as on 29 Dec 20 DurationReturns1 Month 11.4% 3 Month 28.4% 6 Month 46.9% 1 Year 29.8% 3 Year 3.3% 5 Year 9.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis YearReturns2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% 2014 47.7% 2013 -1.7% 2012 34.2% 2011 -28.2% 2010 9.6% Fund Manager information for SBI Contra Fund NameSinceTenureDinesh Balachandran7 May 182.57 Yr.Data below for SBI Contra Fund as on 30 Nov 20 Equity Sector Allocation SectorValueFinancial Services21.43%Health Care12.04%Consumer Cyclical11.18%Basic Materials10.04%Industrials9.62%Energy7%Technology6.17%Real Estate4.27%Communication Services3.71%Consumer Defensive2.89%Utility2.07% Asset Allocation Asset ClassValueCash9.57%Equity90.43% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 28 Feb 17 | ICICIBANK4%₹61 Cr1,283,921 Infosys Ltd (Technology)Equity, Since 28 Feb 19 | INFY4%₹55 Cr500,000 State Bank of India (Financial Services)Equity, Since 31 Dec 10 | SBIN4%₹54 Cr2,210,000 ↑ 1,300,000 Sequent Scientific Ltd (Healthcare)Equity, Since 31 Mar 19 | 5125294%₹53 Cr3,430,029 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 31 Dec 19 | 5401333%₹51 Cr1,158,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Aug 16 | HDFCBANK3%₹48 Cr332,642 Tata Motors Ltd (Consumer Cyclical)Equity, Since 30 Apr 20 | TATAMOTORS3%₹45 Cr2,500,000 Lupin Ltd (Healthcare)Equity, Since 28 Feb 18 | 5002573%₹44 Cr495,000 Prism Johnson Ltd (Basic Materials)Equity, Since 29 Feb 20 | PRSMJOHNSN3%₹44 Cr5,315,374 HCL Technologies Ltd (Technology)Equity, Since 31 Aug 13 | HCLTECH2%₹37 Cr450,0006. Firstly, you must consider your investment horizon and goals which will further help you select from the best investment plans. Ranked 34 in Sectoral category. returns by investing predominantly in a portfolio of stocks of companies engaged Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I Ranked 48 in Contra category. Below is the key information for SBI Bluechip Fund. Online Term Plan. Below is the key information for SBI Technology Opportunities Fund SBI Technology Opportunities Fund Growth Launch Date 9 Jan 13 NAV (29 Dec 20) ₹99.1184 ↑ 0.49   (0.49 %) Net Assets (Cr) ₹367 on 30 Nov 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆Risk HighExpense Ratio 2.62Sharpe Ratio 1.12Information Ratio 0.48Alpha Ratio 1.21Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years. SBI Magnum Tax Gain Fund To deliver the benefit of investment in a portfolio of equity shares, while offering Know all the details of SBI’s best systematic investment plan online & compare monthly premiums, benefits & features. Iam interested to invest 1L per anum for 5 years plan require details please. Your email address will not be published. This MF invests in MNC companies in India, which is very high risk. Below is the key information for SBI Contra Fund. deduction on such investment made in the scheme under section 80C of the It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch. With over 30 years of presence in the market, SBI MF has an extensive investor base of over 5 million. Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% . To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. The retirement corpus is around 1.4 Crores. There are several factors associated with investment planning which are indicative of how much returns you can earn, how secure your investments will be and what the benefits are. This plan also provides life insurance coverage, so your family is financially protected. State Bank of India (SBI) offers a variety of investment products. SBI Gold Fund The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). The interest offered on such tenures is in the range of 2.90% to 5.40% p.a. Quick Links. Shubh Nivesh Planis an endowment plan being offered by SBI Life.It is one of the best plans in the investment market. Let's take a look at them. Income-tax Act, 1961. 