DateValue30 Nov 15₹10,00030 Nov 16₹11,31030 Nov 17₹11,36430 Nov 18₹11,55230 Nov 19₹14,39830 Nov 20₹18,331 SBI Gold Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹426,080. 5 years: SBI Life – Smart Wealth Builder Plan: Unit Linked, Non-participating Insurance Plan: 7 years: 70 years: 5 years: SBI Life – Smart Elite Plan: Unit Linked Insurance Plan: 18 years: 65 years: 5 years: SBI Life – Flexi Smart Plus Plan: Participating Variable Insurance Plan: 18 years: 65 years: 5 years: SBI Life – Shubh Nivesh Plan SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. 18 – 60/65 years. Maximum Maturity Age. in the commodity business within the following sectors - Oil & Gas, Metals, 5 years to less than 10 years. Ranked 31 in ELSS category. ... Minors above the age of 10 years can also get their accounts opened and invest in this scheme. SBI Magnum Mid Cap Fund To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Avail switching, premium redirection & partial withdrawal facility under this policy. SBI Life Shubh Nivesh Plan is a with-profit Endowment Assurance plan that helps you to provide savings, regular income and insurance cover to you & your family. Fincash » SBI Mutual Fund » Best SBI Mutual Fund Schemes. Switching and partial withdrawal are available. Being a large-cap fund, the investment is diversified as 71.54% in large-cap stocks, and 13.15% and 3.62% in mid-cap and small-cap stocks. This is one of the best performing equity schemes currently managed by SBI Mutual Fund AMC. 2. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. deduction on such investment made in the scheme under section 80C of the SBI … Domestic and Offshore Fund Management: The company has expertise in managing both domestic and offshore funds. This mutual fund scheme has outperformed and gave 16% annualized returns since the inception of the fund i.e. Please suggest me which one is best. 6.72 lakhs (varying as per the market conditions). Net Profit of ₹147,579 Invest Now 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. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. Open Free Investment Account for Lifetime at Fincash.com. To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. When we talk about the best investment options then it naturally includes both the aspect of minimal risk and high returns. as on 29 Dec 20 DurationReturns1 Month 11.6% 3 Month 20.8% 6 Month 51.8% 1 Year 47% 3 Year 24.9% 5 Year 16.2% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis YearReturns2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 2010 Fund Manager information for SBI Technology Opportunities Fund NameSinceTenureAnup Upadhyay1 Jun 119.51 Yr.Data below for SBI Technology Opportunities Fund as on 30 Nov 20 Equity Sector Allocation SectorValueTechnology72.56%Communication Services15.2%Consumer Defensive2.56%Financial Services2.37%Industrials2.24% Asset Allocation Asset ClassValueCash5.07%Equity94.93% Top Securities Holdings / Portfolio NameHoldingValueQuantity Infosys Ltd (Technology)Equity, Since 31 Jan 03 | INFY23%₹85 Cr772,300 ↑ 70,200 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Apr 06 | TCS14%₹52 Cr193,764 HCL Technologies Ltd (Technology)Equity, Since 31 Mar 06 | HCLTECH10%₹35 Cr424,774 ↑ 64,400 Bharti Airtel Ltd (Communication Services)Equity, Since 31 May 18 | BHARTIARTL9%₹35 Cr750,830 ↑ 15,600 Tech Mahindra Ltd (Technology)Equity, Since 31 Aug 15 | 5327558%₹31 Cr352,935 Alphabet Inc A (Communication Services)Equity, Since 30 Sep 18 | GOOGL6%₹21 Cr1,615 Firstsource Solutions Ltd (Technology)Equity, Since 31 Oct 20 | 5328094%₹15 Cr1,926,515 ↑ 1,058,515 Oracle Financial Services Software Ltd (Technology)Equity, Since 31 Aug 20 | 5324663%₹11 Cr36,600 Persistent Systems Ltd (Technology)Equity, Since 31 Aug 20 | PERSISTENT3%₹10 Cr81,100 NIIT Ltd (Consumer Defensive)Equity, Since 31 Mar 19 | 5003043%₹9 Cr531,738 ↓ -18,208 3. 5 Best Investment Options for NRIs – we did a survey with our readers & asked them their preferred investments in India. Top 10 Investment Plans in India. in the commodity business within the following sectors - Oil & Gas, Metals, Safety: The mutual fund schemes by SBI are one of the country’s trusted and reliable fund schemes. 2500 per month under Growth Plan option, 20 years policy term enjoys maturity benefit of Rs.7.68 lacs (@assumed rate of return 4%)^^ & Rs. Materials & Agriculture and in debt & money market instruments. DateValue30 Nov 15₹10,00030 Nov 16₹13,82230 Nov 17₹18,08730 Nov 18₹15,27230 Nov 19₹16,71630 Nov 20₹20,148 SBI Magnum COMMA Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. 15/20/25 years. Ranked 34 in Sectoral category. 