15 Best SBI Mutual Funds for 2019 – Top Rated Funds For You

SBI have different mutual funds with different risk and return factors. Among them, some have a low risk, some have moderate and some have high-risk factors.

Depending on the risk factor, the average return rate also changes. Means the high-risk funds returns the maximum average compared to low-risk funds.

SBI Mutual funds are among the best funds available on the market because it has high authority and branding.

If you are wondering where you should invest the money then you are in the right place. Here are the Best SBI Mutual Funds for you for the year 2019 and above.

Best SBI Mutual Funds
Best SBI Mutual Funds

What you will get on this article

Here we have listed the mixture of all the best funds of SBI available on the market. Depending upon their returns and risk factor we have arranged the funds.

We have also listed the fund’s returns for the last 1 year, 3 years and 5 years.

The fund details you will get on the list –

  • Returns of the funds for the last 1, 3 and 5 years.
  • Pros and Cons of the funds.
  • Risk of the fund.
  • NAV value and Size of the fund.
  • Minimum SIP amount to invest.
  • Fund Starting date.
  • Holdings (Companies) of the fund where it invests the money.
  • Expense Ratio of the fund etc.

If you are a first-time investor then, we always recommend you to invest the money on a nifty 50 index direct growth funds because it invests the money on the top 50 companies and also it returns depend on our economy.

So if one or two companies lose money then others are there to save you.

15 Best SBI Mutual Funds for 2019

Here we have listed all the funds by examing the last five year returns. Also, Direct Growth means, you can invest in the fund directly without an agent. The benefit of investing without an agent helps you to get extra returns in the future due to no hidden fees.

1. SBI Nifty Index Fund – Direct Growth

This fund is in the top of the list because this fund has a holding of 50 top companies. Also, the chance of losing money becomes almost nil, if invested for the long term.

SBI Nifty Index Fund is open-ended equity scheme which invests in the stocks comprises of Nifty 50 index funds.

Now, let us see all the features of SBI Nifty Index Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 0.25%
  • Size of the Fund – ₹348 Crores
  • Fund Incepted Date – 17th January 2002
  • Fund Started Date – 1st January 2013

Returns –

  • Last One year return – 13.50%
  • Last Three years return – 15.70%
  • Last Five years return – 12.60%
  • Since its inception – 14.05%

Pros And Cons –

Pros
Cons
The expense ratio is less.The fund size is lower than 500 crores. Watch the expense ratio before investing.
The last 1 year returns are higher than the benchmark.The last 5 years return are lower than the benchmark.
The risk of investing is lower.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment
Total
Assets
HDFC Bank LimitedFinancial10.10%
Reliance Industries
Limited
Energy9.50%
Housing Development Finance Corporation
Limited.
Financial7.20%
Infosys LimitedTechnology6.50%
ITC LimitedFMCG5.40%
ICICI Bank LimitedFinancial5.30%
Tata Consultancy Services LimitedTechnology4.80%
Kotak Mahindra Bank LimitedFinancial3.80%
Larsen & Toubro
Limited
Construction 3.70%
Axis Bank LimitedFinancial2.90%

Equity Allocation Figure

best sbi mutual fund SBI Nifty Index Fund Equity Allocation
SBI Nifty Index Fund – Equity Allocation

2. SBI Magnum Constant Maturity Fund – Direct Growth

SBI Magnum Constant Maturity Fund is an open-ended fund which predominantly invests in Government Securities which has a constant maturity of 10 years.

Now, let us see all the features of SBI Magnum Constant Maturity Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately Low
  • Expense Ratio of the Fund – 0.34%
  • Size of the Fund – ₹359 Crores
  • Incepted Date – 31st December 2000
  • Fund Started Date – 2nd January 2013

Returns –

  • Last One year return – 10.20%
  • Last Three years return – 9.60%
  • Last Five years return – 10.20%
  • Since its Inception – 7.98%

Pros And Cons –

Pros
Cons
The expense ratio is lower.The last 1 year returns are lower than the benchmark.
The last 3 years and 5 years returns of the fund are higher than the benchmark.
The exit load is zero.

