10 सर्वश्रेष्ठ एसबीआई एमएफ एसआईपी फंड 2022

Updated on March 9, 2026 , 185511 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	₹35.1422 ↓ -0.22	₹5,980	500	7.5	11.5	26.5	31.5	26.2	11.3	8.3
SBI Healthcare Opportunities Fund Growth	₹429.138 ↑ 4.46	₹3,823	500	1.6	-1.1	9.2	26	17	-3.5	15
SBI Magnum Tax Gain Fund Growth	₹419.621 ↓ -5.83	₹31,862	500	-5.9	-4	6.3	21.3	17.4	6.6	12
SBI Banking & Financial Services Fund Growth	₹43.0109 ↓ -0.90	₹10,415	500	-5.2	1.6	19.2	20.2	12.6	20.4	14.1
SBI Magnum COMMA Fund Growth	₹110.287 ↓ -0.13	₹896	500	5	4.8	21.4	19.2	14.9	12.3	12.4
SBI Infrastructure Fund Growth	₹46.3436 ↓ -0.47	₹4,546	500	-5.3	-3.5	6	18.7	18.4	-1	8.6
SBI Focused Equity Fund Growth	₹361.823 ↑ 2.92	₹42,998	500	-4	1.5	16.8	18.5	13.6	15.7	18.1
SBI Contra Fund Growth	₹376.126 ↑ 4.18	₹48,729	500	-3.8	-1.2	8.9	18.2	19.1	6.1	14.6
SBI Large and Midcap Fund Growth	₹628.499 ↑ 7.50	₹37,497	500	-1.5	0.7	14.7	17.5	16.4	10.1	17.1
SBI Magnum Mid Cap Fund Growth	₹223.589 ↓ -2.08	₹22,424	500	-3.4	-2.5	6.2	15.3	15.5	0.4	16
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 26

Research Highlights & Commentary of 10 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	SBI Contra Fund	SBI Large and Midcap Fund	SBI Magnum Mid Cap Fund
Point 1	Lower mid AUM (₹5,980 Cr).	Bottom quartile AUM (₹3,823 Cr).	Upper mid AUM (₹31,862 Cr).	Lower mid AUM (₹10,415 Cr).	Bottom quartile AUM (₹896 Cr).	Bottom quartile AUM (₹4,546 Cr).	Top quartile AUM (₹42,998 Cr).	Highest AUM (₹48,729 Cr).	Upper mid AUM (₹37,497 Cr).	Upper mid AUM (₹22,424 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).	Established history (20+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Not Rated.	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 4★ (top quartile).	Rating: 3★ (upper mid).
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.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 26.20% (top quartile).	5Y return: 17.03% (upper mid).	5Y return: 17.40% (upper mid).	5Y return: 12.56% (bottom quartile).	5Y return: 14.91% (bottom quartile).	5Y return: 18.40% (upper mid).	5Y return: 13.56% (bottom quartile).	5Y return: 19.11% (top quartile).	5Y return: 16.44% (lower mid).	5Y return: 15.47% (lower mid).
Point 6	3Y return: 31.47% (top quartile).	3Y return: 26.02% (top quartile).	3Y return: 21.31% (upper mid).	3Y return: 20.18% (upper mid).	3Y return: 19.23% (upper mid).	3Y return: 18.65% (lower mid).	3Y return: 18.47% (lower mid).	3Y return: 18.15% (bottom quartile).	3Y return: 17.49% (bottom quartile).	3Y return: 15.33% (bottom quartile).
Point 7	1Y return: 26.46% (top quartile).	1Y return: 9.15% (lower mid).	1Y return: 6.29% (bottom quartile).	1Y return: 19.18% (upper mid).	1Y return: 21.43% (top quartile).	1Y return: 5.97% (bottom quartile).	1Y return: 16.81% (upper mid).	1Y return: 8.94% (lower mid).	1Y return: 14.65% (upper mid).	1Y return: 6.20% (bottom quartile).
Point 8	Alpha: 0.05 (upper mid).	Alpha: -2.03 (bottom quartile).	Alpha: -0.63 (upper mid).	Alpha: 4.78 (top quartile).	Alpha: -1.28 (lower mid).	Alpha: -10.08 (bottom quartile).	Alpha: 5.35 (top quartile).	Alpha: -1.76 (lower mid).	Alpha: 3.74 (upper mid).	Alpha: -7.67 (bottom quartile).
Point 9	Sharpe: 0.63 (upper mid).	Sharpe: -0.46 (bottom quartile).	Sharpe: 0.13 (lower mid).	Sharpe: 1.36 (top quartile).	Sharpe: 0.73 (top quartile).	Sharpe: -0.26 (bottom quartile).	Sharpe: 0.62 (upper mid).	Sharpe: 0.13 (lower mid).	Sharpe: 0.59 (upper mid).	Sharpe: -0.27 (bottom quartile).
Point 10	Information ratio: -0.63 (bottom quartile).	Information ratio: -0.15 (upper mid).	Information ratio: 1.85 (top quartile).	Information ratio: 1.02 (upper mid).	Information ratio: -0.23 (lower mid).	Information ratio: -0.34 (bottom quartile).	Information ratio: 0.42 (upper mid).	Information ratio: 1.10 (top quartile).	Information ratio: -0.27 (lower mid).	Information ratio: -1.22 (bottom quartile).

