SBI Mutual Fund Returns 10 Years

Introduction:

SBI Mutual Fund is available various Mutual Fund Returns 10 Years on their platform. SBI mutual fund is a joint venture between SBI holds 62% and AMUNDI Asset Management holds 1.25% and SBI bank 36%. SBI Mutual fund mission ” To be most trusted and respected assets manager”. They have Mr. Shamsher Singh is Managing Director & Chief Executive Officer and Mr. D.P. Singh is Deputy Managing Director & Joint Chief Executive Officer.

Top SBI Mutual Fund Returns 10 Years

SBI Small Cap Fund

This one of the best SBI Mutual Fund Returns 10 Years, its a equity fund. Investors can invest long term growth in equity and small cap companies respective 65% ratio for small cap companies and 35% for equities. Recently their expense ratio 1.59. SBI Small Cap Fund Portfolio Breakup as follows-

HoldingsPercentageHoldingPercentage
Blue Star Ltd3.89%Cash Equivalents &Others7.26%
Finolex Industries3.8%Kalpataru Projects International Ltd.3.79%
GE T&D India Ltd.3.43%Carborundum Universal Ltd.2.77%
Chalet Hotels Ltd.2.69%SBFC Finance Ltd.2.56%
Lemon Tree Hotels Ltd.2.40%CMS Info Systems Ltd.2.34%
Whirlpool of India Ltd.2.29Doms Industries Ltd.2.24
V-Guard Industries Ltd.2.22E.I.D-Parry (India) Ltd.2.20
Aavas Financiers Ltd.2.19City Union Bank Ltd.2.17
Elgi Equipments Ltd.2.15Triveni Turbine Ltd.2.14
Aptus Value Housing Finance India Ltd.2.06Brigade Enterprises Ltd.2.01
Ahluwalia Contracts (India) Ltd.1.86Chemplast Sanmar Ltd.1.82
Westlife Foodworld Ltd.1.76ESAB India Ltd.1.69
VST Industries Ltd.1.61ZF Commercial Vehicle Control Systems India Ltd.1.59
Krishna Institute of Medical Sciences Ltd.1.59G R Infra projects Ltd.1.53
TTK Prestige Ltd.1.41Karur Vysya Bank Ltd.1.38
Vedant Fashions Ltd.1.29CSB Bank Ltd.1.28
KNR Constructions Ltd.1.27Go Fashion (India) Ltd.1.19
Indian Energy Exchange Ltd.1.16Dodla Dairy Ltd.1.12
AnandRathi Wealth Ltd.1.12Fine Organic Industries Ltd.1.09
PVR Inox Ltd.1.09Hatsun Agro Product Ltd.1.05
Ratnamani Metals & Tubes Ltd.1Sheela Foam Ltd.0.98
Archean Chemical Industries Ltd.0.96Hawkins Cookers Ltd.0.95
Star Cement Ltd.0.87Zydus Wellness Ltd.0.87
Navin Fluorine International Ltd.0.79Rajratan Global Wire Ltd.0.69
V-Mart Retail Ltd.0.55Relaxo Footwears Ltd.0.50
Thangamayil Jewellery Ltd.0.50Rossari Biotech Ltd.0.49
Gujarat State Petronet Ltd.0.46Indiamart Intermesh Ltd.0.23
Sai Silks (Kalamandir) Ltd.0.04Happy Forgings Ltd.0.02
SBI Small Cap Fund Other Information

Recent Returns- 20.81%
AUM- ₹28364.95Cr
Date of Allotment- 09 Sep, 2009
Exit Load- within 1 Year, After 1 Year Nil
NAV Value- ₹176.90
managed fund- Mr. R Srinivasan
Fund age- 15 Years

SBI Contra Fund

This one of the best SBI Mutual Fund Returns 10 Years, its a equity fund. Investors can invest long term growth in equity and small cap companies respective 65% ratio for small cap companies and 35% for equities. Recently their expense ratio 1.59. SBI Small Contra Fund Portfolio Breakup as follows-

