Updated on August 26, 2021 , 67484 views

SIP or Systematic Investment plan is a great way to invest in Mutual Funds. The SIP plans offered by SBI Mutual Fund is a great way to save a certain amount on a regular Basis like weekly/monthly/quarterly. This encourages regular savings and also give benefits of Power of Compounding.

SBI

With a SIP Plan you can easily stay invested for a longer duration to create strong wealth. Since, the amount is invested on regular intervals, it also reduces the impact of Market volatility. With a SIP investment, investors can also plan their various goals like retirement, marriage, purchase of a house/vehicle or even a higher education, etc.

Why Invest in SBI Mutual Fund SIP?

  1. To have a Systematic Investment Plan with a SBI MF one does not require a massive amount of Investing as the starting amount is as low as Rs 500.

  2. SBI SIP mutual fund encourages in building a habit of savings from an early age

  3. By investing in a SIP one can plan their long-term Financial goals like buying a car/house, saving for an international trip, saving for child’s education, Retirement planning or for buying any other assets.

  4. Given that a systematic investment plan is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP instalments continue ensuring the investors buy “low”.

So, start a SIP today in Equity Funds by investing in these top 10 best SBI SIP funds. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

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Best SBI Mutual Fund SIP to Invest in Equity Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)Since launch (%)
SBI Technology Opportunities Fund Growth ₹145.935
↑ 0.06
₹1,150 500 2644.791.331.326.1 23.9
SBI Magnum COMMA Fund Growth ₹67.4527
↑ 0.53
₹449 500 4.328.157.721.518.4 12.6
SBI Healthcare Opportunities Fund Growth ₹228.043
↑ 2.78
₹2,067 500 1.118.832.121.210 15
SBI Small Cap Fund Growth ₹93.3467
↑ 0.59
₹9,620 500 4.719.256.518.721.2 20.5
SBI Magnum Mid Cap Fund Growth ₹124.961
↑ 1.34
₹5,929 500 9.817.665.717.512.6 16.6
SBI Focused Equity Fund Growth ₹224.67
↑ 1.84
₹17,847 500 12.920.947.417.216.8 20.1
SBI Contra Fund Growth ₹179.746
↑ 1.51
₹2,704 500 6.518.46716.313.5 15.8
SBI Magnum Global Fund Growth ₹273.633
↑ 2.09
₹5,157 500 11.723.645.115.414.1 17.9
SBI Large and Midcap Fund Growth ₹337.543
↑ 2.40
₹4,543 500 6.817.651.91514.3 17.8
SBI Infrastructure Fund Growth ₹22.9595
↑ 0.24
₹674 500 9.118.551.514.812.2 6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Aug 21

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.5% since its launch.  Ranked 4 in Small Cap category. .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (27 Aug 21) ₹93.3467 ↑ 0.59   (0.64 %)
Net Assets (Cr) ₹9,620 on 31 Jul 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 3.81
Information Ratio 0.42
Alpha Ratio -10.74
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹13,050
31 Jul 18₹15,018
31 Jul 19₹13,602
31 Jul 20₹14,309
31 Jul 21₹26,981

SBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033

Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month -1.1%
3 Month 4.7%
6 Month 19.2%
1 Year 56.5%
3 Year 18.7%
5 Year 21.2%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 137.71 Yr.

Data below for SBI Small Cap Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Industrials40.06%
Consumer Cyclical20.36%
Basic Materials17.09%
Consumer Defensive6.88%
Financial Services4.12%
Health Care3.93%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity96.47%
Debt0.18%
Other0.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹397 Cr19,173,605
↓ -194,329
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
4%₹336 Cr12,689,795
↑ 2,689,795
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹321 Cr5,300,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹297 Cr1,330,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹296 Cr790,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹285 Cr1,000,000
↓ -241,570
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | 522287
3%₹267 Cr6,266,658
↑ 70,849
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹254 Cr2,846,666
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
3%₹239 Cr2,016,798
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹237 Cr2,900,000

2. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 9 in Sectoral category. .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (27 Aug 21) ₹67.4527 ↑ 0.53   (0.80 %)
Net Assets (Cr) ₹449 on 31 Jul 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.14
Information Ratio 0.83
Alpha Ratio 3.47
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹13,042
31 Jul 18₹13,323
31 Jul 19₹12,238
31 Jul 20₹13,855
31 Jul 21₹24,941

