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10 શ્રેષ્ઠ SBI MF SIP ફંડ્સ 2022 | શ્રેષ્ઠ SBI SIP ઇક્વિટી ફંડ્સ

ફિન્કેશ »SBI મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ SBI SIP ફંડ્સ

10 શ્રેષ્ઠ SBI MF SIP ફંડ્સ 2022

Updated on November 11, 2024 , 180884 views

SIP અથવા વ્યવસ્થિતરોકાણ યોજના માટે એક સરસ રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો. દ્વારા ઓફર કરાયેલ SIP યોજનાઓSBI મ્યુચ્યુઅલ ફંડ નિયમિત રીતે ચોક્કસ રકમ બચાવવાની એક સરસ રીત છેઆધાર જેમ કે સાપ્તાહિક/માસિક/ત્રિમાસિક. આ નિયમિત બચતને પ્રોત્સાહન આપે છે અને લાભો પણ આપે છેસંયોજન શક્તિ.

SBI

SIP પ્લાન સાથે તમે મજબૂત સંપત્તિ બનાવવા માટે લાંબા સમય સુધી સરળતાથી રોકાણ કરી શકો છો. કારણ કે, રકમ નિયમિત અંતરાલ પર રોકાણ કરવામાં આવે છે, તે અસરને પણ ઘટાડે છેબજાર અસ્થિરતા સાથે એSIP રોકાણ, રોકાણકારો તેમના વિવિધ ધ્યેયો જેવા કે નિવૃત્તિ, લગ્ન, મકાન/વાહન ખરીદવા અથવા તો ઉચ્ચ શિક્ષણ વગેરેની પણ યોજના બનાવી શકે છે.

SBI મ્યુચ્યુઅલ ફંડ SIP માં શા માટે રોકાણ કરો?

  1. SBI MF સાથે સિસ્ટેમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન ધરાવવા માટે મોટી રકમની જરૂર નથીરોકાણ કારણ કે પ્રારંભિક રકમ રૂ. 500 જેટલી ઓછી છે.

  2. SBI SIP મ્યુચ્યુઅલ ફંડ નાની ઉંમરથી બચતની આદત બનાવવા માટે પ્રોત્સાહિત કરે છે

  3. SIPમાં રોકાણ કરીને વ્યક્તિ તેમના લાંબા ગાળાની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કે કાર/હાઉસ ખરીદવું, આંતરરાષ્ટ્રીય પ્રવાસ માટે બચત કરવી, બાળકના શિક્ષણ માટે બચત કરવી,નિવૃત્તિ આયોજન અથવા અન્ય કોઈપણ સંપત્તિ ખરીદવા માટે.

  4. વ્યવસ્થિત રોકાણ યોજના લાંબા ગાળામાં ફેલાયેલી છે તે જોતાં, વ્યક્તિ શેરબજારના તમામ સમયગાળા, ઉતાર-ચઢાવ અને વધુ મહત્ત્વની મંદીને પકડે છે. મંદીમાં, જ્યારે મોટાભાગના રોકાણકારોને ડર લાગે છે, ત્યારે રોકાણકારો "નીચી" ખરીદી કરે છે તેની ખાતરી કરવા SIP હપ્તાઓ ચાલુ રહે છે.

તેથી, આજે જ SIP શરૂ કરોઇક્વિટી ફંડ્સ આ ટોચના 10 શ્રેષ્ઠ SBI SIP ફંડ્સમાં રોકાણ કરીને. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

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ઇક્વિટી ફંડ્સમાં રોકાણ કરવા માટે શ્રેષ્ઠ SBI મ્યુચ્યુઅલ ફંડ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Since launch (%)
SBI PSU Fund Growth ₹30.8751
↓ -0.65
₹4,703 500 -7.22.350.73224.1548.2
SBI Healthcare Opportunities Fund Growth ₹419.486
↓ -0.66
₹3,346 500 8.222.548.423.429.538.216
SBI Infrastructure Fund Growth ₹49.2784
↓ -0.83
₹5,071 500 -5.86.734.323.425.949.79.6
SBI Contra Fund Growth ₹376.837
↓ -4.07
₹41,327 500 -2.99.434.42229.738.217.4
SBI Magnum Tax Gain Fund Growth ₹419.352
↓ -7.34
₹28,733 500 -310.141.821.224.14013.6
SBI Consumption Opportunities Fund Growth ₹315.269
↓ -5.22
₹3,101 500 -312.828.518.621.429.916.7
SBI Small Cap Fund Growth ₹171.05
↓ -3.57
₹34,217 500 -3.710.227.416.526.125.320.6
SBI Magnum Mid Cap Fund Growth ₹227.789
↓ -5.24
₹22,338 500 -29.726.716.326.734.517.3
SBI Large and Midcap Fund Growth ₹593.625
↓ -4.73
₹29,234 500 0.713.231.916.221.526.818
SBI Banking & Financial Services Fund Growth ₹37.0301
↓ -0.82
₹6,407 500 2.19.328.312.213.918.614.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 24

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (13 Nov 24) ₹171.05 ↓ -3.57   (-2.05 %)
Net Assets (Cr) ₹34,217 on 30 Sep 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.33
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,975
31 Oct 21₹19,276
31 Oct 22₹21,421
31 Oct 23₹24,502
31 Oct 24₹33,673

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -8.2%
3 Month -3.7%
6 Month 10.2%
1 Year 27.4%
3 Year 16.5%
5 Year 26.1%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.3%
2022 8.1%
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1310.97 Yr.
Pradeep Kesavan31 Dec 230.84 Yr.
Mohan Lal1 May 240.5 Yr.

Data below for SBI Small Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials32.31%
Consumer Cyclical21.32%
Financial Services14.7%
Basic Materials8.94%
Consumer Defensive5.63%
Health Care2.03%
Communication Services1.96%
Real Estate1.58%
Asset Allocation
Asset ClassValue
Cash11.54%
Equity88.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹1,049 Cr34,595,699
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹1,035 Cr5,531,552
↓ -368,448
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹1,007 Cr7,900,000
↓ -1,100,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 522275
3%₹965 Cr5,404,515
↓ -1,595,485
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹919 Cr3,300,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹846 Cr9,716,991
CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 543441
2%₹806 Cr15,000,000
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC
2%₹776 Cr89,318,180
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹756 Cr43,000,000
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
2%₹752 Cr9,324,049

2. SBI Large and Midcap Fund

(Erstwhile SBI Magnum Multiplier Fund)

To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.

SBI Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 20 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was 7.3% and 2021 was 39.3% .

Below is the key information for SBI Large and Midcap Fund

SBI Large and Midcap Fund
Growth
Launch Date 25 May 05
NAV (12 Nov 24) ₹593.625 ↓ -4.73   (-0.79 %)
Net Assets (Cr) ₹29,234 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.32
Information Ratio -0.08
Alpha Ratio -2.99
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,764
31 Oct 21₹16,219
31 Oct 22₹17,958
31 Oct 23₹19,575
31 Oct 24₹26,693

SBI Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for SBI Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -3.4%
3 Month 0.7%
6 Month 13.2%
1 Year 31.9%
3 Year 16.2%
5 Year 21.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 7.3%
2021 39.3%
2020 15.8%
2019 6.8%
2018 -5.3%
2017 40.5%
2016 0.4%
2015 11.1%
2014 48.3%
Fund Manager information for SBI Large and Midcap Fund
NameSinceTenure
Saurabh Pant10 Sep 168.15 Yr.
Pradeep Kesavan31 Dec 230.84 Yr.

