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2022 ਲਈ ਸਿਖਰ ਦੀਆਂ 10 ਵਧੀਆ SBI ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

ਫਿਨਕੈਸ਼ »ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ »ਵਧੀਆ ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

2022 ਲਈ 10 ਵਧੀਆ SBI ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

Updated on January 19, 2025 , 193547 views

ਭਾਰਤ ਦਾ ਸਭ ਤੋਂ ਪੁਰਾਣਾ ਅਤੇ ਸਭ ਤੋਂ ਵੱਡਾ ਫੰਡ ਹਾਊਸ ਹੋਣ ਦੇ ਨਾਤੇ, ਨਿਵੇਸ਼ਕ ਅਕਸਰ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਯੋਜਨਾਵਾਂ ਦੁਆਰਾ ਆਕਰਸ਼ਿਤ ਹੁੰਦੇ ਹਨਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ. ਵਿੱਚ 30 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਦੀ ਮੌਜੂਦਗੀ ਦੇ ਨਾਲਬਜ਼ਾਰ, SBI MF ਕੋਲ ਇੱਕ ਵਿਆਪਕ ਹੈਨਿਵੇਸ਼ਕ 5 ਮਿਲੀਅਨ ਤੋਂ ਵੱਧ ਦਾ ਅਧਾਰ. ਹਰੇਕ ਕਿਸਮ ਦੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ, ਕੰਪਨੀ ਬਹੁਤ ਸਾਰੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀ ਹੈ।

SBI

ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਸਾਰੇ ਛੋਟੇ, ਮੱਧ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ ਨਾਲਨਿਵੇਸ਼ ਇਹਨਾਂ ਸਕੀਮਾਂ ਵਿੱਚ. ਹੇਠਾਂ ਸਿਖਰ ਦੀਆਂ 10 ਸਭ ਤੋਂ ਵਧੀਆ ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਸੂਚੀ ਹੈ ਜੋ ਸਮੇਂ ਦੇ ਨਾਲ ਵਧੀਆ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਸਮਰੱਥਾ ਰੱਖਦੀਆਂ ਹਨ। ਇਹ ਫੰਡ ਕਈ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ., ਨੂੰ ਧਿਆਨ ਵਿੱਚ ਰੱਖ ਕੇ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤੇ ਗਏ ਹਨ।ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ ਅਤੇ ਹੋਰ ਮੁੱਖ ਮਾਪਦੰਡ।

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?

ਪੂੰਜੀ ਦੀ ਪ੍ਰਸ਼ੰਸਾ: SBI MF ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਨਾਲ ਤੁਹਾਨੂੰ ਏਪੂੰਜੀ ਜਿਸ ਫੰਡ 'ਤੇ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹੋ, ਉਸ 'ਤੇ ਨਿਰਭਰ ਕਰਦੇ ਹੋਏ ਘੱਟ-ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ਾਂ ਦੇ ਨਾਲ-ਨਾਲ ਉੱਚ-ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਪ੍ਰਸ਼ੰਸਾ।

ਸੁਰੱਖਿਆ: SBI ਦੁਆਰਾ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੇਸ਼ ਦੀਆਂ ਭਰੋਸੇਮੰਦ ਅਤੇ ਭਰੋਸੇਮੰਦ ਫੰਡ ਯੋਜਨਾਵਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹਨ।

ਵਿਕਲਪਾਂ ਦੀ ਵਿਭਿੰਨਤਾ: ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਇੱਕ ਵਿਆਪਕ ਦੇ ਨਾਲ ਆਉਂਦਾ ਹੈਰੇਂਜ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ, ਤੁਸੀਂ SBI ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਇਹਨਾਂ ਸਕੀਮਾਂ ਵਿੱਚ ਥੋੜ੍ਹੇ ਸਮੇਂ ਲਈ, ਮੱਧ-ਮਿਆਦ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ।