HoldingsPercentageHoldingsPercentage
HDFC Bank Ltd.3.19State Bank of India2.79
GAIL (India) Ltd.2.76Reliance Industries Ltd.2.41
Oil & Natural Gas Corporation Ltd.2.07Whirlpool of India Ltd.1.98
ICICI Bank Ltd.1.94Torrent Power Ltd.1.89
Axis Bank Ltd.1.87Tata Steel Ltd.1.83
Petronet LNG Ltd.1.70Biocon Ltd.1.70
Mahindra & Mahindra Ltd.1.51Cipla Ltd.1.35
Tech Mahindra Ltd.1.31ICICI Prudential Life Insurance Company Ltd.1.31
ITC Ltd.1.28Kotak Mahindra Bank Ltd.1.28
ACC Ltd.1.20FSN E-Commerce Ventures Ltd.1.17
Cummins India Ltd.1.15Power Grid Corporation of India Ltd.1.14
Hindalco Industries Ltd.1.13CESC Ltd.1.05
Life Insurance Corporation of India1.03National Aluminium Company Ltd.0.99
Aster DM Healthcare Ltd.0.98Tata Motors Ltd.0.97
The Federal Bank Ltd.0.97G R Infra projects Ltd.0.95
Equitas Small Finance Bank Ltd.0.91Delhivery Ltd.0.90
Indian Oil Corporation Ltd.0.88NHPC Ltd.0.83
HDFC Asset Management Co. Ltd.0.80NMDC Ltd.0.81
Bharti Hexacom Ltd.0.79Maruti Suzuki India Ltd.0.79
Bank of India0.77Info Edge (India) Ltd.0.77
Ashok Leyland Ltd.0.77Infosys Ltd.0.76
Grasim Industries Ltd.0.76Coromandel International Ltd.0.76
Hero MotoCorp Ltd.0.75Mankind Pharma Ltd.0.74
Voltas Ltd.0.73United Spirits Ltd.0.72
Mahindra & Mahindra Financial Services Ltd.0.71Alkem Laboratories Ltd.0.71
Bharti Airtel Ltd.0.70Tata Motors Ltd. – DVR0.69
Ashiana Housing Ltd.0.69JSW Infrastructure Ltd.0.68
Grindwell Norton Ltd.0.67Bharat Petroleum Corporation Ltd.0.60
Disa India Ltd.0.58WENDT (India) Ltd.0.57
Indian Energy Exchange Ltd.0.56Nuvoco Vistas Corporation Ltd.0.54
Steel Authority of India Ltd.0.54Lupin Ltd.0.52
The Ramco Cements Ltd.0.51Punjab National Bank0.51
Rallis India Ltd.0.50Gland Pharma Ltd.0.49
K.P.R. Mill Ltd.0.48Timken India Ltd.0.47
Carborundum Universal Ltd.0.47Sanofi India Ltd.0.46
Bosch Ltd.0.45Prism Johnson Ltd.0.42
Coforge Ltd.0.40Neogen Chemicals Ltd.0.39
Sula Vineyards Ltd.0.35V-Guard Industries Ltd.0.33
Ingersoll Rand (India) Ltd.0.33Gateway Distriparks Ltd.0.32
Max Financial Services Ltd.0.26Aurobindo Pharma Ltd.0.20
Greenply Industries Ltd.0.17Tube Investments of India Ltd.0.17
Motherson Sumi Wiring India Ltd.0.16Automotive Axles Ltd.0.13
Prataap Snacks Ltd.0.08Dabur India Ltd.0.08
Finolex Industries Ltd.0.07Tata Technologies Ltd.0.06
NMDC Steel Ltd.0.05Grasim Industries Ltd.0.04
SBI Contra Fund Other Information:

Recent Returns- 19.75%
AUM- ₹30576.75Cr
Date of Allotment- 05 Jul, 1999
Exit Load- within 1 Year, After 1 Year Nil
NAV Value- ₹380.31
Managed fund- Mr. Dinesh Balachandran
Fund Age- 25 Years

SBI Focused Equity Fund

This one of the best SBI Mutual Fund Returns 10 Years, its a equity fund. Investors can invest long term growth in equity and small cap companies respective 65% ratio for small cap companies and 35% for equities. Recently their expense ratio 1.59. SBI Focused Equity Fund Portfolio Breakup as follows-

HoldingPercentageHoldingPercentage
Muthoot Finance Ltd.7.04ICICI Bank Ltd.7.03
State Bank of India5.70Bharti Airtel Ltd.5.57
Solar Industries India Ltd.5.32HDFC Bank Ltd.5.03
Procter & Gamble Hygiene and Health Care Ltd.4.78Divi’s Laboratories Ltd.4.50
Bajaj Finance Ltd.4.20Bharti Airtel Ltd.4.10
HDFC Asset Management Co. Ltd.3.36ZF Commercial Vehicle Control Systems India Ltd.3.64
ICICI Lombard General Insurance Company Ltd.3.30Jubilant Foodworks Ltd.3.29
Shree Cement Ltd.2.95Hatsun Agro Product Ltd.2.72
Page Industries Ltd.2.04Relaxo Footwears Ltd.1.99
Delhivery Ltd.1.65Medplus Health Services Ltd.1.26
SBI Focused Equity Fund

Recent Returns- 19%
AUM- ₹33475.49Cr
Date of Allotment- 17 Sep, 2004
Exit Load- within 1 Year, After 1 Year Nil
NAV Value- ₹328.78
Managed fund- Mr. R Srinivasan
Fund Age- 20 Years

