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Top 10 Funds
SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక ఒక గొప్ప మార్గంమ్యూచువల్ ఫండ్స్లో పెట్టుబడి పెట్టండి. అందించే SIP ప్లాన్లుSBI మ్యూచువల్ ఫండ్ రెగ్యులర్లో కొంత మొత్తాన్ని ఆదా చేయడానికి ఒక గొప్ప మార్గంఆధారంగా వీక్లీ/నెలవారీ/త్రైమాసికం లాగా. ఇది సాధారణ పొదుపులను ప్రోత్సహిస్తుంది మరియు ప్రయోజనాలను కూడా ఇస్తుందిసమ్మేళనం యొక్క శక్తి.
SIP ప్లాన్తో మీరు బలమైన సంపదను సృష్టించడానికి ఎక్కువ కాలం పాటు సులభంగా పెట్టుబడి పెట్టవచ్చు. క్రమమైన వ్యవధిలో మొత్తం పెట్టుబడి పెట్టబడినందున, ఇది ప్రభావాన్ని కూడా తగ్గిస్తుందిసంత అస్థిరత. ఒక తోSIP పెట్టుబడి, పెట్టుబడిదారులు పదవీ విరమణ, వివాహం, ఇల్లు/వాహనం కొనుగోలు లేదా ఉన్నత విద్య మొదలైన వారి వివిధ లక్ష్యాలను కూడా ప్లాన్ చేసుకోవచ్చు.
SBI MFతో సిస్టమాటిక్ ఇన్వెస్ట్మెంట్ ప్లాన్ని కలిగి ఉండాలంటే పెద్ద మొత్తంలో అవసరం లేదుపెట్టుబడి పెడుతున్నారు ప్రారంభ మొత్తం రూ. 500 కంటే తక్కువగా ఉంటుంది.
SBI SIP మ్యూచువల్ ఫండ్ చిన్న వయస్సు నుండే పొదుపు అలవాటును పెంపొందించుకోవడానికి ప్రోత్సహిస్తుంది
SIPలో పెట్టుబడి పెట్టడం ద్వారా వారి దీర్ఘకాలిక ప్రణాళికను రూపొందించుకోవచ్చుఆర్థిక లక్ష్యాలు కారు/ఇల్లు కొనడం, అంతర్జాతీయ పర్యటన కోసం పొదుపు చేయడం, పిల్లల చదువు కోసం ఆదా చేయడం వంటివి,పదవీ విరమణ ప్రణాళిక లేదా ఏదైనా ఇతర ఆస్తులను కొనుగోలు చేయడానికి.
క్రమబద్ధమైన పెట్టుబడి ప్రణాళిక చాలా కాలం పాటు విస్తరించి ఉన్నందున, స్టాక్ మార్కెట్ యొక్క అన్ని కాలాలు, హెచ్చుతగ్గులు మరియు మరీ ముఖ్యంగా తిరోగమనాలను పట్టుకుంటారు. తిరోగమనాలలో, చాలా మంది పెట్టుబడిదారులకు భయం పట్టుకున్నప్పుడు, పెట్టుబడిదారులు "తక్కువ" కొనుగోలు చేసేలా SIP వాయిదాలు కొనసాగుతాయి.
