+91-22-4891390910 सर्वश्रेष्ठ एसबीआई एमएफ एसआईपी फंड 2022
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
(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 ₹33.3222
↓ -0.07 ₹5,763 500 3.4 4.4 7.8 30.6 29.2 23.5 8.1 SBI Magnum Tax Gain Fund Growth ₹451.369
↓ -1.42 ₹32,327 500 3.5 3.6 5.8 24.9 21.9 27.7 12.3 SBI Healthcare Opportunities Fund Growth ₹424.449
↓ -0.88 ₹4,131 500 -1.9 1.6 -0.4 24.2 17 42.2 15.1 SBI Infrastructure Fund Growth ₹49.1723
↓ -0.20 ₹4,771 500 1.2 -0.5 -1.1 22.4 24.2 20.8 9 SBI Contra Fund Growth ₹398.227
↑ 0.61 ₹49,838 500 3.9 5 5.8 21.5 24.7 18.8 14.9 SBI Banking & Financial Services Fund Growth ₹45.6002
↓ -0.04 ₹9,813 500 6.4 6.9 19.3 20.8 17.3 19.6 15 SBI Focused Equity Fund Growth ₹382.915
↓ -0.45 ₹42,773 500 5.8 10.4 15.8 19.2 17.3 17.2 18.6 SBI Technology Opportunities Fund Growth ₹233.948
↓ -1.17 ₹5,130 500 8 7.9 3.3 19.2 19.3 30.1 19.6 SBI Magnum COMMA Fund Growth ₹107.477
↓ -0.17 ₹830 500 1.1 5.2 8.6 19 18.2 10.5 12.4 SBI Large and Midcap Fund Growth ₹649.105
↑ 0.87 ₹37,045 500 3.2 7.4 9.8 18.9 20.2 18 17.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 25 Research Highlights & Commentary of 10 Funds showcased
Commentary SBI PSU Fund SBI Magnum Tax Gain Fund SBI Healthcare Opportunities Fund SBI Infrastructure Fund SBI Contra Fund SBI Banking & Financial Services Fund SBI Focused Equity Fund SBI Technology Opportunities Fund SBI Magnum COMMA Fund SBI Large and Midcap Fund Point 1 Lower mid AUM (₹5,763 Cr). Upper mid AUM (₹32,327 Cr). Bottom quartile AUM (₹4,131 Cr). Bottom quartile AUM (₹4,771 Cr). Highest AUM (₹49,838 Cr). Upper mid AUM (₹9,813 Cr). Top quartile AUM (₹42,773 Cr). Lower mid AUM (₹5,130 Cr). Bottom quartile AUM (₹830 Cr). Upper mid AUM (₹37,045 Cr). Point 2 Established history (15+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (10+ yrs). Oldest track record among peers (21 yrs). Established history (12+ yrs). Established history (20+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Not Rated. Rating: 2★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Rating: 4★ (top quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 29.16% (top quartile). 5Y return: 21.89% (upper mid). 5Y return: 16.96% (bottom quartile). 5Y return: 24.17% (upper mid). 5Y return: 24.72% (top quartile). 5Y return: 17.27% (bottom quartile). 5Y return: 17.28% (bottom quartile). 5Y return: 19.34% (lower mid). 5Y return: 18.20% (lower mid). 5Y return: 20.17% (upper mid). Point 6 3Y return: 30.65% (top quartile). 3Y return: 24.89% (top quartile). 3Y return: 24.16% (upper mid). 3Y return: 22.39% (upper mid). 3Y return: 21.47% (upper mid). 3Y return: 20.78% (lower mid). 3Y return: 19.23% (lower mid). 3Y return: 19.18% (bottom quartile). 3Y return: 18.98% (bottom quartile). 3Y return: 18.93% (bottom quartile). Point 7 1Y return: 7.79% (upper mid). 1Y return: 5.81% (lower mid). 1Y return: -0.45% (bottom quartile). 1Y return: -1.11% (bottom quartile). 1Y return: 5.80% (lower mid). 1Y return: 19.33% (top quartile). 1Y return: 15.84% (top quartile). 1Y return: 3.26% (bottom quartile). 1Y return: 8.59% (upper mid). 1Y return: 9.84% (upper mid). Point 8 Alpha: -0.83 (lower mid). Alpha: -1.43 (lower mid). Alpha: -0.61 (upper mid). Alpha: -12.53 (bottom quartile). Alpha: -4.19 (bottom quartile). Alpha: 0.83 (upper mid). Alpha: 8.28 (top quartile). Alpha: 6.14 (top quartile). Alpha: -3.46 (bottom quartile). Alpha: 0.64 (upper mid). Point 9 Sharpe: 0.03 (upper mid). Sharpe: -0.04 (lower mid). Sharpe: -0.12 (bottom quartile). Sharpe: -0.35 (bottom quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 0.88 (top quartile). Sharpe: 0.76 (top quartile). Sharpe: -0.05 (lower mid). Sharpe: 0.00 (upper mid). Sharpe: 0.23 (upper mid). Point 10 Information ratio: -0.53 (bottom quartile). Information ratio: 1.89 (top quartile). Information ratio: -0.03 (lower mid). Information ratio: -0.14 (bottom quartile). Information ratio: 1.19 (top quartile). Information ratio: 0.94 (upper mid). Information ratio: 0.35 (upper mid). Information ratio: 1.09 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: -0.48 (bottom quartile). SBI PSU Fund
SBI Magnum Tax Gain Fund
SBI Healthcare Opportunities Fund
SBI Infrastructure Fund
SBI Contra Fund
SBI Banking & Financial Services Fund
SBI Focused Equity Fund
SBI Technology Opportunities Fund
SBI Magnum COMMA Fund
SBI Large and Midcap Fund
1. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (24 Dec 25) ₹168.298 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹36,272 on 30 Nov 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.54 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,511 30 Nov 22 ₹17,347 30 Nov 23 ₹20,864 30 Nov 24 ₹26,684 30 Nov 25 ₹25,385 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -0.4% 3 Month -3% 6 Month -1% 1 Year -5.1% 3 Year 15.3% 5 Year 19.3% 10 Year 15 Year Since launch 18.9% 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 12.05 Yr. Data below for SBI Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 25.37% Consumer Cyclical 21.74% Financial Services 14.82% Basic Materials 12.49% Consumer Defensive 3.86% Technology 2.35% Health Care 2.33% Communication Services 1.33% Real Estate 1.09% Utility 0.19% Asset Allocation
Asset Class Value Cash 5.57% Equity 91.84% Debt 2.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty Index 30-Dec-25
Derivatives, Since 30 Nov 25 | -6% ₹2,273 Cr 861,450
↑ 861,450 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG4% ₹1,443 Cr 20,096,960 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹1,129 Cr 41,665,000 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹968 Cr 89,318,180 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY3% ₹961 Cr 9,324,049 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 5222873% ₹948 Cr 7,900,000 India (Republic of)
- | -2% ₹889 Cr 90,000,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹861 Cr 9,716,991 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR2% ₹860 Cr 1,500,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹844 Cr 12,323,990 2. SBI Large and Midcap Fund
SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (23 Dec 25) ₹649.105 ↑ 0.87 (0.13 %) Net Assets (Cr) ₹37,045 on 30 Nov 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.23 Information Ratio -0.48 Alpha Ratio 0.64 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,601 30 Nov 22 ₹16,594 30 Nov 23 ₹19,046 30 Nov 24 ₹24,392 30 Nov 25 ₹26,446 Returns for SBI Large and Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.8% 3 Month 3.2% 6 Month 7.4% 1 Year 9.8% 3 Year 18.9% 5 Year 20.2% 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 9.23 Yr. Data below for SBI Large and Midcap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 23.24% Basic Materials 16.28% Consumer Cyclical 15.47% Health Care 12.23% Industrials 9.21% Consumer Defensive 6.42% Technology 5.06% Energy 4.37% Utility 1.8% Communication Services 1.53% Asset Allocation
Asset Class Value Cash 4.97% Equity 94.94% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK6% ₹2,217 Cr 22,000,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE3% ₹1,191 Cr 7,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK3% ₹1,177 Cr 9,200,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN3% ₹1,126 Cr 11,500,000 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ASIANPAINT3% ₹1,105 Cr 3,844,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹1,021 Cr 3,820,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | BERGEPAINT3% ₹961 Cr 17,023,856 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Mar 25 | BHARATFORG3% ₹932 Cr 6,500,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 May 21 | ASHOKLEY2% ₹853 Cr 53,940,000
↓ -60,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM2% ₹840 Cr 1,476,712 3. SBI Bluechip Fund
SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (24 Dec 25) ₹96.1016 ↓ -0.27 (-0.28 %) Net Assets (Cr) ₹55,637 on 30 Nov 25 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.16 Information Ratio -0.26 Alpha Ratio -0.99 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,265 30 Nov 22 ₹14,537 30 Nov 23 ₹16,217 30 Nov 24 ₹19,829 30 Nov 25 ₹21,309 Returns for SBI Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 1.3% 3 Month 3.6% 6 Month 4.5% 1 Year 8.9% 3 Year 15.4% 5 Year 15.2% 10 Year 15 Year Since launch 12.1% 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 1.67 Yr. Pradeep Kesavan 1 Apr 24 1.67 Yr. Data below for SBI Bluechip Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 31.33% Consumer Cyclical 14.55% Basic Materials 11.06% Consumer Defensive 9.29% Energy 8.24% Industrials 7.21% Technology 5.77% Health Care 5.63% Communication Services 2.76% Utility 0.92% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.75% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE8% ₹4,546 Cr 29,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK7% ₹4,101 Cr 40,700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK7% ₹4,028 Cr 29,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹3,012 Cr 7,400,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 May 25 | ASIANPAINT4% ₹2,386 Cr 8,300,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY4% ₹2,223 Cr 14,248,425
