10 सर्वश्रेष्ठ एसबीआई एमएफ एसआईपी फंड 2022

Updated on June 7, 2026 , 186113 views

सिप या व्यवस्थितनिवेश योजना करने का एक अच्छा तरीका हैम्युचुअल फंड में निवेश. SIP योजनाएँ द्वारा प्रदान की जाती हैंएसबीआई म्यूचुअल फंड नियमित रूप से एक निश्चित राशि बचाने का एक शानदार तरीका हैआधार जैसे साप्ताहिक/मासिक/तिमाही। यह नियमित बचत को प्रोत्साहित करता है और इसके लाभ भी देता हैकंपाउंडिंग की शक्ति.

SIP प्लान के साथ आप मजबूत संपत्ति बनाने के लिए आसानी से लंबी अवधि के लिए निवेशित रह सकते हैं। चूंकि, राशि को नियमित अंतराल पर निवेश किया जाता है, यह के प्रभाव को भी कम करता हैमंडी अस्थिरता। के साथएसआईपी निवेशनिवेशक अपने विभिन्न लक्ष्यों जैसे सेवानिवृत्ति, विवाह, घर/वाहन की खरीद या यहां तक कि उच्च शिक्षा आदि की योजना भी बना सकते हैं।

SBI म्यूचुअल फंड SIP में निवेश क्यों करें?

एसबीआई एमएफ के साथ एक व्यवस्थित निवेश योजना के लिए बड़ी राशि की आवश्यकता नहीं हैनिवेश क्योंकि शुरुआती राशि 500 रुपये जितनी कम है।
एसबीआई एसआईपी म्यूचुअल फंड कम उम्र से बचत की आदत बनाने के लिए प्रोत्साहित करता है
SIP में निवेश करके कोई भी अपनी लंबी अवधि की योजना बना सकता हैवित्तीय लक्ष्यों जैसे कार/घर खरीदना, अंतरराष्ट्रीय यात्रा के लिए बचत करना, बच्चे की शिक्षा के लिए बचत करना,सेवानिवृत्ति योजना या कोई अन्य संपत्ति खरीदने के लिए।
यह देखते हुए कि एक व्यवस्थित निवेश योजना लंबी अवधि में फैली हुई है, कोई भी शेयर बाजार की सभी अवधियों, उतार-चढ़ाव और अधिक महत्वपूर्ण रूप से मंदी को पकड़ लेता है। मंदी में, जब अधिकांश निवेशकों को डर लगता है, एसआईपी की किस्तें निवेशकों को "कम" खरीदना सुनिश्चित करती हैं।

तो, आज ही में SIP शुरू करेंइक्विटी फ़ंड इन शीर्ष 10 सर्वश्रेष्ठ एसबीआई एसआईपी फंडों में निवेश करके। इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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बेस्ट एसबीआई म्यूचुअल फंड एसआईपी इक्विटी फंड में निवेश करने के लिए