కాబట్టి, ఈరోజే SIPని ప్రారంభించండిఈక్విటీ ఫండ్స్ ఈ టాప్ 10 ఉత్తమ SBI SIP ఫండ్లలో పెట్టుబడి పెట్టడం ద్వారా. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
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(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 SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap 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. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for SBI Bluechip 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. SBI Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 May 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Large and Midcap 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. SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Consumption Opportunities 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. SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Multicap 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. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a Below is the key information for SBI Magnum COMMA 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. SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Equity ESG 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. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Mid Cap 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. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a 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 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. SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a 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 (%) 2023 (%) Since launch (%) SBI PSU Fund Growth ₹31.1056
↑ 0.03 ₹4,789 500 8.5 -2.7 -1 31.9 31.6 23.5 8 SBI Magnum Tax Gain Fund Growth ₹419.395
↑ 0.42 ₹27,730 500 2.5 -3.3 7.5 24.4 29 27.7 12.4 SBI Healthcare Opportunities Fund Growth ₹422.458
↑ 5.77 ₹3,611 500 6.4 1.7 22.2 24.1 24.8 42.2 15.6 SBI Infrastructure Fund Growth ₹47.8562
↑ 0.03 ₹4,681 500 1.1 -6 0.2 23.6 31 20.8 9.2 SBI Contra Fund Growth ₹369.319
↑ 4.06 ₹42,220 500 3.2 -3.1 5.1 21.4 35.2 18.8 15 SBI Banking & Financial Services Fund Growth ₹40.362
↓ -0.11 ₹7,111 500 9.8 4.1 16.5 19.1 23 19.6 14.7 SBI Magnum Mid Cap Fund Growth ₹225.089
↓ -0.18 ₹20,890 500 0.8 -4.6 7 16.8 31 20.3 16.8 SBI Consumption Opportunities Fund Growth ₹303.483
↓ -0.93 ₹2,904 500 -0.2 -6.8 6.6 16.7 27.4 22.8 15.7 SBI Large and Midcap Fund Growth ₹583.574
↑ 4.90 ₹29,416 500 5 -2 9.6 16.3 26.7 18 17.5 SBI Small Cap Fund Growth ₹161.504
↓ -0.29 ₹30,829 500 -0.2 -8 1 15.4 29.1 24.1 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25 1. SBI Small Cap Fund
CAGR/Annualized
return of 19.5% since its launch. Ranked 4 in Small Cap
category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (29 Apr 25) ₹161.504 ↓ -0.29 (-0.18 %) Net Assets (Cr) ₹30,829 on 31 Mar 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.03 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 Mar 20 ₹10,000 31 Mar 21 ₹19,527 31 Mar 22 ₹25,045 31 Mar 23 ₹26,602 31 Mar 24 ₹36,310 31 Mar 25 ₹38,288 Returns for SBI Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 3.2% 3 Month -0.2% 6 Month -8% 1 Year 1% 3 Year 15.4% 5 Year 29.1% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.38 Yr. Mohan Lal 1 May 24 0.92 Yr. Data below for SBI Small Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 25.61% Consumer Cyclical 17.69% Financial Services 12.53% Basic Materials 11.6% Consumer Defensive 4.68% Health Care 2.56% Real Estate 1.4% Communication Services 1.38% Technology 1.35% Utility 0.1% Asset Allocation
Asset Class Value Cash 21.08% Equity 78.91% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹949 Cr 3,300,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹796 Cr 9,716,991 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433083% ₹788 Cr 12,323,990 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹788 Cr 89,318,180 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 5222872% ₹770 Cr 7,900,000 SBI Liquid Dir Gr
Investment Fund | -2% ₹754 Cr 1,860,041
↑ 1,860,041 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹732 Cr 9,324,049 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO2% ₹705 Cr 3,300,000
↓ -87,376 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹698 Cr 7,700,000 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹692 Cr 15,000,000 2. SBI Bluechip Fund
CAGR/Annualized
return of 12.1% since its launch. Ranked 9 in Large Cap
category. Return for 2024 was 12.5% , 2023 was 22.6% and 2022 was 4.4% . SBI Bluechip Fund
