At any point in time, the fund will allocate assets in the range of 20-35% towards debt and money market instruments. Return for 2020 was 65.8% , 2019 was -0.5% and 2018 was -9.9% . The salaried person or the person is looking to invest money in the long term use SIP terms to invest their money in mutual funds. 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 Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. Net Profit of ₹115,684 Invest Now Invest Now Returns for SBI Magnum Tax Gain Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Below is the list of top 10 best SBI Mutual Fund schemes that has potential to deliver good returns over the time. Income-tax Act, 1961. Investments in this scheme would be subject to a deduction on such investment made in the scheme under section 80C of the This fund has constantly outperformed other similar funds, providing 26.07% returns in the last one year. Everyone knows such things have their time; now, several real-estate projects stopped due to lack of funds and investors, just because of insecurity on resale and such government rules of GST and property management. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. on distributable surplus. Return for 2020 was 30.6% , 2019 was -1% and 2018 was -14.3% . Top 5 Small-Cap Mutual funds: 1. Below is the key information for SBI Magnum Tax Gain Fund SBI Magnum Tax Gain Fund Growth Launch Date 7 May 07 NAV (04 Feb 21) ₹184.153 ↑ 1.50 (0.82 %) Net Assets (Cr) ₹8,767 on 31 Dec 20 Category Equity - ELSSAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.22Sharpe Ratio 0.55Information Ratio -1.12Alpha Ratio 0.67Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. Updated: 07 Sep 2020, 11:06 AM IST Neil Borate as on 4 Feb 21 All Rights Reserved, Shepard Technologies Pvt. This mutual fund schema allows us to take up to 35% exposure in other equities like large and mid-cap companies to gain more benefits and recovery. returns by investing predominantly in a portfolio of stocks of companies engaged DateValue31 Jan 16₹10,00031 Jan 17₹11,90131 Jan 18₹19,50731 Jan 19₹15,25231 Jan 20₹18,11831 Jan 21₹22,585 SBI Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹493,520. as on 4 Feb 21 DurationReturns1 Month 3.1% 3 Month 27.2% 6 Month 45.1% 1 Year 31.9% 3 Year 8.4% 5 Year 19.4% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis YearReturns2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund NameSinceTenureR. index with the objective of achieving returns equivalent to the Total Returns SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in the capital by investing predominantly in a well-diversified basket of small-cap companies’ equity stocks. Total AUM â¹ 3,47,119.01 Cr. 5. These funds have been shortlisted by considering several important parameters like AUM, NAV, past performances, peer average returns and other key parameters. SBI Small Cap Fund 4 Value Research 10603 25-10603 SBI Mutual Fund The scheme seeks 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 small cap companies. Here investors provide their liquidity to various mutual fund management agencies to manage or invest their fun in different private or public sectors to get the highest return. Top 10 Best SBI Mutual Fund Schemes for 2021 are, SBI Healthcare Opportunities Fund, SBI Technology Opportunities Fund, SBI Contra Fund, SBI Small Cap Fund, SBI Magnum Mid Cap Fund, SBI Magnum COMMA Fund, SBI Magnum Tax Gain Fund, SBI Bluechip Fund, SBI Nifty Index Fund benchmark index and the scheme. 128. SBI Small-Cap Fund: Fund size (Cr) : Rs. Ranked 34 in Sectoral category. 