+91-22-48913909SBI MF 2022 کے ذریعے 7 بہترین ایکویٹی میوچل فنڈز
ایس بی آئی میوچل فنڈ معروف میں سے ایک ہےAMCs بھارت میں دیایکویٹی فنڈز AMC کی طرف سے فراہم کردہ مقاصد کو پورا کرنا ہے۔سرمایہ کارکے طویل مدتی اہداف۔
ایس بی آئی کے ذریعہ ایکویٹی فنڈزمشترکہ فنڈ طویل مدتی فراہم کرنے کا مقصدسرمایہ کی طرف سے تعریفسرمایہ کاری اعلی ترقی کی کمپنیوں میں. یہ فنڈز ان سرمایہ کاروں کے لیے انتہائی موزوں ہیں جو طویل مدتی فوائد کی تلاش میں ہیں اور اپنی سرمایہ کاری میں کسی حد تک خطرہ رکھنے کے لیے تیار ہیں۔
ایس بی آئی میوچل فنڈ دونوں کی پیشکش کرتا ہے۔گھونٹ اور ایکویٹی فنڈز میں سرمایہ کاری کے یکمشت طریقے۔ یکمشت سرمایہ کاری کے لیے کم از کم رقم INR 5000 ہے، جب کہ، SIP کا راستہ اختیار کر کے، سرمایہ کار صرف INR 500 سے سرمایہ کاری شروع کر سکتے ہیں۔ SBI میں سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کار، AMC کی طرف سے بہترین کارکردگی کا مظاہرہ کرنے والی ایکویٹی سکیموں کی فہرست یہ ہے۔
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ایس بی آئی ایکویٹی فنڈز میں کیوں سرمایہ کاری کریں؟
SBI میوچل فنڈ اسکیمیں پیش کرنے والے کچھ بڑے فوائد یہ ہیں:
a ٹیکس فوائد
ایس بی آئی میوچل فنڈ کے تحت ٹیکس فوائد پیش کرتا ہے۔سیکنڈ 80C سرمایہ کاروں کو. ٹیکس سیونگ فنڈ کا نامایس بی آئی میگنم ٹیکس گین فنڈ جس میں سرمایہ کار اپنی ٹیکس بچت کی منصوبہ بندی کر سکتے ہیں اور ساتھ ہی طویل مدتی سرمائے کی نمو کا فائدہ بھی حاصل کر سکتے ہیں۔
ب طویل مدتی سرمایہ کاری کے اہداف
سرمایہ کار اپنی طویل مدتی منصوبہ بندی کر سکتے ہیں۔مالی اہداف ایس بی آئی کے ایکویٹی فنڈز میں سرمایہ کاری کرکے۔ لیکن، ان اہداف کو اچھی طرح سے پورا کرنے کے لیے، ایک طویل مدت کے لیے اپنی سرمایہ کاری کی منصوبہ بندی کرنی چاہیے۔
c بہترین ریٹنگز
SBI کی کئی ایکویٹی اسکیموں کی CRISIL ریٹنگ تین اور اس سے اوپر ہے۔
d مسلسل ریٹرن
ایس بی آئی کی بہت سی ایکویٹی اسکیموں نے سالوں میں مسلسل منافع دیا ہے۔ جو سرمایہ کار ان ایکویٹی اسکیموں میں اچھا منافع حاصل کرنا چاہتے ہیں انہیں طویل مدت تک سرمایہ کاری میں رہنا چاہیے۔
آئیے سرفہرست کارکردگی کا مظاہرہ کرنے والے SBI ایکویٹی فنڈز پر ایک نظر ڈالیں جنہیں کچھ معیارات جیسے ماضی کی کارکردگی، AUM، مقداری تجزیہ جیسے اخراجات کا تناسب،الفا,بیٹا,تیز تناسبوغیرہ
بہترین ایس بی آئی ایکویٹی فنڈز
The objective of the scheme would be 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 of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Healthcare Opportunities Fund Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments. Research Highlights for SBI Infrastructure Fund Below is the key information for SBI Infrastructure Fund Returns up to 1 year are on To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Contra Fund Below is the key information for SBI Contra Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for SBI Banking & Financial Services Fund Below is the key information for SBI Banking & Financial Services Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Technology Opportunities Fund Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio SBI PSU Fund Growth ₹31.6467
↓ -0.38 ₹5,179 -1.6 7.3 -6.1 32.3 32.1 23.5 -0.81 SBI Healthcare Opportunities Fund Growth ₹427.923
↓ -2.41 ₹3,963 1.3 2.7 2.2 25.6 19.9 42.2 -0.05 SBI Magnum Tax Gain Fund Growth ₹427.917
↓ -5.39 ₹29,937 -3.4 4.7 -6.8 24.5 25.3 27.7 -0.83 SBI Infrastructure Fund Growth ₹47.8705
↓ -0.45 ₹4,836 -4.9 4.4 -13 22.5 27.6 20.8 -0.96 SBI Contra Fund Growth ₹378.704
↓ -2.36 ₹46,654 -1.3 5.1 -6.1 20.1 29.8 18.8 -0.98 SBI Banking & Financial Services Fund Growth ₹42.1578
↓ -0.46 ₹8,371 -2.4 10 5.9 19.2 22.8 19.6 0.28 SBI Technology Opportunities Fund Growth ₹214.047
