Want a partner that can take care of your hard-earned money? And with care, it does not mean the safety alone. In fact, it goes on to include returns and liquidity. Say thanks to SBI Mutual Fund, which is awake day and night to make sure you get the same out of your investment.
The fund house brings with it an experience of excellent servicing for more than 3 decades. Owing to a wide range of funds attuned to different financial goals, SBI MF has become the investor choice. So, without any further delay, let’s explore its funds one after the other.
Top-performing Equity Funds
These funds offer scope for massive capital appreciation over the long-term by investing in the high-return potential of stocks having different market capitalizations. Below is the list showing the top performers in the category.
SBI Emerging Businesses Fund – The objective of the scheme is to benefit the investors from the emerging business themes. The themes are mainly based on the export and outsourcing opportunities available globally. The fund’s 1-year, 2-year and 3-year returns stand at 14.37%, 14.97% and 14.70%, respectively. Since inception in 2004, the return goes up to 21.23%.
SBI Contra Fund – The fund picks those undervalued stocks, which may have gone out of investor favour but have the potential for strong growth in the future. It may sound strange but has worked in favour of the investors who have raked in a return of 20% since the fund got incepted in 1999. While its 1-year, 2-year and 3-year returns are 13.66%, 13% and 12.83%, respectively.
SBI Magnum MidCap Fund – Eyeing long-term capital appreciation and liquidity? Invest in SBI Magnum MidCap Fund, which keeps money in the stocks of MidCap companies. The fund, with a mix of efficient company scrips, has helped investors generate a return of 8.03, 14.49%, 18.10% and 17.77% since the last 1 year, 2 years, 3 years and inception, respectively.
Which Debt Funds Should You Choose?
Eyeing a regular flow of income? None better than investing in SBI debt funds that have made it possible. Let’s check out some of the top-performing debt funds that SBI MF has for the investors.
SBI Regular Savings Fund – Seeking liquidity? This is the fund you should subscribe to. The fund invests about 80% of its corpus in debt and money-market instruments to offer maximum liquidity for the investors. Well, the 1-year, 2-year and 3-year returns stand at 10%, 10.63% and 10.63%, respectively. Since inception, the fund has offered a return of 8.11%.
SBI Ultra Short Term Debt Fund – Striking a balance between generating regular income and liquidity, this fund has been one of the top picks for the investors who have received a return of 7.91% since inception in 2007. Its 1-year, 2-year and 3-year returns stand pretty at 7%, 7.68% and 8.13%, respectively.
SBI Magnum Income Fund – The fund seeks to invest in top-rated debt and money-market instruments to ensure regular income and liquidity for the investors to gain of. Since incepted in 1998, the fund has provided a return of 7.89%, with its 1-3 year return standing at 8.42%-10.26%.
List of Top-performers in Balanced Fund Category
The list includes funds that have let investors experience the beauty of both equity and debt. The equity investments lead to enhanced capital appreciation, while a regular flow of income is ensured by debt investments.
SBI Magnum Balanced Fund – With a portfolio of both equity and debt securities, the fund ensures capital appreciation along with a regular flow of income for the investors. It has put forth a return of 16.61% since incepted in 1995. Besides, it has provided a 1-year return of 11.94%, 2-year return of 11.95% and 3-year return of 13.21%.
SBI Magnum Monthly Income Plan – The scheme ensures regular income and liquidity for the investors by investing in a carefully designed portfolio of debt, equity and money-market instruments. Its 1-year return of 8.11%, 2-year return of 11.95% and 3-year return of 11.66% have reinforced the belief of investors in the fund.
So, these are the SBI Mutual Funds you should subscribe to achieve your goals with ease. Do read the investment objective and the performance of these funds before putting your money on those.
Disclaimer – Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.