↓ -351,575 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK4% ₹1,954 Cr 9,200,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN3% ₹1,870 Cr 19,106,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹1,769 Cr 2,731,710 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK3% ₹1,760 Cr 13,750,000 4. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (24 Dec 25) ₹107.477 ↓ -0.17 (-0.16 %) Net Assets (Cr) ₹830 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 0 Information Ratio -0.09 Alpha Ratio -3.46 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,138 30 Nov 22 ₹15,501 30 Nov 23 ₹18,078 30 Nov 24 ₹22,529 30 Nov 25 ₹23,637 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 2.1% 3 Month 1.1% 6 Month 5.2% 1 Year 8.6% 3 Year 19% 5 Year 18.2% 10 Year 15 Year Since launch 12.4% 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 1.5 Yr. Data below for SBI Magnum COMMA Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 49.4% Energy 25.12% Utility 9.19% Consumer Defensive 4.07% Consumer Cyclical 3.23% Financial Services 1.85% Asset Allocation
Asset Class Value Cash 4.72% Equity 92.86% Debt 0.34% Other 2.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹67 Cr 424,732 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹63 Cr 3,776,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | 5309655% ₹40 Cr 2,500,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO5% ₹39 Cr 34,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL4% ₹36 Cr 675,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC4% ₹35 Cr 2,070,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003124% ₹34 Cr 1,400,000 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL4% ₹32 Cr 2,350,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 24 | HINDPETRO3% ₹27 Cr 600,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | ARVIND3% ₹27 Cr 760,000 5. SBI Magnum Multicap Fund
SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (23 Dec 25) ₹113.236 ↑ 0.13 (0.11 %) Net Assets (Cr) ₹23,556 on 30 Nov 25 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.04 Information Ratio -0.66 Alpha Ratio -1.35 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,710 30 Nov 22 ₹14,428 30 Nov 23 ₹16,315 30 Nov 24 ₹19,860 30 Nov 25 ₹20,844 Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 1% 3 Month 2.7% 6 Month 5.6% 1 Year 5.2% 3 Year 15.1% 5 Year 14.9% 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 1 Yr. Dinesh Balachandran 1 Dec 24 1 Yr. Data below for SBI Magnum Multicap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 35.3% Consumer Cyclical 12.62% Industrials 12.52% Basic Materials 12.5% Technology 9.54% Communication Services 5.5% Energy 4.3% Health Care 1.91% Consumer Defensive 0.93% Asset Allocation
Asset Class Value Cash 4.76% Equity 95.11% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK8% ₹1,892 Cr 18,779,308 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK6% ₹1,381 Cr 9,943,955
↓ -1,500,400 Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY5% ₹1,277 Cr 8,184,913
↑ 3,941,513 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT4% ₹1,056 Cr 2,596,034 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹1,013 Cr 6,459,540
↓ -1,475,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹959 Cr 603,058 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹940 Cr 4,470,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE4% ₹852 Cr 8,215,850 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK4% ₹851 Cr 4,007,500