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	₹34.6846 ↑ 0.19	₹6,669	500	-0.9	6	6.5	28.9	22.8	11.3	8.1
SBI Healthcare Opportunities Fund Growth	₹465.411 ↓ -0.13	₹4,323	500	8.6	10.2	10.4	24.7	15.4	-3.5	15.3
SBI Magnum COMMA Fund Growth	₹114.358 ↑ 0.11	₹1,081	500	4.8	10	10.3	19.3	11.9	12.3	12.4
SBI Infrastructure Fund Growth	₹49.8624 ↑ 0.04	₹4,805	500	7.3	2.4	-0.9	17.6	18.1	-1	8.9
SBI Magnum Tax Gain Fund Growth	₹420.069 ↑ 2.66	₹31,094	500	0	-5.6	-4.3	17.6	16	6.6	11.9
SBI Focused Equity Fund Growth	₹375.518 ↓ -5.13	₹46,042	500	3.3	-0.1	7.4	15.9	12.7	15.7	18.1
SBI Banking & Financial Services Fund Growth	₹41.8172 ↑ 0.63	₹10,375	500	-3.1	-7.9	-1.8	15.7	12	20.4	13.5
SBI Large and Midcap Fund Growth	₹618.013 ↓ -7.29	₹38,426	500	-2.4	-3.4	1.3	13.9	13.7	10.1	16.8
SBI Contra Fund Growth	₹364.107 ↓ -3.57	₹47,352	500	-4	-7	-4.5	13.8	16	6.1	14.3
SBI Magnum Mid Cap Fund Growth	₹231.773 ↑ 2.40	₹23,247	500	4	0.2	-2.5	12.3	14.7	0.4	16
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	SBI PSU Fund	SBI Healthcare Opportunities Fund	SBI Magnum COMMA Fund	SBI Infrastructure Fund	SBI Magnum Tax Gain Fund	SBI Focused Equity Fund	SBI Banking & Financial Services Fund	SBI Large and Midcap Fund	SBI Contra Fund	SBI Magnum Mid Cap Fund
Point 1	Lower mid AUM (₹6,669 Cr).	Bottom quartile AUM (₹4,323 Cr).	Bottom quartile AUM (₹1,081 Cr).	Bottom quartile AUM (₹4,805 Cr).	Upper mid AUM (₹31,094 Cr).	Top quartile AUM (₹46,042 Cr).	Lower mid AUM (₹10,375 Cr).	Upper mid AUM (₹38,426 Cr).	Highest AUM (₹47,352 Cr).	Upper mid AUM (₹23,247 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (21+ yrs).	Established history (11+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (lower mid).	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Not Rated.	Rating: 4★ (top quartile).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 22.83% (top quartile).	5Y return: 15.40% (upper mid).	5Y return: 11.88% (bottom quartile).	5Y return: 18.14% (top quartile).	5Y return: 16.01% (upper mid).	5Y return: 12.69% (bottom quartile).	5Y return: 11.95% (bottom quartile).	5Y return: 13.70% (lower mid).	5Y return: 15.96% (upper mid).	5Y return: 14.68% (lower mid).
Point 6	3Y return: 28.89% (top quartile).	3Y return: 24.69% (top quartile).	3Y return: 19.34% (upper mid).	3Y return: 17.62% (upper mid).	3Y return: 17.58% (upper mid).	3Y return: 15.86% (lower mid).	3Y return: 15.69% (lower mid).	3Y return: 13.85% (bottom quartile).	3Y return: 13.76% (bottom quartile).	3Y return: 12.31% (bottom quartile).
Point 7	1Y return: 6.50% (upper mid).	1Y return: 10.36% (top quartile).	1Y return: 10.30% (top quartile).	1Y return: -0.85% (lower mid).	1Y return: -4.35% (bottom quartile).	1Y return: 7.38% (upper mid).	1Y return: -1.85% (lower mid).	1Y return: 1.27% (upper mid).	1Y return: -4.46% (bottom quartile).	1Y return: -2.54% (bottom quartile).
Point 8	Alpha: -2.06 (bottom quartile).	Alpha: -1.64 (bottom quartile).	Alpha: 1.36 (upper mid).	Alpha: -1.61 (lower mid).	Alpha: -1.51 (lower mid).	Alpha: 11.44 (top quartile).	Alpha: 6.12 (top quartile).	Alpha: 0.97 (upper mid).	Alpha: -0.77 (upper mid).	Alpha: -6.64 (bottom quartile).
Point 9	Sharpe: 0.58 (top quartile).	Sharpe: -0.03 (bottom quartile).	Sharpe: 0.91 (top quartile).	Sharpe: 0.12 (upper mid).	Sharpe: -0.11 (bottom quartile).	Sharpe: 0.56 (upper mid).	Sharpe: 0.11 (lower mid).	Sharpe: 0.17 (upper mid).	Sharpe: -0.22 (bottom quartile).	Sharpe: 0.02 (lower mid).
Point 10	Information ratio: -0.34 (bottom quartile).	Information ratio: -0.12 (lower mid).	Information ratio: -0.08 (upper mid).	Information ratio: -0.09 (lower mid).	Information ratio: 1.48 (top quartile).	Information ratio: 0.59 (upper mid).	Information ratio: 1.12 (top quartile).	Information ratio: -0.50 (bottom quartile).	Information ratio: 0.86 (upper mid).	Information ratio: -1.50 (bottom quartile).

SBI PSU Fund

Lower mid AUM (₹6,669 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 22.83% (top quartile).
3Y return: 28.89% (top quartile).
1Y return: 6.50% (upper mid).
Alpha: -2.06 (bottom quartile).
Sharpe: 0.58 (top quartile).
Information ratio: -0.34 (bottom quartile).

SBI Healthcare Opportunities Fund

Bottom quartile AUM (₹4,323 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 15.40% (upper mid).
3Y return: 24.69% (top quartile).
1Y return: 10.36% (top quartile).
Alpha: -1.64 (bottom quartile).
Sharpe: -0.03 (bottom quartile).
Information ratio: -0.12 (lower mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹1,081 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 11.88% (bottom quartile).
3Y return: 19.34% (upper mid).
1Y return: 10.30% (top quartile).
Alpha: 1.36 (upper mid).
Sharpe: 0.91 (top quartile).
Information ratio: -0.08 (upper mid).

SBI Infrastructure Fund

Bottom quartile AUM (₹4,805 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.14% (top quartile).
3Y return: 17.62% (upper mid).
1Y return: -0.85% (lower mid).
Alpha: -1.61 (lower mid).
Sharpe: 0.12 (upper mid).
Information ratio: -0.09 (lower mid).

SBI Magnum Tax Gain Fund

Upper mid AUM (₹31,094 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.01% (upper mid).
3Y return: 17.58% (upper mid).
1Y return: -4.35% (bottom quartile).
Alpha: -1.51 (lower mid).
Sharpe: -0.11 (bottom quartile).
Information ratio: 1.48 (top quartile).

SBI Focused Equity Fund

Top quartile AUM (₹46,042 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.69% (bottom quartile).
3Y return: 15.86% (lower mid).
1Y return: 7.38% (upper mid).
Alpha: 11.44 (top quartile).
Sharpe: 0.56 (upper mid).
Information ratio: 0.59 (upper mid).

SBI Banking & Financial Services Fund

Lower mid AUM (₹10,375 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 11.95% (bottom quartile).
3Y return: 15.69% (lower mid).
1Y return: -1.85% (lower mid).
Alpha: 6.12 (top quartile).
Sharpe: 0.11 (lower mid).
Information ratio: 1.12 (top quartile).

SBI Large and Midcap Fund

Upper mid AUM (₹38,426 Cr).
Established history (21+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 13.70% (lower mid).
3Y return: 13.85% (bottom quartile).
1Y return: 1.27% (upper mid).
Alpha: 0.97 (upper mid).
Sharpe: 0.17 (upper mid).
Information ratio: -0.50 (bottom quartile).

SBI Contra Fund

Highest AUM (₹47,352 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.96% (upper mid).
3Y return: 13.76% (bottom quartile).
1Y return: -4.46% (bottom quartile).
Alpha: -0.77 (upper mid).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.86 (upper mid).

