SBI Mutual Fund is one of the largest mutual fund houses by asset size in India. It is a joint venture between Amundi, a European asset management company and the State Bank of India. Set up on June 29, 1987, SBI Mutual Funds is operational for more than 30 years.
This AMC offers approximately 60 schemes. These include debt schemes, hybrid schemes, and several equity funds.
Equity funds primarily invest in stocks of companies across market capitalisations. Equity mutual funds feature about 40-50 stocks in their portfolio, thereby reducing the risk associated.
Generally, these deliver the highest returns among all the categories of mutual funds. Depending upon their investment objectives, investors can choose the best SBI equity mutual funds from a wide variety.
SBI equity mutual funds 2023 cater to investors who seek a diversified portfolio and aim to maximise capital appreciation in the long run. Furthermore, the risk quotient of the best SBI equity funds tends to range from moderate to high, given the inherent volatility of equity investments.
Although the best SBI equity fund requires investors to take calculated risks, it delivers optimal returns in the long term.
Currently, SBI Mutual Fund has over 15 schemes under this category. These include mid-cap, small-cap, micro-cap, large and mid-cap, as well as sectoral funds.
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Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
---|---|---|---|---|---|
SBI Small Cap Fund | Equity | Very High | 8.6% | 4 | ₹15,395 |
SBI Bluechip Fund | Equity | Very High | 3.6% | 3 | ₹33,987 |
SBI Flexicap Fund | Equity | Very High | -1.8% | 3 | ₹15,603 |
SBI Banking & Financial Services Fund | Equity | Very High | 5.2% | 5 | ₹3,748 |
SBI Focused Equity Fund | Equity | Very High | -4.7% | 3 | ₹26,561 |
SBI Equity Hybrid Fund | Hybrid | Very High | -2.1% | 3 | ₹54,493 |
SBI Nifty Index Fund | Other | Very High | -0.0% | 3 | ₹3,325 |
SBI Technology Opportunities Fund | Equity | Very High | -10.5% | -- | ₹2,862 |
SBI Gold Fund | Other | High | 13.9% | 3 | ₹1,266 |
SBI Consumption Opportunities Fund | Equity | Very High | 10.5% | 4 | ₹1,186 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The SBI Small Cap Fund has given 43.36% annualized returns in the past three years and 16.02% in the last 5 years. The SBI Small Cap Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹15,395Cr |
1Y Returns | 8.6% |
Fund Performance: The SBI Bluechip Fund has given 32.96% annualized returns in the past three years and 11.75% in the last 5 years. The SBI Bluechip Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Bluechip Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹33,987Cr |
1Y Returns | 3.6% |
Fund Performance: The SBI Flexicap Fund has given 30.53% annualized returns in the past three years and 11.19% in the last 5 years. The SBI Flexicap Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Flexicap Fund via lump sum is ₹1,000 and via SIP is ₹500.
Min Investment Amt | ₹1,000 |
---|---|
AUM | ₹15,603Cr |
1Y Returns | -1.8% |
Fund Performance: The SBI Banking & Financial Services Fund has given 29.53% annualized returns in the past three years and 12.61% in the last 5 years. The SBI Banking & Financial Services Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Banking & Financial Services Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹3,748Cr |
1Y Returns | 5.2% |
Fund Performance: The SBI Focused Equity Fund has given 27.28% annualized returns in the past three years and 12.52% in the last 5 years. The SBI Focused Equity Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Focused Equity Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹26,561Cr |
1Y Returns | -4.7% |
Fund Performance: The SBI Equity Hybrid Fund has given 22.55% annualized returns in the past three years and 11% in the last 5 years. The SBI Equity Hybrid Fund belongs to the Hybrid category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Equity Hybrid Fund via lump sum is ₹1,000 and via SIP is ₹500.
Min Investment Amt | ₹1,000 |
---|---|
AUM | ₹54,493Cr |
1Y Returns | -2.1% |
Fund Performance: The SBI Nifty Index Fund has given 31.78% annualized returns in the past three years and 12.11% in the last 5 years. The SBI Nifty Index Fund belongs to the Other category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Nifty Index Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹3,325Cr |
1Y Returns | -0.0% |
Fund Performance: The SBI Technology Opportunities Fund has given 40.91% annualized returns in the past three years and 21.03% in the last 5 years. The SBI Technology Opportunities Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Technology Opportunities Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹2,862Cr |
1Y Returns | -10.5% |
Fund Performance: The SBI Gold Fund has given 10.34% annualized returns in the past three years and 13.04% in the last 5 years. The SBI Gold Fund belongs to the Other category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Gold Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹1,266Cr |
1Y Returns | 13.9% |
Fund Performance: The SBI Consumption Opportunities Fund has given 36.51% annualized returns in the past three years and 12.9% in the last 5 years. The SBI Consumption Opportunities Fund belongs to the Equity category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Consumption Opportunities Fund via lump sum is ₹5,000 and via SIP is ₹500.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹1,186Cr |
1Y Returns | 10.5% |
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