Growth Launch Date 14 Feb 06 NAV (29 Apr 25) ₹88.9665 ↑ 0.06 (0.07 %) Net Assets (Cr) ₹49,394 on 31 Mar 25 Category Equity - Large Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.59 Sharpe Ratio 0.15 Information Ratio -0.05 Alpha Ratio 1.22 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 Mar 20 ₹10,000 31 Mar 21 ₹17,408 31 Mar 22 ₹20,217 31 Mar 23 ₹20,757 31 Mar 24 ₹26,883 31 Mar 25 ₹29,084 Returns for SBI Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.8% 3 Month 4% 6 Month -1.6% 1 Year 9.8% 3 Year 14.4% 5 Year 21.9% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 8% Fund Manager information for SBI Bluechip Fund
Name Since Tenure Saurabh Pant 1 Apr 24 1 Yr. Pradeep Kesavan 1 Apr 24 1 Yr. Data below for SBI Bluechip Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.09% Consumer Cyclical 11.7% Consumer Defensive 9.7% Technology 8.3% Industrials 7.82% Health Care 6.22% Energy 5.96% Basic Materials 5.71% Communication Services 2.96% Real Estate 1.24% Utility 0.42% Asset Allocation
Asset Class Value Cash 6.87% Equity 93.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK10% ₹5,056 Cr 27,655,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK8% ₹3,910 Cr 29,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE6% ₹2,805 Cr 22,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT5% ₹2,584 Cr 7,400,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY4% ₹2,152 Cr 13,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK4% ₹1,998 Cr 9,200,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | EICHERMOT3% ₹1,647 Cr 3,080,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS3% ₹1,645 Cr 4,562,331 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹1,639 Cr 40,000,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB3% ₹1,578 Cr 2,731,710 3. SBI Large and Midcap Fund
CAGR/Annualized
return of 17.5% since its launch. Ranked 20 in Large & Mid Cap
category. Return for 2024 was 18% , 2023 was 26.8% and 2022 was 7.3% . SBI Large and Midcap Fund
Growth Launch Date 25 May 05 NAV (28 Apr 25) ₹583.574 ↑ 4.90 (0.85 %) Net Assets (Cr) ₹29,416 on 31 Mar 25 Category Equity - Large & Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.34 Information Ratio -0.1 Alpha Ratio 3.43 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 Mar 20 ₹10,000 31 Mar 21 ₹17,547 31 Mar 22 ₹22,286 31 Mar 23 ₹23,408 31 Mar 24 ₹31,281 31 Mar 25 ₹34,784 Returns for SBI Large and Midcap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.1% 3 Month 5% 6 Month -2% 1 Year 9.6% 3 Year 16.3% 5 Year 26.7% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 11.1% Fund Manager information for SBI Large and Midcap Fund
Name Since Tenure Saurabh Pant 10 Sep 16 8.56 Yr. Data below for SBI Large and Midcap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 27.16% Basic Materials 13.44% Consumer Cyclical 13.4% Health Care 10.68% Industrials 9.81% Technology 6.6% Consumer Defensive 5.51% Energy 3.29% Communication Services 2.39% Utility 2.31% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK8% ₹2,405 Cr 13,157,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK4% ₹1,216 Cr 5,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322153% ₹1,014 Cr 9,200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE3% ₹969 Cr 7,600,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 5003873% ₹885 Cr 290,000 Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA3% ₹844 Cr 274,878 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹788 Cr 5,843,873 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC3% ₹767 Cr 1,910,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM2% ₹721 Cr 1,476,712 State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN2% ₹710 Cr 9,200,000 4. SBI Consumption Opportunities Fund
CAGR/Annualized
return of 15.7% since its launch. Ranked 11 in Sectoral
category. Return for 2024 was 22.8% , 2023 was 29.9% and 2022 was 13.9% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (29 Apr 25) ₹303.483 ↓ -0.93 (-0.31 %) Net Assets (Cr) ₹2,904 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 0.18 Information Ratio -0.17 Alpha Ratio 1.94 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 Mar 20 ₹10,000 31 Mar 21 ₹16,381 31 Mar 22 ₹22,142 31 Mar 23 ₹23,669 31 Mar 24 ₹31,959 31 Mar 25 ₹34,742 Returns for SBI Consumption Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 3.5% 3 Month -0.2% 6 Month -6.8% 1 Year 6.6% 3 Year 16.7% 5 Year 27.4% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 5.3% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1 Yr. Ashit Desai 1 Apr 24 1 Yr. Data below for SBI Consumption Opportunities Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 48.86% Consumer Defensive 29.86% Industrials 7.06% Communication Services 5.49% Basic Materials 4.05% Asset Allocation
Asset Class Value Cash 4.68% Equity 95.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹159 Cr 920,000 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141675% ₹157 Cr 1,009,565 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD5% ₹142 Cr 2,136,850