↓ -1,122,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | EICHERMOT3% ₹689 Cr 977,000 6. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (24 Dec 25) ₹307.329 ↑ 0.16 (0.05 %) Net Assets (Cr) ₹3,219 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.74 Information Ratio -0.63 Alpha Ratio -15.6 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,545 30 Nov 22 ₹18,157 30 Nov 23 ₹21,933 30 Nov 24 ₹28,161 30 Nov 25 ₹26,527 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -0.2% 3 Month -2.1% 6 Month 0.3% 1 Year -5.1% 3 Year 15.4% 5 Year 18.6% 10 Year 15 Year Since launch 15% 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 1.67 Yr. Ashit Desai 1 Apr 24 1.67 Yr. Data below for SBI Consumption Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 44.24% Consumer Defensive 28.64% Basic Materials 8.67% Industrials 6.67% Communication Services 6.46% Technology 1.55% Financial Services 1.5% Asset Allocation
Asset Class Value Cash 1.66% Equity 98.22% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹208 Cr 990,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M5% ₹171 Cr 455,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI5% ₹153 Cr 96,100
↑ 20,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR5% ₹149 Cr 602,132 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ASIANPAINT5% ₹146 Cr 509,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹144 Cr 2,386,850 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | EICHERMOT4% ₹138 Cr 195,956
↑ 25,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | BERGEPAINT4% ₹133 Cr 2,350,172 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | BRITANNIA4% ₹130 Cr 222,499
↓ -7,501 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹115 Cr 680,000 7. SBI Magnum Equity ESG Fund
SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (24 Dec 25) ₹246.645 ↓ -0.40 (-0.16 %) Net Assets (Cr) ₹5,769 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.93 Sharpe Ratio -0.03 Information Ratio -0.2 Alpha Ratio -4.07 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,809 30 Nov 22 ₹14,174 30 Nov 23 ₹15,998 30 Nov 24 ₹19,724 30 Nov 25 ₹20,727 Returns for SBI Magnum Equity ESG Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0.5% 3 Month 2.9% 6 Month 3.3% 1 Year 6.7% 3 Year 15.3% 5 Year 14.2% 10 Year 15 Year Since launch 9.6% 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 3.92 Yr. Data below for SBI Magnum Equity ESG Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 36% Consumer Cyclical 17.33% Industrials 12.7% Basic Materials 11.29% Technology 9.17% Consumer Defensive 3.14% Energy 2.73% Health Care 2.54% Real Estate 2.5% Asset Allocation
Asset Class Value Cash 2.49% Equity 97.39% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹543 Cr 5,389,800
↓ -145,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK8% ₹471 Cr 3,390,000
↑ 105,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK5% ₹293 Cr 2,290,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY5% ₹291 Cr 1,864,983
↓ -46,017 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT5% ₹266 Cr 653,709 State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN4% ₹253 Cr 2,580,000
↑ 150,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI4% ₹245 Cr 154,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK4% ₹219 Cr 1,033,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | ULTRACEMCO3% ₹189 Cr 163,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 25 | ASIANPAINT3% ₹172 Cr 600,000 8. SBI Contra Fund
SBI Contra Fund
Growth Launch Date 6 May 05 NAV (23 Dec 25) ₹398.227 ↑ 0.61 (0.15 %) Net Assets (Cr) ₹49,838 on 30 Nov 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.53 Sharpe Ratio -0.12 Information Ratio 1.19 Alpha Ratio -4.19 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 30 Nov 20 ₹10,000 30 Nov 21 ₹16,293 30 Nov 22 ₹19,321 30 Nov 23 ₹24,326 30 Nov 24 ₹31,582 30 Nov 25 ₹32,851 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 1% 3 Month 3.9% 6 Month 5% 1 Year 5.8% 3 Year 21.5% 5 Year 24.7% 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 7.58 Yr. Pradeep Kesavan 1 Dec 23 2 Yr. Data below for SBI Contra Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 22.53% Energy 9.49% Basic Materials 8.87% Consumer Cyclical 8.1% Health Care 7.51% Technology 6.71% Consumer Defensive 5.42% Utility 4.29% Industrials 3.41% Communication Services 3.36% Real Estate 1.33% Asset Allocation
Asset Class Value Cash 5.28% Equity 91.75% Debt 2.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty Index 30-Dec-25
Derivatives, Since 30 Nov 25 | -10% ₹5,014 Cr 1,900,200
↑ 1,900,200 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK8% ₹4,076 Cr 40,449,258 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE6% ₹3,091 Cr 19,717,567 Punjab National Bank (Financial Services)
Equity, Since 30 Sep 22 | 5324613% ₹1,410 Cr 113,256,586