9 Best SIP Plans for 1 Year Investment 2020 Updated on December 24, 2020 , 42991 views. Your email address will not be published. SBI Life Shubh Nivesh Plan is a with-profit Endowment Assurance plan that helps you to provide savings, regular income and insurance cover to you & your family. These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan.. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. as on 29 Dec 20 DurationReturns1 Month 7% 3 Month 23.5% 6 Month 40.9% 1 Year 30.3% 3 Year 2.1% 5 Year 8.5% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis YearReturns2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% 2014 71.9% 2013 13.6% 2012 48% 2011 -25.8% 2010 14.7% Fund Manager information for SBI Magnum Mid Cap Fund NameSinceTenureSohini Andani1 Jul 1010.42 Yr.Data below for SBI Magnum Mid Cap Fund as on 30 Nov 20 Equity Sector Allocation SectorValueBasic Materials18.66%Consumer Cyclical17.11%Financial Services15.69%Health Care14.69%Industrials13.97%Real Estate7.84%Utility4.11%Technology1.91%Communication Services1.73%Consumer Defensive0.04% Asset Allocation Asset ClassValueCash4.26%Equity95.74% Top Securities Holdings / Portfolio NameHoldingValueQuantity Cholamandalam Investment and Finance Co Ltd (Financial Services)Equity, Since 31 Dec 12 | CHOLAFIN6%₹259 Cr6,662,175 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 30 Nov 16 | 5402036%₹239 Cr1,561,806 Godrej Properties Ltd (Real Estate)Equity, Since 31 Dec 17 | GODREJPROP6%₹233 Cr1,995,872 Coromandel International Ltd (Basic Materials)Equity, Since 31 Jan 18 | 5063954%₹166 Cr2,000,000 ↓ -393,994 PI Industries Ltd (Basic Materials)Equity, Since 31 Mar 14 | PIIND4%₹161 Cr730,132 ↓ -600,000 Ramco Cements Ltd (Basic Materials)Equity, Since 29 Feb 12 | RAMCOCEM4%₹154 Cr1,728,391 Page Industries Ltd (Consumer Cyclical)Equity, Since 29 Feb 20 | 5328274%₹148 Cr65,000 ↑ 10,000 JK Cement Ltd (Basic Materials)Equity, Since 30 Apr 19 | JKCEMENT4%₹146 Cr721,000 Carborundum Universal Ltd (Industrials)Equity, Since 30 Apr 11 | 5133753%₹140 Cr4,047,103 Gujarat State Petronet Ltd (Utilities)Equity, Since 31 Mar 18 | 5327023%₹135 Cr6,167,9515. To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. Return for 2019 was 0.1% , 2018 was -18% and 2017 was 33.5% . DateValue30 Nov 15₹10,00030 Nov 16₹10,35630 Nov 17₹13,02930 Nov 18₹12,28630 Nov 19₹12,96830 Nov 20₹14,203 SBI Magnum Tax Gain Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹376,357. Materials & Agriculture and in debt & money market instruments. Upload Documents (PAN, Aadhaar, etc.). Ranked 34 in Sectoral category. SBI Magnum Children’s Benefit Plan is a debt-oriented hybrid mutual fund by SBI Asset Management Company (AMC). Ranked 28 in Mid Cap category. accept the terms of Privacy Policy and Net Profit of ₹85,859 Invest Now Invest Now Returns for SBI Magnum Global Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. These are financial goals, and your investment allocation should be done such that as and when you are nearing your goal, the money is available through one of your investments. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. These mutual funds can provide 12% to 15% annualized returns. 11.85 lac (@assumed rate of return 8%)^^. 4 varied fund options, you can invest to maximize returns. All Rights Reserved, Shepard Technologies Pvt. as on 29 Dec 20 DurationReturns1 Month 2.4% 3 Month -1% 6 Month 3.1% 1 Year 28.1% 3 Year 18.4% 5 Year 13.3% 10 Year 15 Year Since launch 4.9% Historical performance (Yearly) on absolute basis YearReturns2019 22.8% 2018 6.4% 2017 3.5% 2016 10% 2015 -8.1% 2014 -10.2% 2013 -6.6% 2012 10.9% 2011 2010 Fund Manager information for SBI Gold Fund NameSinceTenureRaviprakash Sharma12 Sep 119.23 Yr.Data below for SBI Gold Fund as on 30 Nov 20 Asset Allocation Asset ClassValueCash1.21%Other98.79% Top Securities Holdings / Portfolio NameHoldingValueQuantity SBI ETF Gold - | SETFGOLD100%₹842 Cr1,922,540 ↑ 40,400 Treps CBLO/Reverse Repo | -1%₹5 Cr Net Receivable / Payable CBLO | -1%-₹4 Cr7. Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% . investments in stocks of growth oriented sectors of the economy. It is a non-linked and participating plan. SBI Magnum Children’s Benefit Plan. Return for 2019 was 4% , 2018 was -8.3% and 2017 was 33% . To provide investors maximum growth opportunity through well researched investments in Indian equities, PCDs and FCDs from selected industries with high growth potential and in Bonds. as on 29 Dec 20 SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch. Sonia Nagpal is an Insurance Specialist. It is also one of the best sip plan for 5 years and an investment of Rs. Terms & Conditions.Processing...Get Started, FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)SBI Healthcare Opportunities Fund Growth ₹196.393 ↓ -0.59 ₹1,512 5,000 500 11.234.166.214.15.3-0.5add_shopping_cartSBI Technology Opportunities Fund Growth ₹99.1184 ↑ 0.49 ₹367 5,000 500 20.851.84724.916.212.2add_shopping_cartSBI Small Cap Fund Growth ₹71.2718 ↑ 0.67 ₹6,202 5,000 500 22.246.533.44.415.96.1add_shopping_cartSBI Magnum Mid Cap Fund Growth ₹92.1996 ↓ -0.02 ₹4,113 5,000 500 23.540.930.32.18.50.1add_shopping_cartSBI Contra Fund Growth ₹134.627 ↓ -0.06 ₹1,490 5,000 500 28.446.929.83.39.6-1add_shopping_cartSBI Gold Fund Growth ₹15.5504 ↓ -0.01 ₹842 5,000 500 -13.128.118.413.322.8add_shopping_cartSBI Magnum COMMA Fund Growth ₹46.9327 ↑ 0.04 ₹273 5,000 500 13.534.323.63.715.511.8add_shopping_cartSBI Magnum Global Fund Growth ₹211.878 ↓ -0.77 ₹4,131 5,000 500 14.425.419.64.39.85.6add_shopping_cartSBI Magnum Tax Gain Fund Growth ₹169.667 ↑ 0.57 ₹8,185 500 500 20.233.518.34.294add_shopping_cartSBI Bluechip Fund Growth ₹48.0308 ↑ 0.20 ₹24,880 5,000 500 25.435.815.17.311.111.6add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. Net Profit of ₹158,689 Invest Now Invest Now Returns for SBI Technology Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Fincash » SBI Mutual Fund » Best SBI Mutual Fund Schemes. Opt for riders to enhance policy benefits. *List if based on funds having Assets > 100 Crore and sorted on last 1 Year Returns. Open Free Investment Account for Lifetime at Fincash.com. An investment plan should break your financial aspirations and necessities into time-bound goals. Avail switching, premium redirection & partial withdrawal facility under this policy. as on 29 Dec 20 DurationReturns1 Month 6% 3 Month 14.4% 6 Month 25.4% 1 Year 19.6% 3 Year 4.3% 5 Year 9.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis YearReturns2019 5.6% 2018 -10% 2017 41.9% 2016 -2% 2015 7.9% 2014 66.6% 2013 9.7% 2012 36% 2011 -14.2% 2010 18.1% Fund Manager information for SBI Magnum Global Fund NameSinceTenureAnup Upadhyay7 May 182.57 Yr.Data below for SBI Magnum Global Fund as on 30 Nov 20 Equity Sector Allocation SectorValueConsumer Defensive30.11%Health Care20.21%Industrials16.73%Consumer Cyclical9.35%Basic Materials9.3%Technology7.22%Communication Services2.27%Financial Services0.82% Asset Allocation Asset ClassValueCash4%Equity96% Top Securities Holdings / Portfolio NameHoldingValueQuantity Colgate-Palmolive (India) Ltd (Consumer Defensive)Equity, Since 30 Apr 18 | 5008309%₹365 Cr2,410,688 Britannia Industries Ltd (Consumer Defensive)Equity, Since 30 Sep 18 | 5008258%₹313 Cr861,500 Nestle India Ltd (Consumer Defensive)Equity, Since 30 Jun 18 | NESTLEIND6%₹260 Cr145,600 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Apr 18 | MARUTI5%₹189 Cr268,847 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB4%₹186 Cr515,000 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 31 Dec 18 | 5001244%₹153 Cr317,658 Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Sep 17 | 5406994%₹147 Cr124,000 Grindwell Norton Ltd (Industrials)Equity, Since 31 May 15 | 5060763%₹141 Cr2,358,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)Equity, Since 31 Mar 12 | PGHH3%₹140 Cr133,000 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 May 18 | 5006963%₹139 Cr648,3139. SBI Life's savings plan helps individuals to prepare ahead, as the saving plan is combined with life insurance cover. Ranked 34 in Sectoral category. Ranked 34 in Sectoral category. 