Among SBI Life Insurance Plans, you can choose SBI ULIP plans to invest your hard earned money and maximize returns. Avail switching, premium redirection & partial withdrawal facility under this policy. 15/20/25 years. Return for 2019 was 4% , 2018 was -8.3% and 2017 was 33% . An investment plan should break your financial aspirations and necessities into time-bound goals. 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. Ranked 48 in Contra category. 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. You can also customize the plan to suit your investment objectives. 5 Best Investment Options for NRIs – we did a survey with our readers & asked them their preferred investments in India. investments in stocks of growth oriented sectors of the economy. 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. Ranked 48 in Contra category. Best SIP Plans?How to choose them? Ranked 34 in Sectoral category. Return for 2019 was 5.6% , 2018 was -10% and 2017 was 41.9% . ... Minors above the age of 10 years can also get their accounts opened and invest in this scheme. Ranked 34 in Sectoral category. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch. 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. If you are an individual, it can surely serve your investment needs. Let's take a look at them. Switching and partial withdrawal are available. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. Investments in this scheme would be subject to a Further the fund has consistently outperformed its benchmark as well as category returns in 1-year, 3-year and 5-year framework. thanks and regards, I want 5 year investment plan please breaf me, I want 5 year pension plan . Below is the key information for SBI Magnum Tax Gain Fund. Fincash » SBI Mutual Fund » Best SBI Mutual Fund Schemes. Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. Find top short term investment plan for short time in India. Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% . This plan takes care of your savings by assuring guaranteed minimum bonus interest rate through the entire policy term. Net Profit of ₹105,518 Invest Now Invest Now Returns for SBI Bluechip Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Below is the key information for SBI Contra Fund. This fund has provided highest SIP Returns in the last 5-10 years. It is one of the good fund that gave 23% annualized returns in the last 10 years. Best SIP Plans?How to choose them? SBI Magnum Global Fund 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. In this article, we are providing you with key insights about SBI investment plans, in which you can invest for 5 years. 10 Best SIP Plans for 10 , 20 Year Investment 2020 Updated on December 24, 2020 , 76814 views. The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). as on 29 Dec 20 DurationReturns1 Month 11.6% 3 Month 20.8% 6 Month 51.8% 1 Year 47% 3 Year 24.9% 5 Year 16.2% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis YearReturns2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 2010 Fund Manager information for SBI Technology Opportunities Fund NameSinceTenureAnup Upadhyay1 Jun 119.51 Yr.Data below for SBI Technology Opportunities Fund as on 30 Nov 20 Equity Sector Allocation SectorValueTechnology72.56%Communication Services15.2%Consumer Defensive2.56%Financial Services2.37%Industrials2.24% Asset Allocation Asset ClassValueCash5.07%Equity94.93% Top Securities Holdings / Portfolio NameHoldingValueQuantity Infosys Ltd (Technology)Equity, Since 31 Jan 03 | INFY23%₹85 Cr772,300 ↑ 70,200 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Apr 06 | TCS14%₹52 Cr193,764 HCL Technologies Ltd (Technology)Equity, Since 31 Mar 06 | HCLTECH10%₹35 Cr424,774 ↑ 64,400 Bharti Airtel Ltd (Communication Services)Equity, Since 31 May 18 | BHARTIARTL9%₹35 Cr750,830 ↑ 15,600 Tech Mahindra Ltd (Technology)Equity, Since 31 Aug 15 | 5327558%₹31 Cr352,935 Alphabet Inc A (Communication Services)Equity, Since 30 Sep 18 | GOOGL6%₹21 Cr1,615 Firstsource Solutions Ltd (Technology)Equity, Since 31 Oct 20 | 5328094%₹15 Cr1,926,515 ↑ 1,058,515 Oracle Financial Services Software Ltd (Technology)Equity, Since 31 Aug 20 | 5324663%₹11 Cr36,600 Persistent Systems Ltd (Technology)Equity, Since 31 Aug 20 | PERSISTENT3%₹10 Cr81,100 NIIT Ltd (Consumer Defensive)Equity, Since 31 Mar 19 | 5003043%₹9 Cr531,738 ↓ -18,208 3. Safety: The mutual fund schemes by SBI are one of the country’s trusted and reliable fund schemes. Sonia Nagpal is an Insurance Specialist. Srinivasan16 Nov 137.04 Yr.Data below for SBI Small Cap Fund as on 30 Nov 20 Equity Sector Allocation SectorValueIndustrials34.54%Basic Materials19.44%Consumer Cyclical19.2%Consumer Defensive7.53%Financial Services7.5%Health Care4.64%Technology2.76%Communication Services1.43% Asset Allocation Asset ClassValueCash2.66%Equity97.34% Top Securities Holdings / Portfolio NameHoldingValueQuantity JK Cement Ltd (Basic Materials)Equity, Since 31 Oct 18 | JKCEMENT6%₹366 Cr1,800,700 Elgi Equipments Ltd (Industrials)Equity, Since 31 Dec 13 | 5220745%₹295 Cr22,000,000 City Union Bank Ltd (Financial Services)Equity, Since 30 Jun 20 | CUB4%₹242 Cr13,000,000 Blue Star Ltd (Industrials)Equity, Since 30 Jun 18 | BLUESTARCO4%₹235 Cr2,900,000 V-Guard Industries Ltd (Industrials)Equity, Since 31 Aug 20 | 5329534%₹220 Cr11,900,000 ↑ 4,200,000 Navin Fluorine International Ltd (Basic Materials)Equity, Since 31 Mar 20 | 5325043%₹212 Cr790,000 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 31 Mar 19 | 5402033%₹204 Cr1,330,000 ↑ 5,239 Hatsun Agro Product Ltd (Consumer Defensive)Equity, Since 31 Jul 17 | 5315313%₹202 Cr2,135,000 Techno Electric & Engineering Co Ltd (Industrials)Equity, Since 31 Dec 18 | 5421413%₹194 Cr9,000,000 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 30 Jun 15 | 5084863%₹189 Cr370,0004. Best Investment Plans for 1 Year - Compare 50+ plans from top companies in India online to choose best short term investment option to build wealth for your future. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. This plan helps you save regularly plus you also have the option to receive the maturity amount as a lump sum or as a regular income for a chosen period. Best SIP Plans?How to choose them? Below is the key information for SBI Small Cap Fund SBI Small Cap Fund Growth Launch Date 9 Sep 09 NAV (29 Dec 20) ₹71.2718 ↑ 0.67   (0.95 %) Net Assets (Cr) ₹6,202 on 30 Nov 20 Category Equity - Small CapAMC SBI Funds Management Private Limited Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 2.29Sharpe Ratio 0.66Information Ratio 0.91Alpha Ratio 0.51Min 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. Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% . Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% . SBI Magnum Global Fund is a Equity - Sectoral fund was launched on 27 Jun 05. SBI Magnum Global Fund is a Equity - Sectoral fund was launched on 27 Jun 05. Loyalty additions in this plan help to boost the fund value. Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . Income-tax Act, 1961. 5. in the commodity business within the following sectors - Oil & Gas, Metals, 8 Best Investment Plans In … SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. Ranked 42 in Sectoral category. Fixed Deposit Recurring Deposit Flexi Deposit Scheme Annuity Deposit scheme MOD SBI Tax Savings Scheme-2006 MACAD Reinvestment Plan SBI Holiday Savings Account(Cox & Kings) SBI Holiday ... 3 years to less than 5 year. SBI Contra Fund To provide the investors maximum growth opportunity through equity returns by investing predominantly in a portfolio of stocks of companies engaged SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Types of SBI Life Child Plans. 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. DateValue30 Nov 15₹10,00030 Nov 16₹11,24430 Nov 17₹18,04830 Nov 18₹15,18330 Nov 19₹16,49130 Nov 20₹20,551 SBI Small Cap 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 ₹447,579. Invest monthly in SBI Mutual Fund Schemes for SIP Investments, choose any mutual fund every month and invest same amount in that fund at coverfox. SBI Insurance Plans. SBI Technology Opportunities Fund (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. You may also check other SBI investment plans before finalizing a plan to invest. These mutual funds can provide 12% to 15% annualized returns. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch. that is not rite way of looking at Funds return. 5 years to less than 10 years. 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. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. The company offers two but profitable child plans to its customers. Fixed Deposits or Term Deposits are one of the key products. Plan Type. 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. It also seeks to distribute income periodically depending investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. returns by investing predominantly in a portfolio of stocks of companies engaged It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch. This mutual fund scheme has outperformed and gave 16% annualized returns since the inception of the fund i.e. Return for 2019 was -1% , 2018 was -14.3% and 2017 was 40.2% . Policy Term. 10,000 for 5 years is likely to become Rs. SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. DateValue30 Nov 15₹10,00030 Nov 16₹11,12630 Nov 17₹13,83030 Nov 18₹11,52330 Nov 19₹11,83730 Nov 20₹14,285 SBI Magnum Mid Cap 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. Shubh Nivesh Planis an endowment plan being offered by SBI Life.It is one of the best plans in the investment market. 