↓ -1.47 ₹4,761 -2.7 6.8 -2.6 19 21.2 30.1 -0.39 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25 Note: Ratio's shown as on 31 Aug 25 Research Highlights & Commentary of 7 Funds showcased
Commentary SBI PSU Fund SBI Healthcare Opportunities Fund SBI Magnum Tax Gain Fund SBI Infrastructure Fund SBI Contra Fund SBI Banking & Financial Services Fund SBI Technology Opportunities Fund Point 1 Lower mid AUM (₹5,179 Cr). Bottom quartile AUM (₹3,963 Cr). Upper mid AUM (₹29,937 Cr). Lower mid AUM (₹4,836 Cr). Highest AUM (₹46,654 Cr). Upper mid AUM (₹8,371 Cr). Bottom quartile AUM (₹4,761 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (20 yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (10+ yrs). Established history (12+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Top rated. Rating: 3★ (upper mid). Not Rated. Rating: 1★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 32.15% (top quartile). 5Y return: 19.90% (bottom quartile). 5Y return: 25.31% (lower mid). 5Y return: 27.57% (upper mid). 5Y return: 29.78% (upper mid). 5Y return: 22.77% (lower mid). 5Y return: 21.21% (bottom quartile). Point 6 3Y return: 32.30% (top quartile). 3Y return: 25.64% (upper mid). 3Y return: 24.52% (upper mid). 3Y return: 22.54% (lower mid). 3Y return: 20.09% (lower mid). 3Y return: 19.15% (bottom quartile). 3Y return: 19.02% (bottom quartile). Point 7 1Y return: -6.08% (lower mid). 1Y return: 2.16% (upper mid). 1Y return: -6.79% (bottom quartile). 1Y return: -13.05% (bottom quartile). 1Y return: -6.13% (lower mid). 1Y return: 5.88% (top quartile). 1Y return: -2.58% (upper mid). Point 8 Alpha: -0.35 (lower mid). Alpha: 2.04 (upper mid). Alpha: -2.40 (lower mid). Alpha: -8.12 (bottom quartile). Alpha: -4.80 (bottom quartile). Alpha: 0.46 (upper mid). Alpha: 9.41 (top quartile). Point 9 Sharpe: -0.81 (lower mid). Sharpe: -0.05 (upper mid). Sharpe: -0.83 (lower mid). Sharpe: -0.96 (bottom quartile). Sharpe: -0.98 (bottom quartile). Sharpe: 0.28 (top quartile). Sharpe: -0.39 (upper mid). Point 10 Information ratio: -0.37 (bottom quartile). Information ratio: 0.38 (lower mid). Information ratio: 2.12 (top quartile). Information ratio: -0.01 (bottom quartile). Information ratio: 1.37 (upper mid). Information ratio: 0.69 (lower mid). Information ratio: 1.22 (upper mid). SBI PSU Fund
SBI Healthcare Opportunities Fund
SBI Magnum Tax Gain Fund
SBI Infrastructure Fund
SBI Contra Fund
SBI Banking & Financial Services Fund
SBI Technology Opportunities Fund
ایکویٹی پر مبنی فنڈزاثاثے>= 100 کروڑ اور ترتیب دیا گیا3 سالسی اے جی آر واپسی.1. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (26 Sep 25) ₹31.6467 ↓ -0.38 (-1.17 %) Net Assets (Cr) ₹5,179 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.81 Information Ratio -0.37 Alpha Ratio -0.35 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 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 3.5% 3 Month -1.6% 6 Month 7.3% 1 Year -6.1% 3 Year 32.3% 5 Year 32.1% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (25 Sep 25) ₹427.923 ↓ -2.41 (-0.56 %) Net Assets (Cr) ₹3,963 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.97 Sharpe Ratio -0.05 Information Ratio 0.38 Alpha Ratio 2.04 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 Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -2.3% 3 Month 1.3% 6 Month 2.7% 1 Year 2.2% 3 Year 25.6% 5 Year 19.9% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 42.2% 2023 38.2% 2022 -6% 2021 20.1% 2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% 2015 27.1% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Data below for SBI Healthcare Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (26 Sep 25) ₹427.917 ↓ -5.39 (-1.24 %) Net Assets (Cr) ₹29,937 on 31 Aug 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.83 Information Ratio 2.12 Alpha Ratio -2.