ਸ਼ਾਨਦਾਰ ਰੇਟਿੰਗ: ਬਹੁਤ ਸਾਰੀਆਂ SBI ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਦੀ CRISIL ਰੇਟਿੰਗ ਤਿੰਨ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਹੈ।

ਘਰੇਲੂ ਅਤੇ ਆਫਸ਼ੋਰ ਫੰਡ ਪ੍ਰਬੰਧਨ: ਕੰਪਨੀ ਕੋਲ ਘਰੇਲੂ ਅਤੇ ਦੋਵਾਂ ਦੇ ਪ੍ਰਬੰਧਨ ਵਿੱਚ ਮੁਹਾਰਤ ਹੈਸਮੁੰਦਰੀ ਕਿਨਾਰੇ ਫੰਡ

ਟੈਕਸ ਲਾਭ: ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਨਾਲ ਟੈਕਸ ਬਚਾਉਣਾ ਆਸਾਨ ਹੈ। ਕੰਪਨੀ ਪ੍ਰਦਾਨ ਕਰਦੀ ਹੈਇਕੁਇਟੀ ਲਿੰਕਡ ਬੱਚਤ ਸਕੀਮ ਟੈਕਸ ਬਚਾਉਣ ਲਈ ਨਿਵੇਸ਼ਕਾਂ ਲਈ।

NRI ਨਿਵੇਸ਼: ਕੰਪਨੀ ਪ੍ਰਵਾਸੀ ਭਾਰਤੀਆਂ ਨੂੰ ਇਸ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਇਜਾਜ਼ਤ ਵੀ ਦਿੰਦੀ ਹੈਮਿਉਚੁਅਲ ਫੰਡ.

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ਵਧੀਆ ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Healthcare Opportunities Fund Growth ₹419.922
↑ 3.82
₹3,628 5,000 500 -0.315.631.222.827.842.2
SBI Gold Fund Growth ₹23.6778
↑ 0.05
₹2,583 5,000 500 27.126.416.913.519.6
SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03
₹655 5,000 500 3.96.225.16.98.3
SBI Technology Opportunities Fund Growth ₹219.711
↑ 0.12
₹4,739 5,000 500 1.29.620.812.325.830.1
SBI Magnum Tax Gain Fund Growth ₹411.009
↓ -5.76
₹27,791 500 500 -7-3.719.622.422.827.7
SBI Focused Equity Fund Growth ₹327.572
↑ 1.92
₹34,680 5,000 500 -3.1-0.216.69.515.717.2
SBI PSU Fund Growth ₹29.7802
↓ -0.47
₹4,572 5,000 500 -8.5-11.415.531.423.323.5
SBI Banking & Financial Services Fund Growth ₹36.6323
↓ -0.57
₹6,622 5,000 500 -4.6-1.915.214.31319.6
SBI Small Cap Fund Growth ₹165.87
↓ -2.50
₹33,496 5,000 500 -9.8-6.31515.524.224.1
SBI Contra Fund Growth ₹369.173
↑ 2.13
₹42,181 5,000 500 -6.3-3.31521.128.218.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jan 25
*ਜੇ ਫੰਡਾਂ ਦੇ ਆਧਾਰ 'ਤੇ ਸੂਚੀਬੱਧ ਕਰੋਸੰਪਤੀ > 100 ਕਰੋੜ ਅਤੇ ਕ੍ਰਮਬੱਧਪਿਛਲੇ 1 ਸਾਲ ਦਾ ਰਿਟਰਨ.

