returns of up to 40% to investors over a five-year period.
  • SBI PSU Direct Plan has emerged as the top performer among SBI Mutual Fund's schemes, with a 5-year SIP return of 39.5%.
  • The fund has an expense ratio of 0.72% and a total asset size of Rs 4,851.11 crore, as of the latest available data.
  • An SIP of Rs 10,000 per month started five years ago in SBI PSU Direct Plan would have turned into Rs 15.66 lakh.
  • SBI Infrastructure Fund Direct-Growth has a 5-year SIP return of 37.52% and an expense ratio of 1%.
  • With an expense ratio of 0.57%, SBI Contra Direct Plan-Growth has a 5-year SIP return of 36.82%.
  • SBI Long Term Equity Fund Direct Plan-Growth has a 5-year SIP return of 33.63% and an expense ratio of 0.93%.
  • SBI Small Cap Fund Direct-Growth has a 5-year SIP return of 33.01% and an expense ratio of 0.63%.

Statistics:

  • SBI PSU Direct Plan has a 5-year SIP return of 39.5%, with an expense ratio of 0.72% and a total asset size of Rs 4,851.11 crore.
  • SBI Infrastructure Fund Direct-Growth has a 5-year SIP return of 37.52% with an expense ratio of 1%.
  • An SIP of Rs 10,000 per month started five years ago in SBI PSU Direct Plan would have turned into Rs 15.66 lakh.
  • The asset management company, SBI Mutual Fund, has an asset under management of nearly Rs 9 lakh crore.

Sources:

  • "SBI Mutual Fund's top 5 schemes: If we look at the performance of SBI Mutual Fund's top 5 schemes based on their 5-year returns, they have yielded a return of as much as 40% to investors." (Copyright 2024 IE Online Media Services Pvt. Ltd., distributed by Contify.com)
  • SBI Mutual Fund's website and other publicly available sources.