3 Best Performing SBI Mutual Fund Schemes in 5-Years

SBI Technology Opportunities Fund, SBI Contra Fund and Growth and SBI Small Cap Fund Direct Growth are top performing mutual funds in 5-years. These mutual funds have given upto 23 % annualised returns. All these are direct plans under growth option. Here are the details below.

1. SBI Technology Opportunities Fund

SBI Technologies Opportunities Fund aims to provide investors with opportunities for long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.

SBI Technologies Opportunities Fund has given absolute return of 187.47% in 5 years and annualised returns of 23.50%. The annualised return is higher than the category average return of 11.41% and the benchmark return of 22.56%. Its current net asset value is Rs 166.01

If you had invested Rs 12,000 monthly through SBI Technologies Opportunities Fund 5 years ago, you have fetched return of 84.47%. For the total investment of Rs 7.2 lakh over 5 years, at the end of the term you get corpus of Rs 13.3 lakhs.

In terms of asset allocation, SBI technologies Fund has allocated 90.6% of its assets to equity and the remaining to cash. Technology (69.8%), Services (13.8%) and Communications (10.5%) are top 3 sectors this fund has invested into. Infosys Ltd (27.7%), Tata Consultancy Services Ltd (12.8%) , Bharti Airtel Ltd (9.4%), HCL Technologies (6.6%), and NetFlix Inc. (USA) (4.7%) are its top 5 holdings.

2. SBI Contra Fund

SBI Contra Mutual Fund is an equity mutual fund scheme that invests with an aim to provide investors with opportunities for long-term capital appreciation through an active management of investments following a contrarian investment strategy.

SBI Contra Fund has given absolute return of 95.16% in 5 years and annualised returns of 14.3%. The annualised return is higher than the category average return of 13.85% and the benchmark return of 11.69%. Its current net asset value is Rs 241.69

If you had invested Rs 12,000 monthly through SBI Contra Fund 5 years ago, you have fetched return of 79.31%. For the total investment of Rs 7.2 lakh over 5 years, at the end of the term you get corpus of Rs 12.9 lakhs.

In terms of asset allocation, SBI Contra Fund has allocated 91.4% of its assets to equity, 6.2% to debt and 2.4% to cash. Financials (24.2%), Energy (19.1%), and Construction(8.3%) are its top sectors this fund has invested in. Among the top five stock holdings, it holds four bank stock, ICICI Bank Ltd (3.3%), HDFC Bank Ltd (2.9%), Axis Bank Ltd (2.8%) and Reserve Bank of India (2.5%) and Gail India Ltd is the fifth stock (3.9%).

3. SBI Small Cap Fund

SBI Small Cap Fund is an equity mutual fund scheme whose core aim is to provide investors with opportunities for long-term growth in capital by investing predominantly in a well-diversified pool of equity stocks of small cap companies.

SBI Small Cap Fund has given absolute return of 84.28% in 5 years and annualised returns of 14.29%. The annualised return is higher than the category average return of 13.65% and the benchmark return of 7.57%. Its current net asset value is Rs 124.7

If you had invested Rs 12,000 monthly through SBI Small Cap Fund 5 years ago, you have fetched return of 79.31%. For the total investment of Rs 7.2 lakh over 5 years, at the end of the term you get corpus of Rs 12.7 lakh.

In terms of asset allocation, SBI Small Cap Fund has allocated 93.9% of its assets to equity, and 6.1% to cash. Its top three sectors include Services(18.6%), Capital Goods (16.1%), and Consumer Discretionary (16%). Blue Star Ltd (3.8%), Carborundrum Universal Ltd (3.1%), Kalpataru Power Transmission Ltd (3.0%) and V-Guard Industries (2.7%) are its top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. The above-mentioned information is purely informational and doesn't guarantee any return. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.