1. SBI … 2. investments in stocks of growth oriented sectors of the economy. Below is the key information for SBI Contra Fund SBI Contra Fund Growth Launch Date 6 May 05 NAV (29 Dec 20) ₹134.627 ↓ -0.06   (-0.04 %) Net Assets (Cr) ₹1,490 on 30 Nov 20 Category Equity - ContraAMC SBI Funds Management Private Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.29Sharpe Ratio 0.46Information Ratio -1Alpha Ratio 4.48Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. SBI Systematic Investment Plan: Know more about benefits of Investing in SBI SIP Plan. DateValue30 Nov 15₹10,00030 Nov 16₹10,78930 Nov 17₹13,36230 Nov 18₹13,14730 Nov 19₹14,63530 Nov 20₹15,968 SBI Bluechip Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹405,518. as on 29 Dec 20 DurationReturns1 Month 7.8% 3 Month 20.2% 6 Month 33.5% 1 Year 18.3% 3 Year 4.2% 5 Year 9% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis YearReturns2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% 2014 49.1% 2013 7% 2012 34.3% 2011 -23.5% 2010 13% Fund Manager information for SBI Magnum Tax Gain Fund NameSinceTenureDinesh Balachandran10 Sep 164.22 Yr.Data below for SBI Magnum Tax Gain Fund as on 30 Nov 20 Equity Sector Allocation SectorValueFinancial Services24.89%Health Care14.14%Technology11.06%Consumer Cyclical9.95%Industrials8.36%Basic Materials7.25%Energy5.44%Consumer Defensive4.8%Communication Services3.13%Utility3.1%Real Estate1.61% Asset Allocation Asset ClassValueCash5.85%Equity94.15% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 30 Apr 06 | RELIANCE5%₹387 Cr2,007,009 Cipla Ltd (Healthcare)Equity, Since 31 Jul 18 | 5000874%₹358 Cr4,803,528 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 30 Sep 16 | 5401334%₹305 Cr6,904,842 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 17 | ICICIBANK4%₹294 Cr6,216,237 Tech Mahindra Ltd (Technology)Equity, Since 31 Jan 17 | 5327554%₹294 Cr3,349,921 Ambuja Cements Ltd (Basic Materials)Equity, Since 30 Nov 16 | 5004254%₹289 Cr11,063,638 HDFC Bank Ltd (Financial Services)Equity, Since 30 Jun 07 | HDFCBANK3%₹285 Cr1,976,345 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Mar 17 | BHARTIARTL3%₹256 Cr5,528,671 State Bank of India (Financial Services)Equity, Since 31 May 06 | SBIN3%₹237 Cr9,685,639 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 31 Dec 19 | CROMPTON3%₹236 Cr7,720,000 ↑ 900,000 10. You can also choose from Gold Option and Platinum Option, under this policy. Net Profit of ₹76,357 Invest Now Invest Now Returns for SBI Magnum Mid Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Best and safe investment plans to get high returns in 2020, choose from a range of short term and long-term investment options via the complete investment guide to achieve your financial goals. Let us name them as Mr. Ram and Mr. Sham for better understanding. This plan takes care of your savings by assuring guaranteed minimum bonus interest rate through the entire policy term. SBI Magnum Global Fund is a Equity - Sectoral fund was launched on 27 Jun 05. Investments made for a period of 1 year or less are referred to as short term investment plans. These funds have been shortlisted by considering several important parameters like AUM, NAV, past performances, peer average returns and other key parameters. And, You are Ready to Invest! It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch. Return for 2019 was -1% , 2018 was -14.3% and 2017 was 40.2% . Has an extensive investor base of over 5 million compare Monthly premiums, benefits & features was 39.2 % anum. Have understood the key features & benefits of SBI ’ s oldest & largest fund,... 2 plan options as per the market, SBI MF has an extensive investor of! Based on Funds having Assets > 100 Crore and sorted on last 1 investment... 7 days and 10 years can also customize the plan to suit your investment horizon and goals will... -10 % and 2017 was 33.5 % maximize returns corpus in their retirement kitty years and an investment Rs... Trending in India 6.4 % and 2017 was 33.5 % which will further you! Of 14.6 % since its launch 8 % ) ^^ life 's savings plan helps individuals to prepare ahead as... 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