SBI PSU Fund

Lower mid AUM (₹5,980 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 26.20% (top quartile).
3Y return: 31.47% (top quartile).
1Y return: 26.46% (top quartile).
Alpha: 0.05 (upper mid).
Sharpe: 0.63 (upper mid).
Information ratio: -0.63 (bottom quartile).

SBI Healthcare Opportunities Fund

Bottom quartile AUM (₹3,823 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 17.03% (upper mid).
3Y return: 26.02% (top quartile).
1Y return: 9.15% (lower mid).
Alpha: -2.03 (bottom quartile).
Sharpe: -0.46 (bottom quartile).
Information ratio: -0.15 (upper mid).

SBI Magnum Tax Gain Fund

Upper mid AUM (₹31,862 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.40% (upper mid).
3Y return: 21.31% (upper mid).
1Y return: 6.29% (bottom quartile).
Alpha: -0.63 (upper mid).
Sharpe: 0.13 (lower mid).
Information ratio: 1.85 (top quartile).

SBI Banking & Financial Services Fund

Lower mid AUM (₹10,415 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 12.56% (bottom quartile).
3Y return: 20.18% (upper mid).
1Y return: 19.18% (upper mid).
Alpha: 4.78 (top quartile).
Sharpe: 1.36 (top quartile).
Information ratio: 1.02 (upper mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹896 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 14.91% (bottom quartile).
3Y return: 19.23% (upper mid).
1Y return: 21.43% (top quartile).
Alpha: -1.28 (lower mid).
Sharpe: 0.73 (top quartile).
Information ratio: -0.23 (lower mid).

SBI Infrastructure Fund

Bottom quartile AUM (₹4,546 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.40% (upper mid).
3Y return: 18.65% (lower mid).
1Y return: 5.97% (bottom quartile).
Alpha: -10.08 (bottom quartile).
Sharpe: -0.26 (bottom quartile).
Information ratio: -0.34 (bottom quartile).

SBI Focused Equity Fund

Top quartile AUM (₹42,998 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.56% (bottom quartile).
3Y return: 18.47% (lower mid).
1Y return: 16.81% (upper mid).
Alpha: 5.35 (top quartile).
Sharpe: 0.62 (upper mid).
Information ratio: 0.42 (upper mid).

SBI Contra Fund

Highest AUM (₹48,729 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.11% (top quartile).
3Y return: 18.15% (bottom quartile).
1Y return: 8.94% (lower mid).
Alpha: -1.76 (lower mid).
Sharpe: 0.13 (lower mid).
Information ratio: 1.10 (top quartile).

SBI Large and Midcap Fund

Upper mid AUM (₹37,497 Cr).
Established history (20+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 16.44% (lower mid).
3Y return: 17.49% (bottom quartile).
1Y return: 14.65% (upper mid).
Alpha: 3.74 (upper mid).
Sharpe: 0.59 (upper mid).
Information ratio: -0.27 (lower mid).