SBI Magnum COMMA Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656

Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month -1.8%
3 Month 4.3%
6 Month 28.1%
1 Year 57.7%
3 Year 21.5%
5 Year 18.4%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard Dsouza1 Aug 147 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Basic Materials55.02%
Energy20.75%
Consumer Defensive8.16%
Utility6.11%
Industrials1.18%
Asset Allocation
Asset ClassValue
Cash8.44%
Equity91.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
8%₹31 Cr267,600
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
6%₹26 Cr38,000
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Dec 15 | HINDALCO
5%₹23 Cr610,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
5%₹23 Cr1,925,000
↑ 675,000
Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532834
5%₹22 Cr1,205,628
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | 500038
4%₹18 Cr515,000
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
4%₹18 Cr150,570
Sagar Cements Ltd (Basic Materials)
Equity, Since 30 Nov 12 | 502090
4%₹16 Cr146,381
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 519600
4%₹15 Cr425,000
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | 513599
4%₹14 Cr1,003,400

3. SBI Large and Midcap Fund

(Erstwhile SBI Magnum Multiplier Fund)

To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.

SBI Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 20 in Large & Mid Cap category. .

Below is the key information for SBI Large and Midcap Fund

SBI Large and Midcap Fund
Growth
Launch Date 25 May 05
NAV (27 Aug 21) ₹337.543 ↑ 2.40   (0.72 %)
Net Assets (Cr) ₹4,543 on 31 Jul 21
Category Equity - Large & Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 3.38
Information Ratio 0.32
Alpha Ratio 5.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,726
31 Jul 18₹12,526
31 Jul 19₹12,386
31 Jul 20₹12,022
31 Jul 21₹19,855

SBI Large and Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710

Invest Now

Returns for SBI Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 0%
3 Month 6.8%
6 Month 17.6%
1 Year 51.9%
3 Year 15%
5 Year 14.3%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Large and Midcap Fund
NameSinceTenure
Saurabh Pant10 Sep 164.89 Yr.

Data below for SBI Large and Midcap Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Consumer Cyclical28.03%
Financial Services23.13%
Industrials13.72%
Health Care10.62%
Consumer Defensive5.83%
Technology4.66%
Energy3.33%
Utility2.97%
Basic Materials2.02%
Communication Services1.34%
Real Estate1.09%
Asset Allocation
Asset ClassValue
Cash2.4%
Equity97.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK
6%₹240 Cr1,600,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827
5%₹213 Cr72,230
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
5%₹202 Cr3,200,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN
4%₹159 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
3%₹145 Cr920,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 530517
3%₹115 Cr1,000,000
Bharat Forge Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 19 | 500493
2%₹107 Cr1,400,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Oct 17 | KIRLOSENG
2%₹106 Cr4,459,137
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | BALKRISIND
2%₹105 Cr470,000
↓ -90,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 500850
2%₹105 Cr7,400,000

4. SBI Magnum Multicap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category. .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (27 Aug 21) ₹72.346 ↑ 0.47   (0.66 %)
Net Assets (Cr) ₹14,346 on 31 Jul 21
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.96
Information Ratio -0.09
Alpha Ratio 1.91
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,837
31 Jul 18₹12,900
31 Jul 19₹12,760
31 Jul 20₹12,100
31 Jul 21₹18,837

SBI Magnum Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710

Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 3.2%
3 Month 8.1%
6 Month 15.3%
1 Year 49.8%
3 Year 13.6%
5 Year 14.1%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
Anup Upadhyay1 Feb 174.5 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Financial Services28.6%
Consumer Cyclical15.47%
Technology11.18%
Basic Materials10.59%
Industrials8.95%
Health Care5.1%
Utility5.03%
Energy4.83%
Consumer Defensive3.06%
Communication Services3.05%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
8%₹1,100 Cr7,342,442
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
7%₹1,017 Cr16,111,935
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 19 | HCLTECH
4%₹617 Cr6,273,981
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
3%₹472 Cr6,302,049
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
3%₹440 Cr2,783,600
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹436 Cr10,405,420
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO
3%₹436 Cr11,720,324
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹415 Cr2,763,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Apr 19 | CROMPTON
3%₹414 Cr9,530,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 20 | 532755
2%₹334 Cr3,053,000
↓ -972,000

5. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 11 in Sectoral category. .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (27 Aug 21) ₹158.343 ↑ 0.76   (0.48 %)
Net Assets (Cr) ₹765 on 31 Jul 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 2.74
Information Ratio 0.14
Alpha Ratio 22.47
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,447
31 Jul 18₹13,880
31 Jul 19₹12,231
31 Jul 20₹11,008
31 Jul 21₹18,286

SBI Consumption Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684

Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 0.4%
3 Month 3.7%
6 Month 13%
1 Year 47.1%
3 Year 8.4%
5 Year 12.9%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 1110.17 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Consumer Cyclical50%
Consumer Defensive32.27%
Industrials6.58%
Communication Services5.89%
Basic Materials3.47%
Asset Allocation
Asset ClassValue
Cash1.77%
Equity98.2%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
8%₹59 Cr2,900,000
↑ 500,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827
7%₹50 Cr17,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 531162
5%₹36 Cr650,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 530517
5%₹35 Cr300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹34 Cr650,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 500850
4%₹33 Cr2,300,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
4%₹29 Cr130,000
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
4%₹28 Cr520,000
↑ 62,077
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | 542857
4%₹28 Cr1,180,380
↓ -119,620
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 508486
4%₹26 Cr46,000

6. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 9 in Large Cap category. .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (27 Aug 21) ₹58.0228 ↑ 0.35   (0.61 %)
Net Assets (Cr) ₹29,244 on 31 Jul 21
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.27
Information Ratio -0.05
Alpha Ratio -2.98
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,523
31 Jul 18₹12,341
31 Jul 19₹12,042
31 Jul 20₹11,846
31 Jul 21₹17,686

SBI Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684

Invest Now

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 3.8%
3 Month 8.1%
6 Month 12.2%
1 Year 45.2%
3 Year 13.3%
5 Year 12.8%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 1010.92 Yr.

Data below for SBI Bluechip Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Financial Services33.68%
Consumer Cyclical14.05%
Technology10.94%
Industrials8.54%
Health Care7.37%
Basic Materials6.64%
Energy5.18%
Consumer Defensive4.98%
Real Estate2.66%
Communication Services1.94%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash2%
Equity97.99%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹2,584 Cr17,250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹1,921 Cr30,443,104
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
6%₹1,634 Cr10,335,178
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
4%₹1,244 Cr12,648,030
↓ -500,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹1,135 Cr7,562,209
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹1,126 Cr4,550,000
↑ 350,000
Divis Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
4%₹1,026 Cr2,328,298
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹949 Cr22,649,243
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹930 Cr45,874,904
Motherson Sumi Systems Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Mar 12 | MOTHERSUMI
3%₹769 Cr31,774,449
↓ -500,000

7. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 48 in Contra category. .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (27 Aug 21) ₹179.746 ↑ 1.51   (0.85 %)
Net Assets (Cr) ₹2,704 on 31 Jul 21
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 3.81
Information Ratio 0.62
Alpha Ratio 17.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,780
31 Jul 18₹11,806
31 Jul 19₹10,518
31 Jul 20₹10,485
31 Jul 21₹19,406

SBI Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080

Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month -0.3%
3 Month 6.5%
6 Month 18.4%
1 Year 67%
3 Year 16.3%
5 Year 13.5%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 183.24 Yr.

Data below for SBI Contra Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Financial Services20.06%
Industrials18.3%
Consumer Cyclical11.39%
Health Care8.98%
Basic Materials7.78%
Technology7.02%
Utility5.83%
Real Estate5.67%
Energy5.45%
Communication Services4.96%
Consumer Defensive1.66%
Asset Allocation
Asset ClassValue
Cash1.63%
Equity97.11%
Other1.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
4%₹91 Cr1,443,921
Infosys Ltd (Technology)
Equity, Since 28 Feb 19 | INFY
4%₹88 Cr555,000
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 19 | 532215
3%₹70 Cr940,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 20 | SUNPHARMA
3%₹70 Cr1,037,500
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹70 Cr1,149,083
↑ 200,000
Prism Johnson Ltd (Basic Materials)
Equity, Since 29 Feb 20 | PRSMJOHNSN
3%₹63 Cr4,802,966
↑ 1,000,000
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
3%₹62 Cr4,150,000
MTAR Technologies Ltd (Industrials)
Equity, Since 28 Feb 21 | 543270
2%₹58 Cr530,264
CESC Ltd (Utilities)
Equity, Since 31 Mar 21 | 500084
2%₹58 Cr750,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 18 | 500257
2%₹57 Cr495,000

8. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 28 in Mid Cap category. .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (27 Aug 21) ₹124.961 ↑ 1.34   (1.08 %)
Net Assets (Cr) ₹5,929 on 31 Jul 21
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 3.75
Information Ratio 0.3
Alpha Ratio 6.83
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,413
31 Jul 18₹10,943
31 Jul 19₹9,763
31 Jul 20₹10,125
31 Jul 21₹18,382

SBI Magnum Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684

Invest Now

Returns for SBI Magnum Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 1.1%
3 Month 9.8%
6 Month 17.6%
1 Year 65.7%
3 Year 17.5%
5 Year 12.6%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1011.09 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Consumer Cyclical25.91%
Basic Materials16.5%
Industrials16.04%
Financial Services13.04%
Health Care9.68%
Real Estate5.92%
Utility4.56%
Technology2.03%
Consumer Defensive1.22%
Communication Services0.57%
Energy0.12%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
6%₹326 Cr1,461,806
↓ -38,607
Page Industries Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 532827
4%₹236 Cr80,000
↑ 4,458
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Dec 17 | GODREJPROP
4%₹224 Cr1,600,000
↓ -200,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | 513375
4%₹214 Cr3,537,050
↓ -510,053
Gujarat State Petronet Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Mar 18 | 532702
4%₹206 Cr6,167,951
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | JKCEMENT
4%₹204 Cr713,774
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹180 Cr2,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
3%₹180 Cr3,500,000
↓ -1,762,175
Ramco Cements Ltd (Basic Materials)
Equity, Since 29 Feb 12 | RAMCOCEM
3%₹177 Cr1,728,391
Thermax Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹172 Cr1,161,202

9. SBI Infrastructure Fund

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 18 in Sectoral category. .

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund
Growth
Launch Date 6 Jul 07
NAV (27 Aug 21) ₹22.9595 ↑ 0.24   (1.04 %)
Net Assets (Cr) ₹674 on 31 Jul 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.59
Sharpe Ratio 2.75
Information Ratio 0.14
Alpha Ratio 12.49
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,334
31 Jul 18₹11,453
31 Jul 19₹11,286
31 Jul 20₹10,886
31 Jul 21₹17,496

SBI Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684

Invest Now

Returns for SBI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 0.9%
3 Month 9.1%
6 Month 18.5%
1 Year 51.5%
3 Year 14.8%
5 Year 12.2%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Infrastructure Fund
NameSinceTenure
Nidhi Chawla14 Nov 182.71 Yr.

Data below for SBI Infrastructure Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Industrials49.51%
Basic Materials9.97%
Utility8.99%
Consumer Cyclical8.16%
Energy7.32%
Communication Services5.6%
Financial Services1.86%
Real Estate1.63%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 07 | LT
11%₹72 Cr477,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | ULTRACEMCO
6%₹37 Cr54,700
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL
6%₹36 Cr683,360
Reliance Industries Ltd.
Equity, Since 30 Jun 21 | -
4%₹29 Cr193,200
↑ 193,200
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Sep 19 | RELIANCE
4%₹27 Cr126,500
↓ -30,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Dec 18 | GESHIP
3%₹21 Cr552,678
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 20 | 500547
3%₹20 Cr434,119
WABCO India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | WABCOINDIA
3%₹19 Cr28,000
↑ 8,000
Timken India Ltd (Industrials)
Equity, Since 31 Dec 16 | 522113
3%₹19 Cr131,173
Kennametal India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 14 | 505890
3%₹19 Cr157,000

10. SBI Magnum Equity ESG Fund

(Erstwhile SBI Magnum Equity Fund)

To provide the investor long-term capital appreciation by investing in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities and the balance in debt and money market instruments.

SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 47 in Sectoral category. .

Below is the key information for SBI Magnum Equity ESG Fund

SBI Magnum Equity ESG Fund
Growth
Launch Date 27 Nov 06
NAV (27 Aug 21) ₹156.929 ↑ 1.25   (0.80 %)
Net Assets (Cr) ₹4,025 on 31 Jul 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.7
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹10,000
31 Jul 17₹11,247
31 Jul 18₹12,387
31 Jul 19₹12,419
31 Jul 20₹12,470
31 Jul 21₹18,168

SBI Magnum Equity ESG Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080

Invest Now

Returns for SBI Magnum Equity ESG Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Aug 21

DurationReturns
1 Month 5.1%
3 Month 10.8%
6 Month 16.8%
1 Year 46.1%
3 Year 14.3%
5 Year 13.7%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for SBI Magnum Equity ESG Fund
NameSinceTenure
Ruchit Mehta7 May 183.24 Yr.

Data below for SBI Magnum Equity ESG Fund as on 31 Jul 21

Equity Sector Allocation
SectorValue
Financial Services28.81%
Technology22.03%
Consumer Cyclical14.33%
Industrials7.78%
Basic Materials6.19%
Health Care5.18%
Communication Services5.15%
Consumer Defensive4.45%
Energy3.51%
Utility1.18%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.61%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY
7%₹288 Cr1,825,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
6%₹240 Cr1,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
4%₹170 Cr2,700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS
4%₹167 Cr500,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TATAMOTORS
3%₹136 Cr4,000,000
↑ 600,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹120 Cr800,000
NVIDIA Corp (Technology)
Equity, Since 31 May 21 | NVDA
3%₹119 Cr20,000
↑ 3,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹112 Cr1,500,000
Divis Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 20 | DIVISLAB
3%₹110 Cr250,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | ULTRACEMCO
3%₹108 Cr160,000

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in SBI Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Plan your goal with SBI Mutual Funds, use SIPs to reach them!

FAQs

1. When can I invest in a SIP?

A: There is no fixed time to start investing in a SIP. You can begin your investment anytime in the year. So, start evaluating your finances, and ensure you are prepared to invest at a particular time.

2. Should I keep long-term goals in mind while investing in SIPs?

A: Ideally, SIPs should be a part of your long-term goals. The primary reason is the more extended period, the likely is to produce better returns than the for shorter tenures.

3. What is the power of compounding in mutual funds?

A: When you invest in a mutual fund regularly, you earn a compounding interest and not just interest on the principal amount invested. It is calculated as Compounded Annual Growth Rate or CAGR. In the long-term, the compounding effect magnifies your investment manifold. In other words, with the help of the compounding effect, the returns that you earn on the SIP investments also produce returns.

4. Why should I consider investing in SBI SIP?

A: The primary reason for investing in SBI SIP is that it has a low point of entry. You can start investing in any suitable SIP with a minimum investment of Rs.500. This makes the SBI SIPs some of the easiest to invest in, especially if you are looking to start investing in SIPs.

5. Does SBI offer multiple SIPs?

A: Yes, if you want to have multiple options regarding investing in SIPs, then SBI can prove to be one of the most reliable and one of the best banks. You can choose to invest in SBI Large and mid-cap SIP, where you can diversify your investment in equity stocks of large and mid-sized capitals. This will assure you of good returns on investment. But, if you want to invest in a SIP based on healthcare equities, consider investing in SBI Healthcare Opportunities funs that have shown a robust return of 14.3% since its launching.

6. What is rupee cost averaging?

A: The rupee cost averaging not just encourages individuals to invest in SIPs, but allows them to take advantage of market volatility. If the NAV of an SBI SIP is down, then as an investor, you will get more units from the Bank, and if the NAV of the SIP is up, you will get fewer units. Either way, you will stand to gain.

7. Can I get an average of how much I should invest in SBI SIP to get a return of Rs.5 lakh?

A: If you invest in SBI SIP for 5 years, you should consider investing an amount of Rs.6403.00 per month at an expected return of 10%. If the expected return increases, then the monthly investment amount decreases.

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