↑ 100,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹120 Cr 244,000
↑ 20,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹118 Cr 588,029
↑ 38,466 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹118 Cr 2,350,172 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹107 Cr 475,000
↓ -70,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI4% ₹104 Cr 90,000
↑ 15,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹100 Cr 2,450,000 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 5328273% ₹86 Cr 20,178 5. SBI Magnum Multicap Fund
CAGR/Annualized
return of since its launch. Ranked 9 in Multi Cap
category. Return for 2024 was 14.2% , 2023 was 22.8% and 2022 was 0.7% . SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (28 Apr 25) ₹104.647 ↑ 1.12 (1.08 %) Net Assets (Cr) ₹21,035 on 31 Mar 25 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.06 Information Ratio -1 Alpha Ratio -1.21 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 Mar 20 ₹10,000 31 Mar 21 ₹16,953 31 Mar 22 ₹20,568 31 Mar 23 ₹19,914 31 Mar 24 ₹26,041 31 Mar 25 ₹27,325 Returns for SBI Magnum Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 3.4% 3 Month 2.3% 6 Month -2.2% 1 Year 5.4% 3 Year 11.8% 5 Year 21.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 9.8% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure Anup Upadhyay 1 Dec 24 0.33 Yr. Dinesh Balachandran 1 Dec 24 0.33 Yr. Data below for SBI Magnum Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.54% Consumer Cyclical 13.71% Industrials 8.78% Technology 7.89% Basic Materials 6.95% Communication Services 6.28% Energy 4.74% Consumer Defensive 2.79% Health Care 2.2% Utility 2.17% Asset Allocation
Asset Class Value Cash 8.94% Equity 91.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK10% ₹2,064 Cr 15,304,355 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK7% ₹1,572 Cr 7,239,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK5% ₹1,045 Cr 5,716,654
↑ 641,300 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE5% ₹997 Cr 7,816,540 Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY4% ₹919 Cr 5,853,400 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹777 Cr 674,058 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹775 Cr 4,470,500
↑ 720,500 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5333984% ₹738 Cr 3,095,044 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹735 Cr 821,585 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹677 Cr 2,540,154 6. SBI Magnum COMMA Fund
CAGR/Annualized
return of 12.2% since its launch. Ranked 9 in Sectoral
category. Return for 2024 was 10.5% , 2023 was 32.3% and 2022 was -6.6% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (29 Apr 25) ₹97.1861 ↓ -0.61 (-0.62 %) Net Assets (Cr) ₹624 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.02 Information Ratio -0.44 Alpha Ratio 1.59 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 Mar 20 ₹10,000 31 Mar 21 ₹19,469 31 Mar 22 ₹25,800 31 Mar 23 ₹22,523 31 Mar 24 ₹32,368 31 Mar 25 ₹33,888 Returns for SBI Magnum COMMA Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.4% 3 Month 5% 6 Month -4.3% 1 Year -0.6% 3 Year 10.8% 5 Year 25.2% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -6.1% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 0.83 Yr. Data below for SBI Magnum COMMA Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Basic Materials 44.62% Energy 26.18% Utility 9.43% Consumer Defensive 7.72% Consumer Cyclical 3.94% Asset Allocation
Asset Class Value Cash 8.11% Equity 91.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL9% ₹58 Cr 3,776,000
↓ -200,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹54 Cr 424,732 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹39 Cr 34,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹34 Cr 1,400,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹32 Cr 2,070,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002955% ₹31 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328984% ₹27 Cr 930,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA4% ₹26 Cr 650,000 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN4% ₹25 Cr 450,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5001014% ₹24 Cr 760,000 7. SBI Magnum Equity ESG Fund
CAGR/Annualized
return of 9.6% since its launch. Ranked 47 in Sectoral
category. Return for 2024 was 12.1% , 2023 was 24.6% and 2022 was -2.3% . SBI Magnum Equity ESG Fund
Growth Launch Date 27 Nov 06 NAV (28 Apr 25) ₹229.043 ↑ 2.02 (0.89 %) Net Assets (Cr) ₹5,433 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.13 Information Ratio 0 Alpha Ratio 1.7 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 Mar 20 ₹10,000 31 Mar 21 ₹16,652 31 Mar 22 ₹20,202 31 Mar 23 ₹19,448 31 Mar 24 ₹25,465 31 Mar 25 ₹27,499 Returns for SBI Magnum Equity ESG Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.4% 3 Month 3.3% 6 Month -2.4% 1 Year 9% 3 Year 13% 5 Year 21.3% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 2.4% Fund Manager information for SBI Magnum Equity ESG Fund