SBI Magnum Mid Cap Fund

Upper mid AUM (₹22,424 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.47% (lower mid).
3Y return: 15.33% (bottom quartile).
1Y return: 6.20% (bottom quartile).
Alpha: -7.67 (bottom quartile).
Sharpe: -0.27 (bottom quartile).
Information ratio: -1.22 (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 (₹34,449 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.88% (lower mid).
3Y return: 11.79% (bottom quartile).
1Y return: 3.57% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.00 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Nifty Index 24-Feb-26 (~3.7%).

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund Growth
Launch Date	9 Sep 09
NAV (11 Mar 26)	₹155.059 ↓ -0.40 (-0.26 %)
Net Assets (Cr)	₹34,449 on 31 Jan 26
Category	Equity - Small Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.41
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
28 Feb 21	₹10,000
28 Feb 22	₹12,674
28 Feb 23	₹14,023
29 Feb 24	₹19,201
28 Feb 25	₹18,725
28 Feb 26	₹20,511

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 11 Mar 26

Duration	Returns
1 Month	-6%
3 Month	-7%
6 Month	-10.7%
1 Year	3.6%
3 Year	11.8%
5 Year	13.9%
10 Year
15 Year
Since launch	18.1%

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	12.22 Yr.

Data below for SBI Small Cap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Industrials	26.43%
Consumer Cyclical	24.62%
Financial Services	14.76%
Basic Materials	13.77%
Consumer Defensive	3.68%
Technology	2.8%
Health Care	2.16%
Communication Services	1.05%
Real Estate	0.97%
Utility	0.2%

Asset Allocation

Asset Class	Value
Cash	3.73%
Equity	94.12%
Debt	2.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nifty Index 24-Feb-26 Derivatives, Since 31 Jan 26 \| -	4%	₹1,271 Cr	500,175 ↑ 500,175
City Union Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| CUB	4%	₹1,250 Cr	41,418,063 ↓ -161,654
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| ATHERENERG	4%	₹1,249 Cr	20,096,960
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| ZFCVINDIA	3%	₹1,049 Cr	700,000 ↑ 440,801
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Mar 20 \| NAVINFLUOR	3%	₹915 Cr	1,500,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 May 20 \| KPIL	3%	₹904 Cr	7,900,000
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jan 24 \| EIDPARRY	2%	₹861 Cr	9,324,049
DOMS Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| DOMS	2%	₹786 Cr	3,300,000
Chalet Hotels Ltd (Consumer Cyclical) Equity, Since 31 Jan 19 \| CHALET	2%	₹784 Cr	9,000,000 ↓ -622,720
Honeywell Automation India Ltd (Industrials) Equity, Since 31 Dec 25 \| HONAUT	2%	₹768 Cr	230,000 ↑ 127,599

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 (₹896 Cr).
Oldest track record among peers (20 yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 14.91% (upper mid).
3Y return: 19.23% (top quartile).
1Y return: 21.43% (top quartile).
Alpha: -1.28 (upper mid).
Sharpe: 0.73 (top quartile).
Information ratio: -0.23 (upper mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Tata Steel Ltd (~9.2%).

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund Growth
Launch Date	8 Aug 05
NAV (11 Mar 26)	₹110.287 ↓ -0.13 (-0.12 %)
Net Assets (Cr)	₹896 on 31 Jan 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.58
Sharpe Ratio	0.73
Information Ratio	-0.23
Alpha Ratio	-1.28
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
28 Feb 21	₹10,000
28 Feb 22	₹13,379
28 Feb 23	₹12,026
29 Feb 24	₹17,195
28 Feb 25	₹16,527
28 Feb 26	₹21,851

SBI Magnum COMMA 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 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 11 Mar 26

Duration	Returns
1 Month	-4.3%
3 Month	5%
6 Month	4.8%
1 Year	21.4%
3 Year	19.2%
5 Year	14.9%
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	1.67 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Basic Materials	55.16%
Energy	23.65%
Utility	10.95%
Consumer Defensive	3.57%
Consumer Cyclical	2.65%
Financial Services	1.56%

