SBI Mutual Fund started as a joint venture between the State Bank of India and Amundi, a French asset management company. Established in the year 1987, this AMC is operational for over 30 years. It is also one of India’s largest mutual fund houses in terms of asset size.
SBI Mutual Fund offers roughly 60 MF schemes. These comprise debt schemes, equity schemes, and a number of hybrid schemes, among others.
A hybrid fund is a type of MF scheme that invests in different kinds of securities or asset classes. The best SBI hybrid mutual funds 2022 invest in stocks of high-growth companies and dilute their associated risk by investing in fixed-income securities.
The presence of equity components in their portfolio indicates the potential to deliver better returns than debt funds. But, it is lower than that of equity funds due to the inclusion of debt instruments.
The best SBI hybrid mutual funds cater to variegated types of investors by investing in a customised combination of assets. Investors can choose between debt-oriented hybrid funds, equity-oriented hybrid funds, arbitrage funds, balanced funds, and monthly income plans. These funds carry risk based on the allocation of assets in their portfolio.
A hybrid scheme with a more significant share of equity shares is likely to deliver higher returns but also implies greater risk. Conversely, a scheme investing a higher percentage of the corpus in debt instruments typically delivers moderate returns adjusted by lower risk than an equity-oriented MF.
The best SBI hybrid mutual fund generates steady income in the short term and achieves considerable capital appreciation in the long run via a balanced portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
| SBI Small Cap Fund | Equity | Very High | 5.4% | 4 | ₹15,348 |
| SBI Bluechip Fund | Equity | Very High | 4.4% | 3 | ₹34,622 |
| SBI Flexicap Fund | Equity | Very High | -1.4% | 3 | ₹16,160 |
| SBI Banking & Financial Services Fund | Equity | Very High | 3.0% | 5 | ₹3,991 |
| SBI Focused Equity Fund | Equity | Very High | -6.8% | 4 | ₹27,819 |
| SBI Equity Hybrid Fund | Hybrid | Very High | 0.7% | 4 | ₹56,710 |
| SBI Nifty Index Fund | Other | Very High | 2.7% | 3 | ₹3,168 |
| SBI Technology Opportunities Fund | Equity | Very High | -0.9% | -- | ₹2,741 |
| SBI Gold Fund | Other | High | 19.3% | 3 | ₹1,242 |
| SBI Consumption Opportunities Fund | Equity | Very High | 12.4% | 3 | ₹1,173 |
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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 26.83% annualized returns in the past three years and 14.72% 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 | ₹15,348Cr |
| 1Y Returns | 5.4% |
Fund Performance: The SBI Bluechip Fund has given 16.97% annualized returns in the past three years and 11.49% 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 | ₹34,622Cr |
| 1Y Returns | 4.4% |
Fund Performance: The SBI Flexicap Fund has given 15.24% annualized returns in the past three years and 10.68% 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 | ₹16,160Cr |
| 1Y Returns | -1.4% |
Fund Performance: The SBI Banking & Financial Services Fund has given 10.6% annualized returns in the past three years and 12.25% 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 | ₹3,991Cr |
| 1Y Returns | 3.0% |
Fund Performance: The SBI Focused Equity Fund has given 13.59% annualized returns in the past three years and 11.88% 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 | ₹27,819Cr |
| 1Y Returns | -6.8% |
Fund Performance: The SBI Equity Hybrid Fund has given 12.3% annualized returns in the past three years and 10.73% 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 | ₹56,710Cr |
| 1Y Returns | 0.7% |
Fund Performance: The SBI Nifty Index Fund has given 15.86% annualized returns in the past three years and 11.51% 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 | ₹3,168Cr |
| 1Y Returns | 2.7% |
Fund Performance: The SBI Technology Opportunities Fund has given 30.49% annualized returns in the past three years and 23.01% 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 | ₹2,741Cr |
| 1Y Returns | -0.9% |
Fund Performance: The SBI Gold Fund has given 11.34% annualized returns in the past three years and 12.87% 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 | ₹1,242Cr |
| 1Y Returns | 19.3% |
Fund Performance: The SBI Consumption Opportunities Fund has given 21.54% annualized returns in the past three years and 13.12% 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 | ₹1,173Cr |
| 1Y Returns | 12.4% |
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