Name Since Tenure Rohit Shimpi 1 Jan 22 3.25 Yr. Data below for SBI Magnum Equity ESG Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.52% Consumer Cyclical 15.65% Technology 14.16% Industrials 12.95% Basic Materials 5.82% Health Care 3.55% Energy 3.32% Consumer Defensive 3.15% Utility 1.6% Real Estate 1.1% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹506 Cr 2,767,400
↓ -150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK8% ₹443 Cr 3,285,000
↓ -200,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY6% ₹300 Cr 1,911,000
↓ -165,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT5% ₹256 Cr 731,709 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹252 Cr 2,290,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK4% ₹224 Cr 1,033,000
↓ -130,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS4% ₹210 Cr 581,034 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 5325384% ₹201 Cr 175,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI3% ₹188 Cr 163,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN3% ₹187 Cr 2,430,000 8. SBI Magnum Mid Cap Fund
CAGR/Annualized
return of 16.8% since its launch. Ranked 28 in Mid Cap
category. Return for 2024 was 20.3% , 2023 was 34.5% and 2022 was 3% . SBI Magnum Mid Cap Fund
Growth Launch Date 29 Mar 05 NAV (29 Apr 25) ₹225.089 ↓ -0.18 (-0.08 %) Net Assets (Cr) ₹20,890 on 31 Mar 25 Category Equity - Mid Cap AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.17 Information Ratio -0.56 Alpha Ratio 0.33 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹20,585 31 Mar 22 ₹26,042 31 Mar 23 ₹27,279 31 Mar 24 ₹38,593 31 Mar 25 ₹41,892 Returns for SBI Magnum Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 2.7% 3 Month 0.8% 6 Month -4.6% 1 Year 7% 3 Year 16.8% 5 Year 31% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.3% 2022 34.5% 2021 3% 2020 52.2% 2019 30.4% 2018 0.1% 2017 -18% 2016 33.5% 2015 5% 2014 14.9% Fund Manager information for SBI Magnum Mid Cap Fund
Name Since Tenure Bhavin Vithlani 1 Apr 24 1 Yr. Data below for SBI Magnum Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.44% Financial Services 19.22% Health Care 13.72% Industrials 11.62% Basic Materials 10.95% Technology 3.78% Real Estate 3.4% Utility 3.35% Consumer Defensive 2.66% Communication Services 1.6% Energy 1.29% Asset Allocation
Asset Class Value Cash 7.97% Equity 92.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5000343% ₹716 Cr 800,000 Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 5327793% ₹699 Cr 4,700,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 5003873% ₹686 Cr 225,000
↑ 65,875 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN3% ₹682 Cr 1,490,000 CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL3% ₹669 Cr 1,600,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH3% ₹603 Cr 5,500,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN3% ₹566 Cr 20,000,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL3% ₹544 Cr 6,000,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER3% ₹540 Cr 1,600,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK2% ₹520 Cr 27,000,000 9. SBI Contra Fund
CAGR/Annualized
return of 15% since its launch. Ranked 48 in Contra
category. Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (28 Apr 25) ₹369.319 ↑ 4.06 (1.11 %) Net Assets (Cr) ₹42,220 on 31 Mar 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.07 Information Ratio 1.73 Alpha Ratio 0.22 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 Mar 20 ₹10,000 31 Mar 21 ₹20,310 31 Mar 22 ₹26,477 31 Mar 23 ₹29,993 31 Mar 24 ₹44,365 31 Mar 25 ₹47,483 Returns for SBI Contra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 3% 3 Month 3.2% 6 Month -3.1% 1 Year 5.1% 3 Year 21.4% 5 Year 35.2% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -0.1% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 6.91 Yr. Pradeep Kesavan 1 Dec 23 1.33 Yr. Data below for SBI Contra Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 23.67% Technology 7.71% Energy 7.35% Health Care 7.2% Basic Materials 7.18% Consumer Cyclical 5.41% Utility 5.22% Consumer Defensive 4.69% Industrials 4.11% Communication Services 2.97% Real Estate 0.48% Asset Allocation
Asset Class Value Cash 22.87% Equity 75.99% Debt 1.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK9% ₹3,697 Cr 20,224,629
↑ 2,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE4% ₹1,789 Cr 14,028,250
↑ 1,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK3% ₹1,391 Cr 6,405,768 Bank of India Ltd.