SBI Magnum Mid Cap Fund

Upper mid AUM (₹23,247 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.68% (lower mid).
3Y return: 12.31% (bottom quartile).
1Y return: -2.54% (bottom quartile).
Alpha: -6.64 (bottom quartile).
Sharpe: 0.02 (lower mid).
Information ratio: -1.50 (bottom quartile).

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

Research Highlights for SBI Small Cap Fund

Upper mid AUM (₹37,141 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.36% (upper mid).
3Y return: 12.16% (lower mid).
1Y return: -1.75% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.08 (upper mid).
Information ratio: 0.00 (top quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~90%).
High-quality debt (AAA/AA ~100%).
Largest holding Ather Energy Ltd (~5.1%).

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund Growth
Launch Date	9 Sep 09
NAV (09 Jun 26)	₹168.631 ↑ 2.14 (1.29 %)
Net Assets (Cr)	₹37,141 on 30 Apr 26
Category	Equity - Small Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.08
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 May 21	₹10,000
31 May 22	₹11,320
31 May 23	₹13,302
31 May 24	₹18,277
31 May 25	₹19,016
31 May 26	₹18,959

SBI Small Cap 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 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 9 Jun 26

Duration	Returns
1 Month	-1.3%
3 Month	10.4%
6 Month	1.2%
1 Year	-1.7%
3 Year	12.2%
5 Year	13.4%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-4.9%
2023	24.1%
2022	25.3%
2021	8.1%
2020	47.6%
2019	33.6%
2018	6.1%
2017	-19.6%
2016	78.7%
2015	1.3%

Fund Manager information for SBI Small Cap Fund

Name	Since	Tenure
R. Srinivasan	16 Nov 13	12.55 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	25.24%
Industrials	22.04%
Basic Materials	13.49%
Financial Services	13.35%
Technology	5.75%
Consumer Defensive	3.54%
Health Care	2.21%
Real Estate	0.94%
Communication Services	0.43%

Asset Allocation

Asset Class	Value
Cash	9.58%
Equity	90.25%
Debt	0.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| ATHERENERG	5%	₹1,879 Cr	20,096,960
Nifty Index 26-05-2026 Derivatives, Since 30 Apr 26 \| -	3%	₹1,205 Cr	500,175 ↑ 500,175
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Mar 20 \| NAVINFLUOR	3%	₹1,073 Cr	1,573,579 ↑ 73,579
City Union Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| CUB	3%	₹1,062 Cr	39,314,614
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| ZFCVINDIA	3%	₹1,029 Cr	700,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 May 20 \| KPIL	3%	₹988 Cr	7,900,000
Belrise Industries Ltd (Consumer Cyclical) Equity, Since 31 Dec 25 \| BELRISE	2%	₹926 Cr	43,542,092
Honeywell Automation India Ltd (Industrials) Equity, Since 31 Dec 25 \| HONAUT	2%	₹925 Cr	298,145
Sundaram Fasteners Ltd (Consumer Cyclical) Equity, Since 28 Feb 25 \| SUNDRMFAST	2%	₹846 Cr	10,000,000
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| 500233	2%	₹831 Cr	7,000,000

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.

Research Highlights for SBI Magnum COMMA Fund

Bottom quartile AUM (₹1,081 Cr).
Established history (20+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 11.88% (lower mid).
3Y return: 19.34% (top quartile).
1Y return: 10.30% (top quartile).
Alpha: 1.36 (top quartile).
Sharpe: 0.91 (top quartile).
Information ratio: -0.08 (upper mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Tata Steel Ltd (~8.4%).

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund Growth
Launch Date	8 Aug 05
NAV (09 Jun 26)	₹114.358 ↑ 0.11 (0.09 %)
Net Assets (Cr)	₹1,081 on 30 Apr 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.58
Sharpe Ratio	0.91
Information Ratio	-0.08
Alpha Ratio	1.36
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 May 21	₹10,000
31 May 22	₹10,225
31 May 23	₹10,197
31 May 24	₹15,008
31 May 25	₹15,783
31 May 26	₹18,106

SBI Magnum COMMA Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 9 Jun 26

Duration	Returns
1 Month	-3.2%
3 Month	4.8%
6 Month	10%
1 Year	10.3%
3 Year	19.3%
5 Year	11.9%
10 Year
15 Year
Since launch	12.4%

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
Dinesh Balachandran	1 Jun 24	2 Yr.

Data below for SBI Magnum COMMA Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Basic Materials	45.65%
Energy	21.59%
Utility	15.12%
Consumer Cyclical	4.75%
Consumer Defensive	3.59%
Financial Services	1.91%

Asset Allocation

Asset Class	Value
Cash	5.71%
Equity	94.03%
Debt	0.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Tata Steel Ltd (Basic Materials) Equity, Since 30 Apr 11 \| TATASTEEL	8%	₹90 Cr	4,276,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	6%	₹68 Cr	2,266,750 ↓ -263,250
CESC Ltd (Utilities) Equity, Since 30 Sep 24 \| CESC	5%	₹59 Cr	3,170,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 07 \| RELIANCE	5%	₹52 Cr	362,732
Steel Authority Of India Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SAIL	4%	₹43 Cr	2,350,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Jun 18 \| 532538	4%	₹39 Cr	34,000
Oil India Ltd (Energy) Equity, Since 29 Feb 24 \| OIL	4%	₹39 Cr	785,000
JSW Steel Ltd (Basic Materials) Equity, Since 31 May 24 \| JSWSTEEL	4%	₹38 Cr	300,000
NMDC Ltd (Basic Materials) Equity, Since 30 Sep 24 \| 526371	3%	₹37 Cr	4,127,919
Hindalco Industries Ltd (Basic Materials) Equity, Since 30 Apr 25 \| HINDALCO	3%	₹32 Cr	310,000

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.

