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10 ఉత్తమ SBI MF SIP ఫండ్‌లు 2022 | ఉత్తమ SBI SIP ఈక్విటీ ఫండ్‌లు

ఫిన్‌క్యాష్ »SBI మ్యూచువల్ ఫండ్ »ఉత్తమ SBI SIP ఫండ్‌లు

10 ఉత్తమ SBI MF SIP ఫండ్‌లు 2022

Updated on April 27, 2025 , 182945 views

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.

SBI

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 మ్యూచువల్ ఫండ్ SIPలో ఎందుకు పెట్టుబడి పెట్టాలి?

  1. SBI MFతో సిస్టమాటిక్ ఇన్వెస్ట్‌మెంట్ ప్లాన్‌ని కలిగి ఉండాలంటే పెద్ద మొత్తంలో అవసరం లేదుపెట్టుబడి పెడుతున్నారు ప్రారంభ మొత్తం రూ. 500 కంటే తక్కువగా ఉంటుంది.

  2. SBI SIP మ్యూచువల్ ఫండ్ చిన్న వయస్సు నుండే పొదుపు అలవాటును పెంపొందించుకోవడానికి ప్రోత్సహిస్తుంది

  3. 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.

  4. 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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ఈక్విటీ ఫండ్స్‌లో పెట్టుబడి పెట్టడానికి ఉత్తమమైన SBI మ్యూచువల్ ఫండ్ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Since launch (%)
SBI PSU Fund Growth ₹31.1056
↑ 0.03
₹4,789 500 8.5-2.7-131.931.623.58
SBI Magnum Tax Gain Fund Growth ₹419.395
↑ 0.42
₹27,730 500 2.5-3.37.524.42927.712.4
SBI Healthcare Opportunities Fund Growth ₹422.458
↑ 5.77
₹3,611 500 6.41.722.224.124.842.215.6
SBI Infrastructure Fund Growth ₹47.8562
↑ 0.03
₹4,681 500 1.1-60.223.63120.89.2
SBI Contra Fund Growth ₹369.319
↑ 4.06
₹42,220 500 3.2-3.15.121.435.218.815
SBI Banking & Financial Services Fund Growth ₹40.362
↓ -0.11
₹7,111 500 9.84.116.519.12319.614.7
SBI Magnum Mid Cap Fund Growth ₹225.089
↓ -0.18
₹20,890 500 0.8-4.6716.83120.316.8
SBI Consumption Opportunities Fund Growth ₹303.483
↓ -0.93
₹2,904 500 -0.2-6.86.616.727.422.815.7
SBI Large and Midcap Fund Growth ₹583.574
↑ 4.90
₹29,416 500 5-29.616.326.71817.5
SBI Small Cap Fund Growth ₹161.504
↓ -0.29
₹30,829 500 -0.2-8115.429.124.119.5
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

(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 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% .

Below is the key information for SBI Small Cap Fund

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.

DateValue
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

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
R. Srinivasan16 Nov 1311.38 Yr.
Mohan Lal1 May 240.92 Yr.

Data below for SBI Small Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials25.61%
Consumer Cyclical17.69%
Financial Services12.53%
Basic Materials11.6%
Consumer Defensive4.68%
Health Care2.56%
Real Estate1.4%
Communication Services1.38%
Technology1.35%
Utility0.1%
Asset Allocation
Asset ClassValue
Cash21.08%
Equity78.91%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹949 Cr3,300,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹796 Cr9,716,991
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543308
3%₹788 Cr12,323,990
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC
3%₹788 Cr89,318,180
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 522287
2%₹770 Cr7,900,000
SBI Liquid Dir Gr
Investment Fund | -
2%₹754 Cr1,860,041
↑ 1,860,041
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
2%₹732 Cr9,324,049
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
2%₹705 Cr3,300,000
↓ -87,376
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL
2%₹698 Cr7,700,000
CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 543441
2%₹692 Cr15,000,000

2. 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.

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 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% .

Below is the key information for SBI Bluechip Fund

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.

DateValue
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

SBI Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Saurabh Pant1 Apr 241 Yr.
Pradeep Kesavan1 Apr 241 Yr.

Data below for SBI Bluechip Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services33.09%
Consumer Cyclical11.7%
Consumer Defensive9.7%
Technology8.3%
Industrials7.82%
Health Care6.22%
Energy5.96%
Basic Materials5.71%
Communication Services2.96%
Real Estate1.24%
Utility0.42%
Asset Allocation
Asset ClassValue
Cash6.87%
Equity93.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹5,056 Cr27,655,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
8%₹3,910 Cr29,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
6%₹2,805 Cr22,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹2,584 Cr7,400,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹2,152 Cr13,700,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
4%₹1,998 Cr9,200,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 19 | EICHERMOT
3%₹1,647 Cr3,080,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS
3%₹1,645 Cr4,562,331
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹1,639 Cr40,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹1,578 Cr2,731,710

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.

