Top 10 SBI Mutual Funds With Up to 29% Returns in 5 Years: Rs 1,50,000 one-time investment in No. 1 scheme has turned into Rs 5,30,000

Top 10 SBI Mutual Funds in 5 Years: Mutual fund history in India dates back to 1963 with UTI being the first fund house.

Mutual funds were open to Public Sector Undertakings (PSUs) in 1987 and SBI Mutual Fund emerged as one of the first PSUs to start schemes.

It has emerged as the largest asset management company (AMC) ever since with assets worth Rs 11,16,708 crore. It has a total of 124 schemes in equity, hybrid, and debt categories, as per Value Research data.

Many SBI mutual fund schemes have been benchmark beaters in the short and long terms.

Here, we take you through the top 10 SBI mutual fund schemes that have given highest annualised returns (CAGR) in 5 years.

Also know how they have performed on a Rs 1,50,000 one-time (lump sum) investment.

(All returns, NAV rates are as on February 25, 2025).

SBI Contra Fund - Direct Plan

The fund has given 28.72 per cent annualised SIP return in 5 years.

It has assets under management (AUM) of Rs 41,634 crore, while its net asset value (NAV) is Rs 378.63.  

Benchmarked against BSE 500 TRI, the fund has given 16.43 per cent annualised return since its launch in January 2013.

At an expense ratio of 0.60 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 1,500,000 one-time investment in the fund in the 5-year period has swelled to Rs 5.3 lakh.

SBI Healthcare Opportunities Fund Direct Plan-Growth

The fund has given 26.15 per cent annualised return in the 5-year period.

It has AUM of Rs 3,522 crore, while its NAV is Rs 446.77.  

Benchmarked against BSE Healthcare TRI, the fund has given 17.92 per cent annualised return since its inception in January 2013.

With an expense ratio of 0.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 1,500,000 one-time investment in the fund has converted into Rs 4.79 lakh in the 5-year time frame.

SBI Technology Opportunities Fund Direct-Growth

The fund has given 25.72 per cent annualised return in the 5-year time frame.

It has an asset base of Rs 4,573 crore, while its NAV is Rs 233.83.  

Benchmarked against BSE Teck TRI, the fund has given 21.04 per cent annualised return since its debut in January 2013.

At an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment each. 

A Rs 1,500,000 one-time investment in the fund has grown to Rs 4.71 lakh in the 5-year period.

SBI Magnum Mid Cap Direct Plan-Growth

The fund has given 23.95 per cent annualised return in 5 years.

It has AUM of Rs 21,177 crore, while its unit price is Rs 234.13.  

Benchmarked against NIFTY Midcap 150 TRI, the fund has given 19.08 per cent annualised return since its beginning in January 2013.

With an expense ratio of 0.81 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.  

A Rs 1,500,000 one-time investment in the fund has jumped to Rs 4.39 lakh in the 5-year time frame.

SBI PSU Direct Plan-Growth

The fund has given 23.84 per cent annualised SIP return in the 5-year period.

It has a fund size of Rs 4,543 crore, while its NAV is Rs 30.02.  

Benchmarked against BSE PSU TRI, the fund has given 10.99 per cent annualised return since its starting in January 2013.

At an expense ratio of 0.78 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 1,500,000 one-time investment in the fund in 5 years is worth Rs 4.37 lakh.

SBI Infrastructure Fund Direct-Growth

The fund has given 23.73 per cent annualised return in the 5-year time frame.

It has an asset base of Rs 4,867 crore, while its unit price is Rs 47.  

Benchmarked against NIFTY Infrastructure TRI, the fund has given 14.93 per cent annualised return since its inception in January 2013.

With an expense ratio of 0.83 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 1,500,000 one-time investment in the fund has swelled to Rs 4.35 lakh in the 5-year period.

SBI Long Term Equity Fund Direct Plan-Growth

The fund has given 23.61 per cent annualised return in 5 years.

It has AUM of Rs 27,306 crore, while its unit price is Rs 425.81.  

Benchmarked against BSE 500 TRI, the fund has given 16.3 per cent annualised return since its launch in January 2013.

At an expense ratio of 0.39 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment each. 

A Rs 1,500,000 one-time investment in the fund has converted into Rs 4.33 lakh in the 5-year time frame.

SBI Small Cap Fund Direct-Growth

The fund has given 22.80 per cent annualised return in 5 years.

It has assets under management (AUM) of Rs 31,227 crore, while its net asset value (NAV) is Rs 170.58.  

Benchmarked against BSE 250 SmallCap TRI, the fund has given 23.68 per cent annualised return since its launch in January 2013.

At an expense ratio of 0.7 per cent, the fund has Rs 500 as the minimum SIP investment. 

A Rs 1,500,000 one-time investment in the fund in the 5-year period has swelled to Rs 4.19 lakh.

SBI Consumption Opportunities Fund Direct-Growth

The fund has given 20.56 per cent annualised return in the 5-year period.

It has AUM of Rs 2,940 crore, while its NAV is Rs 325.48.  

Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 16.68 per cent annualised return since its inception in January 2013.

With an expense ratio of 0.91 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 1,500,000 one-time investment in the fund has converted into Rs 3.82 lakh in the 5-year time frame.

SBI Magnum COMMA Fund Direct-Growth

The fund has given 19.64 per cent annualised return in the 5-year time frame.

It has an asset base of Rs 618 crore, while its NAV is Rs 95.74.  

Benchmarked against NIFTY Commodities TRI, the fund has given 12.98 per cent annualised return since its debut in January 2013.

At an expense ratio of 1.88 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment. 

A Rs 1,500,000 one-time investment in the fund has grown to Rs 3.68 lakh in the 5-year period.