+91-22-48913909एसबीआई एमएफ 2022 द्वारा 7 सर्वश्रेष्ठ इक्विटी म्युचुअल फंड
एसबीआई म्यूचुअल फंड अग्रणी में से एक हैएएमसी भारत में।इक्विटी फ़ंड एएमसी द्वारा प्रदान किया गया उद्देश्य पूरा करना हैइन्वेस्टरके दीर्घकालिक लक्ष्य हैं।
एसबीआई द्वारा इक्विटी फंडम्यूचुअल फंड दीर्घकालिक प्रदान करने का लक्ष्यराजधानी द्वारा प्रशंसानिवेश उच्च विकास कंपनियों में। ये फंड उन निवेशकों के लिए अत्यधिक उपयुक्त हैं जो लंबी अवधि के लाभ की तलाश में हैं और अपने निवेश में कुछ स्तर का जोखिम रखने के लिए तैयार हैं।
एसबीआई म्यूचुअल फंड दोनों ऑफर करता हैसिप और इक्विटी फंड में निवेश करने के एकमुश्त तरीके। एकमुश्त निवेश के लिए न्यूनतम राशि INR 5000 है, जबकि, SIP मार्ग अपनाकर, निवेशक केवल INR 500 से निवेश शुरू कर सकते हैं। SBI में निवेश करने की योजना बना रहे निवेशक, यहां AMC द्वारा सर्वश्रेष्ठ प्रदर्शन करने वाली इक्विटी योजनाओं की सूची है।
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एसबीआई इक्विटी फंड में निवेश क्यों करें?
एसबीआई म्यूचुअल फंड योजनाओं के कुछ प्रमुख लाभ इस प्रकार हैं:
ए। कर लाभ
एसबीआई म्यूचुअल फंड के तहत कर लाभ प्रदान करता हैसेक 80सी निवेशकों को। टैक्स सेविंग फंड का नामएसबीआई मैग्नम टैक्स गेन फंड जहां निवेशक अपनी कर बचत की योजना बना सकते हैं और साथ ही लंबी अवधि की पूंजी वृद्धि का लाभ उठा सकते हैं।
बी। लंबी अवधि के निवेश लक्ष्य
निवेशक अपनी लंबी अवधि की योजना बना सकते हैंवित्तीय लक्ष्यों एसबीआई के इक्विटी फंड में निवेश करके। लेकिन, इन लक्ष्यों को अच्छी तरह से पूरा करने के लिए, लंबी अवधि के लिए अपने निवेश की योजना बनानी चाहिए।
सी। उत्कृष्ट रेटिंग
SBI की कई इक्विटी योजनाओं की CRISIL रेटिंग तीन और उससे अधिक है।
डी। लगातार रिटर्न
एसबीआई की कई इक्विटी योजनाओं ने पिछले कुछ वर्षों में लगातार रिटर्न दिया है। जो निवेशक इन इक्विटी योजनाओं में अच्छा रिटर्न प्राप्त करना चाहते हैं, उन्हें लंबी अवधि के लिए निवेशित रहना चाहिए।
आइए एक नजर डालते हैं शीर्ष प्रदर्शन करने वाले एसबीआई इक्विटी फंडों पर जिन्हें पिछले प्रदर्शन, एयूएम, व्यय अनुपात जैसे मात्रात्मक विश्लेषण जैसे कुछ मानदंडों को पूरा करके शॉर्टलिस्ट किया गया है।अल्फा,बीटा,शार्प भाग, आदि।
बेस्ट एसबीआई इक्विटी फंड
The objective of the scheme would be 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 of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Healthcare Opportunities Fund Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for SBI Banking & Financial Services Fund Below is the key information for SBI Banking & Financial Services 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 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 (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio SBI PSU Fund Growth ₹34.6998
↑ 0.91 ₹6,545 2.8 7 19.4 31.8 26.6 11.3 1.9 SBI Healthcare Opportunities Fund Growth ₹411.076
↑ 0.69 ₹4,077 -4.6 -3.8 6.1 23.7 15.5 -3.5 0.55 SBI Magnum Tax Gain Fund Growth ₹418.97
↑ 14.83 ₹32,171 -6.3 -3.5 7.1 21.1 17.9 6.6 0.99 SBI Banking & Financial Services Fund Growth ₹43.0394
↑ 2.22 ₹10,725 -6.1 -0.2 14.4 19.8 14.2 20.4 1.9 SBI Magnum COMMA Fund Growth ₹111.524
↑ 2.54 ₹999 -2 2.9 22.5 19.6 14.2 12.3 1.99 SBI Infrastructure Fund Growth ₹46.7135
↑ 1.65 ₹4,646 -4.3 -3.1 4.1 18.7 18.9 -1 0.74 SBI Focused Equity Fund Growth ₹347.25
↓ -0.11 ₹43,311 -9.6 -3.6 12 16.2 12.9 15.7 1.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Apr 26 Note: Ratio's shown as on 28 Feb 26 Research Highlights & Commentary of 7 Funds showcased