10,000 for 5 years is likely to become Rs. Capital Appreciation: Investing in SBI MF can give you a capital appreciation for low-risk investments as well high-risk investments depending on the fund you wish to invest. as on 29 Dec 20 DurationReturns1 Month 6.5% 3 Month 25.4% 6 Month 35.8% 1 Year 15.1% 3 Year 7.3% 5 Year 11.1% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis YearReturns2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% 2013 7.6% 2012 38.2% 2011 -24.2% 2010 11.9% Fund Manager information for SBI Bluechip Fund NameSinceTenureSohini Andani1 Sep 1010.25 Yr.Data below for SBI Bluechip Fund as on 30 Nov 20 Equity Sector Allocation SectorValueFinancial Services37.77%Consumer Cyclical11.04%Technology9.49%Industrials7.29%Health Care7.21%Energy6.41%Basic Materials6.2%Consumer Defensive6.1%Real Estate2.62%Communication Services1.87%Utility0.32% Asset Allocation Asset ClassValueCash2.18%Equity97.82% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 09 | HDFCBANK11%₹2,804 Cr19,462,739 ICICI Bank Ltd (Financial Services)Equity, Since 31 Mar 06 | ICICIBANK6%₹1,465 Cr30,943,104 ↓ -700,000 Infosys Ltd (Technology)Equity, Since 30 Nov 17 | INFY4%₹1,082 Cr9,835,178 HCL Technologies Ltd (Technology)Equity, Since 31 Jan 16 | HCLTECH4%₹1,081 Cr13,148,030 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB4%₹1,007 Cr2,793,526 ↓ -234,772 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Nov 15 | HDFC4%₹989 Cr4,382,989 ↓ -200,000 Reliance Industries Ltd (Energy)Equity, Since 31 Mar 15 | RELIANCE4%₹905 Cr4,690,981 ↓ -400,000 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC4%₹888 Cr45,874,904 Larsen & Toubro Ltd (Industrials)Equity, Since 28 Feb 09 | LT3%₹849 Cr7,562,209 Shree Cement Ltd (Basic Materials)Equity, Since 31 Dec 17 | 5003873%₹728 Cr299,413. Open a excel sheet Best SIP plans? 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 10.2% since its launch. The retirement corpus is around 1.4 Crores. Excellent Ratings: Many of the SBI equity schemes have a CRISIL rating of three and above. Best Performing SIP Plans in India 2020 Updated on December 24, 2020 , 14069 views. Quick Links. Ranked 9 in Sectoral category. 75 years. SBI Life – Flexi Smart Plus Plan is a participating ULIP plan that makes sure that you can achieve goals at different stages of your life. statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. 24 years. Net Profit of ₹126,080 Invest Now 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. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I Below is the key information for SBI Magnum Tax Gain Fund SBI Magnum Tax Gain Fund Growth Launch Date 7 May 07 NAV (29 Dec 20) ₹169.667 ↑ 0.57   (0.33 %) Net Assets (Cr) ₹8,185 on 30 Nov 20 Category Equity - ELSSAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.22Sharpe Ratio 0.31Information Ratio -1.09Alpha Ratio -0.97Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. Investing in them helps you to create a profitable corpus to meet the needs of your child such as education, marriage, etc. You can also choose from Gold Option and Platinum Option, under this policy. Let's take an example of 2 Senior Citizen friends who have the same amount of corpus in their retirement kitty. as on 29 Dec 20 DurationReturns1 Month 7.8% 3 Month 20.2% 6 Month 33.5% 1 Year 18.3% 3 Year 4.2% 5 Year 9% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis YearReturns2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% 2014 49.1% 2013 7% 2012 34.3% 2011 -23.5% 2010 13% Fund Manager information for SBI Magnum Tax Gain Fund NameSinceTenureDinesh Balachandran10 Sep 164.22 Yr.Data below for SBI Magnum Tax Gain Fund as on 30 Nov 20 Equity Sector Allocation SectorValueFinancial Services24.89%Health Care14.14%Technology11.06%Consumer Cyclical9.95%Industrials8.36%Basic Materials7.25%Energy5.44%Consumer Defensive4.8%Communication Services3.13%Utility3.1%Real Estate1.61% Asset Allocation Asset ClassValueCash5.85%Equity94.15% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 30 Apr 06 | RELIANCE5%₹387 Cr2,007,009 Cipla Ltd (Healthcare)Equity, Since 31 Jul 18 | 5000874%₹358 Cr4,803,528 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 30 Sep 16 | 5401334%₹305 Cr6,904,842 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 17 | ICICIBANK4%₹294 Cr6,216,237 Tech Mahindra Ltd (Technology)Equity, Since 31 Jan 17 | 5327554%₹294 Cr3,349,921 Ambuja Cements Ltd (Basic Materials)Equity, Since 30 Nov 16 | 5004254%₹289 Cr11,063,638 HDFC Bank Ltd (Financial Services)Equity, Since 30 Jun 07 | HDFCBANK3%₹285 Cr1,976,345 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Mar 17 | BHARTIARTL3%₹256 Cr5,528,671 State Bank of India (Financial Services)Equity, Since 31 May 06 | SBIN3%₹237 Cr9,685,639 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 31 Dec 19 | CROMPTON3%₹236 Cr7,720,000 ↑ 900,000 10. To provide investors maximum growth opportunity through well researched investments in Indian equities, PCDs and FCDs from selected industries with high growth potential and in Bonds. Below is the key information for SBI Gold Fund SBI Gold Fund Growth Launch Date 12 Sep 11 NAV (29 Dec 20) ₹15.5504 ↓ -0.01   (-0.05 %) Net Assets (Cr) ₹842 on 30 Nov 20 Category Gold - GoldAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 0.47Sharpe Ratio 1.33Information Ratio 0Alpha Ratio 0Min 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. as on 29 Dec 20 returns by investing predominantly in a portfolio of stocks of companies engaged 1. 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