Top Holdings of the Fund –

Name of CompaniesSector of InvestmentTotal Assets
GOISovereign67.60%
GOISovereign15.50%
GOISovereign11.50%
OthersOthers05.50%

Equity Allocation Figure

SBI Magnum Constant Maturity Fund Equity Allocation
SBI Magnum Constant Maturity Fund – Equity Allocation

3. SBI Magnum Medium Duration Fund – Direct Growth

SBI Magnum Medium Duration Fund is an open-ended medium term Debt Scheme which invests in a portfolio which have Macaulay duration between 03 and 04 years.

Now, let us see all the features of SBI Magnum Medium Duration Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderate
  • Expense Ratio of the Fund – 0.62%
  • Size of the Fund – ₹1620 Crores
  • Incepted Date – 12th November 2003
  • Fund Started Date – 28th January 2013

Returns –

  • Last One year return – 7.80%
  • Last Three years return – 10.10%
  • Last Five years return – 11.00%
  • Since its Inception – 7.87%

Pros And Cons –

Pros
Cons
The last 5 years of returns are
average.
It is a medium duration fund so the average maturity period is 3 to 4 years.
The expense ratio is also
average.
The market size is less than 5000 crores which is a good sign.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment

Instrument
Total
Assets
GOISovereignGOI SEC16.10%
State Bank Of IndiaFinancialNCD9.80%
Muthoot Finance LimitedFinancialDebenture6.80%
Aditya Birla Retail LimitedFinancialDebenture5.40%
GOISovereignGOI Sec
3.40%
Emami Realty LimitedConstructionDebenture3.30%
L & T Vadodara Bharuch Tollway LimitedConstructionDebenture3.20%
Indostar Capital Finance Pvt. Lmt.FinancialNCD3.10%
REC LimitedFinancialDebenture3.10%
TATA Power Renewable Energy LimitedEngineeringSO3.00%

Equity Allocation Figure

SBI Magnum Medium Duration Fund Equity Allocation
SBI Magnum Medium Duration Fund – Equity Allocation

4. SBI Consumption Opportunities Fund – Direct Growth

SBI Consumption Opportunities Fund is an open-ended equity scheme which invests in Equities and its related securities in Consumption Space.

Now, let us see all the features of SBI Magnum Constant Maturity Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – High
  • Expense Ratio of the Fund – 1.48%
  • Size of the Fund – ₹694 Crores
  • Inception Date – 14th July 1999
  • Fund Started Date – 1st January 2013

Returns –

  • Last One year return – 2.00%
  • Last Three years return – 17.40%
  • Last Five years return – 16.30%
  • Since its Inception – 15.23%

Pros And Cons –

ProsCons
The last One year return of the fund is higher than the benchmark.The AUM value is less than 500 crores so check the expense ratio when it is low.
The last 3 years and 5 years returns of the fund are higher than the benchmark.As compared to the benchmark the fund risk is high.

Top 10 Holdings of the Fund –


Name of Companies

Sector of
Investment
Total Assets
ITC LimitedFMCG8.60%
Asian Paints LimitedChemicals7.60%
Nestle India LimitedFMCG7.30%
Colgate Palmolive (India) LimitedFMCG7.30%
Sheela Foam LimitedTextiles6.10%
Indian Hotels Company LimitedServices6.00%
Jubilant Food Works LimitedServices5.50%
Marico LimitedFMCG5.20%
Havells India LimitedEngineering3.50%
Hawkings Cookers LimitedCons Durable 3.10%

Equity Allocation Figure

SBI Consumption Opportunities Fund Equity Allocation
SBI Consumption Opportunities Fund – Equity Allocation

5. SBI Banking & Financial Services Fund – Direct Growth

SBI Banking & Financial Services Fund is an open-ended Equity Scheme which predominantly invests in the Banking and Financial Sector.

Now, let us see all the features of SBI Banking & Financial Services Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – High
  • Expense Ratio of the Fund – 1.65%
  • Size of the Fund – ₹632 Crores
  • Incepted Date – 26th February 2015
  • Fund Started Date – 26th February 2015

Returns –

  • Last One year return – 23.00%
  • Last Three years return – 28.00%
  • Last Five years return – NA
  • Since its Inception – 14.20%

Pros And Cons –

ProsCons
As compared to the benchmark the fund risk is low.The AUM value of the fund is less than 500 crores so check the expenseratio when it is low.
The last One year and three years returns of the fund are higher than the benchmark.It is a new fund which age is less than 5 years.