Asset Allocation

Asset Class	Value
Cash	2.14%
Equity	97.54%
Debt	0.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Tata Steel Ltd (Basic Materials) Equity, Since 30 Apr 11 \| TATASTEEL	9%	₹83 Cr	4,276,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 07 \| RELIANCE	6%	₹51 Cr	362,732 ↓ -62,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| ONGC	5%	₹47 Cr	1,750,000 ↑ 350,000
Vedanta Ltd (Basic Materials) Equity, Since 30 Apr 24 \| VEDL	5%	₹46 Cr	675,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Jun 18 \| ULTRACEMCO	5%	₹43 Cr	34,000
Indian Oil Corp Ltd (Energy) Equity, Since 29 Feb 24 \| IOC	5%	₹41 Cr	2,500,000
JSW Steel Ltd (Basic Materials) Equity, Since 31 May 24 \| JSWSTEEL	4%	₹36 Cr	300,000
Steel Authority Of India Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SAIL	4%	₹36 Cr	2,350,000
NMDC Ltd (Basic Materials) Equity, Since 30 Sep 24 \| NMDC	4%	₹32 Cr	3,909,570 ↑ 1,421,651
CESC Ltd (Utilities) Equity, Since 30 Sep 24 \| CESC	3%	₹31 Cr	2,070,000

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 (₹37,497 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.44% (upper mid).
3Y return: 17.49% (upper mid).
1Y return: 14.65% (top quartile).
Alpha: 3.74 (top quartile).
Sharpe: 0.59 (top quartile).
Information ratio: -0.27 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~5.5%).

Below is the key information for SBI Large and Midcap Fund

SBI Large and Midcap Fund Growth
Launch Date	25 May 05
NAV (10 Mar 26)	₹628.499 ↑ 7.50 (1.21 %)
Net Assets (Cr)	₹37,497 on 31 Jan 26
Category	Equity - Large & Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.61
Sharpe Ratio	0.59
Information Ratio	-0.27
Alpha Ratio	3.74
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
28 Feb 21	₹10,000
28 Feb 22	₹12,190
28 Feb 23	₹13,364
29 Feb 24	₹17,890
28 Feb 25	₹18,793
28 Feb 26	₹22,778

SBI Large and Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 11 Mar 26

Duration	Returns
1 Month	-5%
3 Month	-1.5%
6 Month	0.7%
1 Year	14.7%
3 Year	17.5%
5 Year	16.4%
10 Year
15 Year
Since launch	17.1%

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	9.4 Yr.

Data below for SBI Large and Midcap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	22.64%
Basic Materials	15.49%
Consumer Cyclical	14.92%
Health Care	11.55%
Industrials	9.44%
Consumer Defensive	8.02%
Technology	5.48%
Energy	3.89%
Utility	1.87%
Communication Services	1.67%

Asset Allocation

Asset Class	Value
Cash	5.11%
Equity	94.8%
Debt	0.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 11 \| HDFCBANK	5%	₹2,044 Cr	22,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| AXISBANK	3%	₹1,261 Cr	9,200,000
State Bank of India (Financial Services) Equity, Since 31 Jul 09 \| SBIN	3%	₹1,239 Cr	11,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| ICICIBANK	3%	₹1,125 Cr	8,300,000 ↑ 2,456,127
Ashok Leyland Ltd (Industrials) Equity, Since 31 May 21 \| ASHOKLEY	3%	₹1,062 Cr	54,000,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	3%	₹1,061 Cr	7,600,000
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| HDFCAMC	3%	₹961 Cr	3,820,000
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Mar 25 \| BHARATFORG	2%	₹937 Cr	6,500,000
Asian Paints Ltd (Basic Materials) Equity, Since 30 Jun 25 \| ASIANPAINT	2%	₹933 Cr	3,844,000
Tata Motors Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| TMCV	2%	₹917 Cr	20,000,000

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 (₹54,821 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.84% (bottom quartile).
3Y return: 13.18% (lower mid).
1Y return: 8.72% (upper mid).
Alpha: 0.16 (top quartile).
Sharpe: 0.29 (upper mid).
Information ratio: -0.33 (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 ICICI Bank Ltd (~8.1%).

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund Growth
Launch Date	14 Feb 06
NAV (11 Mar 26)	₹89.869 ↓ -1.20 (-1.32 %)
Net Assets (Cr)	₹54,821 on 31 Jan 26
Category	Equity - Large Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	0.29
Information Ratio	-0.33
Alpha Ratio	0.16
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
28 Feb 21	₹10,000
28 Feb 22	₹11,268
28 Feb 23	₹11,976
29 Feb 24	₹14,979
28 Feb 25	₹15,651
28 Feb 26	₹18,344

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 11 Mar 26

Duration	Returns
1 Month	-7.1%
3 Month	-5.7%
6 Month	-3.1%
1 Year	8.7%
3 Year	13.2%
5 Year	10.8%
10 Year
15 Year
Since launch	11.6%

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	1.84 Yr.
Pradeep Kesavan	1 Apr 24	1.84 Yr.

