SBI Best Mutual Fund Scheme: Many schemes are being run by the country’s largest government bank SBI, in which you can also secure your future by investing money. The government bank also has a mutual fund business and SBI Mutual Fund is the largest asset management company in the country. SBI Mutual Fund is offering schemes in many categories for investors considering their age, risk profile and needs. Be it largecap, midcap, smallcap or sectoral fund, there is an option for investors in every category.
There are many schemes of SBI Mutual Fund, which have proven to be return machines for investors. Looking at the 10 year return chart, those who made lump sum investment got returns up to 11 times or 1014 percent. Among these, those doing SIP have also been successful in raising huge funds. Here we have given information about the best 5 schemes (Best SBI Mutual Fund Scheme) on the basis of 10 years of performance. Here we have given information only about those schemes whose rating is strong and the expense ratio is also better.
Fixed Income Fund: Is the income, profit and risk fixed in these schemes? Invest money after checking them.
SBI Smallcap Fund
10 year SIP returns: 23.72% per annum
Value of Rs 1000 SIP in 10 years: Rs 4,22,525
Absolute return on SIP in 10 years: 249%
10-year lump sum return: 27.23%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 11,13,617
Absolute return on lump sum investment in 10 years: 1014%
Fund size: 27759.65 crores
Expense ratio: 0.67%
SBI Contra Fund
10 year SIP return: 21.62% per annum
Value of Rs 1000 SIP in 10 years: Rs 3,77,189
Absolute return on SIP in 10 years: 212%
10 year lump sum return: 19%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 5,71,252
Absolute return on lump sum investment in 10 years: 471%
Fund size: 29585.65 crores
Expense ratio: 0.63%
Retirement: Rs 1 crore will be in your pocket along with provision of pension of Rs 1.25 lakh, saving Rs 250 per day in NPS will help.
SBI Infrastructure Fund
10 Year SIP Return: 21.66% p.a.
Value of Rs 1000 SIP in 10 years: Rs 3,76,882
Absolute return on SIP in 10 years: 214%
10 Year Lump Sum Return: 18.95%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 5,67,884
Absolute return on lump sum investment in 10 years: 468%
Fund size: 2793.93 crores
Expense ratio: 1.36%
SBI PSU Fund
10 year SIP returns: 20.78% per annum
Value of Rs 1000 SIP in 10 years: Rs 3,59,224
Absolute return on SIP in 10 years: 199.35%
10-year lump sum return: 14.13%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 3,75,231
Absolute return on lump sum investment in 10 years: 275%
Fund size: 2352.22 crores
Expense ratio: 0.89%
SBI Technology Opportunity Fund
10 year SIP returns: 19.6% per annum
Value of Rs 1000 SIP in 10 years: Rs 3,37,002
Absolute return on SIP in 10 years: 180.84%
10 Year Lump Sum Return: 18.51%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 5,47,073
Absolute return on lump sum investment in 10 years: 447%
Fund size: Rs 3577.86 crore
Expense ratio: 0.85%
(Source: Value Research)
