+91-22-4891390910 Best SBI MF SIP Funds 2025
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.
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?
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.
SBI SIP mutual fund encourages in building a habit of savings from an early age
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.
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
(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 Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Magnum Multiplier Fund) To provide investors long term capital appreciation/dividend along with the
liquidity of an open-ended scheme. Research Highlights for SBI Large and Midcap Fund Below is the key information for SBI Large and Midcap Fund Returns up to 1 year are on (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. Research Highlights for SBI Bluechip Fund Below is the key information for SBI Bluechip Fund Returns up to 1 year are on 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. Research Highlights for SBI Magnum COMMA Fund Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on 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. Research Highlights for SBI Magnum Multicap Fund Below is the key information for SBI Magnum Multicap Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Consumption Opportunities Fund Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on (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. Research Highlights for SBI Magnum Equity ESG Fund Below is the key information for SBI Magnum Equity ESG Fund Returns up to 1 year are on To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Contra Fund Below is the key information for SBI Contra Fund Returns up to 1 year are on 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. Research Highlights for SBI Magnum Mid Cap Fund Below is the key information for SBI Magnum Mid Cap Fund Returns up to 1 year are on 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. Research Highlights for SBI Infrastructure Fund Below is the key information for SBI Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Since launch (%) SBI PSU Fund Growth ₹31.0237
↑ 0.07 ₹5,427 500 3.5 7.1 -7.6 32 29.8 23.5 7.8 SBI Healthcare Opportunities Fund Growth ₹427.182
↑ 1.14 ₹3,849 500 1.9 0.2 11.3 26.4 20.5 42.2 15.5 SBI Magnum Tax Gain Fund Growth ₹426.177
↓ -3.60 ₹30,616 500 3 2.8 -1.7 23.7 24.9 27.7 12.3 SBI Infrastructure Fund Growth ₹47.5457
↓ -0.27 ₹5,195 500 0.3 0.6 -9.4 22.4 26.7 20.8 9 SBI Contra Fund Growth ₹375.285
↑ 0.48 ₹47,390 500 1.6 2.5 -2.7 20.7 30.1 18.8 14.9 SBI Banking & Financial Services Fund Growth ₹41.8957
↓ -0.26 ₹8,538 500 5 12 14.9 19 22.1 19.6 14.7 SBI Large and Midcap Fund Growth ₹613.562
↑ 0.64 ₹33,031 500 5.2 6.3 3.8 18.2 23.9 18 17.5 SBI Magnum COMMA Fund Growth ₹101.976
↓ -0.79 ₹701 500 5.1 7.7 -0.2 16 20.4 10.5 12.3 SBI Small Cap Fund Growth ₹167.662
↓ -0.92 ₹35,696 500 5.7 2.4 -5.4 15.6 25.8 24.1 19.4 SBI Magnum Mid Cap Fund Growth ₹223.285
↓ -2.33 ₹23,269 500 0.2 -1.3 -3.3 15.5 25.7 20.3 16.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary SBI PSU Fund SBI Healthcare Opportunities Fund SBI Magnum Tax Gain Fund SBI Infrastructure Fund SBI Contra Fund SBI Banking & Financial Services Fund SBI Large and Midcap Fund SBI Magnum COMMA Fund SBI Small Cap Fund SBI Magnum Mid Cap Fund Point 1 Lower mid AUM (₹5,427 Cr). Bottom quartile AUM (₹3,849 Cr). Upper mid AUM (₹30,616 Cr). Bottom quartile AUM (₹5,195 Cr). Highest AUM (₹47,390 Cr). Lower mid AUM (₹8,538 Cr). Upper mid AUM (₹33,031 Cr). Bottom quartile AUM (₹701 Cr). Top quartile AUM (₹35,696 Cr). Upper mid AUM (₹23,269 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (20 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (10+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (15+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Not Rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 29.83% (top quartile). 5Y return: 20.53% (bottom quartile). 5Y return: 24.94% (lower mid). 5Y return: 26.68% (upper mid). 5Y return: 30.11% (top quartile). 5Y return: 22.08% (bottom quartile). 5Y return: 23.92% (lower mid). 5Y return: 20.39% (bottom quartile). 5Y return: 25.80% (upper mid). 5Y return: 25.68% (upper mid). Point 6 3Y return: 32.01% (top quartile). 3Y return: 26.37% (top quartile). 3Y return: 23.74% (upper mid). 3Y return: 22.42% (upper mid). 3Y return: 20.68% (upper mid). 3Y return: 18.96% (lower mid). 3Y return: 18.21% (lower mid). 3Y return: 16.04% (bottom quartile). 3Y return: 15.55% (bottom quartile). 3Y return: 15.51% (bottom quartile). Point 7 1Y return: -7.64% (bottom quartile). 1Y return: 11.27% (top quartile). 1Y return: -1.66% (upper mid). 1Y return: -9.37% (bottom quartile). 1Y return: -2.72% (lower mid). 