Data below for SBI Large and Midcap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services22.52%
Basic Materials13.95%
Consumer Cyclical12.42%
Industrials12%
Technology9.44%
Health Care8.98%
Consumer Defensive6.2%
Energy3.84%
Communication Services3.49%
Utility3.2%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 11 | HDFCBANK
6%₹1,776 Cr10,255,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹1,122 Cr3,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹942 Cr7,400,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 09 | SBIN
3%₹867 Cr11,000,000
↑ 1,800,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹821 Cr1,910,000
Abbott India Ltd (Healthcare)
Equity, Since 30 Sep 22 | ABBOTINDIA
3%₹790 Cr270,874
↑ 25,874
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 533398
3%₹779 Cr3,835,645
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
2%₹713 Cr3,800,000
Voltas Ltd (Industrials)
Equity, Since 30 Nov 22 | VOLTAS
2%₹701 Cr3,800,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
2%₹646 Cr920,000

3. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 11 in Sectoral category.  Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (13 Nov 24) ₹315.269 ↓ -5.22   (-1.63 %)
Net Assets (Cr) ₹3,101 on 30 Sep 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio 2.69
Information Ratio 0.64
Alpha Ratio -2.35
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,708
31 Oct 21₹14,619
31 Oct 22₹17,643
31 Oct 23₹20,028
31 Oct 24₹27,366

SBI Consumption Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -9.9%
3 Month -3%
6 Month 12.8%
1 Year 28.5%
3 Year 18.6%
5 Year 21.4%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.9%
2022 13.9%
2021 35.6%
2020 13.9%
2019 0.1%
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Pradeep Kesavan1 Apr 240.59 Yr.
Ashit Desai1 Apr 240.59 Yr.

Data below for SBI Consumption Opportunities Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical49.58%
Consumer Defensive27.91%
Industrials9.79%
Communication Services5.58%
Basic Materials2.76%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity95.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
7%₹213 Cr1,010,998
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹148 Cr920,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
4%₹106 Cr420,000
↑ 50,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
4%₹106 Cr1,836,850
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
4%₹106 Cr549,563
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
3%₹97 Cr490,000
↑ 100,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹93 Cr1,900,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPAL
3%₹89 Cr290,000
↑ 60,000
Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 509480
3%₹83 Cr1,550,172
↑ 370,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI
3%₹83 Cr75,000

4. SBI Magnum Multicap Fund

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 spanning the entire market capitalization spectrum, debt and money market instruments.

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category.  Return for 2023 was 22.8% , 2022 was 0.7% and 2021 was 30.8% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (12 Nov 24) ₹106.552 ↓ -0.97   (-0.90 %)
Net Assets (Cr) ₹23,489 on 30 Sep 24
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.21
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,493
31 Oct 21₹15,177
31 Oct 22₹15,339
31 Oct 23₹16,457
31 Oct 24₹21,190

SBI Magnum Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -4.8%
3 Month -1.6%
6 Month 8.7%
1 Year 25.1%
3 Year 10.4%
5 Year 16%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.8%
2022 0.7%
2021 30.8%
2020 13.6%
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
2014 56%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
R. Srinivasan1 Jan 222.84 Yr.
Pradeep Kesavan31 Dec 230.84 Yr.

Data below for SBI Magnum Multicap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services22.97%
Consumer Cyclical17.25%
Industrials12.36%
Basic Materials10.2%
Energy7.2%
Technology6.93%
Communication Services6.73%
Consumer Defensive4.88%
Health Care4.18%
Utility2.28%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
5%₹1,041 Cr7,816,540
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
4%₹925 Cr7,160,055
↑ 950,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
4%₹882 Cr5,094,000
↓ -1,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
4%₹881 Cr5,075,354
↓ -2,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹660 Cr1,821,034
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
3%₹655 Cr3,725,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
3%₹605 Cr3,750,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
3%₹592 Cr2,170,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 24 | CTSH
3%₹564 Cr900,000
Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 543334
2%₹448 Cr12,710,062

5. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 9 in Sectoral category.  Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (13 Nov 24) ₹97.2687 ↓ -2.05   (-2.07 %)
Net Assets (Cr) ₹697 on 30 Sep 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.58
Sharpe Ratio 2.2
Information Ratio -0.72
Alpha Ratio 0.75
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,844
31 Oct 21₹18,767
31 Oct 22₹17,943
31 Oct 23₹19,562
31 Oct 24₹26,811

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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. as on 13 Nov 24

DurationReturns
1 Month -9.3%
3 Month -6.3%
6 Month 3.4%
1 Year 24.1%
3 Year 9.6%
5 Year 21.1%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.3%
2022 -6.6%
2021 52%
2020 23.9%
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Dinesh Balachandran1 Jun 240.42 Yr.
Pradeep Kesavan31 Dec 230.84 Yr.

