2022 साठी 10 सर्वोत्तम SBI म्युच्युअल फंड योजना

1. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Return for 2024 was 19.6% , 2023 was 14.1% and 2022 was 12.6% .

Below is the key information for SBI Gold Fund

2. SBI Dynamic Asset Allocation Fund

The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

SBI Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 26 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.7% since its launch. .

Below is the key information for SBI Dynamic Asset Allocation Fund

3. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

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

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 34 in Sectoral category.  Return for 2024 was 42.2% , 2023 was 38.2% and 2022 was -6% .

Below is the key information for SBI Healthcare Opportunities Fund

4. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

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

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch.  Ranked 42 in Sectoral category.  Return for 2024 was 30.1% , 2023 was 24.8% and 2022 was -15.5% .

Below is the key information for SBI Technology Opportunities Fund

5. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 32 in Focused category.  Return for 2024 was 17.2% , 2023 was 22.2% and 2022 was -8.5% .

Below is the key information for SBI Focused Equity Fund

6. SBI Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Return for 2024 was 19.6% , 2023 was 18.6% and 2022 was 13.5% .

Below is the key information for SBI Banking & Financial Services Fund

7. SBI Magnum Children's Benefit Plan

To provide attractive returns to the Magnum holders / Unit holders by means of capital appreciation through an actively managed portfolio of debt, equity and money market instruments. Income generated through the receipt of coupon payments, the amortization of the discount on the debt instruments, receipt of dividends or purchase and sale of securities in the underlying portfolio, will be reinvested.

SBI Magnum Children's Benefit Plan is a Solutions - Childrens Fund fund was launched on 21 Feb 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 1 in Childrens Fund category.  Return for 2024 was 17.4% , 2023 was 16.9% and 2022 was 1.9% .

Below is the key information for SBI Magnum Children's Benefit Plan

8. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 10 in Hybrid Equity category.  Return for 2024 was 14.2% , 2023 was 16.4% and 2022 was 2.3% .

Below is the key information for SBI Equity Hybrid Fund

9. SBI Multi Asset Allocation Fund

(Erstwhile SBI Magnum Monthly Income Plan Floater)

To provide regular income, liquidity and attractive returns to investors in addition to mitigating the impact of interest rate risk through an actively managed portfolio of floating rate and fixed rate debt instruments, equity, money market instruments and derivatives.

SBI Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 21 Dec 05. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 11 in Multi Asset category.  Return for 2024 was 12.8% , 2023 was 24.4% and 2022 was 6% .

Below is the key information for SBI Multi Asset Allocation Fund

10. SBI Magnum Tax Gain Fund

To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.

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 12.3% since its launch.  Ranked 31 in ELSS category.  Return for 2024 was 27.7% , 2023 was 40% and 2022 was 6.9% .

Below is the key information for SBI Magnum Tax Gain Fund