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. The Equity Hybrid Fund invests your money saving in a diversified portfolio of large growth return companies’ stocks and balances the risk by investing the rest in fixed-income securities. DateValue31 Jan 16₹10,00031 Jan 17₹11,30531 Jan 18₹14,07031 Jan 19₹14,02331 Jan 20₹16,04731 Jan 21₹18,073 SBI Magnum Equity ESG Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. Open Free Investment Account for Lifetime at Fincash.com. investments in stocks of growth oriented sectors of the economy. Investment Objective: SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in capital by investing consistently in a well-diversified basket of equity stocks of small-cap companies. Investments are made through a blend of growth and value. Below is the key information for SBI Healthcare Opportunities Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. Materials & Agriculture and in debt & money market instruments. Small Cap Mutual Fund is an open-ended equity scheme predominantly investing in small cap stocks. All Rights Reserved, 2021 Shepard Technologies Private Limited. Below is the key information for SBI Magnum Equity ESG Fund. DateValue31 Jan 16₹10,00031 Jan 17₹9,02531 Jan 18₹8,89131 Jan 19₹8,27931 Jan 20₹8,59931 Jan 21₹13,358 SBI Healthcare Opportunities Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹367,070. Index of Nifty 50 Index by minimizing the performance difference between the by the constituent stocks. Below is the key information for SBI Magnum Mid Cap Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. in the commodity business within the following sectors - Oil & Gas, Metals, SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. 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. as on 4 Feb 21 DurationReturns1 Month 5.3% 3 Month 24.9% 6 Month 34.3% 1 Year 24% 3 Year 11.7% 5 Year 15.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis YearReturns2020 14.6% 2019 12.5% 2018 3.8% 2017 29.1% 2016 3.4% 2015 -4.2% 2014 30.5% 2013 6.2% 2012 28.4% 2011 -24.6% Fund Manager information for SBI Nifty Index Fund NameSinceTenureRaviprakash Sharma1 Feb 1110.01 Yr.Data below for SBI Nifty Index Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash2.17%Equity97.83% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 31 Jan 03 | RELIANCE10%₹99 Cr498,640 ↓ -43,877 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 03 | HDFCBANK10%₹96 Cr671,059 ↓ -58,455 Infosys Ltd (Technology)Equity, Since 31 Jan 03 | INFY8%₹72 Cr571,548 ↓ -43,122 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 May 03 | HDFC7%₹71 Cr277,169 ↓ -23,415 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 03 | ICICIBANK6%₹57 Cr1,064,697 ↓ -92,459 Tata Consultancy Services Ltd (Technology)Equity, Since 28 Feb 05 | TCS5%₹46 Cr162,044 ↓ -14,259 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Mar 12 | KOTAKBANK5%₹45 Cr225,952 ↓ -19,812 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Jan 03 | 5006963%₹33 Cr137,701 ↓ -12,118 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC3%₹28 Cr1,347,435 ↓ -118,536 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Dec 04 | LT3%₹24 Cr186,255 ↓ -18,716 10. What is Systematic Investment Plan (SIP) in Mutual Funds, SBI Mutual Fund Schemes to Invest Through SIP, © All Rights Reserved 2020 Business Colleague, 6 Technology Business Ideas You Can Start Working On Right Now, 5 Credit Card Tips that Makes your Business Travel Easier, How to make Videos for your Business: Things to take care, Things must Take Care while Buying a House in USA, Snowflake IPO : Things to know before investing in Snowflake IPO. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. Therefore, for your long term goals invest in a small cap fund that is selective about the stocks that form a part of its investment universe. SBI Small Cap Fund (SSCF) is a small cap fund that has stood strong in the recent market crash and has found a place among top performers. No.of Schemes. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . TheiShares Russell 2000 Index Fund (NYSEMKT:IWM)trailed the S&P 500's 29% gain with a more modest 24% gain. Net Profit of ₹181,656 Invest Now 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. 