Best Mutual Fund Schemes Of SBI Mutual Fund: Keep A Long Term Focus   Jan 08, 2018


SBI mutual fund

SBI Mutual Fund is one of the oldest and largest fund houses in India. Established in June 1987, with State Bank of India as the sponsor, the asset management company now manages assets worth Rs 2.05 lakh crore.

The fund house currently has 10 equity-diversified schemes in its kitty.

It also manages index funds, arbitrage funds etc. apart from the equity-diversified fund category. In all, the fund house oversees 25 different equity schemes. Apart from these, SBI MF manages 7 hybrid mutual funds and 12 debt-oriented schemes.

The performance of SBI Mutual Fund schemes has been a mixed bag. Some schemes of the fund house have failed to hold on to their top positions for long. At the other end, certain schemes have done reasonably well over the long term. Let us look at the top funds of SBI Mutual Fund.

Top Performing Schemes of SBI Mutual Fund

In the equity category, midcap dominated schemes of SBI mutual fund lead the list of top performers. SBI Small & Midcap Fund, SBI Emerging Businesses Fund, SBI Contra Fund, SBI Magnum Global Fund, SBI Magnum Multicap Fund and SBI Magnum Midcap Fund were the top mutual fund schemes of SBI Mutual Fund over the past one year.

Sector funds of SBI MF too were present among the top equity funds. SBI FMCG Fund, SBI Banking & Financial Services Fund and SBI Infrastructure Fund were the top performing sector schemes of the fund house.

Best SBI Funds Over 1 Year

Scheme Name 1 Year (%)
SBI Small & Midcap Fund 81.07
SBI FMCG Fund 56.37
SBI Emerging Businesses Fund 44.32
SBI Banking & Financial Services Fund 41.61
SBI Contra Fund 41.34
SBI Magnum Global Fund 41.04
SBI Magnum Multiplier Fund 40.51
SBI Infrastructure Fund 40.28
SBI Magnum Comma Fund 39.13
SBI Magnum Multicap Fund 36.36
SBI Magnum TaxGain'93 33.96
SBI Magnum Midcap Fund 33.24
SBI BlueChip Fund 29.32
SBI Magnum Equity Fund 23.57
SBI PSU Fund 19.93
Data as on January 5, 2018. Returns are absolute
(Source: ACE MF, PersonalFN Research)

 
*Please note, this table only represents the best performing funds based solely on past returns and is NOT a recommendation. Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not an indicator for future returns. The percentage returns shown are only for indicative purposes.

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DISCLOSURE AS PER SECURITIES AND EXCHANGE BOARD OF INDIA (RESEARCH ANALYSTS) REGULATIONS, 2014
 

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Quantum Information Services Private Limited (QIS) was incorporated on December 19, 1989. 

QIS was promoted by Mr. Ajit Dayal with an objective of providing value-based information / views on news related to equity markets, the economy in general, sector analysis, budget review and various personal products and investments options available to the Public. It was the first company to start equity research on an institutional level.

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  1. Neither QIS, it’s Associates, Research Analyst or his/her relative have any financial interest in the subject Company , except QIS receives fees for providing research to Quantum Equity Fund of Fund (QEFoF) which is Fund of Fund scheme managed by QMF.
  2. Neither QIS, it's Associates, Research Analyst or his/her relative have actual/beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report.
  3. Neither QIS, it's Associates, Research Analyst or his/her relative has any other material conflict of interest at the time of publication of the research report except that QIS (PersonalFN) is, as per SEBI (Mutual Funds) Regulations 1996, an associate / group Company of Quantum Asset Management Company Private Limited and Trustees and Sponsor of Quantum Mutual Fund (QMF) and to that extent there may be conflict of interest while recommending any schemes of QMF. However any such recommendation or reference made is based on the standard evaluation and selection process, which applies uniformly for all Mutual Fund Schemes. The payment of commission (upfront /annualized & trail), if any, for any Schemes by QMF to QIS (PersonalFN) is also at arm's length and as per prevailing market practices

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