Data below for SBI Magnum COMMA Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Basic Materials43.41%
Energy27.18%
Utility10.53%
Consumer Defensive8.71%
Consumer Cyclical4.31%
Asset Allocation
Asset ClassValue
Cash5.84%
Equity94.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
9%₹59 Cr3,976,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
9%₹57 Cr424,732
CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC
6%₹39 Cr2,070,000
↑ 400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 532538
6%₹38 Cr34,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
6%₹37 Cr1,400,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
5%₹31 Cr675,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 532898
5%₹30 Cr930,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹29 Cr650,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
4%₹29 Cr425,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN
4%₹28 Cr450,000

6. 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 Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 9 in Large Cap category.  Return for 2023 was 22.6% , 2022 was 4.4% and 2021 was 26.1% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (13 Nov 24) ₹86.9649 ↓ -1.46   (-1.65 %)
Net Assets (Cr) ₹53,276 on 30 Sep 24
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.59
Sharpe Ratio 2.13
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,583
31 Oct 21₹15,002
31 Oct 22₹15,434
31 Oct 23₹16,840
31 Oct 24₹21,726

SBI Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -6%
3 Month -1.3%
6 Month 8%
1 Year 22.5%
3 Year 10.8%
5 Year 16.3%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.6%
2022 4.4%
2021 26.1%
2020 16.3%
2019 11.6%
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Saurabh Pant1 Apr 240.59 Yr.
Pradeep Kesavan1 Apr 240.59 Yr.

Data below for SBI Bluechip Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services27.82%
Consumer Cyclical16.04%
Consumer Defensive11.27%
Technology9.04%
Industrials8.24%
Health Care7.1%
Basic Materials5.66%
Energy4.68%
Communication Services2.69%
Real Estate2.32%
Asset Allocation
Asset ClassValue
Cash5.14%
Equity94.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
8%₹4,244 Cr24,450,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
7%₹3,748 Cr29,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹2,459 Cr50,300,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
5%₹2,407 Cr13,700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
4%₹2,245 Cr6,198,441
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 15 | RELIANCE
4%₹2,078 Cr15,600,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 24 | TCS
4%₹1,811 Cr4,562,331
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
3%₹1,609 Cr2,731,710
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
3%₹1,593 Cr9,200,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Oct 14 | 500825
3%₹1,490 Cr2,601,838

7. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 48 in Contra category.  Return for 2023 was 38.2% , 2022 was 12.8% and 2021 was 49.9% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (12 Nov 24) ₹376.837 ↓ -4.07   (-1.07 %)
Net Assets (Cr) ₹41,327 on 30 Sep 24
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.58
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,375
31 Oct 21₹19,131
31 Oct 22₹21,939
31 Oct 23₹26,344
31 Oct 24₹36,832

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -4.3%
3 Month -2.9%
6 Month 9.4%
1 Year 34.4%
3 Year 22%
5 Year 29.7%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 47.7%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 186.49 Yr.
Pradeep Kesavan1 Dec 230.92 Yr.

Data below for SBI Contra Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.11%
Basic Materials9.61%
Technology9.11%
Health Care7.06%
Consumer Cyclical7.05%
Industrials6.97%
Energy6.71%
Utility5.26%
Consumer Defensive4.93%
Communication Services3.87%
Real Estate0.53%
Asset Allocation
Asset ClassValue
Cash18.01%
Equity81.22%
Debt0.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
5%₹2,208 Cr12,723,129
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
3%₹1,263 Cr9,478,250
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 532755
2%₹931 Cr5,786,409
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK
2%₹888 Cr5,128,168
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹841 Cr10,254,269
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
2%₹823 Cr41,173,788
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
2%₹820 Cr16,766,741
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
2%₹804 Cr4,040,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹787 Cr52,995,525
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | 500096
2%₹706 Cr13,077,467

8. SBI Infrastructure 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 directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 9.6% since its launch.  Ranked 18 in Sectoral category.  Return for 2023 was 49.7% , 2022 was 9.3% and 2021 was 48.3% .

