SBI Mutual Fund

Why you choose SBI mutual funds in 2020?

SBI Mutual Fund manages assets worth Rs.3,58,814 crores and was established on 29 June 19 man. The current offerings of these mutual fund schemes include 40 equity, 1 debt, and 4 balanced funds. The company is headed by its CEO Ashwani Bhatia.

Reason’s to choose SBI Mutual Funds

  • It is a Joint Venture of SBI & Amundi.
  • It is the Largest bank-sponsored Mutual Funds.
  • It is the first AMC to Provide International Funds.
  • Sbi Mutual Funds provides an opportunity for long term Capital Gain.
  • Sbi Mutual Funds has a highly experienced risk management & Financial Expert Team.
  • Most of the Funds of SBI Mutual Funds are 3 stars rated or more.
  • All funds are managed by a good team.
  • It has a wide variety of funds & in this, you can choose funds According to your Risk Appetite & Investment Horizon.
  • SBI Mutual Funds offers both Domestic & International Funds.

SIP Calculator – SBI Fund

  • Step 1

    Go to the SBI SIP calculator link

  • Step 2

    Enter Your Amount & Year and Select Calculate

  • Step 3

    Check Result

Top 5 SBI Mutual Funds

1. SBI Small Cap Fund

When you invest for seven years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options.

It is a fund that invests in small companies. Compared to those investing in large companies, such funds tend to fall more when stock prices fall. Therefore, you can expect higher returns in the long term, but more severe fluctuations along the way.

Like all equity funds, you should invest only through the SIP route.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
SBI Small Cap Fund
-16.47
2.69
9.24
(Equity) Small Cap
Average
  • Risk is high & return potential is very high as compared to category.
  • Invest in this fund for 10 to 15 years.

2. SBI Focused Equity Fund

When you invest for five years or longer, you can expect gains that comfortably beat the rate of inflation and are higher than fixed income options. But be prepared for fluctuations in your investment value along the way.

It is a multi-cap fund where the fund management team has complete freedom to invest in companies of various sizes, where it expects a maximum profit. This versatility makes multi-cap funds the most suitable for equity fund investors as the task of stock selection is left entirely to the fund manager, who is the very idea of ​​investing in mutual funds.

Like all equity funds, you should invest only through the SIP route.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
SBI Focused Equity Fund
-9.08
6.67
7.33
(Equity) Multi Cap
Below Average
  • Risk is low & return potential is very high as compared to category.
  • Invest in this fund for 7 to 10 years.

3. SBI Equity Hybrid Fund

When you invest for five years or longer, you can expect gains that comfortably beat the rate of inflation and are higher than fixed income options. But be prepared for fluctuations in your investment value along the way.

Aggressive hybrid funds invest 65–80% of your shares in equity shares and the rest in bonds and commodities. Their returns are slightly lower than pure equity funds that invest all your money in stocks, but they are relatively low when the stock markets fall. This makes them suitable for conservative equity investors or first-time equity investors who are not used to its steep fluctuations.

Like all equity-linked investments, you should invest only through the SIP route.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
SBI Equity Hybrid Fund
-8.39
4.75
6.02
(Hybrid) Aggressive Hybrid
Below Average
  • Risk is low & return potential is very high as compared to category.
  • Invest in this fund for 3 to 4 years.

4. SBI Magnum Medium Duration Fund

SBI Mutual funds offers you Medium-term debt funds invest in bonds maturing in 3 to 4 years’ time. They aim to earn slightly better returns than inflation and bank fixed deposits of the same period. These funds have a lower risk of loss in the said time frame, but they do not guarantee returns or capital security.

We believe that retail investors who want to invest for 3 years or more should have at least some part of their money in equity as it has the potential to earn very high returns.

They are witness to faster fluctuations than medium-term debt funds, but if you invest for 3 years and longer, the chances of reducing losses are significantly reduced.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
SBI Magnum Medium Duration Fund
10.20
8.76
9.51
(Debt) Medium Duration
Below Average
  • Risk is equal & return potential is very high as compared to category.
  • Invest in this fund for 3 to 4 years.

5. SBI Magnum Children Benefit Fund

When you invest for three years or longer, you can expect a profit beating the inflation rate and slightly higher than fixed income options. But be prepared for some fluctuations in your investment value along the way.

Conservative hybrid funds invest a quarter of your money in equity shares and the rest in bonds and commodities. Given their underlying investments, these funds provide a viable option for regular income seekers.

Warning: If you need to capitalize on your investment in less than three years, do not invest in this or any other aggressive hybrid fund.

Returns

Fund Name 1 Year (%) 3 Year (%) 5 Year (%) Category Risk Grade
SBI Magnum Children Benefit Fund
7.50
4.80
8.42
(Hybrid) Conservative Hybrid
Above Average
  • Risk is High & Return Pottential is also high as compared to category.
  • Invest in this fund for 3 to 5 years.

Leave a Comment

Your email address will not be published. Required fields are marked *