Debentures | -2% ₹984 Cr 20,000
↑ 20,000 GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321552% ₹952 Cr 51,993,788 Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 5327792% ₹916 Cr 6,163,300 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 5000962% ₹863 Cr 17,046,663
↑ 3,969,196 Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 5327552% ₹821 Cr 5,786,409 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL2% ₹817 Cr 52,995,525 State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN2% ₹791 Cr 10,254,269 10. SBI Infrastructure Fund
CAGR/Annualized
return of 9.2% since its launch. Ranked 18 in Sectoral
category. Return for 2024 was 20.8% , 2023 was 49.7% and 2022 was 9.3% . SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (29 Apr 25) ₹47.8562 ↑ 0.03 (0.06 %) Net Assets (Cr) ₹4,681 on 31 Mar 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.21 Sharpe Ratio -0.15 Information Ratio 0.36 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 Mar 20 ₹10,000 31 Mar 21 ₹17,357 31 Mar 22 ₹22,521 31 Mar 23 ₹25,000 31 Mar 24 ₹40,688 31 Mar 25 ₹41,398 Returns for SBI Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Apr 25 Duration Returns 1 Month 4.1% 3 Month 1.1% 6 Month -6% 1 Year 0.2% 3 Year 23.6% 5 Year 31% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 2.7% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Bhavin Vithlani 1 Jan 22 3.25 Yr. Data below for SBI Infrastructure Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 30.04% Financial Services 14.95% Basic Materials 13.29% Energy 12.73% Communication Services 9.13% Utility 7.18% Real Estate 4.73% Consumer Cyclical 2.55% Asset Allocation
Asset Class Value Cash 5.39% Equity 94.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE10% ₹485 Cr 3,800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT8% ₹384 Cr 1,100,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003877% ₹305 Cr 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL6% ₹260 Cr 1,500,000 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX5% ₹246 Cr 14,000,000 Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 5327794% ₹208 Cr 1,398,603 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 5060764% ₹170 Cr 1,000,000 AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG4% ₹168 Cr 500,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 5348164% ₹167 Cr 5,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK3% ₹157 Cr 860,000
మీరు నిర్దిష్ట కాలవ్యవధికి నెలవారీ కొంత మొత్తాన్ని ఇన్వెస్ట్ చేస్తే మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో తెలుసుకోవాలనుకుంటున్నారా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్పుట్లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000
) మీరు సంపాదిస్తారుINR 27,86,573
, అంటే మీరు చేసే నికర లాభంINR 15,86,573
. ఇది గొప్పది కాదా!
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
SBIతో మీ లక్ష్యాన్ని ప్లాన్ చేసుకోండిమ్యూచువల్ ఫండ్స్, వాటిని చేరుకోవడానికి SIPలను ఉపయోగించండి!
జ: SIPలో పెట్టుబడి ప్రారంభించడానికి నిర్ణీత సమయం లేదు. మీరు సంవత్సరంలో ఎప్పుడైనా మీ పెట్టుబడిని ప్రారంభించవచ్చు. కాబట్టి, మీ ఆర్థిక స్థితిగతులను మూల్యాంకనం చేయడం ప్రారంభించండి మరియు మీరు నిర్దిష్ట సమయంలో పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారని నిర్ధారించుకోండి.
జ: ఆదర్శవంతంగా, SIPలు మీ దీర్ఘకాలిక లక్ష్యాలలో భాగంగా ఉండాలి. ప్రాథమిక కారణం ఎక్కువ పొడిగించిన కాలం, తక్కువ పదవీకాల కంటే మెరుగైన రాబడిని అందించడం.