Data below for SBI Bluechip Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	35.34%
Consumer Cyclical	14.25%
Basic Materials	11.1%
Consumer Defensive	7.82%
Industrials	7.47%
Energy	6.3%
Technology	6.08%
Health Care	4.77%
Communication Services	2.62%
Utility	0.88%

Asset Allocation

Asset Class	Value
Cash	3.05%
Equity	96.82%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 06 \| ICICIBANK	8%	₹4,451 Cr	32,850,000 ↑ 3,850,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	7%	₹3,782 Cr	40,700,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 15 \| RELIANCE	6%	₹3,419 Cr	24,500,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 09 \| LT	5%	₹2,910 Cr	7,400,000
Infosys Ltd (Technology) Equity, Since 30 Nov 17 \| INFY	4%	₹2,202 Cr	13,417,914
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Nov 17 \| HDFCLIFE	4%	₹2,120 Cr	29,000,000 ↑ 6,800,000
State Bank of India (Financial Services) Equity, Since 28 Feb 14 \| SBIN	4%	₹2,058 Cr	19,106,000
Asian Paints Ltd (Basic Materials) Equity, Since 31 May 25 \| ASIANPAINT	4%	₹2,015 Cr	8,300,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| AXISBANK	3%	₹1,884 Cr	13,750,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 16 \| KOTAKBANK	3%	₹1,877 Cr	46,000,000

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

Upper mid AUM (₹23,148 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.30% (bottom quartile).
3Y return: 12.68% (lower mid).
1Y return: 8.68% (upper mid).
Alpha: -2.46 (lower mid).
Sharpe: -0.03 (lower mid).
Information ratio: -0.85 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Infosys Ltd (~6.4%).

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund Growth
Launch Date	29 Sep 05
NAV (10 Mar 26)	₹105.896 ↑ 1.41 (1.35 %)
Net Assets (Cr)	₹23,148 on 31 Jan 26
Category	Equity - Multi Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.03
Information Ratio	-0.85
Alpha Ratio	-2.46
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
28 Feb 21	₹10,000
28 Feb 22	₹11,684
28 Feb 23	₹11,723
29 Feb 24	₹15,234
28 Feb 25	₹15,409
28 Feb 26	₹17,523

SBI Magnum Multicap 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 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 11 Mar 26

Duration	Returns
1 Month	-5.4%
3 Month	-4.8%
6 Month	-2.8%
1 Year	8.7%
3 Year	12.7%
5 Year	10.3%
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	1.17 Yr.
Dinesh Balachandran	1 Dec 24	1.17 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	35.84%
Consumer Cyclical	13.53%
Basic Materials	12.75%
Industrials	10.96%
Technology	9.27%
Energy	4.56%
Communication Services	4.14%
Health Care	2.81%
Consumer Defensive	0.82%

Asset Allocation

Asset Class	Value
Cash	4.71%
Equity	95.17%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 31 Oct 20 \| INFY	6%	₹1,476 Cr	8,993,067
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 15 \| HDFCBANK	6%	₹1,389 Cr	14,949,960 ↓ -3,829,348
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 17 \| ICICIBANK	6%	₹1,347 Cr	9,943,955
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| AXISBANK	5%	₹1,190 Cr	8,686,500 ↑ 3,505,500
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 19 \| LT	4%	₹1,021 Cr	2,596,034
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| MARUTI	4%	₹880 Cr	603,058
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 16 \| BHARTIARTL	4%	₹880 Cr	4,470,500
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| KOTAKBANK	4%	₹818 Cr	20,037,500
Tata Steel Ltd (Basic Materials) Equity, Since 31 May 25 \| TATASTEEL	3%	₹703 Cr	36,400,000
Eicher Motors Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| EICHERMOT	3%	₹696 Cr	977,000

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 (₹2,930 Cr).
Established history (13+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 14.11% (lower mid).
3Y return: 10.96% (bottom quartile).
1Y return: -1.98% (bottom quartile).
Alpha: -10.82 (bottom quartile).
Sharpe: -0.77 (bottom quartile).
Information ratio: -0.87 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Bharti Airtel Ltd (~6.7%).