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund
Growth
Launch Date 6 Jul 07
NAV (13 Nov 24) ₹49.2784 ↓ -0.83   (-1.65 %)
Net Assets (Cr) ₹5,071 on 30 Sep 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.21
Sharpe Ratio 3.13
Information Ratio 0.84
Alpha Ratio 8.88
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,259
31 Oct 21₹15,642
31 Oct 22₹17,219
31 Oct 23₹22,128
31 Oct 24₹32,487

SBI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -7.4%
3 Month -5.8%
6 Month 6.7%
1 Year 34.3%
3 Year 23.4%
5 Year 25.9%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 48.1%
Fund Manager information for SBI Infrastructure Fund
NameSinceTenure
Bhavin Vithlani1 Jan 222.84 Yr.
Pradeep Kesavan31 Dec 230.84 Yr.

Data below for SBI Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials32.95%
Basic Materials13.56%
Financial Services13.01%
Energy11%
Communication Services8.31%
Utility7.56%
Real Estate5.02%
Consumer Cyclical4.17%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE
9%₹453 Cr3,400,000
↑ 600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
7%₹326 Cr900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL
5%₹242 Cr1,500,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 500387
4%₹203 Cr81,000
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 24 | IEX
4%₹178 Cr10,000,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Jun 24 | 534816
3%₹170 Cr5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | HDFCBANK
3%₹149 Cr860,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Jul 24 | 506076
3%₹142 Cr641,316
↑ 141,316
Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 532779
3%₹128 Cr700,000
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹115 Cr600,000

9. 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.

SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 47 in Sectoral category.  Return for 2023 was 24.6% , 2022 was -2.3% and 2021 was 30.3% .

Below is the key information for SBI Magnum Equity ESG Fund

SBI Magnum Equity ESG Fund
Growth
Launch Date 27 Nov 06
NAV (12 Nov 24) ₹233.854 ↓ -2.30   (-0.97 %)
Net Assets (Cr) ₹6,112 on 30 Sep 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 2.15
Information Ratio 0.12
Alpha Ratio -1.44
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,589
31 Oct 21₹15,083
31 Oct 22₹14,923
31 Oct 23₹16,023
31 Oct 24₹20,885

SBI Magnum Equity ESG Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for SBI Magnum Equity ESG Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -3.8%
3 Month -0.4%
6 Month 11.6%
1 Year 27.4%
3 Year 10.2%
5 Year 16%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.6%
2022 -2.3%
2021 30.3%
2020 13.5%
2019 14.8%
2018 3.3%
2017 24.1%
2016 4.5%
2015 2.4%
2014 42.6%
Fund Manager information for SBI Magnum Equity ESG Fund
NameSinceTenure
Rohit Shimpi1 Jan 222.84 Yr.
Pradeep Kesavan1 Dec 230.92 Yr.

Data below for SBI Magnum Equity ESG Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services33.09%
Technology20.85%
Consumer Cyclical15.87%
Industrials12.31%
Basic Materials5.46%
Health Care3.58%
Energy2.8%
Consumer Defensive2.61%
Utility1.73%
Asset Allocation
Asset ClassValue
Cash1.7%
Equity98.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 28 Feb 03 | INFY
8%₹507 Cr2,701,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
8%₹505 Cr2,917,400
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
7%₹444 Cr3,485,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹282 Cr2,290,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 17 | TCS
5%₹278 Cr651,034
↑ 70,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹269 Cr731,709
↓ -80,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK
4%₹229 Cr1,235,000
↓ -80,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MARUTI
4%₹216 Cr163,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 19 | 532538
3%₹207 Cr175,000
↓ -40,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 09 | SBIN
3%₹191 Cr2,430,000