Research Highlights for SBI Large and Midcap Fund

Upper mid AUM (₹38,426 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.70% (upper mid).
3Y return: 13.85% (upper mid).
1Y return: 1.27% (top quartile).
Alpha: 0.97 (top quartile).
Sharpe: 0.17 (top quartile).
Information ratio: -0.50 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~7.6%).

Below is the key information for SBI Large and Midcap Fund

SBI Large and Midcap Fund Growth
Launch Date	25 May 05
NAV (08 Jun 26)	₹618.013 ↓ -7.29 (-1.17 %)
Net Assets (Cr)	₹38,426 on 30 Apr 26
Category	Equity - Large & Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.61
Sharpe Ratio	0.17
Information Ratio	-0.5
Alpha Ratio	0.97
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 May 21	₹10,000
31 May 22	₹10,933
31 May 23	₹13,023
31 May 24	₹17,048
31 May 25	₹18,834
31 May 26	₹19,815

SBI Large and Midcap 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 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 9 Jun 26

Duration	Returns
1 Month	-3.3%
3 Month	-2.4%
6 Month	-3.4%
1 Year	1.3%
3 Year	13.9%
5 Year	13.7%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.1%
2023	18%
2022	26.8%
2021	7.3%
2020	39.3%
2019	15.8%
2018	6.8%
2017	-5.3%
2016	40.5%
2015	0.4%

Fund Manager information for SBI Large and Midcap Fund

Name	Since	Tenure
Saurabh Pant	10 Sep 16	9.73 Yr.

Data below for SBI Large and Midcap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	20.94%
Consumer Cyclical	14.84%
Basic Materials	14.24%
Health Care	12.19%
Industrials	8.59%
Consumer Defensive	7.83%
Technology	7.28%
Energy	3.74%
Utility	2.34%
Communication Services	1.51%

Asset Allocation

Asset Class	Value
Cash	5.97%
Equity	93.94%
Debt	0.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 11 \| HDFCBANK	8%	₹2,932 Cr	38,000,000 ↑ 9,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| 532215	3%	₹1,281 Cr	10,100,000 ↑ 900,000
State Bank of India (Financial Services) Equity, Since 31 Jul 09 \| SBIN	3%	₹1,229 Cr	11,500,000
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Mar 25 \| 500493	3%	₹1,223 Cr	6,500,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	3%	₹1,087 Cr	7,600,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| ICICIBANK	3%	₹1,049 Cr	8,300,000
Berger Paints India Ltd (Basic Materials) Equity, Since 30 Jun 24 \| 509480	2%	₹946 Cr	20,000,000
Asian Paints Ltd (Basic Materials) Equity, Since 30 Jun 25 \| 500820	2%	₹940 Cr	3,844,000
Ashok Leyland Ltd (Industrials) Equity, Since 31 May 21 \| 500477	2%	₹908 Cr	56,000,000
Torrent Power Ltd (Utilities) Equity, Since 31 Dec 20 \| 532779	2%	₹878 Cr	5,060,000

4. 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.

Research Highlights for SBI Bluechip Fund

Highest AUM (₹53,468 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.52% (bottom quartile).
3Y return: 10.05% (lower mid).
1Y return: -2.50% (upper mid).
Alpha: 0.94 (upper mid).
Sharpe: -0.11 (lower mid).
Information ratio: -0.32 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.7%).

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund Growth
Launch Date	14 Feb 06
NAV (09 Jun 26)	₹90.2438 ↑ 0.80 (0.90 %)
Net Assets (Cr)	₹53,468 on 30 Apr 26
Category	Equity - Large Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	-0.12
Information Ratio	-0.32
Alpha Ratio	0.94
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 May 21	₹10,000
31 May 22	₹10,658
31 May 23	₹12,355
31 May 24	₹15,156
31 May 25	₹16,796
31 May 26	₹16,788

SBI Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 9 Jun 26

Duration	Returns
1 Month	-2.7%
3 Month	0.2%
6 Month	-5%
1 Year	-2.5%
3 Year	10%
5 Year	10.5%
10 Year
15 Year
Since launch	11.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.7%
2023	12.5%
2022	22.6%
2021	4.4%
2020	26.1%
2019	16.3%
2018	11.6%
2017	-4.1%
2016	30.2%
2015	4.8%

Fund Manager information for SBI Bluechip Fund

Name	Since	Tenure
Saurabh Pant	1 Apr 24	2.17 Yr.
Pradeep Kesavan	1 Apr 24	2.17 Yr.

Data below for SBI Bluechip Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	34.55%
Consumer Cyclical	13.5%
Industrials	9.85%
Basic Materials	8.98%
Consumer Defensive	7.1%
Energy	6.56%
Health Care	6.22%
Technology	5.73%
Communication Services	2.58%
Utility	1.23%
Real Estate	0%

Asset Allocation

Asset Class	Value
Cash	2.63%
Equity	97.24%
Debt	0.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	9%	₹4,669 Cr	60,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 06 \| ICICIBANK	8%	₹4,150 Cr	32,850,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 15 \| RELIANCE	7%	₹3,505 Cr	24,500,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 09 \| LT	6%	₹2,970 Cr	7,400,000
Infosys Ltd (Technology) Equity, Since 30 Nov 17 \| INFY	4%	₹2,106 Cr	17,817,914 ↑ 4,400,000
State Bank of India (Financial Services) Equity, Since 28 Feb 14 \| SBIN	4%	₹2,041 Cr	19,106,000
Asian Paints Ltd (Basic Materials) Equity, Since 31 May 25 \| 500820	4%	₹2,029 Cr	8,300,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| 532215	3%	₹1,744 Cr	13,750,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Nov 17 \| HDFCLIFE	3%	₹1,702 Cr	29,000,000
Tata Motors Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| TMCV	3%	₹1,558 Cr	38,000,000

5. 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.