1. 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 15.8% 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

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (20 Jan 25) ₹419.922 ↑ 3.82   (0.92 %)
Net Assets (Cr) ₹3,628 on 31 Dec 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 2.76
Information Ratio 0.52
Alpha Ratio 4.09
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 Dec 19₹10,000
31 Dec 20₹16,583
31 Dec 21₹19,925
31 Dec 22₹18,725
31 Dec 23₹25,885
31 Dec 24₹36,814

SBI Healthcare 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns 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. as on 20 Jan 25

DurationReturns
1 Month -1.3%
3 Month -0.3%
6 Month 15.6%
1 Year 31.2%
3 Year 22.8%
5 Year 27.8%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.2%
2022 38.2%
2021 -6%
2020 20.1%
2019 65.8%
2018 -0.5%
2017 -9.9%
2016 2.1%
2015 -14%
2014 27.1%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1113.6 Yr.
Pradeep Kesavan31 Dec 231.01 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Health Care89.92%
Basic Materials6.58%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
13%₹445 Cr2,500,000
↑ 100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
6%₹222 Cr360,000
Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | CIPLA
6%₹196 Cr1,280,000
↑ 280,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
6%₹196 Cr2,000,000
↓ -100,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 23 | LUPIN
5%₹164 Cr800,000
Lonza Group Ltd ADR (Healthcare)
Equity, Since 31 Jan 24 | LZAGY
4%₹152 Cr300,000
Poly Medicure Ltd (Healthcare)
Equity, Since 31 Aug 24 | POLYMED
4%₹139 Cr500,000
↓ -140,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543308
4%₹130 Cr2,200,000
↓ -300,000
Jupiter Life Line Hospitals Ltd (Healthcare)
Equity, Since 31 Aug 23 | JLHL
4%₹126 Cr832,871
↓ -67,129
Aether Industries Ltd (Basic Materials)
Equity, Since 31 May 22 | 543534
3%₹115 Cr1,400,000

2. 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 6.7% 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

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (21 Jan 25) ₹23.6778 ↑ 0.05   (0.20 %)
Net Assets (Cr) ₹2,583 on 31 Dec 24
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.29
Sharpe Ratio 0.88
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 Dec 19₹10,000
31 Dec 20₹12,737
31 Dec 21₹12,012
31 Dec 22₹13,531
31 Dec 23₹15,444
31 Dec 24₹18,476

SBI Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month 5.7%
3 Month 2%
6 Month 7.1%
1 Year 26.4%
3 Year 16.9%
5 Year 13.5%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.6%
2022 14.1%
2021 12.6%
2020 -5.7%
2019 27.4%
2018 22.8%
2017 6.4%
2016 3.5%
2015 10%
2014 -8.1%
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raj gandhi1 Jan 1312.01 Yr.

Data below for SBI Gold Fund as on 31 Dec 24

Asset Allocation
Asset ClassValue
Cash1.56%
Other98.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Gold ETF
- | -
100%₹2,516 Cr379,546,520
↑ 12,950,000
Treps
CBLO/Reverse Repo | -
0%₹6 Cr
Net Receivable / Payable
CBLO | -
0%-₹6 Cr

3. 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

SBI Dynamic Asset Allocation Fund
Growth
Launch Date 26 Mar 15
NAV (02 Jul 21) ₹15.9463 ↑ 0.03   (0.18 %)
Net Assets (Cr) ₹655 on 31 May 21
Category Hybrid - Dynamic Allocation
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.59
Information Ratio 0
Alpha Ratio 0
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 Dec 19₹10,000
31 Dec 20₹10,783

SBI Dynamic Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Dynamic Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month 1%
3 Month 3.9%
6 Month 6.2%
1 Year 25.1%
3 Year 6.9%
5 Year 8.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for SBI Dynamic Asset Allocation Fund
NameSinceTenure

Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 20.7% 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

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (20 Jan 25) ₹219.711 ↑ 0.12   (0.05 %)
Net Assets (Cr) ₹4,739 on 31 Dec 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.99
Sharpe Ratio 1.26
Information Ratio 0.86
Alpha Ratio 6.12
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 Dec 19₹10,000
31 Dec 20₹14,734
31 Dec 21₹24,519
31 Dec 22₹20,728
31 Dec 23₹25,874
31 Dec 24₹33,650

SBI Technology 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 ₹570,326.
Net Profit of ₹270,326
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. as on 20 Jan 25