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. Return for 2020 was 13.5% , 2019 was 14.8% and 2018 was 3.3% . Before choosing any mutual fund scheme, we advise all investors to read all the documents & terms conditions carefully. Here are the features of small cap mutual funds. as on 4 Feb 21 DurationReturns1 Month 6.3% 3 Month 27.2% 6 Month 32.9% 1 Year 26.9% 3 Year 8% 5 Year 13% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis YearReturns2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% 2014 49.1% 2013 7% 2012 34.3% 2011 -23.5% Fund Manager information for SBI Magnum Tax Gain Fund NameSinceTenureDinesh Balachandran10 Sep 164.4 Yr.Data below for SBI Magnum Tax Gain Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services24.68%Health Care14.46%Technology11.46%Consumer Cyclical10.68%Industrials10.31%Energy5.75%Basic Materials5.45%Consumer Defensive4.84%Communication Services4.14%Utility3.02%Real Estate0.62% Asset Allocation Asset ClassValueCash4.17%Equity95.83% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 30 Apr 06 | RELIANCE5%₹398 Cr2,007,009 Cipla Ltd (Healthcare)Equity, Since 31 Jul 18 | 5000874%₹394 Cr4,803,528 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Mar 17 | BHARTIARTL4%₹363 Cr7,128,671 ↑ 1,600,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 30 Sep 16 | 5401334%₹344 Cr6,904,842 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 17 | ICICIBANK4%₹333 Cr6,216,237 Tech Mahindra Ltd (Technology)Equity, Since 31 Jan 17 | 5327554%₹326 Cr3,349,921 Larsen & Toubro Ltd (Industrials)Equity, Since 28 Feb 07 | LT4%₹318 Cr2,468,968 ↑ 720,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 31 Dec 19 | CROMPTON3%₹294 Cr7,720,000 HDFC Bank Ltd (Financial Services)Equity, Since 30 Jun 07 | HDFCBANK3%₹284 Cr1,976,345 Ambuja Cements Ltd (Basic Materials)Equity, Since 30 Nov 16 | 5004253%₹275 Cr11,063,6388. Initially, it was called SBI Small and Mid Cap Fund. In SIP, you will get unite based on current market trends or value as per your invested money. To cater to each and every kind of investors, the company offers a large number of Mutual Fund schemes. as on 4 Feb 21 DurationReturns1 Month 1.2% 3 Month 20.2% 6 Month 24.8% 1 Year 29.1% 3 Year 6.4% 5 Year 18.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis YearReturns2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% 2013 -13.1% 2012 13.9% 2011 -28.5% Fund Manager information for SBI Magnum COMMA Fund NameSinceTenureRichard D'souza1 Aug 146.51 Yr.Data below for SBI Magnum COMMA Fund as on 31 Dec 20 Equity Sector Allocation SectorValueBasic Materials64.52%Energy18.16%Consumer Defensive7.26%Utility4.29% Asset Allocation Asset ClassValueCash5.4%Equity94.6% Top Securities Holdings / Portfolio NameHoldingValueQuantity Tata Steel Ltd (Basic Materials)Equity, Since 30 Apr 11 | TATASTEEL8%₹23 Cr352,600 UltraTech Cement Ltd (Basic Materials)Equity, Since 30 Jun 18 | ULTRACEMCO7%₹20 Cr38,000 Camlin Fine Sciences Ltd (Basic Materials)Equity, Since 30 Jun 17 | 5328345%₹15 Cr1,205,628 Hindalco Industries Ltd (Basic Materials)Equity, Since 31 Dec 15 | HINDALCO5%₹15 Cr610,000 Shree Cement Ltd (Basic Materials)Equity, Since 31 Jan 19 | 5003875%₹14 Cr6,000 Rossari Biotech Ltd Ordinary Shares (Basic Materials)Equity, Since 31 Jul 20 | 5432135%₹14 Cr150,570 Reliance Industries Ltd (Energy)Equity, Since 28 Feb 07 | RELIANCE5%₹13 Cr65,000 NTPC Ltd (Utilities)Equity, Since 31 Mar 20 | 5325554%₹12 Cr1,203,717 ↓ -21,283 Neogen Chemicals Ltd (Basic Materials)Equity, Since 30 Apr 19 | 5426654%₹12 Cr163,131 PI Industries Ltd (Basic Materials)Equity, Since 28 Feb 19 | PIIND4%₹12 Cr54,0007. Small Cap mutual funds empower investors to earn profits from growing companies. Ranked 42 in Sectoral category. SBI Small Cap Fund This fund has generated pretty decent returns over a period of 5 years. Domestic and Offshore Fund Management: The company has expertise in managing both domestic and offshore funds. It is a fund with High risk and has given a CAGR/Annualized return of 10.8% since its launch. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Technology Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Ranked 9 in Large Cap category. Investors can plan all their short, mid and long-term Financial goals by Investing in these schemes. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Net Profit of ₹147,579 Invest Now Invest Now Returns for SBI Nifty Index Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 48 in Contra category. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. Read more: How to Start a Small Business in India? If you invest a lump sum amount in mutual funds, you will be limited or single time investment in mutual funds. SBI Nifty Index Fund The scheme will adopt a passive investment strategy. The Total Returns Index is an index that as on 4 Feb 21. Return for 2020 was 18.9% , 2019 was 4% and 2018 was -8.3% . Complete your Registration and KYC Process. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by In this investment plan, the fund invests in a mixed size of debt & equity cap to help manage investment return stability. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. It also seeks to distribute income periodically depending To provide the investors maximum growth opportunity through equity Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% . Let’s look at the best mutual fund scheme in SBI mutual funds recommended by top investors and market researchers who are generally experts in this field. Return for 2020 was 23.9% , 2019 was 11.8% and 2018 was -18.7% . DateValue31 Jan 16₹10,00031 Jan 17₹11,75131 Jan 18₹14,33131 Jan 19₹11,89031 Jan 20₹13,17531 Jan 21₹15,981 SBI Magnum Mid Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹405,518. And money market instruments. The company provides Equity Linked Savings Scheme for investors to save tax. SBI Magnum Tax Gain Fund To deliver the benefit of investment in a portfolio of equity shares, while offering as on 4 Feb 21 DurationReturns1 Month 5.1% 3 Month 30.4% 6 Month 43.1% 1 Year 30.4% 3 Year 7.1% 5 Year 12% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis YearReturns2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% 2014 71.9% 2013 13.6% 2012 48% 2011 -25.8% Fund Manager information for SBI Magnum Mid Cap Fund NameSinceTenureSohini Andani1 Jul 1010.6 Yr.Data below for SBI Magnum Mid Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueConsumer Cyclical20.78%Basic Materials17.65%Financial Services14.98%Industrials14.89%Health Care13.89%Real Estate8.46%Utility4.01%Technology2.02%Communication Services1.85%Consumer Defensive0.04% Asset Allocation Asset ClassValueCash1.45%Equity98.55% Top Securities Holdings / Portfolio NameHoldingValueQuantity Sheela Foam Ltd (Consumer Cyclical)Equity, Since 30 Nov 16 | 5402036%₹272 Cr1,561,806 Godrej Properties Ltd (Real Estate)Equity, Since 31 Dec 17 | GODREJPROP6%₹258 Cr1,800,000 ↓ -195,872 Cholamandalam Investment and Finance Co Ltd (Financial Services)Equity, Since 31 Dec 12 | CHOLAFIN6%₹239 Cr6,162,175 ↓ -500,000 Page Industries Ltd (Consumer Cyclical)Equity, Since 29 Feb 20 | 5328274%₹179 Cr65,000 Carborundum Universal Ltd (Industrials)Equity, Since 30 Apr 11 | 5133754%₹164 Cr4,047,103 Coromandel International Ltd (Basic Materials)Equity, Since 31 Jan 18 | 5063954%₹163 Cr2,000,000 PI Industries Ltd (Basic Materials)Equity, Since 31 Mar 14 | PIIND4%₹160 Cr730,132 JK Cement Ltd (Basic Materials)Equity, Since 30 Apr 19 | JKCEMENT3%₹138 Cr721,000 Ramco Cements Ltd (Basic Materials)Equity, Since 29 Feb 12 | RAMCOCEM3%₹138 Cr1,728,391 Gujarat State Petronet Ltd (Utilities)Equity, Since 31 Mar 18 | 5327023%₹137 Cr6,167,9516. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch. Net Profit of ₹105,518 Invest Now 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. To deliver the benefit of investment in a portfolio of equity shares, while offering Was 47.3 %, 2019 was 11.8 % and 2018 was 3.8 %: the mutual fund scheme comparison portfolio! Bluechip fund is best sbi small cap fund fund with Moderately High risk and has given a CAGR/Annualized return of 14.7 since! Was 0.1 % and 2018 was -14.3 % Equity: Small Cap funds invest in funds. After an initial closure from 2015 to 2020 long-term Financial goals by investing these! Cap fund: SBI Small Cap fund was launched on 31 Dec 04 disbursing dividends regularly %... 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