DSIJ Mindshare

Conquering market mountains: Top 5 SBI mutual funds to peak your portfolio
Ashwin Urkude

Conquering market mountains: Top 5 SBI mutual funds to peak your portfolio

Let SBI’s diverse garden guide you to your financial blooms.

We've traversed the mountain of SBI's vast offerings and unearthed 5 shining gems tailor-made for every risk appetite and financial dream. Whether you're a cautious soul seeking steady growth or a thrill-seeker chasing high returns, these funds will take your portfolio to new heights.

Step into this valley of abundance and let SBI's hidden gems guide you toward a prosperous horizon!

1. SBI PSU Fund: Embrace the public powerhouses! This fund focuses on India's robust Public Sector Undertakings (PSUs), like NTPC and Coal India. Expect steady, reliable returns with moderate risk, ideal for income-seekers and cautious investors seeking long-term capital appreciation. In the 1 year, this fund has delivered a dazzling 54.03 per cent return, followed by a steady 38.33 per cent in 3 years and a consistent 20.68 per cent in 5 years.

2. SBI Infrastructure Fund: Build your financial bridge! This fund focuses on the bedrock of India's growth – the crucial infrastructure sector. Expect stable returns with moderate risk, making it perfect for income-seeking investors and those with a long-term horizon. Think roads, bridges, power plants – a steady climb with consistent rewards. In the 1 year, this fund has delivered a dazzling 49.45 per cent return, followed by a steady 35.14 per cent in 3 years and a consistent 24.34 per cent in 5 years.

3. SBI Contra Fund: Dare to go against the flow! This contrarian fund invests in companies temporarily out of favor, seeking to unlock hidden value. Buckle up for potential high returns alongside higher risk, best suited for bold investors with a long-term outlook and strong fundamental analysis skills. In the 1 year, this fund has delivered a dazzling 37.02 per cent return, followed by a steady 34.72 per cent in 3 years and a consistent 25.23 per cent in 5 years.

4. SBI Magnum Midcap Fund: Explore the fertile midlands! This fund focuses on mid-sized companies poised for significant growth. Enjoy a promising blend of stability and growth potential, ideal for moderate risk-takers seeking capital appreciation and diversification. Think nimble giants with hidden potential. In the 1 year, this fund has delivered a dazzling 35.92 per cent return, followed by a steady 29.81 per cent in 3 years and a consistent 23.63 per cent in 5 years.

5. SBI Small Cap Fund: Scale the small-cap peaks! This fund takes you on a thrilling ride through the exciting world of small-cap companies with explosive growth potential. Prepare for windfalls alongside higher volatility, best suited for risk-tolerant investors with a long-term vision. Think rocketships, but remember, space travel can be bumpy! In the 1 year, this fund has delivered a dazzling 27.15 per cent return, followed by a steady 27.78 per cent in 3 years and a consistent 24.69 per cent in 5 years.

Remember, past performance is not indicative of future results. Be a responsible investor, understand your risk appetite, and consult a financial advisor before making any investment decisions. Conquer your financial goals with these top-performing SBI mutual funds.

Let your money climb to new heights and leave fleeting resolutions in the dust!

 

Disclaimer: The article is for informational purposes only and not an investment advice.

Previous Article Watch out for these penny stocks locked in the upper circuit on December 28
Next Article Heavy buying: Back-to-back upper circuit in this multibagger penny stock; gains over 1,000 per cent!
Print
7417 Rate this article:
3.9
Please login or register to post comments.
DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

Principal Officer: Mr. Shashikant Singh,
Email: principalofficer@dsij.in
Tel: (+91)-20-66663800

Compliance Officer: Mr. Rajesh Padode
Email: complianceofficer@dsij.in
Tel: (+91)-20-66663800

Grievance Officer: Mr. Rajesh Padode
Email: service@dsij.in
Tel: (+91)-20-66663800

Corresponding SEBI regional/local office address- SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.
Tel: +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 | E-mail : sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR