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Mutual funds

Top 5 SBI Funds that Gave the Best Returns in Three Years

Strategic Insights

— 1 min read

The market witnessed significant volatility over the past year, impacting investor portfolios. However, with market headwinds easing slightly from April onwards, funds have started to recover. SBI Mutual Fund, one of the largest mutual fund houses in India, offers over 125 schemes, with nearly half being equity plans. This story focuses on the 3-year performance of SBI equity funds across sub-categories. Top SBI funds that delivered excellent returns in three years were chosen based on their consistency and resilience. These funds have proven to be reliable and sustainable over the long term, offering investors a clear picture of their potential.

Key Takeaways:

  • **SBI PSU Fund** has delivered a 3-year return of 37.04% CAGR, with a lump sum investment of Rs 1 lakh turning into a corpus of Rs 2.5 lakh.
  • **SBI Healthcare Opportunities Fund** has a 3-year return of 29.60% CAGR, with a lump sum investment of Rs 1 lakh turning into Rs 2.17 lakh in 3 years.
  • **SBI ELSS Tax Saver Fund** has a 3-year return of 26.49% CAGR, with a lump sum investment of Rs 1 lakh turning into Rs 2.02 lakh in 3 years.
  • **SBI Infrastructure Fund** has a 3-year return of 26.76% CAGR, with a lump sum investment of Rs 1 lakh turning into Rs 2.04 lakh in 3 years.
  • **SBI Contra Fund** has a 3-year return of 24.38% CAGR, with a lump sum investment of Rs 1 lakh turning into Rs 1.92 lakh in 3 years.

Statistics:

  • The 5 funds listed have an average 3-year return of 27.61% CAGR.
  • The maximum expense ratio among the 5 funds is 1.03% (SBI Infrastructure Fund).
  • The minimum expense ratio among the 5 funds is 0.68% (SBI Contra Fund).
  • The maximum asset under management (AUM) among the 5 funds is Rs 47,390 crore (SBI Contra Fund).
  • The minimum AUM among the 5 funds is Rs 5,195 crore (SBI Infrastructure Fund).

Sources:

  • SBI Mutual Fund
  • Value Research
  • IE Online Media Services Pvt. Ltd.
  • Contify.com
  • SBI PSU Fund, SBI Healthcare Opportunities Fund, SBI ELSS Tax Saver Fund, SBI Infrastructure Fund, and SBI Contra Fund
  • BSE PSU TRI, BSE Healthcare TRI, NIFTY Infrastructure TRI, and BSE 500 TRI

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