Top 5 Schemes of SBI Mutual Fund
Returns!!! Ready...Get...Set....Go
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Why to Choose SBI Mutual Fund?
SBI Mutual Fund is one of the oldest and most reputed asset management companies in India having more than 30 years of experience in the finance market. The fund house is a lineage between India's oldest bank State Bank of India and one of the leading fund management companies of France ,i.e., AMUNDI. It is the third biggest AMC in India in terms of AUM with Rs. 2.78 Lakh Crore (as in January, 2019). The management team of SBI MF include some of the big names of mutual fund industry.
1. SBI Bluechip Fund • Launched on 14th February, 2006 it is an openended scheme of SBI Mutual Fund falling under the category of Large Cap Fund. • AUM of SBI Bluechip Fund (as on 31st May, 2019) is Rs. 22,754 Crore. • Minimum Lump Sum and SIP amount required is Rs. 5000 and Rs. 500, respectively. • Follows growth style of investment and diversify the assets in large number of sectors with Finance Sector holding the maximum portion. • SBI Bluechip Fund is currently managed by Ms. Sohini Andani. Annualized Returns
5-Year
7-Year
10-Year
SBI Bluechip Fund
12.90%
17.07%
12.68%
Benchmark
10.76%
14.65%
11.55%
Category's Average
10.35%
13.97%
11.03%
Allocation of Assets 3.89% Equi ty Cas h & Cas h Eq.
96.11%
2. SBI Small Cap Fund • The small cap fund of SBI aims to achieve long term capital appreciation by diversifying the assets in stocks of companies that are ranked above 250 on the basis of market capitalization. • As on 31st May, 2019 the AUM of SBI Small Cap Fund is Rs. 2,188 Crore. • The fund accepts lump sum and SIP mode of investment with the minimum amount required is Rs. 5000 and Rs. 500, respectively. • Engineering sector is the most preferred sector followed by other sectors like FMCG, Financial, Textiles, etc. • R. Srinivasan handles the fund. Annualized Returns
3-Year
5-Year
7-Year
SBI Small Cap Fund
16.13%
22.57%
25.61%
Benchmark
8.88%
9.17%
13.68%
Category's Average
10.15%
14.59%
18.46%
Allocation of Assets 5.64% Equi ty Cas h & Cas h Eq.
94.36%
3. SBI Banking & Financial Services Fund • It is one of the top performing schemes of SBI Mutual Fund which allocates the assets largely in the equities of the companies that are associated with the finance sector. • The sectoral fund of SBI has an AUM of Rs. 892 Crore. • SBI Banking and Financial Services Fund is managed by Ms. Sohini Andani who have built the complete portfolio by including the instruments of the top finance banks and companies. • Good pickup for high risk takers. Annualized Returns
1-Year
3-Year
SBI Banking & Financial Services Fund
14.48%
21.43%
Benchmark
11.02%
20.18%
Category's Average
9.75%
16.83%
Allocation of Assets 4.44% Equi ty Cas h & Cas h Eq.
95.56%
4. SBI Magnum Medium Duration Fund • It is a debt category fund of SBI Mutual Fund. • The fund invests in the debt and money market instruments having an average maturity period of 4 to 5 years. • The fund is a suitable choice for the investors who want to achieve their medium term goal without exposing their corpus towards market risk. • Mr. Dinesh Ahuja is the genius behind the performance of the SBI Magnum Medium Duration Fund. Annualized Returns
5-Year
7-Year
10-Year
SBI Magnum Medium Duration Fund
9.25%
9.60%
8.42%
Benchmark
7.67%
7.71%
7.01%
Category's Average
6.29%
7.94%
7.41%
Sector Allocation
45 40 35
39.79
30 25 20
21.83
15
19.48 13.11
10 5 0
AAA
AA A & Below SOV
Percentage of Sector Allocation
2.95 Cash Eq.
2.84 A1+
5. SBI Magnum Low Duration Fund
• It is a low duration debt fund which aims to provide stable gains to the investors for helping them in achieving their financial goals. • The average maturity of the fund is between 6 months to 12 months. • The fund manager, Mr. Rajiv Radhakrishnan, targets the debt instruments having high credit quality along with low interest rate sensitivity. • The AUM of SBI Magnum Low Duration Fund is Rs. 7,566 (as on 31st May, 2019).
Sector Allocation
45 40 35
39.79
30 25 20
21.83
15
19.48 13.11
10 5 0
AAA
A1+
AA
Cash Eq.
Percentage of Sector Allocation
Annualized Returns
5-Year
7-Year
10-Year
SBI Magnum Low Duration Fund
7.95%
8.27%
7.90%
Benchmark
4.69%
4.93%
4.58%
Category's Average
6.62%
7.40%
7.15%
2.95 SOV
How to Generate High Returns from Portfolio? • Maintain Diversified Portfolio: Build a portfolio constituting different schemes of different category. This will help you to ride out market volatility effectively. • Invest for Longer: Stay invested in a scheme for a longer period of time if you want to enjoy the power of compounding. • Step Up SIP: To achieve remarkable growth from your portfolio, never fail to increase the SIP amount by a certain proportion in fixed time interval. • Review Your Portfolio: One in 6 months, make sure to review the performance of your portfolio.
How to Choose the Best Scheme of SBI MF?
The choice of the best scheme of SBI Mutual Fund depends on the following parameters:
1. Risk Appetite: The choice of a mutual fund depend on the amount of risk that an investor is willing to take in search of returns. If you have a moderate to high risk appetite, then equity funds will be a good pick for you or else settle with the debt funds. 2. Growth Expectations: The amount of growth you wish to achieve on your investment amount also play a major role in the selection procedure. For high growth incline towards small cap, midcap, sector funds etc., or else switch to debt mutual funds or hybrid funds.
Final Call SBI Mutual Fund stands tall among all the other AMCs in terms of growth and performance. The fund house has a large variety of top performing schemes according to different mindset of the investors. The names included in the presentation has been performing exceptionally well in the past and is expected to performs the same in the future as well. Thus, choose the best SIP plan of SBI Mutual Fund for achieving your financial goals. Happy Investment!
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Disclaimer: The presentation is intended as a source to impart knowledge to the investors. The data has been collected from several mutual forums. *Mutual Funds investments are subject to market risk, read all scheme related documents carefully.