Research Highlights for SBI Magnum Multicap Fund

Lower mid AUM (₹22,403 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.50% (bottom quartile).
3Y return: 8.47% (bottom quartile).
1Y return: -3.74% (lower mid).
Alpha: -3.09 (bottom quartile).
Sharpe: -0.21 (bottom quartile).
Information ratio: -1.26 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~5.5%).

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund Growth
Launch Date	29 Sep 05
NAV (08 Jun 26)	₹103.193 ↓ -1.19 (-1.14 %)
Net Assets (Cr)	₹22,403 on 30 Apr 26
Category	Equity - Multi Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.21
Information Ratio	-1.26
Alpha Ratio	-3.09
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 May 21	₹10,000
31 May 22	₹10,636
31 May 23	₹11,917
31 May 24	₹14,805
31 May 25	₹15,692
31 May 26	₹15,631

SBI Magnum Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 9 Jun 26

Duration	Returns
1 Month	-3.5%
3 Month	-3%
6 Month	-7.8%
1 Year	-3.7%
3 Year	8.5%
5 Year	8.5%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.5%
2023	14.2%
2022	22.8%
2021	0.7%
2020	30.8%
2019	13.6%
2018	11%
2017	-5.5%
2016	37%
2015	5.8%

Fund Manager information for SBI Magnum Multicap Fund

Name	Since	Tenure
Anup Upadhyay	1 Dec 24	1.5 Yr.

Data below for SBI Magnum Multicap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	35.93%
Basic Materials	12.82%
Consumer Cyclical	11.17%
Industrials	10.64%
Energy	6.58%
Health Care	6.14%
Utility	5.75%
Technology	5.62%
Consumer Defensive	0.57%

Asset Allocation

Asset Class	Value
Cash	3.34%
Equity	96.53%
Debt	0.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 17 \| ICICIBANK	6%	₹1,237 Cr	9,791,955 ↑ 2,881,000
State Bank of India (Financial Services) Equity, Since 31 Mar 26 \| SBIN	5%	₹1,124 Cr	10,517,425 ↑ 1,450,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 532215	4%	₹990 Cr	7,807,500 ↓ -1,710,250
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 15 \| HDFCBANK	4%	₹984 Cr	12,749,960
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 19 \| LT	4%	₹891 Cr	2,219,697
Tata Steel Ltd (Basic Materials) Equity, Since 31 May 25 \| TATASTEEL	3%	₹769 Cr	36,400,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 26 \| 532555	3%	₹742 Cr	18,600,000
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Mar 26 \| 532977	3%	₹597 Cr	597,658 ↑ 131,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 26 \| 500400	2%	₹531 Cr	11,935,541 ↑ 11,935,541
Infosys Ltd (Technology) Equity, Since 31 Oct 20 \| INFY	2%	₹472 Cr	3,993,067

6. 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.

Research Highlights for SBI Consumption Opportunities Fund

Bottom quartile AUM (₹2,933 Cr).
Established history (13+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 12.34% (lower mid).
3Y return: 7.37% (bottom quartile).
1Y return: -10.90% (bottom quartile).
Alpha: -6.40 (bottom quartile).
Sharpe: -0.48 (bottom quartile).
Information ratio: -0.80 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Hindustan Unilever Ltd (~5.5%).

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund Growth
Launch Date	2 Jan 13
NAV (09 Jun 26)	₹275.992 ↑ 2.55 (0.93 %)
Net Assets (Cr)	₹2,933 on 30 Apr 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	-0.48
Information Ratio	-0.8
Alpha Ratio	-6.4
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 May 21	₹10,000
31 May 22	₹12,038
31 May 23	₹14,386
31 May 24	₹18,608
31 May 25	₹19,877
31 May 26	₹18,205

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 9 Jun 26

Duration	Returns
1 Month	-5.8%
3 Month	-0.5%
6 Month	-8.8%
1 Year	-10.9%
3 Year	7.4%
5 Year	12.3%
10 Year
15 Year
Since launch	13.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-6.3%
2023	22.8%
2022	29.9%
2021	13.9%
2020	35.6%
2019	13.9%
2018	0.1%
2017	-2%
2016	53.1%
2015	2.4%

Fund Manager information for SBI Consumption Opportunities Fund

Name	Since	Tenure
Pradeep Kesavan	1 Apr 24	2.17 Yr.
Ashit Desai	1 Apr 24	2.17 Yr.