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund Growth
Launch Date	2 Jan 13
NAV (11 Mar 26)	₹276.49 ↓ -4.22 (-1.50 %)
Net Assets (Cr)	₹2,930 on 31 Jan 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	-0.77
Information Ratio	-0.87
Alpha Ratio	-10.82
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
28 Feb 21	₹10,000
28 Feb 22	₹12,563
28 Feb 23	₹14,325
29 Feb 24	₹19,114
28 Feb 25	₹19,736
28 Feb 26	₹20,756

SBI Consumption Opportunities 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 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 11 Mar 26

Duration	Returns
1 Month	-7.6%
3 Month	-9.5%
6 Month	-13.6%
1 Year	-2%
3 Year	11%
5 Year	14.1%
10 Year
15 Year
Since launch	13.8%

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	1.84 Yr.
Ashit Desai	1 Apr 24	1.84 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	43.85%
Consumer Defensive	26.82%
Basic Materials	7.93%
Industrials	7.2%
Communication Services	6.65%
Financial Services	1.54%
Technology	1.5%

Asset Allocation

Asset Class	Value
Cash	3.88%
Equity	95.99%
Debt	0.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 20 \| BHARTIARTL	7%	₹195 Cr	990,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 May 22 \| HINDUNILVR	5%	₹161 Cr	677,132 ↑ 150,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| M&M	5%	₹156 Cr	455,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| BRITANNIA	4%	₹130 Cr	222,499
Asian Paints Ltd (Basic Materials) Equity, Since 30 Jun 25 \| ASIANPAINT	4%	₹124 Cr	509,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| JUBLFOOD	4%	₹119 Cr	2,386,850
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| TITAN	4%	₹110 Cr	277,500
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 20 \| MARUTI	4%	₹109 Cr	75,000 ↓ -21,100
Berger Paints India Ltd (Basic Materials) Equity, Since 30 Jun 24 \| BERGEPAINT	4%	₹109 Cr	2,350,172
Eicher Motors Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| EICHERMOT	4%	₹107 Cr	150,000 ↓ -45,956

7. 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 (₹48,729 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.11% (top quartile).
3Y return: 18.15% (upper mid).
1Y return: 8.94% (upper mid).
Alpha: -1.76 (upper mid).
Sharpe: 0.13 (upper mid).
Information ratio: 1.10 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding Nifty Index 24-Feb-26 (~9.9%).

Below is the key information for SBI Contra Fund

SBI Contra Fund Growth
Launch Date	6 May 05
NAV (10 Mar 26)	₹376.126 ↑ 4.18 (1.12 %)
Net Assets (Cr)	₹48,729 on 31 Jan 26
Category	Equity - Contra
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.53
Sharpe Ratio	0.13
Information Ratio	1.1
Alpha Ratio	-1.76
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
28 Feb 21	₹10,000
28 Feb 22	₹12,664
28 Feb 23	₹14,823
29 Feb 24	₹21,963
28 Feb 25	₹22,494
28 Feb 26	₹25,754

SBI Contra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 11 Mar 26

Duration	Returns
1 Month	-5.3%
3 Month	-3.8%
6 Month	-1.2%
1 Year	8.9%
3 Year	18.2%
5 Year	19.1%
10 Year
15 Year
Since launch	14.6%

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	7.75 Yr.
Pradeep Kesavan	1 Dec 23	2.17 Yr.

Data below for SBI Contra Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	22.55%
Basic Materials	9.61%
Energy	9.21%
Technology	8.84%
Health Care	8.03%
Consumer Cyclical	7.96%
Consumer Defensive	4.91%
Utility	4.3%
Communication Services	3.58%
Industrials	3.32%
Real Estate	1.37%