DurationReturns
1 Month -3.1%
3 Month 1.2%
6 Month 9.6%
1 Year 20.8%
3 Year 12.3%
5 Year 25.8%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.1%
2022 24.8%
2021 -15.5%
2020 66.4%
2019 47.3%
2018 12.2%
2017 17.1%
2016 13%
2015 -3.3%
2014 2.4%
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Pradeep Kesavan1 Apr 240.75 Yr.
Vivek Gedda1 Apr 240.75 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Technology57.69%
Communication Services24.5%
Consumer Cyclical6.56%
Financial Services2.89%
Industrials2.12%
Consumer Defensive1.12%
Health Care0.71%
Asset Allocation
Asset ClassValue
Cash1.65%
Equity98.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
24%₹1,115 Cr6,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹472 Cr2,900,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL
6%₹280 Cr7,645,887
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
6%₹264 Cr304,454
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
5%₹214 Cr500,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320
4%₹184 Cr6,583,400
↑ 1,583,400
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH
4%₹173 Cr254,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
3%₹150 Cr20,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
3%₹136 Cr38,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Apr 24 | 543390
3%₹133 Cr700,000

5. 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 12.4% 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

SBI Magnum Tax Gain Fund
Growth
Launch Date 7 May 07
NAV (21 Jan 25) ₹411.009 ↓ -5.76   (-1.38 %)
Net Assets (Cr) ₹27,791 on 31 Dec 24
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 1.54
Information Ratio 2.15
Alpha Ratio 10.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,887
31 Dec 21₹15,576
31 Dec 22₹16,655
31 Dec 23₹23,318
31 Dec 24₹29,787

SBI Magnum Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
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. as on 20 Jan 25

DurationReturns
1 Month -3.1%
3 Month -7%
6 Month -3.7%
1 Year 19.6%
3 Year 22.4%
5 Year 22.8%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.7%
2022 40%
2021 6.9%
2020 31%
2019 18.9%
2018 4%
2017 -8.3%
2016 33%
2015 2.1%
2014 3.2%
Fund Manager information for SBI Magnum Tax Gain Fund
NameSinceTenure
Dinesh Balachandran10 Sep 168.32 Yr.

Data below for SBI Magnum Tax Gain Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services24.98%
Technology10%
Industrials9.89%
Consumer Cyclical8.39%
Energy8.14%
Basic Materials7.78%
Health Care7.22%
Utility4.56%
Consumer Defensive4.22%
Communication Services3.25%
Real Estate1.12%
Asset Allocation
Asset ClassValue
Cash9.82%
Equity90.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
8%₹2,109 Cr11,743,253
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹1,043 Cr8,075,148
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹964 Cr7,416,237
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹905 Cr5,563,576
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹783 Cr9,335,639
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL
3%₹752 Cr52,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
3%₹746 Cr2,515,083
Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | TORNTPOWER
3%₹742 Cr4,910,813
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
2%₹687 Cr14,414,825
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
2%₹641 Cr1,500,000

6. 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 18.6% 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

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (20 Jan 25) ₹327.572 ↑ 1.92   (0.59 %)
Net Assets (Cr) ₹34,680 on 31 Dec 24
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.63
Sharpe Ratio 1.01
Information Ratio -0.81
Alpha Ratio 4.06
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 Dec 19₹10,000
31 Dec 20₹11,454
31 Dec 21₹16,377
31 Dec 22₹14,987
31 Dec 23₹18,319
31 Dec 24₹21,461

SBI Focused Equity 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 Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month -0.6%
3 Month -3.1%
6 Month -0.2%
1 Year 16.6%
3 Year 9.5%
5 Year 15.7%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.2%
2022 22.2%
2021 -8.5%
2020 43%
2019 14.5%
2018 16.1%
2017 -3.8%
2016 44.7%
2015 2.2%
2014 4.3%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0915.68 Yr.
Pradeep Kesavan31 Dec 231 Yr.