Data below for SBI Consumption Opportunities Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	47.82%
Consumer Defensive	30.49%
Basic Materials	9.49%
Industrials	5.92%
Communication Services	3.54%
Technology	1.09%

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	98.35%
Debt	0.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 May 22 \| HINDUNILVR	5%	₹161 Cr	716,352 ↑ 239,220
Asian Paints Ltd (Basic Materials) Equity, Since 30 Jun 25 \| 500820	5%	₹142 Cr	579,000
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Mar 24 \| 540376	5%	₹135 Cr	294,043 ↓ -5,957
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| JUBLFOOD	4%	₹126 Cr	2,640,600
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| M&M	4%	₹124 Cr	400,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 20 \| MARUTI	4%	₹120 Cr	90,000 ↑ 15,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| 500825	4%	₹115 Cr	200,000
United Breweries Ltd (Consumer Defensive) Equity, Since 31 May 21 \| UBL	4%	₹114 Cr	780,000 ↑ 100,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| TITAN	4%	₹113 Cr	257,567 ↑ 7,567
Berger Paints India Ltd (Basic Materials) Equity, Since 30 Jun 24 \| 509480	4%	₹111 Cr	2,350,172

7. 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.

Research Highlights for SBI Infrastructure Fund

Bottom quartile AUM (₹4,805 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.14% (top quartile).
3Y return: 17.62% (top quartile).
1Y return: -0.85% (upper mid).
Alpha: -1.61 (lower mid).
Sharpe: 0.12 (upper mid).
Information ratio: -0.09 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Reliance Industries Ltd (~10.7%).

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund Growth
Launch Date	6 Jul 07
NAV (09 Jun 26)	₹49.8624 ↑ 0.04 (0.08 %)
Net Assets (Cr)	₹4,805 on 30 Apr 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.92
Sharpe Ratio	0.12
Information Ratio	-0.09
Alpha Ratio	-1.61
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 May 21	₹10,000
31 May 22	₹11,422
31 May 23	₹14,003
31 May 24	₹22,784
31 May 25	₹23,295
31 May 26	₹23,954

SBI Infrastructure 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 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 9 Jun 26

Duration	Returns
1 Month	-3.2%
3 Month	7.3%
6 Month	2.4%
1 Year	-0.9%
3 Year	17.6%
5 Year	18.1%
10 Year
15 Year
Since launch	8.9%

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
Bhavin Vithlani	1 Jan 22	4.42 Yr.

Data below for SBI Infrastructure Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	32.86%
Utility	18.12%
Energy	14.46%
Basic Materials	11.84%
Communication Services	7.07%
Financial Services	6.39%
Real Estate	2.2%
Consumer Cyclical	1.63%

Asset Allocation

Asset Class	Value
Cash	5.33%
Equity	94.57%
Debt	0.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 19 \| RELIANCE	11%	₹515 Cr	3,600,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	7%	₹340 Cr	1,800,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 25 \| ADANIENSOL	6%	₹282 Cr	2,100,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	6%	₹281 Cr	699,850
Shree Cement Ltd (Basic Materials) Equity, Since 31 Jul 22 \| 500387	5%	₹242 Cr	100,000
Torrent Power Ltd (Utilities) Equity, Since 31 May 22 \| 532779	4%	₹208 Cr	1,200,000 ↓ -200,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Sep 25 \| ADANIPORTS	4%	₹199 Cr	1,200,000
Siemens Ltd (Industrials) Equity, Since 31 May 25 \| 500550	4%	₹190 Cr	500,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Oct 25 \| 500312	4%	₹180 Cr	6,000,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 26 \| 532555	4%	₹180 Cr	4,500,000

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.

Research Highlights for SBI Magnum Mid Cap Fund

Upper mid AUM (₹23,247 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.68% (upper mid).
3Y return: 12.31% (upper mid).
1Y return: -2.54% (lower mid).
Alpha: -6.64 (bottom quartile).
Sharpe: 0.02 (upper mid).
Information ratio: -1.50 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding Bharat Heavy Electricals Ltd (~3.8%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (09 Jun 26)	₹231.773 ↑ 2.40 (1.05 %)
Net Assets (Cr)	₹23,247 on 30 Apr 26
Category	Equity - Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	0.02
Information Ratio	-1.5
Alpha Ratio	-6.64
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 May 21	₹10,000
31 May 22	₹11,804
31 May 23	₹13,998
31 May 24	₹18,871
31 May 25	₹20,490
31 May 26	₹20,640

SBI Magnum Mid Cap 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 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 9 Jun 26

Duration	Returns
1 Month	-3.8%
3 Month	4%
6 Month	0.2%
1 Year	-2.5%
3 Year	12.3%
5 Year	14.7%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.4%
2023	20.3%
2022	34.5%
2021	3%
2020	52.2%
2019	30.4%
2018	0.1%
2017	-18%
2016	33.5%
2015	5%

Fund Manager information for SBI Magnum Mid Cap Fund

Name	Since	Tenure
Bhavin Vithlani	1 Apr 24	2.17 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	22.51%
Industrials	16.27%
Consumer Cyclical	12.09%
Basic Materials	10.53%
Utility	8.75%
Health Care	7.75%
Technology	5.85%
Consumer Defensive	4.22%
Real Estate	3.46%
Communication Services	1.66%

Asset Allocation

Asset Class	Value
Cash	6.51%
Equity	93.37%
Debt	0.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 25 \| 500103	4%	₹881 Cr	25,000,000 ↓ -5,000,000
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| 532779	4%	₹868 Cr	5,000,000 ↓ -800,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 Oct 25 \| ADANIENSOL	3%	₹811 Cr	6,045,541 ↑ 3,045,541
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	3%	₹715 Cr	1,667,886 ↓ -32,114
AIA Engineering Ltd (Industrials) Equity, Since 30 Apr 24 \| AIAENG	3%	₹669 Cr	1,692,647 ↓ -52,807
Supreme Industries Ltd (Industrials) Equity, Since 31 Dec 25 \| 509930	3%	₹652 Cr	1,800,000
Sundaram Finance Ltd (Financial Services) Equity, Since 30 Sep 22 \| SUNDARMFIN	3%	₹612 Cr	1,350,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Nov 24 \| 500387	3%	₹605 Cr	250,000 ↑ 25,000
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| BIOCON	2%	₹561 Cr	15,598,584
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| FEDERALBNK	2%	₹517 Cr	18,000,000

9. SBI Contra Fund

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

Top quartile AUM (₹47,352 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.96% (top quartile).
3Y return: 13.76% (upper mid).
1Y return: -4.46% (bottom quartile).
Alpha: -0.77 (upper mid).
Sharpe: -0.22 (bottom quartile).
Information ratio: 0.86 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
High-quality debt (AAA/AA ~100%).
Largest holding Nifty Index 26-05-2026 (~7.6%).

