This are my Best 7 SBI Mutual Funds Schemes for Investor
|
All Funds --
Period (Last 5 Years) As Per Date 27.01.2022 |
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|
|
Fund Name |
Category |
AUM (In crs) |
|
|||
|
S.No. |
1Y |
3Y |
5Y |
SI |
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|
1 |
SBI
Small Cap Fund |
Equity-Diversified |
11250.5 |
44 |
28.93 |
22.53 |
20.81 |
|
2 |
SBI
Focused Equity Fund |
Equity-Diversified |
23716.7 |
33.8 |
22.51 |
18.99 |
19.99 |
|
3 |
SBI
Contra Fund |
Equity-Diversified |
3543.72 |
42.44 |
25.11 |
17.03 |
19.01 |
|
4 |
SBI
Magnum Global Fund |
Equity-Diversified |
5615.56 |
31.78 |
19.33 |
15.4 |
14.81 |
|
5 |
SBI
Flexicap Fund |
Equity-Diversified |
15585.62 |
26.32 |
18.49 |
14.85 |
13.16 |
|
6 |
SBI
Bluechip Fund |
Equity-Diversified |
31773.75 |
22.17 |
18.31 |
13.77 |
11.88 |
|
7 |
SBI
Long Term Equity Fund |
Equity-Tax Planning |
10911.91 |
25.86 |
17.56 |
13.25 |
15.79 |
Its A Basket for Investor for your portfolio
First Scheme SBI Small Cap is a small cap fund for high profit with high flexibility.
Second scheme Focused Equity Fund Same for Lumsum Investment in Equity Market. its a long term investment fund. follow by S&P BSE 500 TRI.
Third is Contra Fund its best for minimum 5 year investment. Ist top 10 Comp. below
|
Top
10 Holdings of Contra Fund |
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|
Company
Name |
Sector
Name |
Asset
% |
|
Triparty Repo |
Current
Assets |
13.46 |
|
HCL Technologies Ltd. |
IT |
3.98 |
|
Tube Investments of India Ltd. |
Automobile |
3.76 |
|
Nifty |
Miscellaneous |
3.39 |
|
ICICI Bank Ltd. |
Financial
Services |
3.02 |
|
MTAR Technologies Ltd. |
Industrial
Manufacturing |
2.92 |
|
NEOGEN CHEMICALS LTD. |
Chemicals |
2.72 |
|
Infosys Ltd. |
IT |
2.42 |
|
Reliance Industries Ltd. |
Oil
& Gas |
2.35 |
|
Other Margin |
Miscellaneous |
2.32 |
Forth is A FMCG Comp. fund its a good fund for starting investment any new investor.
|
Fund Type |
Entry Load |
Average Asset Size (Rs cr.) |
|
Open Ended |
Nil |
5473.12 |
|
Investment Plan |
Exit Load |
Minimum Investment (Rs.) |
|
Growth |
If redeemed bet. 0 Month to 12 Month; Exit Load is 1% |
5000 |
|
Launch Date |
Fund Manager |
Last Dividend |
|
30-09-1994 |
R Srinivasan |
24 |
|
Benchmark |
Email / Website |
Bonus |
|
Nifty MNC TRI |
partnerforlife@sbimf.com / www.sbimf.com |
0 |
|
Top
10 Holdings of Magnum Global Fund |
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|
Company
Name |
Sector
Name |
Asset
% |
|
Grindwell Norton Ltd. |
Industrial Manufacturing |
6.92 |
|
Colgate-Palmolive Ltd. |
Consumer Goods |
6.29 |
|
Nestle India Ltd. |
Consumer Goods |
5.11 |
|
Alphabet Inc |
Services |
4.73 |
|
SKF India Ltd. |
Industrial Manufacturing |
4.57 |
|
HCL Technologies Ltd. |
IT |
4.21 |
|
ITC Ltd. |
Consumer Goods |
4.08 |
|
Hindustan Unilever Ltd. |
Consumer Goods |
3.94 |
|
Schaeffler India Ltd. |
Industrial Manufacturing |
3.82 |
|
Triparty Repo |
Current Assets |
3.75 |
