Top SBI Mutual Funds in March Based on 3-Year Annualised Returns, Up to 30% CAGR

Mutual funds have been a preferred investment choice for many investors looking for diversified exposure to the market. Here is an overview of five SBI mutual funds that have delivered up to 30% annualised returns over the past 3 years.

List of SBI Mutual Funds with Up to 30% Annualised Returns

Note: The funds listed above are ranked based on their 3-year annualised returns.

Top 5 SBI Mutual Funds with Up to 30% Annualised Returns in 3 Years

1. SBI PSU Fund

This thematic fund focuses on public sector undertakings (PSUs), offering exposure to government-backed enterprises across various industries. It operates with an expense ratio of 0.96%, and its net asset value (NAV) stands at ₹31.07.

2. SBI Long-Term Equity Fund

This ELSS fund provides tax benefits under Section 80C while investing in a diversified portfolio of equity instruments. With an expense ratio of 1.07%, it has a NAV of ₹430.01.

3. SBI Healthcare Opportunities Fund

This sectoral fund focuses on pharmaceutical and healthcare companies. It has an expense ratio of 0.97% and an NAV of ₹453.57.

4. SBI Infrastructure Fund

This fund targets companies involved in infrastructure development, spanning sectors like construction, power, and transport. It has an expense ratio of 0.84% and an NAV of ₹47.49.

5. SBI Contra Fund

A contra fund follows a contrarian investment approach, investing in stocks that are currently out of favour but have the potential for value realisation. This fund has an expense ratio of 0.76% and an NAV of ₹374.82.

Conclusion

Investors interested in mutual funds should consider various factors such as risk tolerance, investment horizon, and financial goals before making any decisions.

The funds listed above have had notable returns in the last 3 years, but past performance does not indicate future results. Conducting thorough research and consulting financial advisors can help in making informed investment choices.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.