Below is the key information for SBI Contra Fund

SBI Contra Fund Growth
Launch Date	6 May 05
NAV (08 Jun 26)	₹364.107 ↓ -3.57 (-0.97 %)
Net Assets (Cr)	₹47,352 on 30 Apr 26
Category	Equity - Contra
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.53
Sharpe Ratio	-0.22
Information Ratio	0.86
Alpha Ratio	-0.77
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 May 21	₹10,000
31 May 22	₹11,725
31 May 23	₹14,360
31 May 24	₹20,819
31 May 25	₹22,294
31 May 26	₹21,904

SBI Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 9 Jun 26

Duration	Returns
1 Month	-3.4%
3 Month	-4%
6 Month	-7%
1 Year	-4.5%
3 Year	13.8%
5 Year	16%
10 Year
15 Year
Since launch	14.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.1%
2023	18.8%
2022	38.2%
2021	12.8%
2020	49.9%
2019	30.6%
2018	-1%
2017	-14.3%
2016	40.2%
2015	2.4%

Fund Manager information for SBI Contra Fund

Name	Since	Tenure
Dinesh Balachandran	7 May 18	8.07 Yr.
Pradeep Kesavan	1 Dec 23	2.5 Yr.

Data below for SBI Contra Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	22.37%
Basic Materials	10.07%
Energy	8.97%
Health Care	8.68%
Consumer Cyclical	8.32%
Technology	6.54%
Utility	5.55%
Consumer Defensive	4.72%
Industrials	3.88%
Communication Services	3.69%
Real Estate	1.46%

Asset Allocation

Asset Class	Value
Cash	6.77%
Equity	91.29%
Debt	1.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nifty Index 26-05-2026 Derivatives, Since 30 Apr 26 \| -	8%	₹3,615 Cr	1,500,265 ↑ 1,500,265
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 16 \| HDFCBANK	7%	₹3,121 Cr	40,449,258
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	5%	₹2,535 Cr	17,717,567
Biocon Ltd (Healthcare) Equity, Since 30 Jun 21 \| BIOCON	3%	₹1,441 Cr	40,073,925
Tata Steel Ltd (Basic Materials) Equity, Since 31 Jul 22 \| TATASTEEL	3%	₹1,412 Cr	66,818,300 ↓ -7,249,000
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| ICICIBANK	3%	₹1,387 Cr	10,981,550
Punjab National Bank (Financial Services) Equity, Since 30 Sep 22 \| 532461	3%	₹1,267 Cr	115,846,832
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| KOTAKBANK	3%	₹1,228 Cr	32,028,840
Torrent Power Ltd (Utilities) Equity, Since 31 Oct 21 \| 532779	3%	₹1,212 Cr	6,982,410
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Jun 24 \| 534816	2%	₹1,151 Cr	28,086,692

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.

Research Highlights for SBI Magnum Equity ESG Fund

Lower mid AUM (₹5,265 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.54% (bottom quartile).
3Y return: 9.80% (bottom quartile).
1Y return: -4.87% (bottom quartile).
Alpha: -2.58 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: -0.62 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.1%).

Below is the key information for SBI Magnum Equity ESG Fund

SBI Magnum Equity ESG Fund Growth
Launch Date	27 Nov 06
NAV (09 Jun 26)	₹228.393 ↑ 2.67 (1.18 %)
Net Assets (Cr)	₹5,265 on 30 Apr 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.93
Sharpe Ratio	-0.17
Information Ratio	-0.62
Alpha Ratio	-2.58
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 May 21	₹10,000
31 May 22	₹10,729
31 May 23	₹12,011
31 May 24	₹15,307
31 May 25	₹16,606
31 May 26	₹16,178

SBI Magnum Equity ESG Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 9 Jun 26

Duration	Returns
1 Month	-2.6%
3 Month	0.3%
6 Month	-6.9%
1 Year	-4.9%
3 Year	9.8%
5 Year	9.5%
10 Year
15 Year
Since launch	9.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.4%
2023	12.1%
2022	24.6%
2021	-2.3%
2020	30.3%
2019	13.5%
2018	14.8%
2017	3.3%
2016	24.1%
2015	4.5%

Fund Manager information for SBI Magnum Equity ESG Fund

Name	Since	Tenure
Rohit Shimpi	1 Jan 22	4.42 Yr.