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 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% .

Below is the key information for SBI Large and Midcap Fund

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.

DateValue
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

SBI Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Saurabh Pant10 Sep 168.56 Yr.

Data below for SBI Large and Midcap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services27.16%
Basic Materials13.44%
Consumer Cyclical13.4%
Health Care10.68%
Industrials9.81%
Technology6.6%
Consumer Defensive5.51%
Energy3.29%
Communication Services2.39%
Utility2.31%
Asset Allocation
Asset ClassValue
Cash5.41%
Equity94.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK
8%₹2,405 Cr13,157,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 23 | KOTAKBANK
4%₹1,216 Cr5,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
3%₹1,014 Cr9,200,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
3%₹969 Cr7,600,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | 500387
3%₹885 Cr290,000
Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA
3%₹844 Cr274,878
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹788 Cr5,843,873
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹767 Cr1,910,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 22 | ALKEM
2%₹721 Cr1,476,712
State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN
2%₹710 Cr9,200,000

4. 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.

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 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% .

Below is the key information for SBI Consumption Opportunities Fund

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.

DateValue
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

SBI Consumption Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Pradeep Kesavan1 Apr 241 Yr.
Ashit Desai1 Apr 241 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Consumer Cyclical48.86%
Consumer Defensive29.86%
Industrials7.06%
Communication Services5.49%
Basic Materials4.05%
Asset Allocation
Asset ClassValue
Cash4.68%
Equity95.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹159 Cr920,000
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
5%₹157 Cr1,009,565
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
5%₹142 Cr2,136,850
↑ 100,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 500825
4%₹120 Cr244,000
↑ 20,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
4%₹118 Cr588,029
↑ 38,466
Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 509480
4%₹118 Cr2,350,172
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
4%₹107 Cr475,000
↓ -70,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI
4%₹104 Cr90,000
↑ 15,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹100 Cr2,450,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827
3%₹86 Cr20,178

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.

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 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% .

Below is the key information for SBI Magnum Multicap Fund

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.

DateValue
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

SBI Magnum Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Anup Upadhyay1 Dec 240.33 Yr.
Dinesh Balachandran1 Dec 240.33 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services35.54%
Consumer Cyclical13.71%
Industrials8.78%
Technology7.89%
Basic Materials6.95%
Communication Services6.28%
Energy4.74%
Consumer Defensive2.79%
Health Care2.2%
Utility2.17%
Asset Allocation
Asset ClassValue
Cash8.94%
Equity91.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
10%₹2,064 Cr15,304,355
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
7%₹1,572 Cr7,239,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
5%₹1,045 Cr5,716,654
↑ 641,300
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
5%₹997 Cr7,816,540
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
4%₹919 Cr5,853,400
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI
4%₹777 Cr674,058
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
4%₹775 Cr4,470,500
↑ 720,500
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 533398
4%₹738 Cr3,095,044
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 500034
3%₹735 Cr821,585
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
3%₹677 Cr2,540,154

6. 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.

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 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% .

Below is the key information for SBI Magnum COMMA Fund

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.

DateValue
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

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Dinesh Balachandran1 Jun 240.83 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Basic Materials44.62%
Energy26.18%
Utility9.43%
Consumer Defensive7.72%
Consumer Cyclical3.94%
Asset Allocation
Asset ClassValue
Cash8.11%
Equity91.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
9%₹58 Cr3,776,000
↓ -200,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
9%₹54 Cr424,732
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 532538
6%₹39 Cr34,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
6%₹34 Cr1,400,000
CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC
5%₹32 Cr2,070,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
5%₹31 Cr675,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 532898
4%₹27 Cr930,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹26 Cr650,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN
4%₹25 Cr450,000
Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 500101
4%₹24 Cr760,000

7. 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.

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 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% .

Below is the key information for SBI Magnum Equity ESG Fund

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.

DateValue
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

SBI Magnum Equity ESG Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Rohit Shimpi1 Jan 223.25 Yr.

Data below for SBI Magnum Equity ESG Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services35.52%
Consumer Cyclical15.65%
Technology14.16%
Industrials12.95%
Basic Materials5.82%
Health Care3.55%
Energy3.32%
Consumer Defensive3.15%
Utility1.6%
Real Estate1.1%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
9%₹506 Cr2,767,400
↓ -150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
8%₹443 Cr3,285,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY
6%₹300 Cr1,911,000
↓ -165,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
5%₹256 Cr731,709
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹252 Cr2,290,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK
4%₹224 Cr1,033,000
↓ -130,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS
4%₹210 Cr581,034
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 532538
4%₹201 Cr175,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI
3%₹188 Cr163,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN
3%₹187 Cr2,430,000

8. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

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 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% .

Below is the key information for SBI Magnum Mid Cap Fund

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.