Top 10 Holdings of the Fund –

Name of Companies Total Assets
HDFC Bank Limited13.60%
ICICI Bank Limited13.10%
Axis Bank Limited10.60%
Kotak Mahindra Bank Limited9.70%
State Bank Of India9.70%
PNB Housing Finance Limited6.90%
AU Small Finance Bank Limited6.30%
Muthoot Capital Services Limited5.30%
Bajaj Finance Limited3.80%
Bandhan Bank Limited3.60%

Equity Allocation Figure

SBI Banking & Financial Services Fund Equity Allocation
SBI Banking & Financial Services Fund – Equity Allocation

6. SBI Multi Asset Allocation Fund – Direct Growth

SBI Multi Asset Allocation Fund is an open-ended scheme which predominantly invests in Debt, Gold, Equity or any Gold-related investments.

Now, let us see all the features of SBI Multi Asset Allocation Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderate
  • Expense Ratio of the Fund – 1.03%
  • Size of the Fund – ₹294 Crores
  • Incepted Date –21st December 2005
  • Fund Started Date – 15th March 2013

Returns –

  • Last One year return – 4.60%
  • Last Three years return – 8.30%
  • Last Five years return – 10.40%
  • Since its Inception – 7.61%

Pros And Cons –

ProsCons
The risk of the fund is comparatively lower than the benchmark.The AUM value of the fund is less than 500 crores so check the expens ratio when it is low.
The last One year, three years and five years returns of the fund are lower than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment

Instrument
Total
Assets
GOISovereignGOI SEC11.10%
Indusind Bank LimitedFinancialCD8.30%
Shapoorji Pallonji Company Limited ConstructionCP7.80%
STCI Finance LimitedFinancialCP7.00%
Axis Bank LimitedFinancialCD
7.00%
Small Industries Development Bank Of India LimitedFinancialCD5.70%
Indus Towers LimitedConstructionCP5.60%
Kotak Mahindra Investments LimitedFinancialCP4.20%
Reserve Bank Of IndiaFinancialT-Bills3.50%
TGS Investment And Trade Private LimitedOthersCP2.80%

Equity Allocation Figure

best sbi mutual fund SBI Multi Asset Allocation Fund Equity Allocation
SBI Multi Asset Allocation Fund – Equity Allocation

7. SBI Equity Hybrid Fund – Direct Growth

SBI equity hybrid fund is an open-ended Hybrid Scheme which predominantly invests in equity and equity related instruments.

Now, let us see all the features of SBI Equity Hybrid Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 1.32%
  • Size of the Fund – ₹27907 Crores
  • Incepted Date – 31st December 1995
  • Fund Started Date – 1st January 2013

Returns –

  • Last One year return – 10.40%
  • Last Three years return – 13.60%
  • Last Five years return – 16.40%
  • Since its Inception – 15.66%

Pros And Cons –

ProsCons
The last three years and five years returns of the fund are higher than the benchmark.The AUM value of the fund is more than 20000 crores. So when AUM cross such value then the returns becomes lower as the fund become saturated.
The last one year return of the fund is lower than the benchmark.
The risk of the fund is comparatively higher than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment

Instrument
Total
Assets
HDFC Bank LimitedFinancialEquity6.80
GOISovereignGOI SEC5.90%
State Bank Of IndiaFinancialEquity 3.60%
Kotak Mahindra Bank LimitedFinancialEquity3.20%
ICICI Bank LimitedFinancialEquity
3.10%
Bharti Airtel LimitedCommunicationEquity3.00%
GOISovereignGOI SEC2.70%
Interglobe Aviation LimitedServicesEquity2.50%
TATA Consultancy Services LimitedTechnologyEquity2.40%
Infosys LimitedTechnologyEquity2.20%

Equity Allocation Figure

best sbi mutual fund SBI Equity Hybrid Fund Equity Allocation
SBI Equity Hybrid Fund – Equity Allocation

8. SBI Magnum Multi Cap Fund – Direct Growth

SBI Magnum Multicap Fund is an open-ended Equity Scheme which predominantly invests across the Large Cap, Mid Cap, Small Cap Stocks.