1Y return: 14.91% (top quartile). 1Y return: 3.81% (upper mid). 1Y return: -0.19% (upper mid). 1Y return: -5.37% (bottom quartile). 1Y return: -3.31% (lower mid). Point 8 Alpha: 0.60 (upper mid). Alpha: 2.79 (top quartile). Alpha: 0.00 (lower mid). Alpha: -7.71 (bottom quartile). Alpha: -3.52 (bottom quartile). Alpha: 0.33 (upper mid). Alpha: 1.15 (upper mid). Alpha: 5.45 (top quartile). Alpha: 0.00 (lower mid). Alpha: -3.33 (bottom quartile). Point 9 Sharpe: -0.23 (bottom quartile). Sharpe: 0.87 (top quartile). Sharpe: -0.02 (upper mid). Sharpe: -0.49 (bottom quartile). Sharpe: -0.20 (lower mid). Sharpe: 0.86 (top quartile). Sharpe: 0.13 (upper mid). Sharpe: -0.04 (upper mid). Sharpe: -0.24 (bottom quartile). Sharpe: -0.15 (lower mid). Point 10 Information ratio: -0.28 (bottom quartile). Information ratio: 0.37 (upper mid). Information ratio: 2.04 (top quartile). Information ratio: 0.21 (upper mid). Information ratio: 1.33 (top quartile). Information ratio: 0.61 (upper mid). Information ratio: -0.43 (bottom quartile). Information ratio: -0.18 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: -1.33 (bottom quartile). SBI PSU Fund
SBI Healthcare Opportunities Fund
SBI Magnum Tax Gain Fund
SBI Infrastructure Fund
SBI Contra Fund
SBI Banking & Financial Services Fund
SBI Large and Midcap Fund
SBI Magnum COMMA Fund
SBI Small Cap Fund
SBI Magnum Mid Cap Fund
1. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (08 Aug 25) ₹167.662 ↓ -0.92 (-0.55 %) Net Assets (Cr) ₹35,696 on 30 Jun 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.24 Information Ratio 0 Alpha Ratio 0 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,856 31 Jul 22 ₹20,518 31 Jul 23 ₹25,614 31 Jul 24 ₹36,179 31 Jul 25 ₹33,980 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.3% 3 Month 5.7% 6 Month 2.4% 1 Year -5.4% 3 Year 15.6% 5 Year 25.8% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.71 Yr. Data below for SBI Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 24.69% Consumer Cyclical 19.26% Financial Services 13.95% Basic Materials 13.5% Consumer Defensive 4.53% Health Care 2.33% Communication Services 1.43% Real Estate 1.38% Technology 1.29% Utility 0.21% Asset Allocation
Asset Class Value Cash 17.26% Equity 82.56% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY3% ₹1,035 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹1,002 Cr 89,318,180 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹969 Cr 7,900,000 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹911 Cr 41,665,000 Deepak Fertilisers & Petrochemicals Corp Ltd (Basic Materials)
Equity, Since 31 Jan 25 | DEEPAKFERT3% ₹898 Cr 5,261,203 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹895 Cr 9,716,991 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹879 Cr 7,700,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG2% ₹851 Cr 3,928,227 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹832 Cr 3,300,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹830 Cr 12,323,990 2. SBI Large and Midcap Fund
SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (07 Aug 25) ₹613.562 ↑ 0.64 (0.10 %) Net Assets (Cr) ₹33,031 on 30 Jun 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.13 Information Ratio -0.43 Alpha Ratio 1.15 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,515 31 Jul 22 ₹17,768 31 Jul 23 ₹21,786 31 Jul 24 ₹29,527 31 Jul 25 ₹30,155 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.4% 3 Month 5.2% 6 Month 6.3% 1 Year 3.8% 3 Year 18.2% 5 Year 23.9% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 18% 2023 26.8% 2022 7.3% 2021 39.3% 2020 15.8% 2019 6.8% 2018 -5.3% 2017 40.5% 2016 0.4% 2015 11.1% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.89 Yr. Data below for SBI Large and Midcap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 28.71% Basic Materials 16.52% Consumer Cyclical 13.35% Health Care 10.28% Industrials 9.61% Consumer Defensive 5.41% Technology 4.72% Energy 3.45% Communication Services 1.79% Utility 1.76% Asset Allocation
Asset Class Value Cash 4.29% Equity 95.6% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,633 Cr 13,157,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK4% ₹1,212 Cr 5,600,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE3% ₹1,140 Cr 7,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322153% ₹1,103 Cr 9,200,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹992 Cr 1,910,000 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹980 Cr 274,878 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹943 Cr 11,500,000 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5008203% ₹900 Cr 3,844,000
↑ 3,844,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 5003873% ₹900 Cr 290,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094803% ₹851 Cr 14,365,784 3. SBI Bluechip Fund
SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (08 Aug 25) ₹90.2239 ↓ -1.09 (-1.20 %) Net Assets (Cr) ₹53,959 on 30 Jun 25 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 0.1 Information Ratio -0.38 Alpha Ratio 0.49 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,930 31 Jul 22 ₹16,027 31 Jul 23 ₹19,004 31 Jul 24 ₹24,214 31 Jul 25 ₹24,471 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.4% 3 Month 1.9% 6 Month 4.2% 1 Year 2.5% 3 Year 13.7% 5 Year 18.7% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.5% 2023 22.6% 2022 4.4% 2021 26.1% 2020 16.3% 2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Saurabh Pant 1 Apr 24 1.33 Yr. Pradeep Kesavan 1 Apr 24 1.33 Yr. Data below for SBI Bluechip Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 33.56% Consumer Cyclical 12.71% Basic Materials 9.37% Consumer Defensive 8.44% Energy 8.06% Industrials 7.46% Health Care 6.02% Technology 5.25% Communication Services 2.72% Utility 1.03% Real Estate 0.08% Asset Allocation
Asset Class Value Cash 5.25% Equity 94.63% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK10% ₹5,144 Cr 25,700,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE8% ₹4,352 Cr 29,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | 5321748% ₹4,193 Cr 29,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹2,716 Cr 7,400,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY4% ₹2,194 Cr 13,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK4% ₹1,990 Cr 9,200,000
↓ -1,780,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹1,860 Cr 2,731,710 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 5008253% ₹1,798 Cr 3,073,593 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | EICHERMOT3% ₹1,742 Cr 3,080,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 May 25 | 5008203% ₹1,703 Cr 7,272,400
↑ 5,602,400 4. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (08 Aug 25) ₹101.976 ↓ -0.79 (-0.77 %) Net Assets (Cr) ₹701 on 30 Jun 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.04 Information Ratio -0.18 Alpha Ratio 5.45 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,001 31 Jul 22 ₹16,633 31 Jul 23 ₹18,573 31 Jul 24 ₹27,297 31 Jul 25 ₹26,714 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.6% 3 Month 5.1% 6 Month 7.7% 1 Year -0.2% 3 Year 16% 5 Year 20.4% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 2023 32.3% 2022 -6.6% 2021 52% 2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 1.17 Yr. Data below for SBI Magnum COMMA Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 48.19% Energy 27.67% Utility 9.06% Consumer Defensive 7.88% Consumer Cyclical 3.83% Asset Allocation
Asset Class Value Cash 2.96% Equity 96.62% Debt 0.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹64 Cr 424,732 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL9% ₹60 Cr 3,776,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹41 Cr 34,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹36 Cr 2,070,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003125% ₹34 Cr 1,400,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹31 Cr 675,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL4% ₹28 Cr 335,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | IOC4% ₹28 Cr 1,900,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328984% ₹28 Cr 930,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5001014% ₹27 Cr 760,000 5. SBI Magnum Multicap Fund
SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (07 Aug 25) ₹106.651 ↑ 0.03 (0.03 %) Net Assets (Cr) ₹22,500 on 30 Jun 25 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.22 Information Ratio -1.26 Alpha Ratio -2.6 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,568 31 Jul 22 ₹16,282 31 Jul 23 ₹18,879 31 Jul 24 ₹24,460 31 Jul 25 ₹23,666 Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.5% 3 Month 1.7% 6 Month 1.6% 1 Year -0.8% 3 Year 12.6% 5 Year 18.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 14.2% 2023 22.8% 2022 0.7% 2021 30.8% 2020 13.6% 2019 11% 2018 -5.5% 2017 37% 2016 5.8% 2015 9.8% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure Anup Upadhyay 1 Dec 24 0.66 Yr. Dinesh Balachandran 1 Dec 24 0.66 Yr. Data below for SBI Magnum Multicap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 39.01% Consumer Cyclical 12.17% Industrials 12.05% Basic Materials 9.38% Energy 6.26% Technology 5.48% Communication Services 5.23% Health Care 1.89% Utility 1.74% Consumer Defensive 1.56% Asset Allocation
Asset Class Value Cash 5.1% Equity 94.77% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK8% ₹1,879 Cr 9,389,654 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | 5321747% ₹1,655 Cr 11,444,355
