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SBI MF's 3 Great Schemes: ₹1 lakh turned into ₹4 lakh in 5 years, investors got huge returns..
Indiaemploymentnews | September 13, 2024 4:39 PM CST


SBI Mutual Fund 5 best schemes: There are many schemes in the basket of the country's leading asset management company SBI Mutual Fund, whose exposure is in equity or debt or both categories. These schemes have given tremendous returns to investors in the long term. If we look at the returns of the 3 top equity schemes of SBI Mutual Fund in the last 5 years, then the wealth of investors has doubled and tripled. The specialty of these schemes is that you can invest just Rs 5000 in them. We have given the details of 3 such schemes here.

SBI MF 3 Top Funds in 5 Years
SBI Contra Fund

SBI Contra Fund has given an average annual return of 32.83 percent in the last 5 years. In this scheme, a lump sum investment of Rs 1,00,000 has become Rs 4,13,505 lakh in the last five years. That is, there was a wealth gain of about Rs 3,13,505. You can invest Rs 5,000 in a lump sum in this scheme. The assets of SBI Contra Fund as of August 31, 2024, were Rs 39,433 crore, while the expense ratio was 0.59%.

SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund has given an average annual return of 31.46 percent in the last 5 years. A lump sum investment of Rs 1,00,000 in this scheme in the last five years has become Rs 3,92,616 lakh. That is, there was a wealth gain of about Rs 2,92,616. You can invest Rs 5,000 in a lump sum in this scheme. The assets of SBI Healthcare Opportunities Fund as of August 31, 2024, were Rs 3,203 crore, while the expense ratio was 0.92%.

SBI Small Cap Fund
SBI Small Cap Fund has given an average annual return of 31.31 percent in the last 5 years. In the last five years, a lump sum investment of Rs 1,00,000 in this scheme has become Rs 3,90,381 lakh. That is, there has been a wealth gain of about Rs 2,90,381. You can invest a lump sum of Rs 5,000 in this scheme. The assets of SBI Small Cap Fund as of August 31, 2024, were Rs 33,069 crore, while the expense ratio was 0.65%. (Note: Fund returns are based on NAV as of September 11, 2024.)

(Disclaimer: The performance of the funds is calculated here. It is not an investment advice in any form. Investment in mutual funds is subject to market risks. Consult your advisor before making any investment decision.)
 


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