↑ 12,800,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK3% ₹1,361 Cr 6,405,768 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC3% ₹1,254 Cr 31,014,741 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹1,244 Cr 74,067,300 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 21 | BIOCON2% ₹1,148 Cr 28,807,465 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348162% ₹1,014 Cr 25,286,692
↑ 5,400,000 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | DABUR2% ₹975 Cr 18,846,663 9. SBI Magnum Mid Cap Fund
SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (24 Dec 25) ₹234.274 ↓ -0.29 (-0.12 %) Net Assets (Cr) ₹23,360 on 30 Nov 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.24 Information Ratio -1.22 Alpha Ratio -6.19 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 30 Nov 20 ₹10,000 30 Nov 21 ₹16,003 30 Nov 22 ₹17,195 30 Nov 23 ₹21,721 30 Nov 24 ₹27,072 30 Nov 25 ₹27,406 Returns for SBI Magnum Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month 0% 3 Month 2% 6 Month -0.1% 1 Year 0% 3 Year 18.5% 5 Year 20.9% 10 Year 15 Year Since launch 16.4% 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 1.67 Yr. Data below for SBI Magnum Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 27.05% Consumer Cyclical 15.85% Industrials 13.3% Basic Materials 10.98% Health Care 6.74% Utility 4.93% Technology 4.75% Real Estate 4.57% Consumer Defensive 4.27% Energy 1.96% Communication Services 1.72% Asset Allocation
Asset Class Value Cash 3.75% Equity 96.13% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 May 25 | BHEL4% ₹873 Cr 30,000,000
↑ 6,167,745 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | TORNTPOWER4% ₹854 Cr 6,500,000
↑ 119,266 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN4% ₹837 Cr 22,500,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹730 Cr 1,650,000
↑ 53,321 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹705 Cr 1,490,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK3% ₹696 Cr 27,000,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG3% ₹695 Cr 1,800,000
↑ 145,835 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 20 | BHARATFORG3% ₹645 Cr 4,500,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | SHREECEM3% ₹594 Cr 225,000 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433843% ₹594 Cr 22,205,929
↓ -130,695 10. SBI Infrastructure Fund
SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (24 Dec 25) ₹49.1723 ↓ -0.20 (-0.41 %) Net Assets (Cr) ₹4,771 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 1.92 Sharpe Ratio -0.35 Information Ratio -0.14 Alpha Ratio -12.53 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,412 30 Nov 22 ₹17,598 30 Nov 23 ₹24,192 30 Nov 24 ₹31,805 30 Nov 25 ₹31,237 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 25 Duration Returns 1 Month -0.5% 3 Month 1.2% 6 Month -0.5% 1 Year -1.1% 3 Year 22.4% 5 Year 24.2% 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 3.92 Yr. Data below for SBI Infrastructure Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 36.14% Energy 14.62% Basic Materials 12.62% Financial Services 11.78% Utility 10.78% Communication Services 5.95% Real Estate 2.76% Consumer Cyclical 2.06% Asset Allocation
Asset Class Value Cash 3.2% Equity 96.7% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE10% ₹455 Cr 2,900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT9% ₹448 Cr 1,100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL6% ₹284 Cr 1,350,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | SHREECEM6% ₹264 Cr 100,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 May 25 | ADANIENSOL4% ₹209 Cr 2,100,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 25 | ADANIPORTS4% ₹182 Cr 1,200,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN4% ₹176 Cr 1,800,000 Siemens Ltd (Industrials)
Equity, Since 31 May 25 | SIEMENS3% ₹165 Cr 500,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | GRINDWELL3% ₹156 Cr 1,000,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Oct 25 | 5003123% ₹146 Cr 6,000,000
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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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।
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।
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Excellent Analysis..thank you.
Very nice a lots