10. 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.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 28 in Mid Cap category.  Return for 2023 was 34.5% , 2022 was 3% and 2021 was 52.2% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (13 Nov 24) ₹227.789 ↓ -5.24   (-2.25 %)
Net Assets (Cr) ₹22,338 on 30 Sep 24
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.43
Information Ratio -0.43
Alpha Ratio 2.9
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,825
31 Oct 21₹19,310
31 Oct 22₹21,129
31 Oct 23₹24,978
31 Oct 24₹33,559

SBI Magnum Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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. as on 13 Nov 24

DurationReturns
1 Month -6.4%
3 Month -2%
6 Month 9.7%
1 Year 26.7%
3 Year 16.3%
5 Year 26.7%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.5%
2022 3%
2021 52.2%
2020 30.4%
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Bhavin Vithlani1 Apr 240.59 Yr.
Pradeep Kesavan1 Apr 240.59 Yr.

Data below for SBI Magnum Mid Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical20.67%
Financial Services19.86%
Industrials16.5%
Health Care11.3%
Basic Materials7.92%
Utility4%
Real Estate3.96%
Technology3.74%
Communication Services2.86%
Consumer Defensive1.95%
Energy1.33%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity94.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CRISIL Ltd (Financial Services)
Equity, Since 30 Apr 21 | CRISIL
4%₹876 Cr1,600,000
↑ 25,478
Torrent Power Ltd (Utilities)
Equity, Since 30 Jun 19 | 532779
4%₹856 Cr4,700,000
↓ -70,722
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Sep 22 | SUNDARMFIN
3%₹716 Cr1,490,000
Voltas Ltd (Industrials)
Equity, Since 30 Apr 24 | VOLTAS
3%₹660 Cr4,000,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹591 Cr1,200,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
3%₹584 Cr3,500,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | KPRMILL
3%₹561 Cr6,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹560 Cr5,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | 500034
3%₹551 Cr800,000
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | FEDERALBNK
3%₹551 Cr27,000,000

SIP રોકાણ કેવી રીતે વધે છે?

જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

SBI મ્યુચ્યુઅલ ફંડ SIP માં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

SBI સાથે તમારા ધ્યેયની યોજના બનાવોમ્યુચ્યુઅલ ફંડ, તેમના સુધી પહોંચવા માટે SIP નો ઉપયોગ કરો!

FAQs

1. હું SIP માં ક્યારે રોકાણ કરી શકું?

અ: SIPમાં રોકાણ શરૂ કરવા માટે કોઈ નિશ્ચિત સમય નથી. તમે વર્ષમાં ગમે ત્યારે તમારું રોકાણ શરૂ કરી શકો છો. તેથી, તમારી નાણાકીય બાબતોનું મૂલ્યાંકન કરવાનું શરૂ કરો અને ખાતરી કરો કે તમે ચોક્કસ સમયે રોકાણ કરવા માટે તૈયાર છો.

2. શું મારે SIP માં રોકાણ કરતી વખતે લાંબા ગાળાના લક્ષ્યોને ધ્યાનમાં રાખવા જોઈએ?

અ: આદર્શ રીતે, SIP એ તમારા લાંબા ગાળાના લક્ષ્યોનો એક ભાગ હોવો જોઈએ. પ્રાથમિક કારણ વધુ વિસ્તૃત અવધિ છે, ટૂંકા કાર્યકાળ કરતાં વધુ સારું વળતર આપવાની સંભાવના છે.

3. મ્યુચ્યુઅલ ફંડમાં કમ્પાઉન્ડિંગની શક્તિ શું છે?