Asset Allocation

Asset Class	Value
Cash	3.85%
Equity	93.11%
Debt	3.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Nifty Index 24-Feb-26 Derivatives, Since 31 Jan 26 \| -	10%	₹4,827 Cr	1,899,300 ↑ 1,899,300
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 16 \| HDFCBANK	8%	₹3,759 Cr	40,449,258
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	6%	₹2,751 Cr	19,717,567
Biocon Ltd (Healthcare) Equity, Since 30 Jun 21 \| BIOCON	3%	₹1,470 Cr	40,073,925 ↑ 11,266,460
Punjab National Bank (Financial Services) Equity, Since 30 Sep 22 \| PNB	3%	₹1,450 Cr	115,846,832 ↑ 2,590,246
Tata Steel Ltd (Basic Materials) Equity, Since 31 Jul 22 \| TATASTEEL	3%	₹1,430 Cr	74,067,300
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| KOTAKBANK	3%	₹1,307 Cr	32,028,840
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Jun 24 \| INDUSTOWER	2%	₹1,123 Cr	25,286,692
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 20 \| ITC	2%	₹999 Cr	31,014,741
Dabur India Ltd (Consumer Defensive) Equity, Since 31 Dec 23 \| DABUR	2%	₹955 Cr	18,846,663

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

Lower mid AUM (₹22,424 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.47% (upper mid).
3Y return: 15.33% (upper mid).
1Y return: 6.20% (lower mid).
Alpha: -7.67 (bottom quartile).
Sharpe: -0.27 (bottom quartile).
Information ratio: -1.22 (bottom quartile).
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 Torrent Power Ltd (~4.0%).

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund Growth
Launch Date	29 Mar 05
NAV (11 Mar 26)	₹223.589 ↓ -2.08 (-0.92 %)
Net Assets (Cr)	₹22,424 on 31 Jan 26
Category	Equity - Mid Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.27
Information Ratio	-1.22
Alpha Ratio	-7.67
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
28 Feb 21	₹10,000
28 Feb 22	₹12,544
28 Feb 23	₹13,700
29 Feb 24	₹18,827
28 Feb 25	₹19,322
28 Feb 26	₹22,075

SBI Magnum Mid Cap 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 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 11 Mar 26

Duration	Returns
1 Month	-5.7%
3 Month	-3.4%
6 Month	-2.5%
1 Year	6.2%
3 Year	15.3%
5 Year	15.5%
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	1.84 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	27.76%
Industrials	15.06%
Consumer Cyclical	14.2%
Basic Materials	11.04%
Health Care	6.87%
Utility	6.51%
Technology	4.38%
Real Estate	4.2%
Consumer Defensive	4.06%
Communication Services	1.98%
Energy	1.9%

Asset Allocation

Asset Class	Value
Cash	1.9%
Equity	97.97%
Debt	0.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Torrent Power Ltd (Utilities) Equity, Since 30 Jun 19 \| TORNTPOWER	4%	₹902 Cr	6,500,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 May 25 \| BHEL	4%	₹788 Cr	30,000,000
Sundaram Finance Ltd (Financial Services) Equity, Since 30 Sep 22 \| SUNDARMFIN	4%	₹786 Cr	1,490,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| FEDERALBNK	3%	₹777 Cr	27,000,000
CRISIL Ltd (Financial Services) Equity, Since 30 Apr 21 \| CRISIL	3%	₹770 Cr	1,650,000
AIA Engineering Ltd (Industrials) Equity, Since 30 Apr 24 \| AIAENG	3%	₹718 Cr	1,800,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 15 \| M&MFIN	3%	₹714 Cr	19,000,000
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| BHARATFORG	3%	₹649 Cr	4,500,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Nov 24 \| SHREECEM	3%	₹607 Cr	225,000
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| BIOCON	3%	₹572 Cr	15,598,584 ↑ 1,628,887

9. 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 (₹5,514 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.24% (bottom quartile).
3Y return: 7.96% (bottom quartile).
1Y return: 6.06% (lower mid).
Alpha: -5.50 (lower mid).
Sharpe: 0.02 (upper mid).
Information ratio: -0.60 (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 HDFC Bank Ltd (~9.1%).