SBI Magnum Midcap Fund

This one of the best SBI Mutual Fund Returns 10 Years, its a equity fund. Investors can invest long term growth in equity and small cap companies respective 65% ratio for small cap companies and 35% for equities. Recently their expense ratio 1.59. SBI Magnum Midcap Fund Portfolio Breakup as follows-

HoldingPercentageHoldingPercentage
Torrent Power Ltd.4.22Schaeffler India Ltd.3.74
Thermax Ltd.3.53Sundaram Finance Ltd.3.47
Carborundum Universal Ltd.3.38CRISIL Ltd.3.11
Voltas Ltd.2.96K.P.R. Mill Ltd.2.51
Coromandel International Ltd.2.49Max Healthcare Institute Ltd.2.25
Bajaj Finance Ltd.2.18The Indian Hotels Company Ltd.2.12
Jubilant Foodworks Ltd.2.01Gokaldas Exports Ltd.2.00
Bharat Forge Ltd.1.98Cholamandalam Investment & Finance Co. Ltd.1.89
Page Industries Ltd.1.88Sona Blw Precision Forgings Ltd.1.86
Sona Blw Precision Forgings Ltd.1.75Procter & Gamble Hygiene and Health Care Ltd.1.74
The Phoenix Mills Ltd.1.68Sheela Foam Ltd.1.57
JK Cement Ltd.1.50AIA Engineering Ltd.1.47
Oberoi Realty Ltd.1.46Aether Industries Ltd.1.43
Godrej Properties Ltd.1.28Endurance Technologies Ltd.1.25
Jupiter Life Line Hospitals Ltd.1.21Motherson Sumi Wiring India Ltd.1.21
UNO Minda Ltd.1.17Mankind Pharma Ltd.1.16
Grindwell Norton Ltd.1.15Glaxosmithkline Pharmaceuticals Ltd.1.15
SKF India Ltd.1.14Info Edge (India) Ltd.1.13
ZF Commercial Vehicle Control Systems India Ltd.1.11Coforge Ltd.1.08
Relaxo Footwears Ltd.1.07TVS Motor Company Ltd.1.07
The Federal Bank Ltd.1.06HDFC Asset Management Co. Ltd.1.06
Indian Energy Exchange Ltd.1Triveni Turbine Ltd.0.98
Honeywell Automation India Ltd.0.91PI Industries Ltd.0.77
Nippon Life India Asset Management Ltd.0.76The Ramco Cements Ltd.0.70
HDFC Bank Ltd.0.70GO Digit General Insurance Ltd.0.69
Tips Industries Ltd.0.68Mahindra & Mahindra Financial Services Ltd.0.66
FSN E-Commerce Ventures Ltd.0.62L&T Technology Services Ltd.0.56
Laurus Labs Ltd.0.56Pfizer Ltd.0.52
Hatsun Agro Product Ltd.0.48Sanofi India Ltd.0.47
Nuvoco Vistas Corporation Ltd.0.46VRL Logistics Ltd.0.46
Mahindra Lifespace Developers Ltd.0.41Whirlpool of India Ltd.0.41
Natco Pharma Ltd.0.41City Union Bank Ltd.0.37
Timken India Ltd.0.37Tatva Chintan Pharma Chem Ltd.0.36
G R Infra projects Ltd.0.35National Aluminium Company Ltd.0.31
Dodla Dairy Ltd.0.31Prism Johnson Ltd.0.29
Mangalam Cement Ltd.0.27Steel Authority of India Ltd.0.26
Persistent Systems Ltd.0.25Swaraj Engines Ltd.0.04
SBI Magnum Midcap Fund Other information

Recent Returns- 17.33%
AUM- ₹18402.33Cr
Date of Allotment- 29 Mar, 2005
Exit Load- within 1 Year, After 1 Year Nil
NAV Value- ₹234.77
Managed fund- Mr. Bhavin Vithlani
Fund Age- 19 Years


Conclusion

These Four SBI Mutual Fund Returns 10 Years, suggested mutual which suits for all financial goals for the future basis. Investors can Invest monthly SIP of Rs. 10,000 to 30,000 for the 10- 20 years. The invested amount might be in Lakhs and return will be in future in Cr. The most profitable plans for everyone.

How are mutual fund returns taxed?

Long Term Capital Gains Tax (LTCG) of 10% on gains above ₹1 lakh per annum. Debt funds held for more than three years are taxed at 20%

What is Systematic Investment Plan (SIP)?

SIP is a fixed amount regularly in mutual funds. It allows investors to invest small amounts periodically, thereby averaging out the cost of investment over time and benefiting from rupee cost of all investment with their returns

How can I redeem my investments in SBI Mutual Funds?

You can redeem your investments in SBI Mutual Funds online through their website or mobile app, or by submitting a redemption request form to any of their branch offices

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