SBI PSU Direct Plan-Growth has equity mutual fund has given 42.99 per cent annualised SIP returns in 5 years. It has assets under management (AUM) of Rs 3,695 crore, while its net asset value (NAV) is Rs 37.79. Benchmarked against BSE PSU TRI, the fund has given 13.79 per cent annualised returns since its inception in January 2013.
Top 5 SBI SIP Mutual Funds in 5 years: State Bank India (SBI) Mutual Fund House is the largest asset management company (AMC) among all mutual fund houses. Its mutual fund schemes such as SBI PSU Mutual Fund, SBI Infrastructure Mutual Fund, SBI Contra Fund have been the top performers in terms of annualised SIP returns (XIRR) in last few years. In this write-up, learn about the performance of the top 5 SIP mutual funds in 5 years and what Rs 15,000 monthly SIP in every fund has given in the same time period.
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SBI PSU Direct Plan-Growth
The thematic equity mutual fund has given 42.99 per cent annualised SIP returns in 5 years. It has assets under management (AUM) of Rs 3,695 crore, while its net asset value (NAV) is Rs 37.79. Benchmarked against BSE PSU TRI, the fund has given 13.79 per cent annualised returns since its inception in January 2013. At an expense ratio of 0.78 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 500 as the minimum SIP investment.
SBI PSU Direct Plan-Growth
In a portfolio of 26 stocks, the fund has SBI, GAIL (India), PowerGrid, and NTPC as the main holdings.
A Rs 15,000 monthly SIP in 5 years, or Rs 9 lakh investment, has given Rs 25.37 lakh in 5 years.
SBI Infrastructure Fund Direct-Growth
The sectoral infra equity fund has given 37.77 per cent annualised SIP returns in 5 years. It has AUM of Rs 3,851 crore, while its NAV price is Rs 57.6056. Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.75 per cent annualised returns since its inception in January 2013. At an expense ratio of 1.17 per cent, the fund has the minimum lump sum investment of Rs 5,000, while its minimum SIP investment is Rs 500.
SBI Infrastructure Fund Direct-Growth
In a portfolio of 44 stocks, the fund has RIL, Bharti Airtel, Indian Energy Exchange, and Larsen & Toubro as its main holdings.
A Rs 15,000 monthly SIP in the fund has given Rs 22.52 lakh in 5 years.
The fund that follows the contra strategy of investment has given 37.15 per cent annualised SIP return in 5 years. It has AUM of Rs 34,366 crore, while its NAV price is Rs 423.34. At an expense ratio of 1.17 per cent, the fund has its minimum lump sum investment of Rs 5,000, while the minimum SIP investment is Rs 500.
The fund has 91.4 per cent of its investments in equity and 5.5 per cent in debt. In its portfolio of 103 stocks, the main holdings are Nifty Bank, HDFC Bank, Kotak Mahindra, and GAIL (India) Ltd.
A Rs 15,000 monthly SIP in the fund has grown to Rs 21,89,419 in 5 years.
SBI Long Term Equity Fund
The ELSS mutual fund has given 33.84 per cent annualised SIP returns in 5 years. The fund has AUM of Rs 25,738 crore, while its NAV is Rs 474.32. The fund has Rs 500 as the minimum lump sum and SIP investment. It has a 0.95 per cent expense ratio. The fund has 90.6 per cent investments in equity and 9.4 per cent in cash and cash equivalents.
SBI Long Term Equity Fund
In a 62-stock portfolio, the fund has GE T&D India Ltd, HDFC Bank, Mahindra & Mahindra, ICICI Bank, and Bharti Airtel.
A Rs 15,000 monthly SIP in the fund has given Rs 20,32,412 in 5 years.
The small-cap category in the fund has given 32.99 per cent annualised SIP return in 5 years. The fund has Rs 30,836 crore AUM, and its NAV is priced at Rs 206.2. Benchmarked against BSE 250 SmallCap TRI, the fund has given a 27.02 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.66 per cent, the minimum SIP investment in the fund is Rs 500. In a 56-stock portfolio, the fund has Nifty 50, Blue Star, Finolex Industries, and Kalptaru Projects as the main holdings.
A Rs 15,000 monthly SIP in the fund has grown to Rs 20.15 lakh in 5 years.