↓ -1,900,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE6% ₹1,408 Cr 9,384,540 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK6% ₹1,354 Cr 6,259,500
↓ -980,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT4% ₹953 Cr 2,596,034 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹898 Cr 4,470,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹836 Cr 674,058 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5333984% ₹832 Cr 3,169,907
↑ 47,685 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹769 Cr 8,215,850
↑ 6,572,680 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO3% ₹644 Cr 1,078,166 6. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (08 Aug 25) ₹302.058 ↓ -3.24 (-1.06 %) Net Assets (Cr) ₹3,186 on 30 Jun 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio -0.14 Information Ratio -0.17 Alpha Ratio -4.85 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,612 31 Jul 22 ₹20,173 31 Jul 23 ₹25,075 31 Jul 24 ₹34,736 31 Jul 25 ₹32,368 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.5% 3 Month 0.5% 6 Month -1.7% 1 Year -6.2% 3 Year 15.5% 5 Year 25.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.8% 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% 2015 5.3% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.33 Yr. Ashit Desai 1 Apr 24 1.33 Yr. Data below for SBI Consumption Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 47.86% Consumer Defensive 28.38% Basic Materials 7.38% Industrials 6.49% Communication Services 5.24% Asset Allocation
Asset Class Value Cash 4.56% Equity 95.35% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹167 Cr 830,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹165 Cr 3,960,660 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD5% ₹150 Cr 2,136,850 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹143 Cr 244,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹139 Cr 2,350,172 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141674% ₹136 Cr 906,423 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M4% ₹126 Cr 395,000
↑ 150,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹115 Cr 588,029 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPAL3% ₹102 Cr 425,000 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 5328273% ₹100 Cr 20,178 7. SBI Magnum Equity ESG Fund
SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (08 Aug 25) ₹231.6 ↓ -2.43 (-1.04 %) Net Assets (Cr) ₹5,832 on 30 Jun 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.14 Information Ratio -0.13 Alpha Ratio -2.74 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,570 31 Jul 22 ₹15,613 31 Jul 23 ₹17,710 31 Jul 24 ₹23,501 31 Jul 25 ₹22,988 Returns for SBI Magnum Equity ESG Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.5% 3 Month 1.4% 6 Month 2% 1 Year -0.5% 3 Year 12.2% 5 Year 17.2% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.1% 2023 24.6% 2022 -2.3% 2021 30.3% 2020 13.5% 2019 14.8% 2018 3.3% 2017 24.1% 2016 4.5% 2015 2.4% Fund Manager information for SBI Magnum Equity ESG Fund
Name Since Tenure Rohit Shimpi 1 Jan 22 3.58 Yr. Data below for SBI Magnum Equity ESG Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 35.73% Consumer Cyclical 14.96% Industrials 14.3% Technology 12.67% Basic Materials 5.63% Health Care 3.85% Energy 3.64% Consumer Defensive 2.97% Utility 1.54% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 3.5% Equity 96.41% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹554 Cr 2,767,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | 5321748% ₹475 Cr 3,285,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY5% ₹306 Cr 1,911,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹275 Cr 2,290,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT5% ₹269 Cr 731,709 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK4% ₹223 Cr 1,033,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE4% ₹212 Cr 1,415,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 5325384% ₹212 Cr 175,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI3% ₹202 Cr 163,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS3% ₹201 Cr 581,034 8. SBI Contra Fund
SBI Contra Fund
Growth Launch Date 6 May 05 NAV (07 Aug 25) ₹375.285 ↑ 0.48 (0.13 %) Net Assets (Cr) ₹47,390 on 30 Jun 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.2 Information Ratio 1.33 Alpha Ratio -3.52 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,509 31 Jul 22 ₹21,294 31 Jul 23 ₹27,526 31 Jul 24 ₹40,152 31 Jul 25 ₹38,530 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.8% 3 Month 1.6% 6 Month 2.5% 1 Year -2.7% 3 Year 20.7% 5 Year 30.1% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 38.2% 2022 12.8% 2021 49.9% 2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 7.24 Yr. Pradeep Kesavan 1 Dec 23 1.67 Yr. Data below for SBI Contra Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 23.04% Energy 9.71% Basic Materials 9.01% Health Care 7.28% Technology 6.71% Consumer Cyclical 6.55% Consumer Defensive 6.17% Utility 4.89% Industrials 3.71% Communication Services 3.1% Real Estate 1.38% Asset Allocation