Data below for SBI Focused Equity Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services30.29%
Consumer Cyclical18.59%
Communication Services13.12%
Health Care8.58%
Basic Materials7.61%
Consumer Defensive7.14%
Industrials6%
Asset Allocation
Asset ClassValue
Cash7.78%
Equity91.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
7%₹2,491 Cr1,744,857
↓ -155,143
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
6%₹2,067 Cr17,000,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
6%₹1,930 Cr23,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | MUTHOOTFIN
5%₹1,725 Cr9,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,667 Cr2,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
5%₹1,616 Cr9,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹1,547 Cr11,900,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
4%₹1,513 Cr952,138
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
4%₹1,495 Cr1,400,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | JUBLFOOD
4%₹1,463 Cr22,700,000

7. SBI PSU Fund

The objective of the scheme would be 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 of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 31 in Sectoral category.  Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (21 Jan 25) ₹29.7802 ↓ -0.47   (-1.55 %)
Net Assets (Cr) ₹4,572 on 31 Dec 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.81
Information Ratio -0.4
Alpha Ratio 0.22
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 Dec 19₹10,000
31 Dec 20₹9,002
31 Dec 21₹11,920
31 Dec 22₹15,379
31 Dec 23₹23,688
31 Dec 24₹29,244

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month -3.6%
3 Month -8.5%
6 Month -11.4%
1 Year 15.5%
3 Year 31.4%
5 Year 23.3%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
2022 54%
2021 29%
2020 32.4%
2019 -10%
2018 6%
2017 -23.8%
2016 21.9%
2015 16.2%
2014 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 240.59 Yr.

Data below for SBI PSU Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services35.74%
Utility23.41%
Energy16.47%
Industrials11.12%
Basic Materials7.15%
Asset Allocation
Asset ClassValue
Cash6.1%
Equity93.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
15%₹694 Cr8,277,500
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID
9%₹415 Cr12,585,554
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL
9%₹414 Cr20,750,000
↑ 2,400,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹369 Cr11,975,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL
6%₹260 Cr8,900,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC
5%₹214 Cr9,300,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC
4%₹198 Cr5,443,244
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA
4%₹192 Cr7,800,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | 540755
3%₹144 Cr3,600,000
Petronet LNG Ltd (Energy)
Equity, Since 30 Jun 24 | PETRONET
3%₹137 Cr4,100,000

8. 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 14% 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

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (21 Jan 25) ₹36.6323 ↓ -0.57   (-1.53 %)
Net Assets (Cr) ₹6,622 on 31 Dec 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 1.91
Sharpe Ratio 1.27
Information Ratio 0.88
Alpha Ratio 9.37
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 Dec 19₹10,000
31 Dec 20₹10,484
31 Dec 21₹11,750
31 Dec 22₹13,338
31 Dec 23₹15,819
31 Dec 24₹18,914

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

DurationReturns
1 Month -4.2%
3 Month -4.6%
6 Month -1.9%
1 Year 15.2%
3 Year 14.3%
5 Year 13%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.6%
2022 18.6%
2021 13.5%
2020 12.1%
2019 4.8%
2018 20.7%
2017 9.5%
2016 40.7%
2015 17%
2014
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Milind Agrawal1 Aug 195.42 Yr.
Pradeep Kesavan1 Dec 231.09 Yr.

Data below for SBI Banking & Financial Services Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services87.47%
Asset Allocation
Asset ClassValue
Cash12.53%
Equity87.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
22%₹1,409 Cr10,835,814
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
15%₹981 Cr5,464,715
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
8%₹521 Cr2,950,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 22 | MUTHOOTFIN
4%₹287 Cr1,497,294
↓ -9,253
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
4%₹263 Cr3,135,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 23 | NAM-INDIA
3%₹194 Cr2,832,550
PB Fintech Ltd (Financial Services)
Equity, Since 31 Aug 24 | 543390
3%₹176 Cr929,470
↑ 86,712
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KARURVYSYA
2%₹157 Cr6,633,974
↓ -169,305
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 24 | CHOLAHLDNG
2%₹156 Cr955,052
AAVAS Financiers Ltd (Financial Services)
Equity, Since 31 Jan 24 | AAVAS
2%₹154 Cr917,438