జ: మీరు క్రమం తప్పకుండా మ్యూచువల్ ఫండ్లో పెట్టుబడి పెట్టినప్పుడు, మీరు పెట్టుబడి పెట్టిన అసలు మొత్తంపై వడ్డీ మాత్రమే కాకుండా సమ్మేళనం వడ్డీని పొందుతారు. ఇది సమ్మేళన వార్షిక వృద్ధి రేటు లేదాCAGR. దీర్ఘకాలికంగా, సమ్మేళనం ప్రభావం మీ పెట్టుబడిని మానిఫోల్డ్ని పెంచుతుంది. మరో మాటలో చెప్పాలంటే, సమ్మేళనం ప్రభావం సహాయంతో, SIP పెట్టుబడులపై మీరు సంపాదించే రాబడి కూడా రాబడిని ఇస్తుంది.
జ: SBI SIPలో పెట్టుబడి పెట్టడానికి ప్రధాన కారణం అది తక్కువ పాయింట్ ఆఫ్ ఎంట్రీని కలిగి ఉంది. మీరు కనీసం రూ.500 పెట్టుబడితో ఏదైనా అనుకూలమైన SIPలో పెట్టుబడి పెట్టడం ప్రారంభించవచ్చు. ఇది SBI SIPలను పెట్టుబడి పెట్టడానికి కొన్ని సులభతరం చేస్తుంది, ప్రత్యేకించి మీరు SIPలలో పెట్టుబడి పెట్టాలని చూస్తున్నట్లయితే.
జ: అవును, మీరు SIPలలో పెట్టుబడి పెట్టడానికి సంబంధించి బహుళ ఎంపికలను కలిగి ఉండాలనుకుంటే, SBI అత్యంత విశ్వసనీయమైనది మరియు అత్యుత్తమ బ్యాంకులలో ఒకటిగా నిరూపించుకోవచ్చు. మీరు SBI లార్జ్లో పెట్టుబడి పెట్టడానికి ఎంచుకోవచ్చు మరియుమిడ్ క్యాప్ SIP, ఇక్కడ మీరు పెద్ద మరియు మధ్య-పరిమాణ మూలధనాల ఈక్విటీ స్టాక్లలో మీ పెట్టుబడిని వైవిధ్యపరచవచ్చు. ఇది పెట్టుబడిపై మంచి రాబడికి హామీ ఇస్తుంది. కానీ, మీరు కోరుకుంటేSIPలో పెట్టుబడి పెట్టండి హెల్త్కేర్ ఈక్విటీల ఆధారంగా, బలమైన రాబడిని చూపిన SBI హెల్త్కేర్ ఆపర్చునిటీస్ ఫన్లలో పెట్టుబడి పెట్టడాన్ని పరిగణించండి14.3% ప్రారంభించినప్పటి నుండి.
జ: రూపాయి ధర సగటు వ్యక్తులను SIPలలో పెట్టుబడి పెట్టడానికి ప్రోత్సహించడమే కాకుండా, మార్కెట్ అస్థిరతను సద్వినియోగం చేసుకోవడానికి వారిని అనుమతిస్తుంది. SBI SIP యొక్క NAV తగ్గినట్లయితే, అప్పుడు ఒకపెట్టుబడిదారుడు, మీరు నుండి మరిన్ని యూనిట్లను పొందుతారుబ్యాంక్, మరియు SIP యొక్క NAV పెరిగితే, మీరు తక్కువ యూనిట్లను పొందుతారు. ఎలాగైనా, మీరు లాభపడతారు.
జ: మీరు 5 సంవత్సరాల పాటు SBI SIPలో పెట్టుబడి పెట్టినట్లయితే, మీరు 10% రాబడితో నెలకు రూ.6403.00 మొత్తాన్ని పెట్టుబడిగా పరిగణించాలి. ఆశించిన రాబడి పెరిగితే, నెలవారీ పెట్టుబడి మొత్తం తగ్గుతుంది.
Very nice a lots