Some Facts About SBI Mutual Fund
  • The second oldest mutual fund AMC of India.
  • Third largest AMC in terms of AUM size.
  • A consistent performer in major MF categories
Invest Now
Top funds 3Y Return 5Y Return
SBI Small Cap Fund (G) 11.8% 18.81% Invest
SBI Focused Equity Fund (G) 10.03% 12.51% Invest
SBI Banking & Financial Services Fund (G) 14.8% - Invest
SBI Magnum Low Duration Fund (G) 7.49% 8% Invest
SBI Magnum Medium Duration Fund (G) 8.71% 9.54% Invest
View All Funds
May 22, 2019 7 min read

Best Schemes of SBI Mutual Fund for Investment in 2019

Know about the top mutual funds of SBI Mutual Fund for investment in 2019

Now, over the years one particular Asset Management Company that has gained the trust of a large number of investors and has maintained the position as one of the best AMCs is SBI Mutual Fund. The fund house has provided investors with a large number of top mutual fund schemes in the equity as well as debt category. So, today we will discuss 5 best schemes in which you can invest in 2019 for great growth in the future.

Invest in the Best Mutual Funds
  • 100% Paperless
  • No Transaction Charges
  • Easy to Invest
  • Safe & Secure

SBI Small Cap Fund (G)

Basic Details
Category Equity: Small Cap
Benchmark S&P BSE Small Cap TRI
Launch Date 09-Sep-09
Asset Size Rs. 1,992 crore (As on Apr 30, 2019)
Expense Ratio 2.41% (As on Apr 30, 2019)
Minimum Investment Rs. 5000
Minimum SIP Rs. 500
Return Since Inception 17.94%
Exit Load 1% for redemption within 365 days

SBI Small Cap Fund is a high risk scheme that follows the objective of providing high long term capital growth to investors by investing in companies that rank 251 and more in the equity market w.r.t market capitalization. This small cap fund has provided annualized returns of more than 25% in the past 5 and 7 years, beating the benchmark as well as the category with a great margin. At present, it is following a partially focused stock picking style and has investments in 47 stocks picked across from 14 sectors. The market cap allocation is a small cap (58.57%) oriented, but a considerable allocation can also be seen in the mid caps (37.58%). The top sectors in the portfolio are FMCG, engineering, finance, textile, and services. With the small cap and mid cap space showing a good recovery, this is one of the best schemes to start an investment in 2019. Just make sure that if you are planning on investment, you should have an investment tenure of 7 years and more.

SBI Banking & Financial Services Fund (G)

Basic Details
Category Equity: Sectoral-Banking
Benchmark NIFTY Financial Services TRI
Launch Date 26-Feb-15
Asset Size Rs. 776 crore (As on Apr 30, 2019)
Expense Ratio 2.49% (As on Apr 30, 2019)
Minimum Investment Rs. 5000
Minimum SIP Rs. 500
Return Since Inception 15.27%
Exit Load 1% for redemption within 365 days

Finance is among the most favored sectors of experts in 2019 and if you are also looking for exceptional growth from this sector, the best choice for you is SBI Banking & Financial Services Fund. As the name of the scheme suggests, it invests in the finance and banking oriented companies to provide growth to investors. The scheme is not that old, but in such a short time it has managed to become the top fund in its respective category. It currently has an investment in 14 stocks, all of which are big players of the banking and financial space. The market cap allocation is large cap (72.57%) oriented, but to gain benefit from the opportunities of the equity market a considerable allocation is there in mid caps (22.01%) and small caps (5.41%) as well. Now, being a sector fund, it holds a high risk, so only invest if you have some extensive knowledge about the working of the sector and can handle a bit of fluctuation.

SBI Focused Equity Fund (G)

Basic Details
Category Equity: Focused
Benchmark S&P BSEmu 500 TRI
Launch Date 11-Oct-04
Asset Size Rs. 4,234 crore (As on Apr 30, 2019)
Expense Ratio 2.07% (As on Apr 30, 2019)
Minimum Investment Rs. 5000
Minimum SIP Rs. 500
Return Since Inception 19.80%
Exit Load 1% for redemption within 365 days

SBI Focused Equity Fund, a scheme that follows the objective of providing long term capital growth to the investors by following a concentrated portfolio. The scheme has investments in 26 stocks picked across from 11 sectors. The market cap allocation is large cap oriented (53.62%), but good investments are also held by mid caps (25.90%), and small cap (20.49%) stocks. Finance (30.95%) is currently the most preferred sector, and the other top sectors include FMCG, engineering, services, and chemicals. A good scheme for investors with high risk appetite and investment tenure of at least 5-7 years.

SBI Magnum Low Duration Fund (G)

Basic Details
Category Debt: Low Duration
Benchmark NIFTY Low Duration Debt TRI
Launch Date 27-Jul-07
Asset Size Rs. 6,908 crore (As on Apr 30, 2019)
Expense Ratio 0.66% (As on Apr 30, 2019)
Minimum Investment Rs. 5000
Minimum SIP Rs. 500
Return Since Inception 7.84%
Exit Load 0

SBI Low Duration Fund follows the objective of providing stable growth to investors by investing in debt and fixed income securities in such a way that the Macaulay duration of the portfolio is between 6 months to 12 months. Over the years, this scheme has provided a stable growth by providing annualized returns of more than 7%. Currently, the scheme is following a diversified style of portfolio allocation with investments in 73 instruments. The instruments picked are of high credit quality and low interest rate sensitivity. The average maturity of the portfolio is 0.82 years.

Invest in the Best Mutual Funds
  • 100% Paperless
  • No Transaction Charges
  • Easy to Invest
  • Safe & Secure

SBI Magnum Medium Duration Fund (G)

Basic Details
Category Debt: Medium Duration
Benchmark NIFTY Medium Duration
Launch Date 12-Nov-03
Asset Size Rs. 1,651 crore (As on Apr 30, 2019)
Expense Ratio 1.09% (As on Apr 30, 2019)
Minimum Investment Rs. 5000
Minimum SIP Rs. 500
Return Since Inception 7.91%
Exit Load For units in excess of 8% of the investment,1.5% will be charged for redemption within 365 days

SBI Magnum Medium Duration Fund is a perfect choice for investors who want to experience a stable growth and have a medium investment tenure. The scheme follows the objective of providing stable growth to the investors by keeping the Macaulay duration of the portfolio between 3-4 years. The scheme invests in instruments with medium credit quality and high interest rate sensitivity. The allocation style is focused and the scheme currently has investments in 41 instruments and the average maturity of the portfolio is 4.06 years. At present, the scheme has 37.63% investment in AAA rated instruments, 22.63% is in AA rated instruments, 17.55% is in A and below rated instruments, and the rest is in cash equivalents, SOV, and A1+ rated instruments.

Investing in these top schemes of SBI Mutual Fund in 2019, a good growth can be enjoyed in the future. Now, from this list you can either choose a single scheme, or can also pick multiple mutual funds and can create a balanced portfolio. Just make sure that you choose the schemes on the basis of your objective and not on the basis of growth provided. In case you need any help with the selection, feel free to connect with the experts.

If You have Questions. We have Answers.
  • Ask Questions
  • Give Answers
  • Improve Knowledge
  • Invest Wisely
We will call you on the specified preferred time