SBI Mutual Fund’s Top 5 Schemes: Mutual funds are a great investment option – whether you are looking for short-term, medium-term or long-term growth of your money. While short-term success can often depend on external factors, long-term performance truly shows a fund’s strength. When a fund performs well for over 20-30 years, it earns investors’ trust by proving it can handle market ups and downs.
In this story, we will talk about some of the oldest and best-performing funds from SBI Mutual Fund, one of India’s top fund houses.
We will focus on 5 SBI schemes that have delivered outstanding returns over the last 20-30 years, with some achieving up to 19% CAGR. Let’s dive into specific details of these schemes and how these funds have created wealth for investors and stood the test of time.
SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund invests at least 80% of its assets in consumer-facing companies. It aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities in the consumption space.
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 1.97%
Riskometer Level: Very High
AUM Size: Rs 3,100 crore
Fund Launch Date: 05-Jul-1999
Return Since Launch (CAGR): 15.80%
20-Year Returns (CAGR): 18.95%
SIP Returns Over 25 Years (CAGR): 19.29%
At this SIP return rate, an investment of Rs 1,000 per month would have grown to Rs 55.66 lakh in 25 years. A lumpsum investment of Rs 1 lakh since inception would have grown to Rs 39.14 lakh, reflecting an impressive 15.80% annualised return.
Also read: SIP Calculator: How long will it take you to achieve Rs 1-crore goal with Rs 1000, 2000, 3000 and 5000 SIPs?
SBI Large & Midcap Fund
This fund mandates a minimum of 35% of its assets in large-cap and mid-cap stocks, offering a balance of stability and growth potential.
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.61%
Riskometer Level: Very High
AUM Size: Rs 29,268 crore (as of Dec 31, 2024)
Fund Launch Date: 28-Feb-1993
Return Since Launch (CAGR): 14.99%
20-Year Returns (CAGR): 18.35%
A lumpsum investment of Rs 1 lakh at inception would have grown to Rs 75.93 lakh over 31 years,
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