Top 5 SBI Mutual Funds by Lump Sum Investment Return: Over the years, SBI Mutual Fund—the country’s largest fund house by assets under management (AUM)—has delivered several benchmark-beating mutual fund schemes to the domestic mutual fund industry. Here are some of the fund house’s top-performing schemes across fund categories by one-time investment returns. Five such schemes have rewarded investors with annualised returns to the tune of 23-28.5 per cent in 5 years, turning Rs 1 lakh one-time investments into approximately Rs 2.84 lakh-3.50 lakh in 5 years, as of February 19, AMFI data shows.
Let’s learn about these mutual fund schemes in detail, comparing their lump sum and SIP returns:
Top 5 SBI Mutual Fund Schemes by One-time Investment Returns
At the top of the list is SBI Contra Fund, with an annualised 28.51 per cent return in 5 years. This contra fund is followed by SBI Healthcare Opportunities Fund (25.82 per cent), SBI Technology Opportunities Fund (25.47 per cent), SBI Magnum Midcap Fund (23.73 per cent), and SBI Infrastructure Fund (23.18 per cent).
The five funds have clearly outperformed their benchmarks’ returns of 17-23.7 per cent during this period.
SBI Contra
This fund has delivered an annualised return of 28.51 per cent in 5 years in direct mode, turning a Rs 1 lakh one-time investment into approximately Rs 3.50 lakh during this period, calculations show.
Also the top-performing scheme across fund houses in the contrarian category, this MF has an 85.8 per cent allocation to equity and another 7.8 per cent to debt.
Out of its equity investments, financial services, technology, and energy and utilities categories enjoy a share of 56.5 per cent in the fund. About 27.5 per cent of the allocation is dedicated to material, consumer discretionary and consumer staples stocks.
SBI Healthcare Opportunities
This thematic mutual fund scheme has given an annualised 25.82 per cent return in 5 years, helping investors turn Rs 1 lakh into about Rs 3.15 lakh.
SBI Technology Opportunities
In 5 years, this sectoral scheme has helped investors reach a Rs 3.11 lakh corpus against a lump sum investment of Rs 1 lakh.
SBI Magnum Midcap
This midcap fund has turned a Rs 1 lakh one-time investment into nearly Rs 2.90 lakh in 5 years, translating to an annualised 23.73 per cent return.
SBI Infrastructure
This MF scheme has delivered an annualised 23.18 per cent return in 5 years, turning Rs 1 lakh investment into a corpus of almost Rs 2.84 lakh.
| Scheme | Annualised Return (Lump Sum) | Rs 1 Lakh Lump Sum Corpus | Corpus via Rs 1,000 SIP (Rs 60,000 Total Investment) |
| SBI Contra | 28.51 | 3,50,498 | 1,14,688 |
| SBI Healthcare Opportunities | 25.82 | 3,15,318 | 1,18,331 |
| SBI Technology Opportunities | 25.47 | 3,10,957 | 1,06,369 |
| SBI Magnum Midcap | 23.73 | 2,89,985 | 1,05,402 |
| SBI Infrastructure | 23.18 | 2,83,597 | 1,11,854 |