SBI Mutual Fund 5 best schemes: The country’s leading asset management company SBI Mutual Fund has many schemes in its basket which have exposure to equity or debt or both categories.
These schemes have given investors tremendous returns in the long term. If we look at the returns of SBI Mutual Fund’s 3 top equity schemes in the last 5 years, the wealth of investors has doubled and tripled. The specialty of these schemes is that you can invest just Rs 5000 in lump sum in them. We have given the details of 3 such schemes here.
SBI MF 3 Top Funds in 5 years
SBI Contra Fund
SBI Contra Fund has given an average annual return of 32.83 percent in the last 5 years. In the last five years, a lump sum investment of Rs 1,00,000 in this scheme has become Rs 4,13,505 lakh. That is, there was a wealth gain of about Rs 3,13,505. You can invest a lump sum of Rs 5,000 in this scheme. The assets of SBI Contra Fund as of August 31, 2024 were Rs 39,433 crore, while the expense ratio was 0.59%.
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SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund has given an average annual return of 31.46 percent in the last 5 years. In this scheme, a lump sum investment of Rs 1,00,000 has become Rs 3,92,616 lakh in the last five years. That is, there was a wealth gain of about Rs 2,92,616. You can invest a lump sum of Rs 5,000 in this scheme. The assets of SBI Healthcare Opportunities Fund as of August 31, 2024 were Rs 3,203 crore, while the expense ratio was 0.92%.
SBI Small Cap Fund
SBI Small Cap Fund has given an average annual return of 31.31 percent in the last 5 years. In this scheme, a lump sum investment of Rs 1,00,000 has become Rs 3,90,381 lakh in the last five years. That is, there was a wealth gain of about Rs 2,90,381. You can invest a lump sum of Rs 5,000 in this scheme. The assets of SBI Small Cap Fund as of 31 August 2024 were Rs 33,069 crore, while the expense ratio was 0.65%.
(Note: The returns of the funds are based on the NAV till 11 September 2024.)
(Disclaimer: This is a calculation of the performance of the funds. This is not an investment advice in any form. Investment in mutual funds is subject to market risks. Consult your advisor before taking any investment decision.)
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