અ: જ્યારે તમે નિયમિતપણે મ્યુચ્યુઅલ ફંડમાં રોકાણ કરો છો, ત્યારે તમે મૂડી રોકાણ પર વ્યાજ નહીં પણ ચક્રવૃદ્ધિ વ્યાજ મેળવો છો. તે ચક્રવૃદ્ધિ વાર્ષિક વૃદ્ધિ દર તરીકે ગણવામાં આવે છે અથવાCAGR. લાંબા ગાળે, કમ્પાઉન્ડિંગ અસર તમારા રોકાણને અનેક ગણું વધારી દે છે. બીજા શબ્દોમાં કહીએ તો, ચક્રવૃદ્ધિ અસરની મદદથી, તમે SIP રોકાણો પર જે વળતર મેળવો છો તે પણ વળતર આપે છે.

4. મારે શા માટે SBI SIP માં રોકાણ કરવાનું વિચારવું જોઈએ?

અ: એસબીઆઈ એસઆઈપીમાં રોકાણ કરવાનું પ્રાથમિક કારણ એ છે કે તેમાં એન્ટ્રીનો પોઈન્ટ ઓછો છે. તમે રૂ.500ના લઘુત્તમ રોકાણ સાથે કોઈપણ યોગ્ય SIPમાં રોકાણ કરવાનું શરૂ કરી શકો છો. આ SBI SIP ને રોકાણ કરવા માટે સૌથી સરળ બનાવે છે, ખાસ કરીને જો તમે SIP માં રોકાણ કરવાનું શરૂ કરવા માંગતા હોવ.

5. શું SBI બહુવિધ SIP ઓફર કરે છે?

અ: હા, જો તમે SIP માં રોકાણ કરવા સંબંધિત બહુવિધ વિકલ્પો મેળવવા માંગતા હો, તો SBI સૌથી વિશ્વસનીય અને શ્રેષ્ઠ બેંકોમાંની એક સાબિત થઈ શકે છે. તમે SBI લાર્જમાં રોકાણ કરવાનું પસંદ કરી શકો છોમિડ-કેપ SIP, જ્યાં તમે મોટા અને મધ્યમ કદના કેપિટલના ઇક્વિટી શેરોમાં તમારા રોકાણને વૈવિધ્યીકરણ કરી શકો છો. આ તમને રોકાણ પર સારા વળતરની ખાતરી આપશે. પરંતુ, જો તમે ઇચ્છો તોSIP માં રોકાણ કરો હેલ્થકેર ઇક્વિટીના આધારે, SBI હેલ્થકેર ઓપોર્ચ્યુનિટીઝ ફન્સમાં રોકાણ કરવાનું વિચારો કે જેણે મજબૂત વળતર દર્શાવ્યું છે14.3% તેની શરૂઆતથી.

6. રૂપિયાની સરેરાશ કિંમત શું છે?

અ: રૂપિયાની સરેરાશ કિંમત માત્ર વ્યક્તિઓને SIPમાં રોકાણ કરવા માટે પ્રોત્સાહિત કરતી નથી, પરંતુ તેમને બજારની અસ્થિરતાનો લાભ લેવાની મંજૂરી આપે છે. જો SBI SIP ની NAV નીચી હોય, તો એક તરીકેરોકાણકાર, તમને માંથી વધુ એકમો મળશેબેંક, અને જો SIP ની NAV વધી જાય, તો તમને ઓછા યુનિટ મળશે. કોઈપણ રીતે, તમે મેળવવા માટે ઊભા રહેશો.

7. શું હું રૂ. 5 લાખનું વળતર મેળવવા માટે SBI SIPમાં કેટલું રોકાણ કરવું જોઈએ તેની સરેરાશ મેળવી શકું?

અ: જો તમે SBI SIP માં 5 વર્ષ માટે રોકાણ કરો છો, તો તમારે 10% ના અપેક્ષિત વળતર પર દર મહિને Rs.6403.00 ની રકમનું રોકાણ કરવાનું વિચારવું જોઈએ. જો અપેક્ષિત વળતર વધે છે, તો માસિક રોકાણની રકમ ઘટે છે.

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Mukesh kumar, posted on 19 Aug 21 3:06 PM

Very nice a lots

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