Now, let us see all the features of SBI Magnum Multi Cap Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 1.16%
  • Size of the Fund – ₹6455 Crores
  • Inception Date – 29th September 2005
  • Fund Started Date – 4th January 2013

Returns –

  • Last One year return – 7.60%
  • Last Three years return – 15.60%
  • Last Five years return – 19.70%
  • Since its Inception – 12.20%

Pros And Cons –

ProsCons
The risk of the fund is comparatively lower than the benchmark.The fund age is less than 5 years.
The last one year, three years and five years returns of the fund are higher than the benchmark.
The fund expense ratio is low.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment
Total
Assets
HDFC Bank LimitedFinancial7.00%
Infosys LimitedTechnology3.80%
Indian Oil Corporation Limited Energy3.40%
ICICI Bank LimitedFinancial2.90%
Kotak Mahindra Bank LimitedFinancial2.90%
Bharti Airtel LimitedCommunication2.40%
Gujarat State Petronet LimitedEnergy2.20%
Tech Mahindra LimitedTechnology2.20%
Colgate Palmolive India LimitedFMCG2.20%
Equitas Holdings LimitedFinancial2.10%

Equity Allocation Figure

best sbi mutual fund SBI Magnum Multi Cap Fund Equity Allocation
SBI Magnum Multi Cap Fund – Equity Allocation

9. SBI Focused Equity Fund – Direct Growth

SBI Focused Equity Fund is an open-ended Equity Scheme which invests across the Multicap Space with a maximum limitation of 30 stocks.

Now, let us see all the features of SBI Focused Equity Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 1.30%
  • Size of the Fund – ₹3580 Crores
  • Inception Date – 11th October 2004
  • Fund Started Date – 1st January 2013

Returns –

  • Last One year return – 9.00%
  • Last Three years return – 17.10%
  • Last Five years return – 19.90%
  • Since its Inception – 19.79%

Pros And Cons –

ProsCons
The risk of the fund is comparatively lower than the benchmark.There are no cons found so far.
The last one year, three years and five years returns of the fund are higher than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment
Total
Assets
HDFC Bank LimitedFinancial8.80%
Procter & Gamble – Hygiene and Health Care LimitedFMCG7.50%
Great Eastern Shipping Company Limited Services4.80%
Divi’s Laboratories LimitedHealthcare4.70%
Solar Industries India
Limited
Chemicals4.70%
Kirloskar Oil Engines LimitedAutomobile4.60%
Techno Electric & Engineering Company Limited (Merged)Construction4.30%
Elgi Equipments LimitedEngineering4.30%
Gruh Finance LimitedFinancial4.30%
Westlife Development LimitedServices4.10%

Equity Allocation Figure

best sbi mutual fund SBI Focused Equity Fund Equity Allocation
SBI Focused Equity Fund – Equity Allocation

10. SBI Large and Midcap Fund – Direct Growth

SBI Large and Midcap Fund is an open-ended Equity Scheme which predominantly invests in both Large cap and Midcap stocks.

Now, let us see all the features of SBI Large and Midcap Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 1.59%
  • Size of the Fund – ₹2322 Crores
  • Inception Date – 28th February 1993
  • Fund Started Date – 1st January 2013

Returns –

  • Last One year return – 7.70%
  • Last Three years return – 14.80%
  • Last Five years return – 17.20%
  • Since its Inception – 14.34%

Pros And Cons –

ProsCons
The last five years returns of the fund are higher than the benchmark.The last one year returns of the fund are lower than the benchmark.
The risk of the fund is comparatively higher than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment
Total
Assets
ICICI Bank LimitedFinancial6.100%
HDFC Bank LimitedFinancial5.200%
Bharti Airtel Limited Communication4.80%
State Bank of IndiaFinancial4.20%
Jubilant FoodWorks LimitedServices4.10%
Sheela Foam LimitedTextiles3.90%
Mahindra & Mahindra Financial Services LimitedFinancial3.60%
Tech Mahindra LimitedTechnology3.30%
Reliance Industries LimitedEnergy3.20%
ITC LimitedFMCG3.20%

Equity Allocation Figure

best sbi mutual fund SBI Large and Midcap Fund Equity Allocation
SBI Large and Midcap Fund – Equity Allocation

11. SBI Magnum Children’s Benefit Fund – Direct Growth

SBI Magnum Children’s Benefit Fund is an open-ended fund which invests for children for their future. It has a lock-in period for at least 5 years or whenever the child attains its majority age.

