Thursday, January 27, 2022

7 My Best SBI Mutual Funds Schemes

 This are my Best 7 SBI Mutual Funds Schemes for Investor 

All Funds -- Period (Last 5 Years) As Per Date 27.01.2022

 

Fund Name

Category

AUM (In crs)

 

S.No.

1Y

3Y

5Y

SI

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

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

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



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