Below is the key information for SBI Magnum Equity ESG Fund

SBI Magnum Equity ESG Fund Growth
Launch Date	27 Nov 06
NAV (11 Mar 26)	₹227.454 ↓ -3.69 (-1.60 %)
Net Assets (Cr)	₹5,514 on 31 Jan 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.93
Sharpe Ratio	0.02
Information Ratio	-0.6
Alpha Ratio	-5.5
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
28 Feb 21	₹10,000
28 Feb 22	₹11,786
28 Feb 23	₹11,856
29 Feb 24	₹15,216
28 Feb 25	₹15,692
28 Feb 26	₹17,950

SBI Magnum Equity ESG 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 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 11 Mar 26

Duration	Returns
1 Month	-7.4%
3 Month	-7.6%
6 Month	-4.7%
1 Year	6.1%
3 Year	8%
5 Year	10.2%
10 Year
15 Year
Since launch	9.3%

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	4.09 Yr.

Data below for SBI Magnum Equity ESG Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	36.51%
Consumer Cyclical	17%
Industrials	12.78%
Basic Materials	12.07%
Technology	10.31%
Energy	2.54%
Health Care	2.47%
Consumer Defensive	2.22%
Real Estate	2.15%

Asset Allocation

Asset Class	Value
Cash	1.81%
Equity	98.08%
Debt	0.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	9%	₹501 Cr	5,389,800
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 09 \| ICICIBANK	8%	₹459 Cr	3,390,000
Infosys Ltd (Technology) Equity, Since 28 Feb 03 \| INFY	6%	₹346 Cr	2,106,277 ↑ 350,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| AXISBANK	5%	₹283 Cr	2,065,000 ↓ -225,000
State Bank of India (Financial Services) Equity, Since 28 Feb 09 \| SBIN	5%	₹278 Cr	2,580,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 16 \| LT	5%	₹257 Cr	653,709
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 20 \| MARUTI	4%	₹225 Cr	154,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 22 \| KOTAKBANK	4%	₹211 Cr	5,165,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 19 \| ULTRACEMCO	4%	₹207 Cr	163,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 25 \| BAJFINANCE	4%	₹195 Cr	2,100,000 ↑ 600,000

10. 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 (₹4,546 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 18.40% (top quartile).
3Y return: 18.65% (top quartile).
1Y return: 5.97% (bottom quartile).
Alpha: -10.08 (bottom quartile).
Sharpe: -0.26 (lower mid).
Information ratio: -0.34 (lower 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 Larsen & Toubro Ltd (~9.5%).

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund Growth
Launch Date	6 Jul 07
NAV (11 Mar 26)	₹46.3436 ↓ -0.47 (-1.01 %)
Net Assets (Cr)	₹4,546 on 31 Jan 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.92
Sharpe Ratio	-0.26
Information Ratio	-0.34
Alpha Ratio	-10.08
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
28 Feb 21	₹10,000
28 Feb 22	₹12,295
28 Feb 23	₹13,986
29 Feb 24	₹22,778
28 Feb 25	₹21,918
28 Feb 26	₹25,287

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 11 Mar 26

Duration	Returns
1 Month	-6.6%
3 Month	-5.3%
6 Month	-3.5%
1 Year	6%
3 Year	18.7%
5 Year	18.4%
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
Bhavin Vithlani	1 Jan 22	4.09 Yr.

Data below for SBI Infrastructure Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Industrials	33.2%
Energy	14.91%
Basic Materials	13.12%
Utility	11.75%
Financial Services	11.72%
Communication Services	5.85%
Real Estate	2.69%
Consumer Cyclical	1.86%

Asset Allocation

Asset Class	Value
Cash	4.8%
Equity	95.1%
Debt	0.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	10%	₹433 Cr	1,100,000
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 19 \| RELIANCE	9%	₹419 Cr	3,000,000
Shree Cement Ltd (Basic Materials) Equity, Since 31 Jul 22 \| SHREECEM	6%	₹270 Cr	100,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	6%	₹266 Cr	1,350,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 25 \| ADANIENSOL	4%	₹188 Cr	2,100,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Sep 25 \| ADANIPORTS	4%	₹170 Cr	1,200,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Oct 25 \| ONGC	4%	₹161 Cr	6,000,000
Siemens Ltd (Industrials) Equity, Since 31 May 25 \| SIEMENS	3%	₹155 Cr	500,000
Grindwell Norton Ltd (Industrials) Equity, Since 31 Jul 24 \| GRINDWELL	3%	₹154 Cr	1,000,000
Torrent Power Ltd (Utilities) Equity, Since 31 May 22 \| TORNTPOWER	3%	₹153 Cr	1,100,000

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।