SBI Mutual Fund is one of the India’s largest bank-backed mutual fund with an asset under management of around Rs 11 lakh crore. The asset management company has several top performing schemes across categories. The fund house, the mutual fund arm of India’s largest PSU bank SBI, has schemes ranging from equity, debt to hybrid category.
It currently offers more than 120 funds across different risk-return profiles for investors to invest. In this article, we will discuss about top five schemes of the fund house based on their five-year performance.
Top 5 SBI Mutual Fund schemes with best returns in 5 years:
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SBI Healthcare Opportunities Fund
NAV – Rs 440.55
Fund Size : Rs 3,460 crore
Expense Ratio : 1.95%
Return since launch – 17.18%
5-year-returns (annualised) – 29.73%
5-year SIP returns – 28.54%
With this rate of annualised return, an SIP started with Rs 10,000 per month five years ago would have turned into Rs 12.46 lakh now.
SBI Contra Fund
NAV – Rs 381
Fund Size : Rs 41,907 crore
Expense Ratio : 1.50%
Return since launch – 19.62%
5-year-returns (annualised): 29.17%
5-year SIP return – 30.35%
At this rate of annualised return, the fund would have turned an SIP started with Rs 10,000 per month five years ago into Rs 13 lakh now.
SBI Technology Opportunities Fund
NAV – Rs 138.15
Fund Size : Rs 39,432.5 crore
Return since launch – 19.62%
Expense Ratio : 1.89%
5-year-returns (annualised): 27.79%
5-year SIP return – 26.04%
With this growth rate, Rs 10,000 monthly SIP would have turned into Rs 11.73 lakh now.
SBI Small Cap Fund
NAV – Rs 179.93
Fund Size : Rs 33,285 crore
Return since launch – 20.75%
Expense Ratio : 1.57%
5-year-returns (annualised): 27.17%
5-year SIP return – 26.86%
With this rate of annualised return,
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