9. 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 20.1% since its launch.  Ranked 4 in Small Cap category.  Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (21 Jan 25) ₹165.87 ↓ -2.50   (-1.48 %)
Net Assets (Cr) ₹33,496 on 31 Dec 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.22
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 Dec 19₹10,000
31 Dec 20₹13,362
31 Dec 21₹19,717
31 Dec 22₹21,323
31 Dec 23₹26,718
31 Dec 24₹33,167

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 ₹556,833.
Net Profit of ₹256,833
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 20 Jan 25

DurationReturns
1 Month -7.3%
3 Month -9.8%
6 Month -6.3%
1 Year 15%
3 Year 15.5%
5 Year 24.2%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.1%
2022 25.3%
2021 8.1%
2020 47.6%
2019 33.6%
2018 6.1%
2017 -19.6%
2016 78.7%
2015 1.3%
2014 20.6%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1311.13 Yr.
Pradeep Kesavan31 Dec 231.01 Yr.
Mohan Lal1 May 240.67 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials30.8%
Consumer Cyclical20.99%
Financial Services14.42%
Basic Materials9.14%
Consumer Defensive5.32%
Health Care2.18%
Communication Services1.85%
Real Estate1.65%
Asset Allocation
Asset ClassValue
Cash13.63%
Equity86.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹1,025 Cr5,531,552
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹989 Cr3,300,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹929 Cr34,595,699
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹901 Cr7,900,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹865 Cr9,716,991
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
2%₹800 Cr9,324,049
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%₹772 Cr43,000,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE
2%₹757 Cr9,855,433
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL
2%₹754 Cr7,700,000

10. 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 15.2% since its launch.  Ranked 48 in Contra category.  Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (20 Jan 25) ₹369.173 ↑ 2.13   (0.58 %)
Net Assets (Cr) ₹42,181 on 31 Dec 24
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.95
Information Ratio 1.84
Alpha Ratio 5.15
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 Dec 19₹10,000
31 Dec 20₹13,060
31 Dec 21₹19,580
31 Dec 22₹22,078
31 Dec 23₹30,516
31 Dec 24₹36,253

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 ₹612,552.
Net Profit of ₹312,552
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 20 Jan 25

DurationReturns
1 Month -1.4%
3 Month -6.3%
6 Month -3.3%
1 Year 15%
3 Year 21.1%
5 Year 28.2%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.8%
2022 38.2%
2021 12.8%
2020 49.9%
2019 30.6%
2018 -1%
2017 -14.3%
2016 40.2%
2015 2.4%
2014 -0.1%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 186.66 Yr.
Pradeep Kesavan1 Dec 231.09 Yr.

Data below for SBI Contra Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services20.08%
Technology9.06%
Basic Materials8.51%
Energy7.69%
Health Care7.01%
Industrials6.79%
Consumer Cyclical6.65%
Utility5.22%
Consumer Defensive4.72%
Communication Services4.47%
Real Estate0.52%
Asset Allocation
Asset ClassValue
Cash18.35%
Equity80.73%
Debt0.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
5%₹2,285 Cr12,723,129
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹1,593 Cr12,328,250
↑ 2,850,000
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | GAIL
2%₹1,037 Cr51,993,788
↑ 10,820,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | TECHM
2%₹991 Cr5,786,409
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK
2%₹905 Cr5,128,168
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹860 Cr10,254,269
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 22 | ONGC
2%₹818 Cr31,885,412
↑ 7,993,750
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
2%₹799 Cr16,766,741
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹766 Cr52,995,525
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | WHIRLPOOL
2%₹747 Cr4,040,000

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Karthik, posted on 5 Dec 19 12:09 PM

Good feedback and analysed well

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