SBI Mutual Fund is India’s largest asset management company (AMC) by asset size. It offers a wide range of mutual fund schemes designed to help investors grow their wealth through professionally managed portfolios.
The fund house manages over 120 funds catering to various risk-return profiles. Investors can choose a fund that aligns with their financial goals, investment horizon, risk appetite, and return expectations.
With assets under management exceeding Rs 10 lakh crore, SBI Mutual Fund stands as a key player in the Indian mutual fund industry. In this story, we will explore the top 10 performing equity funds from SBI Mutual Fund in 2024.
Top 10 equity funds from SBI Mutual Fund in 2024:
SBI Long Term Advantage Fund Series V
1-year return – 47.23%
Return sinch launch – 17.78%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 27 March 2018
Benchmark – BSE 500 TRI
SBI Healthcare Opportunities Fund
1-year return – 43.24%
Return sinch launch – 17.06%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 5 July 1999
Benchmark – BSE Healthcare TRI
SBI Nifty Next 50 ETF
1-year return – 41.16%
Return sinch launch – 15.55%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 16 March 2015
Benchmark – NIFTY Next 50 TRI
SBI Nifty Next 50 Index Fund
1-year return – 40.15%
Return sinch launch – 20.90%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 19 May 2021
Benchmark – NIFTY Next 50 TRI
SBI PSU Fund
1-year return – 37.53%
Return sinch launch – 8.5%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 7 July 2010
Benchmark – BSE PSU TRI
Also read: SBI Mutual Funds: Top 5 equity funds with up to 24% annualised returns in 10 years
SBI Long Term Advantage Fund Series III
1-year return – 37.57%
Return sinch launch – 19.55%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 31 Mar 2016
Benchmark – BSE 500 TRI
SBI Long Term Equity Fund
1-year return – 35.06%
Return sinch launch – 17.30%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 31 Mar 1993
Benchmark – BSE 500 TRI
SBI Long Term Advantage Fund Series I
1-year return – 34.72%
Return sinch launch – 16.49%
Minimum investment – Rs 500
Lock-in period – 3 years
Launch date – 6 Feb 2015
Benchmark – BSE 500 TRI
SBI BSE Sensex Next 50 ETF
1-year return – 34.51%
Return sinch launch – 18.67%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 17 Sep 2018
Benchmark – BSE Sensex Next 50 TRI
SBI Technology Opportunities Fund
1-year return – 33.40%
Return sinch launch – 16.21%
Minimum investment – Rs 5,000
Lock-in period – NA
Launch date – 5 July 1999
Benchmark – BSE Teck TRI
Source of data: Value Research
Mutual fund investors should note that past returns generated by the products mentioned above may not necessarily be repeated in the future. Therefore, it is important to exercise caution when making investment decisions.
The information provided here is for informational purposes only and should not be considered as an investment recommendation. Readers are advised to consult a SEBI-registered investment advisor or a financial expert before making any investment decisions. Financial Express Digital will not be responsible for any losses incurred by investing in the aforementioned products.