Commentary SBI PSU Fund SBI Healthcare Opportunities Fund SBI Magnum Tax Gain Fund SBI Banking & Financial Services Fund SBI Magnum COMMA Fund SBI Infrastructure Fund SBI Focused Equity Fund Point 1 Lower mid AUM (₹6,545 Cr). Bottom quartile AUM (₹4,077 Cr). Upper mid AUM (₹32,171 Cr). Upper mid AUM (₹10,725 Cr). Bottom quartile AUM (₹999 Cr). Lower mid AUM (₹4,646 Cr). Highest AUM (₹43,311 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (21+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 26.61% (top quartile). 5Y return: 15.52% (lower mid). 5Y return: 17.92% (upper mid). 5Y return: 14.16% (bottom quartile). 5Y return: 14.23% (lower mid). 5Y return: 18.92% (upper mid). 5Y return: 12.90% (bottom quartile). Point 6 3Y return: 31.80% (top quartile). 3Y return: 23.69% (upper mid). 3Y return: 21.13% (upper mid). 3Y return: 19.77% (lower mid). 3Y return: 19.56% (lower mid). 3Y return: 18.71% (bottom quartile). 3Y return: 16.24% (bottom quartile). Point 7 1Y return: 19.44% (upper mid). 1Y return: 6.07% (bottom quartile). 1Y return: 7.12% (lower mid). 1Y return: 14.37% (upper mid). 1Y return: 22.47% (top quartile). 1Y return: 4.07% (bottom quartile). 1Y return: 12.04% (lower mid). Point 8 Alpha: 0.92 (lower mid). Alpha: -1.63 (bottom quartile). Alpha: 0.04 (lower mid). Alpha: 7.12 (top quartile). Alpha: 5.27 (upper mid). Alpha: -5.34 (bottom quartile). Alpha: 5.02 (upper mid). Point 9 Sharpe: 1.90 (upper mid). Sharpe: 0.55 (bottom quartile). Sharpe: 0.99 (lower mid). Sharpe: 1.90 (upper mid). Sharpe: 1.99 (top quartile). Sharpe: 0.74 (bottom quartile). Sharpe: 1.50 (lower mid). Point 10 Information ratio: -0.27 (bottom quartile). Information ratio: -0.25 (lower mid). Information ratio: 1.74 (top quartile). Information ratio: 1.07 (upper mid). Information ratio: -0.25 (lower mid). Information ratio: -0.46 (bottom quartile). Information ratio: 0.33 (upper mid). SBI PSU Fund
SBI Healthcare Opportunities Fund
SBI Magnum Tax Gain Fund
SBI Banking & Financial Services Fund
SBI Magnum COMMA Fund
SBI Infrastructure Fund
SBI Focused Equity Fund
इक्विटी के आधार पर फंडसंपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (08 Apr 26) ₹34.6998 ↑ 0.91 (2.68 %) Net Assets (Cr) ₹6,545 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 1.9 Information Ratio -0.27 Alpha Ratio 0.92 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 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -3.6% 3 Month 2.8% 6 Month 7% 1 Year 19.4% 3 Year 31.8% 5 Year 26.6% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (07 Apr 26) ₹411.076 ↑ 0.69 (0.17 %) Net Assets (Cr) ₹4,077 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.97 Sharpe Ratio 0.55 Information Ratio -0.25 Alpha Ratio -1.63 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 Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.1% 3 Month -4.6% 6 Month -3.8% 1 Year 6.1% 3 Year 23.7% 5 Year 15.5% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 2023 42.2% 2022 38.2% 2021 -6% 2020 20.1% 2019 65.8% 2018 -0.5% 2017 -9.9% 2016 2.1% 2015 -14% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Data below for SBI Healthcare Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (08 Apr 26) ₹418.97 ↑ 14.83 (3.67 %) Net Assets (Cr) ₹32,171 on 28 Feb 26 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.99 Information Ratio 1.74 Alpha Ratio 0.04 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2.4% 3 Month -6.3% 6 Month -3.5% 1 Year 7.1% 3 Year 21.1% 5 Year 17.9% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Data below for SBI Magnum Tax Gain Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. SBI Banking & Financial Services Fund
SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (08 Apr 26) ₹43.0394 ↑ 2.22 (5.43 %) Net Assets (Cr) ₹10,725 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 1.83 Sharpe Ratio 1.9 Information Ratio 1.07 Alpha Ratio 7.12 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 Returns for SBI Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2.4% 3 Month -6.1% 6 Month -0.2% 1 Year 14.4% 3 Year 19.8% 5 Year 14.2% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 19.6% 2022 18.6% 2021 13.5% 2020 12.1% 2019 4.8% 2018 20.7% 2017 9.5% 2016 40.7% 2015 17% Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Data below for SBI Banking & Financial Services Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (08 Apr 26) ₹111.524 ↑ 2.54 (2.33 %) Net Assets (Cr) ₹999 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 1.99 Information Ratio -0.25 Alpha Ratio 5.27 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 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2.3% 3 Month -2% 6 Month 2.9% 1 Year 22.5% 3 Year 19.6% 5 Year 14.2% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 10.5% 2022 32.3% 2021 -6.6% 2020 52% 2019 23.9% 2018 11.8% 2017 -18.7% 2016 39.2% 2015 32.3% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Data below for SBI Magnum COMMA Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. SBI Infrastructure Fund
SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (08 Apr 26) ₹46.7135 ↑ 1.65 (3.65 %) Net Assets (Cr) ₹4,646 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 1.92 Sharpe Ratio 0.74 Information Ratio -0.46 Alpha Ratio -5.34 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 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.5% 3 Month -4.3% 6 Month -3.1% 1 Year 4.1% 3 Year 18.7% 5 Year 18.9% 10 Year 15 Year Since launch 8.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1% 2023 20.8% 2022 49.7% 2021 9.3% 2020 48.3% 2019 8.2% 2018 10.2% 2017 -18.1% 2016 41.7% 2015 9.3% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Data below for SBI Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (07 Apr 26) ₹347.25 ↓ -0.11 (-0.03 %) Net Assets (Cr) ₹43,311 on 28 Feb 26 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 1.5 Information Ratio 0.33 Alpha Ratio 5.02 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 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.5% 3 Month -9.6% 6 Month -3.6% 1 Year 12% 3 Year 16.2% 5 Year 12.9% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.7% 2023 17.2% 2022 22.2% 2021 -8.5% 2020 43% 2019 14.5% 2018 16.1% 2017 -3.8% 2016 44.7% 2015 2.2% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure Data below for SBI Focused Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Very informative