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -0.7% 3 Month -3.4% 6 Month 4.7% 1 Year -6.8% 3 Year 24.5% 5 Year 25.3% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Data below for SBI Magnum Tax Gain Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. SBI Infrastructure Fund
SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (26 Sep 25) ₹47.8705 ↓ -0.45 (-0.92 %) Net Assets (Cr) ₹4,836 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 1.92 Sharpe Ratio -0.96 Information Ratio -0.01 Alpha Ratio -8.12 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 Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.3% 3 Month -4.9% 6 Month 4.4% 1 Year -13% 3 Year 22.5% 5 Year 27.6% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.8% 2023 49.7% 2022 9.3% 2021 48.3% 2020 8.2% 2019 10.2% 2018 -18.1% 2017 41.7% 2016 9.3% 2015 2.7% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Data below for SBI Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. SBI Contra Fund
SBI Contra Fund
Growth Launch Date 6 May 05 NAV (25 Sep 25) ₹378.704 ↓ -2.36 (-0.62 %) Net Assets (Cr) ₹46,654 on 31 Aug 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.53 Sharpe Ratio -0.98 Information Ratio 1.37 Alpha Ratio -4.8 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 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -0.4% 3 Month -1.3% 6 Month 5.1% 1 Year -6.1% 3 Year 20.1% 5 Year 29.8% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 38.2% 2022 12.8% 2021 49.9% 2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% Fund Manager information for SBI Contra Fund
Name Since Tenure Data below for SBI Contra Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. SBI Banking & Financial Services Fund
SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (26 Sep 25) ₹42.1578 ↓ -0.46 (-1.08 %) Net Assets (Cr) ₹8,371 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 1.83 Sharpe Ratio 0.28 Information Ratio 0.69 Alpha Ratio 0.46 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 Returns for SBI Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.8% 3 Month -2.4% 6 Month 10% 1 Year 5.9% 3 Year 19.2% 5 Year 22.8% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.6% 2023 18.6% 2022 13.5% 2021 12.1% 2020 4.8% 2019 20.7% 2018 9.5% 2017 40.7% 2016 17% 2015 Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Data below for SBI Banking & Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (25 Sep 25) ₹214.047 ↓ -1.47 (-0.68 %) Net Assets (Cr) ₹4,761 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.91 Sharpe Ratio -0.39 Information Ratio 1.22 Alpha Ratio 9.41 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 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -2.8% 3 Month -2.7% 6 Month 6.8% 1 Year -2.6% 3 Year 19% 5 Year 21.2% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.1% 2023 24.8% 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Data below for SBI Technology Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ایس بی آئی میوچل فنڈ میں آن لائن سرمایہ کاری کیسے کریں؟
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یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Very informative