Data below for SBI Magnum Equity ESG Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	33.88%
Consumer Cyclical	17.46%
Industrials	14.77%
Basic Materials	12.24%
Technology	8.05%
Health Care	3.74%
Energy	2.73%
Real Estate	2.57%
Consumer Defensive	2.29%

Asset Allocation

Asset Class	Value
Cash	2.17%
Equity	97.73%
Debt	0.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| ICICIBANK	8%	₹428 Cr	3,390,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	8%	₹416 Cr	5,389,800
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	5%	₹262 Cr	2,065,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	5%	₹249 Cr	620,709 ↓ -33,000
Infosys Ltd (Technology) Equity, Since 28 Feb 03 \| INFY	5%	₹249 Cr	2,106,277
State Bank of India (Financial Services) Equity, Since 28 Feb 09 \| SBIN	4%	₹214 Cr	2,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 20 \| MARUTI	4%	₹205 Cr	154,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 22 \| KOTAKBANK	4%	₹198 Cr	5,165,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 25 \| 500034	4%	₹197 Cr	2,100,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 19 \| 532538	3%	₹175 Cr	151,000

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? हम आपको एक उदाहरण के साथ समझाएंगे।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

एसबीआई म्यूचुअल फंड एसआईपी ऑनलाइन में निवेश कैसे करें?

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शुरू हो जाओ

एसबीआई के साथ अपने लक्ष्य की योजना बनाएंम्यूचुअल फंड्स, उन तक पहुंचने के लिए SIP का उपयोग करें!

पूछे जाने वाले प्रश्न

1. मैं एसआईपी में कब निवेश कर सकता हूं?

ए: SIP में निवेश शुरू करने का कोई निश्चित समय नहीं होता है। आप साल में कभी भी अपना निवेश शुरू कर सकते हैं। इसलिए, अपने वित्त का मूल्यांकन शुरू करें, और सुनिश्चित करें कि आप किसी विशेष समय पर निवेश करने के लिए तैयार हैं।

2. क्या मुझे एसआईपी में निवेश करते समय लंबी अवधि के लक्ष्यों को ध्यान में रखना चाहिए?

ए: आदर्श रूप से, एसआईपी आपके दीर्घकालिक लक्ष्यों का हिस्सा होना चाहिए। प्राथमिक कारण अधिक विस्तारित अवधि है, कम अवधि की तुलना में बेहतर रिटर्न देने की संभावना है।

3. म्यूचुअल फंड में कंपाउंडिंग की शक्ति क्या है?

ए: जब आप म्यूचुअल फंड में नियमित रूप से निवेश करते हैं, तो आप चक्रवृद्धि ब्याज अर्जित करते हैं, न कि केवल निवेश की गई मूल राशि पर ब्याज। इसकी गणना चक्रवृद्धि वार्षिक वृद्धि दर के रूप में की जाती है यासीएजीआर. लंबी अवधि में, चक्रवृद्धि प्रभाव आपके निवेश को कई गुना बढ़ा देता है। दूसरे शब्दों में, चक्रवृद्धि प्रभाव की मदद से, आप एसआईपी निवेश पर जो रिटर्न कमाते हैं, वह भी रिटर्न देता है।

4. मुझे SBI SIP में निवेश करने पर विचार क्यों करना चाहिए?

ए: SBI SIP में निवेश करने का प्राथमिक कारण यह है कि इसमें प्रवेश का बिंदु कम है। आप किसी भी उपयुक्त एसआईपी में न्यूनतम 500 रुपये के निवेश के साथ निवेश शुरू कर सकते हैं। यह एसबीआई एसआईपी को निवेश करने में सबसे आसान बनाता है, खासकर यदि आप एसआईपी में निवेश शुरू करना चाहते हैं।

5. क्या SBI कई SIP ऑफर करता है?

ए: हां, यदि आप एसआईपी में निवेश के संबंध में कई विकल्प रखना चाहते हैं, तो एसबीआई सबसे विश्वसनीय और सर्वश्रेष्ठ बैंकों में से एक साबित हो सकता है। आप एसबीआई लार्ज में निवेश करना चुन सकते हैं औरमध्यम दर्जे की कंपनियों के शेयर एसआईपी, जहां आप बड़े और मध्यम आकार की पूंजी के इक्विटी शेयरों में अपने निवेश में विविधता ला सकते हैं। यह आपको निवेश पर अच्छे रिटर्न का आश्वासन देगा। लेकिन, अगर आप चाहते हैंSIP में निवेश करें हेल्थकेयर इक्विटी के आधार पर, एसबीआई हेल्थकेयर अपॉर्चुनिटीज फन में निवेश करने पर विचार करें, जिन्होंने का मजबूत रिटर्न दिखाया है14.3% इसकी शुरूआत के बाद से।

6. रुपये की औसत लागत क्या है?

ए: रुपये की औसत लागत न केवल व्यक्तियों को एसआईपी में निवेश करने के लिए प्रोत्साहित करती है, बल्कि उन्हें बाजार की अस्थिरता का लाभ उठाने की अनुमति देती है। यदि एसबीआई एसआईपी का एनएवी नीचे है, तो एक के रूप मेंइन्वेस्टर, आप से अधिक इकाइयाँ प्राप्त करेंगेबैंक, और यदि एसआईपी का एनएवी ऊपर है, तो आपको कम इकाइयाँ मिलेंगी। किसी भी तरह, आप लाभ के लिए खड़े होंगे।

7. क्या मुझे 5 लाख रुपये का रिटर्न पाने के लिए एसबीआई एसआईपी में औसतन कितना निवेश करना चाहिए?

ए: यदि आप 5 साल के लिए एसबीआई एसआईपी में निवेश करते हैं, तो आपको प्रति माह 6403.00 रुपये की राशि का निवेश करने पर विचार करना चाहिए, जो 10% की अपेक्षित वापसी है। यदि अपेक्षित रिटर्न बढ़ता है, तो मासिक निवेश राशि घट जाती है।

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।