Seven Stars of SBI Mutual Fund: The top sectoral and thematic funds of SBI Mutual Fund have given excellent returns to investors in the last one year. These funds invest in stocks of companies related to a particular theme or sector. The performance of that theme and sector has a direct impact on their returns. The direct benefit of the rise in the theme or sector related to the fund is in the form of increased returns on the investments made in them. Sectoral and thematic funds of SBI Mutual Fund have also shown similar results and have given returns ranging from 30% to 58.90% in the last one year.
Top 7 Sectoral and Thematic Funds of SBI
These SBI Mutual Funds falling in thematic and sectoral fund categories 7 stars Made its investors happy with extremely bright performance in the last one year Is:
1. SBI PSU Fund
– 1 year return: 58.90%
– Assets under management (AUM): Rs 4,533.62 crore
– Benchmark Index: BSE PSU Total Return Index
2. SBI Healthcare Opportunities Fund
– 1 year return: 49.47%
– Assets under management (AUM): Rs 3,400.24 crore
– Benchmark Index: BSE Healthcare Total Return Index
3. SBI Technology Opportunities Fund
– 1 year return: 39.94%
– Assets under management (AUM): Rs 4,465.39 crore
– Benchmark Index: BSE Teck Total Return Index
Also read: Children’s Day: Teach financial wisdom to your children, start from this Children’s Day.
4. SBI Infrastructure Fund
– 1 year return: 37.88%
– Assets under management (AUM): Rs 4,887.09 crore
– Benchmark Index: NIFTY Infrastructure Total Return Index
5. SBI Banking & Financial Services Fund
– 1 year return: 32.95%
– Assets Under Management (AUM): Rs 6,407.60 crore
– Benchmark Index: NIFTY Financial Services Total Return Index
Also read: Discussion on increasing the wage ceiling limit of EPFO, what does it mean? With the help of example, understand what will be the effect on you?
6. SBI Consumption Opportunities Fund
– 1 year return: 32.30%
– Assets under management (AUM): Rs 2,962.70 crore
– Benchmark Index: NIFTY India Consumption Total Return Index
7. SBI Magnum COMMA Fund
– 1 Year Return: 30.00%
– Asset Under Management (AUM): Rs 639.71 crore
– Benchmark Index: NIFTY Commodities Total Return Index
(Source: AMFI)
Also read: Top 5 Flexi Cap Funds: Top 5 Flexi Cap Funds gave up to 24% annual return on SIP in 10 years, what are their top 5 equity holdings?
Advantages and Disadvantages of Investing in Thematic and Sectoral Funds
Sectoral and thematic funds are generally considered riskier than more diversified funds like flexi cap or multi cap. This is the reason that according to the risk level, all these funds have been placed in the category of very high risk investments on the Riskometer. But despite the high risk, sometimes these funds have the potential to give much better returns. The performance of the sectoral and thematic funds of SBI Mutual Fund in the last one year is proof of this. But these funds are suitable only for those people who want to invest for long term in the sector or theme related to the scheme and have the ability to take more risk for better returns. Before taking any decision regarding investment, keep in mind that the past performance of mutual funds is not guaranteed to be repeated in the future.
(Disclaimer: The purpose of this article is only to provide information and not to give advice on investing in any scheme. Take investment related decisions only after taking the advice of your investment advisor.)
