4 Top SBI Mutual Fund Performers With Returns Of Upto 175%

Some SBI Mutual Fund schemes have largely performed well in line with the markets, while some others have given index beating returns. SBI Mutual Fund has a long-standing track record of good performance over different categories.

Best performing SBI Mutual Fund Schemes over 3-years period

1) SBI Contra Fund, Direct Plan, Growth

Topping the list in terms of best 3-years returns is the SBI Contra Fund with a returns of slightly more than 175% on an absolute basis and 40.26% on an annualized basis. The SBI Contra fund has about 74.9% investment in equities of which 38% is in Large Cap stocks, 11% is in Mid Caps and 13% in Small Cap stocks. It also has a small exposure to the debt category.

SBI Contra Fund, Direct Plan, Growth, absolute and annualized returns

	Annualized	Absolute
3-years	40.26%	175.96%
5-years	14.46%	96.17%

2) SBI Technologies Opportunities Fund, Direct, Growth

This is another fund that has given very good returns over a 3-year period. SBI Technologies Opportunities Fund, Direct, Growth has given absolute returns of 148% over the 3-year period and 35.7% annualized returns over the 3-year period. The fund has holdings in stocks like Infosys, TCS, Bharti Airtel, HCL Technologies and Tech Mahindra. A lot of the holdings of the fund is in largecap tech stocks. The assets under management of the fund is close to Rs 2800 crores. Please note that the investment is heavily skewed towards tech stocks.

	Annualized	Absolute
3-years	35.37%	148.06%
5-years	19.68%	145%

3) SBI Small Cap Fund Direct Growth

SBI Small Cap Fund Direct Growth has performed well and ranks No 3 when it comes to returns from the SBI stable. The fund has generated 3-year absolute returns of 129.24% and annualized returns of 31.79%. As the name suggest the fund largely invests a lot of its money in small cap stocks. Among the holdings of the fund in small cap stocks include names like Blue Star, Carborundum Universal, Triveni Turbine etc. The fund has been a good performer over the last 3-years or so.

4) SBI Magnum Midcap Direct, Growth Plan

As the name suggests this fund had heavily invested in midcap stocks. The fund has a net asset value of Rs 156. The absolute 3-year returns has been 137.45 and annualized returns has been 33.41% over 3-years. Midcap stocks tend to be more volatile and hence returns can be a little volatile.

Disclaimer

Please note, the above 4 listed SBI Mutual Fund Schemes are just information for our readers and not an investment call. It's just information on superior returns from certain schemes of SBI Mutual Fund. Please consult an advisor before taking any investment decision.