Now, let us see all the features of SBI Magnum Children’s Benefit Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 1.42%
  • Size of the Fund – ₹62 Crores
  • Inception Date – 21st February 2002
  • Fund Started Date – 4th January 2013

Returns –

  • Last One year return – 5.80%
  • Last Three years return – 14.70%
  • Last Five years return – 16.10%
  • Since its Inception – 10.62%

Pros And Cons –

ProsCons
The last one year, three years and five years returns of the fund are higher than the benchmark.The AUM value of the fund is less than 500 crores so check the expens ratio when it is low.
The risk of the fund is comparatively higher than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment

Instrument
Total
Assets
REC LimitedFinancialBonds/NCD8.600%
Reliance Home Finance LimitedFinancialDebenture5.10%
Corporation BankFinancialDebenture4.70%
Hindalco Industries LimitedMetalsBonds/NCD4.50%
State Bank of IndiaFinancialBonds
4.40%
Manappuram Finance LimitedFinancialDebenture3.50%
Floreat Investments LimitedFinancialDebenture3.50%
Indostar Capital Finance Private LimitedFinancialDebenture3.50%
Sharda Solvent LimitedFMCGDebenture3.10%
Allahabad BankFinancialDebenture2.60%

Equity Allocation Figure

best sbi mutual fund SBI Magnum Children’s Benefit Fund Equity Allocation
SBI Magnum Children’s Benefit Fund – Equity Allocation

12. SBI Magnum Equity ESG Fund – Direct Growth

SBI Magnum Equity ESG Fund is an open-ended Equity Scheme which invests in companies which follows the Education Guarantee Scheme (EGS) Theme.

Now, let us see all the features of SBI Magnum Equity ESG Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderately High
  • Expense Ratio of the Fund – 1.53%
  • Size of the Fund – ₹2104 Crores
  • Inception Date – 1st January 1991
  • Fund Started Date – 1st January 2013

Returns –

  • Last One year return – 14.20%
  • Last Three years return – 13.90%
  • Last Five years return – 15.10%
  • Since its Inception – 14.34%

Pros And Cons –

ProsCons
The last three years and five years returns of the fund are higher than the benchmark.The last one year returns of the fund are lower than the benchmark.
The risk of the fund is comparatively lower than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment
Total
Assets
HDFC Bank LimitedFinancial9.70%
Reliance IndustriesEnergy7.60%
ICICI Bank Limited Financial6.30%
Infosys LimitedTechnology6.00%
Kotak Mahindra Bank LimitedFinancial5.60%
State Bank of IndiaFinancial4.70%
Bharti Airtel LimitedCommunication4.20%
HCL Technologies LimitedTechnology4.00%
Indian Oil Corporation LimitedEnergy3.60%
Hindustan Zinc LimitedMetals3.50%

Equity Allocation Figure

SBI Magnum Equity ESG Fund Equity Allocation
SBI Magnum Equity ESG Fund – Equity Allocation

13. SBI Banking & PSU Fund – Direct Growth

SBI Banking & PSU Fund is an open-ended Debt Scheme which predominantly invests in various debt related instruments of Public Sector Undertakings, Banks, Public Financial Institutions and Municipal bodies.

Now, let us see all the features of SBI Banking & PSU Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderate
  • Expense Ratio of the Fund – 0.30%
  • Size of the Fund – ₹1658 Crores
  • Inception Date – 9th October 2009
  • Fund Started Date – 7th January 2013

Returns –

  • Last One year return – 8.500%
  • Last Three years return – 8.00%
  • Last Five years return – 8.70%
  • Since its Inception – 7.93%

Pros And Cons –

ProsCons
The fund has a lower expense ratio.The risk of the fund is comparatively higher than the benchmark.
The last three years returns of the fund are higher than the benchmark.
The exit load of the fund is also zero.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment

Instrument
Total
Assets
Axis Bank LimitedFinancialCD7.80%
Tata Realty and Infrastructure LimitedConstructionCP7.10%
NUVOCO Vistas Corporation Limited ConstructionDebenture4.00%
Gruh Finance LimitedFinancialDebenture3.90%
Indiabulls Housing Finance LimitedFinancialDebenture
2.90%
Power Finance Corporation LimitedFinancialDebenture2.60%
Shriram City Union Finance LimitedFinancialCP2.60%
National Bank For Agriculture & Rural DevelopmentFinancialBonds2.60%
Housing Development Finance Corporation LimitedFinancialBonds2.60%
Shriram Transport Finance Corporation LimitedFinancialDebenture2.60%

Equity Allocation Figure

SBI Banking And PSU Fund Equity Allocation
SBI Banking And PSU Fund – Equity Allocation

14. SBI Debt Hybrid Fund – Direct Growth

SBI Debt Hybrid Fund is an open-ended Hybrid Scheme which predominantly invests in the Debt Instruments.

Now, let us see all the features of SBI Debt Hybrid Fund –

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – Moderate
  • Expense Ratio of the Fund – 0.98%
  • Size of the Fund – ₹1226 Crores
  • Inception Date – 9th April 2001
  • Fund Started Date – 7th January 2013

Returns –

  • Last One year return – 5.00%
  • Last Three years return – 8.60%
  • Last Five years return – 10.50%
  • Since its Inception –7.83%

Pros And Cons –

ProsCons
The last three years and five years returns of the fund are higher than the benchmark.The last one year returns of the fund are lower than the benchmark.
The risk of the fund is comparatively higher than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of
Investment

Instrument
Total
Assets
GOISovereignGOI SEC12.20%
GOISovereignGOI SEC8.60%
Reliance Industries Limited ConstructionNCD4.60%
Allahabad BankFinancialDebenture3.10%
GOISovereignCGL
3.10%
GOISovereignGOI SEC3.00%
IndusInd Bank LimitedConstructionCD2.90%
Muthoot Finance LimitedFinancialDebenture2.50%
Hindalco Industries LimitedFinancialBonds/NCD2.30%
Manappuram Finance LimitedOthersDebenture1.90%

Equity Allocation Figure

best sbi mutual fund SBI Debt Hybrid Fund Equity Allocation
SBI Debt Hybrid Fund – Equity Allocation

15. SBI Technology Opportunities Fund – Direct Growth

SBI Technology Opportunities Fund is an open-ended Equity Scheme which predominantly invests in the Technology and its Related Sectors.

Now, let us see all the features of SBI Technology Opportunities Fund.

Details of the Fund –

  • Minimum Amount to Start a SIP – ₹500 and Minimum Lumpsum Amount – ₹5000
  • Risk of the Fund – High
  • Expense Ratio of the Fund – 1.93%
  • Size of the Fund – ₹146 Crores
  • Inception Date – 14th July 1999
  • Fund Started Date – 9th January 2013

Returns –

  • Last One year return – 19.60%
  • Last Three years return – 13.30%
  • Last Five years return – 14.30%
  • Since its Inception – 13.56%

Pros And Cons –

ProsCons
The risk of the fund is comparatively lower than the benchmark.The AUM value of the fund is less than 500 crores so check the expens ratio when it is low.
The last three years and five years returns of the fund are higher than the benchmark.

Top 10 Holdings of the Fund –

Name of CompaniesSector of InvestmentTotal Assets
Infosys LimitedTechnology29.20%
Tata Consultancy Services LimitedTechnology11.50%
Tech Mahindra LimitedTechnology10.40%
Cyient LimitedTechnology9.50%
Larsen & Toubro Infotech LimitedTechnology7.20%
Cognizant Technology Solutions CorporationTechnology5.8%
Persistent Systems LimitedTechnology5.70%
HCL Technologies LimitedTechnology4.40%
Info Edge (India) LimitedServices3.90%
Newgen Software Technologies LimitedTechnology3.40%

Equity Allocation Figure

SBI Technology Opportunities Fund Equity Allocation
SBI Technology Opportunities Fund – Equity Allocation

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Conclusion

So you have seen the 15 Best SBI Mutual Funds listed above. We have not arranged the funds serially with returns only. So check each and every fund and check the top holdings and expense ratio.

So these 15 best sbi mutual funds are arranged in a mixture of returns, risk factor, pros and cons etc.

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