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. SBI Healthcare Opportunities Fund (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity 5.40%. The sbi life provided me the best traditional insurance policy in very low premiums. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch. It is a non-linked and participating plan. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Below is the list of top 10 best SBI Mutual Fund schemes that has potential to deliver good returns over the time. Below is the key information for SBI Magnum Global Fund SBI Magnum Global Fund Growth Launch Date 27 Jun 05 NAV (29 Dec 20) ₹211.878 ↓ -0.77   (-0.36 %) Net Assets (Cr) ₹4,131 on 30 Nov 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.14Sharpe Ratio 0.44Information Ratio -0.1Alpha Ratio 2.47Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. The interest offered on such tenures is in the range of 2.90% to 5.40% p.a. 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. Net Profit of ₹126,080 Invest Now Invest Now Returns for SBI Gold Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% . You may adopt a habit to save a proportion of your income, but it does not provide handsome returns and may be able to meet your short-term needs only. SBI Life – Smart Wealth Builder Plan is a non-participating unit linked life insurance plan that helps fulfill your financial & insurance objectives. ... 8 Best Short-Term Investment Plans for 2020. Net Profit of ₹147,579 Invest Now Invest Now Returns for SBI Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. on distributable surplus. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. 24 years. Open a excel sheet It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch. SBI … 18 – 50/55/60 years. 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 Income-tax Act, 1961. Variety of Options: Investing in SBI Mutual Fund comes with a broad range of choices, you can invest for a short-term, mid-term and long-term in these schemes offered by the SBI. To deliver the benefit of investment in a portfolio of equity shares, while offering Best SIP plans? SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. Your email address will not be published. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch. Check best investing options for fixed income & apply now! Considering these factors, this is one of the Best SIP Plan for 5 … Being a large-cap fund, the investment is diversified as 71.54% in large-cap stocks, and 13.15% and 3.62% in mid-cap and small-cap stocks. SBI Life – eShield. Quick Links. SBI Life Insurance offers the following 5 year savings plans: SBI Life - Shubh Nivesh: This provides savings, income and insurance cover to you and your family and allows for the flexibility to receive the maturity amount as a lump sum or as a regular income for a chosen period, depending upon the policyholder’s needs. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . It is a fund with High risk and has given a CAGR/Annualized return of 10.6% since its launch. Ranked 9 in Large Cap category. 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. DateValue30 Nov 15₹10,00030 Nov 16₹10,60430 Nov 17₹13,76230 Nov 18₹11,97630 Nov 19₹12,15230 Nov 20₹14,045 SBI Contra 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 ₹385,859. Below is the key information for SBI Magnum Tax Gain Fund SBI Magnum Tax Gain Fund Growth Launch Date 7 May 07 NAV (29 Dec 20) ₹169.667 ↑ 0.57   (0.33 %) Net Assets (Cr) ₹8,185 on 30 Nov 20 Category Equity - ELSSAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.22Sharpe Ratio 0.31Information Ratio -1.09Alpha Ratio -0.97Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. Being India’s oldest & largest fund house, investors are often attracted by the Mutual Fund plans offered by SBI Mutual Fund. I can invest 1.5 lacs p.a. #3 – Invest in Large Cap Mutual Funds Entry Age. SBI Monthly Investment Plans – Monthly Income Scheme & SIP April 1, 2019 March 18, 2020 Sonia Nagpal 6830 Views 0 Comment You always want to give your family the best of everything. Below is the key information for SBI Magnum Global Fund. As a solution-oriented mutual fund, this scheme invests in debt instruments such as government bonds and money market instruments as well as in equity and equity related instruments. Traditional Participating Money Back Endowment Plan. Investing in them helps you to create a profitable corpus to meet the needs of your child such as education, marriage, etc. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . SBI Life - Smart Champ Insurance It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch. Required fields are marked *. DateValue30 Nov 15₹10,00030 Nov 16₹13,82230 Nov 17₹18,08730 Nov 18₹15,27230 Nov 19₹16,71630 Nov 20₹20,148 SBI Magnum COMMA 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 ₹447,579. You have the flexibility to choose from 2 plan options as per your needs. Domestic and Offshore Fund Management: The company has expertise in managing both domestic and offshore funds. SBI life is known for its child plans. Ranked 31 in ELSS category. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. Below is the key information for SBI Healthcare Opportunities Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Trust me, there is no such thing as 'best investment options for Senior Citizens in India in 2020'. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. 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. 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. 10 Best Debt Funds By SBI Mutual Fund 2020, 10 Best Axis Mutual Fund Schemes For 2020, 10 Best Sundaram Mutual Fund Schemes For 2020, 10 Best Kotak Mutual Fund Schemes For 2020, 10 Best IDFC Mutual Fund Schemes For 2020, 10 Best Invesco Mutual Fund Schemes For 2020, AMFI Registration No. Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% . Guaranteed Bonuses are applicable under this policy. Tax Benefits: Saving tax is easier with SBI Mutual Fund. Who can invest? SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by Return for 2019 was 0.1% , 2018 was -18% and 2017 was 33.5% . Capital Appreciation: Investing in SBI MF can give you a capital appreciation for low-risk investments as well high-risk investments depending on the fund you wish to invest. SEE PRODUCTS APPLY NOW. You can also choose from Gold Option and Platinum Option, under this policy. She has more than 25 Yrs of experience in sales, Marketing and Corporate Alliances. The company provides Equity Linked Savings Scheme for investors to save tax. Net Profit of ₹49,120 Invest Now Invest Now Returns for SBI Healthcare Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Firstly, you must consider your investment horizon and goals which will further help you select from the best investment plans. These funds have been shortlisted by considering several important parameters like AUM, NAV, past performances, peer average returns and other key parameters. How to choose them? Top 10 Investment Plans in India. 11.85 lac (@assumed rate of return 8%)^^. Below is the key information for SBI Magnum Mid Cap Fund SBI Magnum Mid Cap Fund Growth Launch Date 29 Mar 05 NAV (29 Dec 20) ₹92.1996 ↓ -0.02   (-0.02 %) Net Assets (Cr) ₹4,113 on 30 Nov 20 Category Equity - Mid CapAMC SBI Funds Management Private Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.17Sharpe Ratio 0.57Information Ratio -0.49Alpha Ratio 1.73Min 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. Here, we take a simple example of an endowment plan in which one has to pay Rs 1 lakh for 5 years and will get Rs 1.5 lakh from the 10th to the 15th year. SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. as on 29 Dec 20. Maximum Maturity Age. SBI Magnum Children’s Benefit Plan is a debt-oriented hybrid mutual fund by SBI Asset Management Company (AMC). 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. Excellent Ratings: Many of the SBI equity schemes have a CRISIL rating of three and above. SBI Magnum Tax Gain Fund To deliver the benefit of investment in a portfolio of equity shares, while offering Net Profit of ₹85,859 Invest Now Invest Now Returns for SBI Contra Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Complete your Registration and KYC Process. Monthly investment plan by SBI is the latest & trending in India 2019. Below is the key information for SBI Magnum COMMA Fund SBI Magnum COMMA Fund Growth Launch Date 8 Aug 05 NAV (29 Dec 20) ₹46.9327 ↑ 0.04   (0.09 %) Net Assets (Cr) ₹273 on 30 Nov 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk HighExpense Ratio 2.6Sharpe Ratio 0.59Information Ratio 0.52Alpha Ratio 12.24Min 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. Know all the details of SBI’s best systematic investment plan online & compare monthly premiums, benefits & features. Online Term Plan. It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch. Ranked 9 in Large Cap category. Investments in this scheme would be subject to a It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. Under this plan, you can opt for 5 year policy term with the single premium payment option. deduction on such investment made in the scheme under section 80C of the 1. To provide the investors maximum growth opportunity through equity 18 – 60/65 years. Ranked 28 in Mid Cap category. Unit linked, Non-participating Insurance Plan, Unit Linked, Non-participating Insurance Plan. Year returns, SBI MF has an extensive investor base of over 5 million nri investment: Mutual... Oldest & largest fund house, investors are often attracted by the Mutual fund schemes for Senior in... 2017 was 13 % the good fund that gave 23 % annualized returns since inception! Funds can provide 12 % to 5.40 % p.a life insurance cover per your needs needs of your by. 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