Top 10 Sbi Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
SBI Focused Equity FundEquityModerately High0.6%5star5,127
SBI Small Cap FundEquityModerately High-8.4%5star2,413
SBI Banking & Financial Services FundEquityHigh5.0%5star1,015
SBI Magnum Multi Cap FundEquityModerately High0.8%4star7,549
SBI Magnum COMMA FundEquityHigh-6.9%4star231
SBI Infrastructure FundEquityHigh-0.8%4star463
SBI Consumption Opportunities FundEquityHigh-9.3%4star661
SBI Bluechip FundEquityModerately High-0.6%4star21,484
SBI Technology Opportunities FundEquityHigh3.3%4star155
SBI PSU FundEquityHigh-6.1%3star149
SBI Healthcare Opportunities FundEquityHigh-14.4%3star902
SBI Large and Midcap FundEquityModerately High-3.1%3star2,493
SBI Magnum Equity ESG FundEquityModerately High1.9%3star2,351
SBI Magnum Global FundEquityModerately High-4.9%3star3,449
SBI Contra FundEquityModerately High-10.4%2star1,309
View All Top 10 Sbi Mutual Funds

Best SBI Equity Mutual Funds

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.

SBI Funds Management has been effectively managing and guiding India’s dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund’. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

SBI Focused Equity Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 10.54% annualized returns in the last 3 years. In the last 1 year, it gave 0.58% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.58% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM5,127Cr
1Y Returns0.6%

SBI Small Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 12.85% annualized returns in the last 3 years. In the last 1 year, it gave -8.38% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.38% returns in the last 1 year. . Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtN.A
AUM2,413Cr
1Y Returns-8.4%

SBI Banking & Financial Services Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 14.77% annualized returns in the last 3 years. In the last 1 year, it gave 5.02% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.02% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date25 Feb 2015
Min Investment Amt5,000
AUM1,015Cr
1Y Returns5.0%

SBI Magnum MultiCap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 9.78% annualized returns in the last 3 years. In the last 1 year, it gave 0.84% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.84% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date03 Jan 2013
Min Investment Amt1,000
AUM7,549Cr
1Y Returns0.8%

SBI Magnum COMMA Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 6.77% annualized returns in the last 3 years. In the last 1 year, it gave -6.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.92% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date03 Jan 2013
Min Investment Amt5,000
AUM231Cr
1Y Returns-6.9%

SBI Infrastructure Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 5.49% annualized returns in the last 3 years. In the last 1 year, it gave -0.84% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.84% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment Amt5,000
AUM463Cr
1Y Returns-0.8%

SBI Consumption Opportunities Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 9.64% annualized returns in the last 3 years. In the last 1 year, it gave -9.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.3% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM661Cr
1Y Returns-9.3%

SBI Bluechip Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 7.21% annualized returns in the last 3 years. In the last 1 year, it gave -0.55% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.55% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM21,484Cr
1Y Returns-0.6%

SBI Technology Opportunities Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.39% annualized returns in the last 3 years. In the last 1 year, it gave 3.26% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.26% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date08 Jan 2013
Min Investment Amt5,000
AUM155Cr
1Y Returns3.3%

SBI PSU Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 0.1% annualized returns in the last 3 years. In the last 1 year, it gave -6.13% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.13% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM149Cr
1Y Returns-6.1%

SBI Healthcare Opportunities Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -7.03% annualized returns in the last 3 years. In the last 1 year, it gave -14.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.44% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM902Cr
1Y Returns-14.4%

SBI Large & Midcap Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 6.88% annualized returns in the last 3 years. In the last 1 year, it gave -3.13% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.13% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM2,493Cr
1Y Returns-3.1%

SBI Magnum Equity ESG Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 8.03% annualized returns in the last 3 years. In the last 1 year, it gave 1.89% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.89% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt1,000
AUM2,351Cr
1Y Returns1.9%

SBI Magnum Global Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 5.39% annualized returns in the last 3 years. In the last 1 year, it gave -4.88% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.88% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM3,449Cr
1Y Returns-4.9%

SBI Contra Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 1.92% annualized returns in the last 3 years. In the last 1 year, it gave -10.38% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.38% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM1,309Cr
1Y Returns-10.4%

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What does investing in SBI Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in SBI Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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