DateValue
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

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Bhavin Vithlani1 Apr 241 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.44%
Financial Services19.22%
Health Care13.72%
Industrials11.62%
Basic Materials10.95%
Technology3.78%
Real Estate3.4%
Utility3.35%
Consumer Defensive2.66%
Communication Services1.6%
Energy1.29%
Asset Allocation
Asset ClassValue
Cash7.97%
Equity92.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 500034
3%₹716 Cr800,000
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
3%₹699 Cr4,700,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Nov 24 | 500387
3%₹686 Cr225,000
↑ 65,875
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹682 Cr1,490,000
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
3%₹669 Cr1,600,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹603 Cr5,500,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 15 | M&MFIN
3%₹566 Cr20,000,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL
3%₹544 Cr6,000,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | SCHAEFFLER
3%₹540 Cr1,600,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK
2%₹520 Cr27,000,000

9. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

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 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% .

Below is the key information for SBI Contra Fund

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.

DateValue
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

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Dinesh Balachandran7 May 186.91 Yr.
Pradeep Kesavan1 Dec 231.33 Yr.

Data below for SBI Contra Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services23.67%
Technology7.71%
Energy7.35%
Health Care7.2%
Basic Materials7.18%
Consumer Cyclical5.41%
Utility5.22%
Consumer Defensive4.69%
Industrials4.11%
Communication Services2.97%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash22.87%
Equity75.99%
Debt1.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
9%₹3,697 Cr20,224,629
↑ 2,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹1,789 Cr14,028,250
↑ 1,700,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK
3%₹1,391 Cr6,405,768
Bank of India Ltd.
Debentures | -
2%₹984 Cr20,000
↑ 20,000
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
2%₹952 Cr51,993,788
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 532779
2%₹916 Cr6,163,300
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 500096
2%₹863 Cr17,046,663
↑ 3,969,196
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 532755
2%₹821 Cr5,786,409
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹817 Cr52,995,525
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹791 Cr10,254,269

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.

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 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% .

Below is the key information for SBI Infrastructure Fund

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.

DateValue
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

SBI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
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 29 Apr 25

DurationReturns
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
YearReturns
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
NameSinceTenure
Bhavin Vithlani1 Jan 223.25 Yr.

Data below for SBI Infrastructure Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials30.04%
Financial Services14.95%
Basic Materials13.29%
Energy12.73%
Communication Services9.13%
Utility7.18%
Real Estate4.73%
Consumer Cyclical2.55%
Asset Allocation
Asset ClassValue
Cash5.39%
Equity94.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE
10%₹485 Cr3,800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
8%₹384 Cr1,100,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 500387
7%₹305 Cr100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL
6%₹260 Cr1,500,000
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX
5%₹246 Cr14,000,000
Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 532779
4%₹208 Cr1,398,603
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 506076
4%₹170 Cr1,000,000
AIA Engineering Ltd (Industrials)
Equity, Since 30 Apr 24 | AIAENG
4%₹168 Cr500,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 534816
4%₹167 Cr5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK
3%₹157 Cr860,000

SIP పెట్టుబడి ఎలా పెరుగుతుంది?

మీరు నిర్దిష్ట కాలవ్యవధికి నెలవారీ కొంత మొత్తాన్ని ఇన్వెస్ట్ చేస్తే మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో తెలుసుకోవాలనుకుంటున్నారా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.

SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్

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!

SBI మ్యూచువల్ ఫండ్ SIP ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

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    ప్రారంభించడానికి

SBIతో మీ లక్ష్యాన్ని ప్లాన్ చేసుకోండిమ్యూచువల్ ఫండ్స్, వాటిని చేరుకోవడానికి SIPలను ఉపయోగించండి!

తరచుగా అడిగే ప్రశ్నలు

1. నేను SIPలో ఎప్పుడు పెట్టుబడి పెట్టగలను?

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.

2. SIPలలో పెట్టుబడి పెట్టేటప్పుడు నేను దీర్ఘకాలిక లక్ష్యాలను దృష్టిలో ఉంచుకోవాలా?

జ: ఆదర్శవంతంగా, SIPలు మీ దీర్ఘకాలిక లక్ష్యాలలో భాగంగా ఉండాలి. ప్రాథమిక కారణం ఎక్కువ పొడిగించిన కాలం, తక్కువ పదవీకాల కంటే మెరుగైన రాబడిని అందించడం.

3. మ్యూచువల్ ఫండ్స్‌లో సమ్మేళనం యొక్క శక్తి ఏమిటి?

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.

4. నేను SBI SIPలో పెట్టుబడి పెట్టడాన్ని ఎందుకు పరిగణించాలి?

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.

5. SBI బహుళ SIPలను ఆఫర్ చేస్తుందా?

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.

6. రూపాయి ధర సగటు ఏమిటి?

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.

7. రూ. 5 లక్షల రాబడిని పొందడానికి నేను SBI SIPలో ఎంత పెట్టుబడి పెట్టాలి అనే సగటును పొందగలనా?

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.

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Mukesh kumar, posted on 19 Aug 21 3:06 PM

Very nice a lots

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