SBI Mutual Fund is India’s largest asset management company (AMC) by asset size. It offers a wide range of mutual fund schemes designed to help investors grow their wealth through professionally managed portfolios.
The fund house manages over 120 funds catering to various risk-return profiles. Investors can choose a fund that aligns with their financial goals, investment horizon, risk appetite, and return expectations.
With assets under management exceeding Rs 10 lakh crore, SBI Mutual Fund stands as a key player in the Indian mutual fund industry. In this story, we will explore the top 10 performing equity funds from SBI Mutual Fund in 2024.
Also read: SBI Mutual Fund’s top 5 schemes with up to 40% annualised returns in 5 years | Rs 10K SIP grows to Rs 16 lakh
Top 10 equity funds from SBI Mutual Fund in 2024:
SBI Long Term Advantage Fund Series V
1-year return – 47.23%
Return sinch launch – 17.78%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 27 March 2018
Benchmark – BSE 500 TRI
SBI Healthcare Opportunities Fund
1-year return – 43.24%
Return sinch launch – 17.06%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 5 July 1999
Benchmark – BSE Healthcare TRI
SBI Nifty Next 50 ETF
1-year return – 41.16%
Return sinch launch – 15.55%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 16 March 2015
Benchmark – NIFTY Next 50 TRI
SBI Nifty Next 50 Index Fund
1-year return – 40.15%
Return sinch launch – 20.90%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 19 May 2021
Benchmark – NIFTY Next 50 TRI
SBI PSU Fund
1-year return – 37.53%
Return sinch launch – 8.5%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 7 July 2010
Benchmark – BSE PSU TRI
Also read: SBI Mutual Funds: Top 5 equity funds with up to 24% annualised returns in 10 years
SBI Long Term Advantage Fund Series III
1-year return – 37.57%
Return sinch launch – 19.55%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 31 Mar 2016
Benchmark – BSE 500 TRI
SBI Long Term Equity Fund
1-year return – 35.06%
Return sinch launch – 17.30%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 31 Mar 1993
Benchmark – BSE 500 TRI
SBI Long Term Advantage Fund Series I
1-year return – 34.72%
Return sinch launch – 16.49%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 6 Feb 2015
Benchmark – BSE 500 TRI
SBI BSE Sensex Next 50 ETF
1-year return – 34.51%
Return sinch launch – 18.67%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 17 Sep 2018
Benchmark – BSE Sensex Next 50 TRI
SBI Technology Opportunities Fund
1-year return – 33.40%
Return sinch launch – 16.21%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 5 July 1999
Benchmark – BSE Teck TRI
Source of data: Value Research
Mutual fund investors should note that past returns generated by the products mentioned above may not necessarily be repeated in the future.
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