Asset Class Value Cash 17.92% Equity 81.56% Debt 0.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK9% ₹4,048 Cr 20,224,629 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE6% ₹2,959 Cr 19,717,567 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC3% ₹1,614 Cr 38,766,741 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK3% ₹1,386 Cr 6,405,768 Punjab National Bank (Financial Services)
Equity, Since 30 Sep 22 | 5324612% ₹1,110 Cr 100,456,586
↑ 16,045,412 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 21 | BIOCON2% ₹1,020 Cr 28,687,453
↑ 9,166,679 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321552% ₹992 Cr 51,993,788 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 5327792% ₹951 Cr 6,482,410
↑ 319,110 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹847 Cr 52,995,525 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348162% ₹837 Cr 19,886,692 9. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (08 Aug 25) ₹223.285 ↓ -2.33 (-1.03 %) Net Assets (Cr) ₹23,269 on 30 Jun 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.15 Information Ratio -1.33 Alpha Ratio -3.33 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,155 31 Jul 22 ₹20,460 31 Jul 23 ₹25,044 31 Jul 24 ₹34,707 31 Jul 25 ₹33,427 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -7.1% 3 Month 0.2% 6 Month -1.3% 1 Year -3.3% 3 Year 15.5% 5 Year 25.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.3% 2023 34.5% 2022 3% 2021 52.2% 2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 1.33 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 22.88% Consumer Cyclical 17.16% Health Care 12.18% Industrials 11.49% Basic Materials 11.19% Technology 4.74% Real Estate 4.2% Consumer Defensive 4.06% Utility 2.96% Communication Services 1.81% Energy 1.41% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.1% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL4% ₹968 Cr 1,600,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹771 Cr 1,490,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 21 | HDFCBANK3% ₹701 Cr 3,500,201
↑ 1,400,200 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹698 Cr 225,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹690 Cr 4,700,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 Dec 24 | TATAELXSI3% ₹663 Cr 1,050,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹648 Cr 1,600,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹620 Cr 4,862,250
↓ -637,750 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹607 Cr 22,500,000
↑ 2,500,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | 5004933% ₹589 Cr 4,500,000 10. SBI Infrastructure Fund
SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (08 Aug 25) ₹47.5457 ↓ -0.27 (-0.56 %) Net Assets (Cr) ₹5,195 on 30 Jun 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.21 Sharpe Ratio -0.49 Information Ratio 0.21 Alpha Ratio -7.71 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,073 31 Jul 22 ₹17,818 31 Jul 23 ₹23,345 31 Jul 24 ₹38,182 31 Jul 25 ₹34,141 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -7.2% 3 Month 0.3% 6 Month 0.6% 1 Year -9.4% 3 Year 22.4% 5 Year 26.7% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.8% 2023 49.7% 2022 9.3% 2021 48.3% 2020 8.2% 2019 10.2% 2018 -18.1% 2017 41.7% 2016 9.3% 2015 2.7% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Bhavin Vithlani 1 Jan 22 3.58 Yr. Data below for SBI Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 30.2% Financial Services 17.81% Basic Materials 12.73% Energy 12.52% Communication Services 8.46% Utility 6.53% Real Estate 4.63% Consumer Cyclical 3.01% Asset Allocation
Asset Class Value Cash 4.02% Equity 95.89% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE10% ₹518 Cr 3,450,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT8% ₹404 Cr 1,100,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003876% ₹310 Cr 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL5% ₹271 Cr 1,350,000
↓ -150,000 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX5% ₹270 Cr 14,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK5% ₹240 Cr 1,200,000
↑ 340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 5325383% ₹181 Cr 150,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 5060763% ₹173 Cr 1,000,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348163% ₹168 Cr 4,000,000
↓ -1,000,000 Siemens Ltd (Industrials)
Equity, Since 31 May 25 | 5005503% ₹163 Cr 500,000
↑ 200,000
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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