DISCLAIMER
THE INFORMATION PROVIDED IN THIS ARTICLE IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS FINANCIAL OR INVESTMENT ADVICE. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. INVESTORS SHOULD CONSULT A CERTIFIED FINANCIAL ADVISOR BEFORE MAKING ANY INVESTMENT DECISIONS. SBI MUTUAL FUND AND ITS ASSOCIATED SCHEMES ARE SUBJECT TO MARKET RISKS. PLEASE READ ALL SCHEME-RELATED DOCUMENTS CAREFULLY BEFORE INVESTING.
SBI MUTUAL FUND OFFERS A DIVERSE RANGE OF MUTUAL FUND SCHEMES ACROSS VARIOUS SECTORS, CATERING TO DIFFERENT INVESTMENT OBJECTIVES AND RISK APPETITES. BELOW IS AN OVERVIEW OF SBI’S SECTOR-SPECIFIC MUTUAL FUNDS, INCLUDING THEIR NFO HISTORY, RATE OF RETURNS, FUND AGE, EXPENSE RATIO, EXIT LOAD, RISK DETAILS, ASSET ALLOCATION AND RETURN COMPARISON.
SECTOR-WISE SBI MUTUAL FUNDS OVERVIEW
| FUND NAME | NFO DATE | 1-YEAR RETURN | 2-YEAR RETURN | 3-YEAR RETURN | 4-YEAR RETURN | 5-YEAR RETURN | 5+ YEAR RETURN | EXPENSE RATIO | EXIT LOAD | RISK LEVEL | ASSET ALLOCATION |
| SBI HEALTHCARE OPPORTUNITIES FUND | MAY 2013 | 12.5% | 18.2% | 25.6% | 21.3% | 26.6% | 23.8% | 0.69% | 1% (1 YR) | HIGH | LARGE-CAP HEALTHCARE |
| SBI BANKING & FINANCIAL SERVICES FUND | FEB 2015 | 14.1% | 17.8% | 20.6% | 19.5% | 15.2% | 17.4% | 0.85% | 1% (1 YR) | HIGH | LARGE-CAP BANKING |
| SBI CONSUMPTION OPPORTUNITIES FUND | SEPT 2005 | 11.7% | 16.3% | 19.9% | 20.5% | 21.7% | 22.2% | 1.08% | 1% (1 YR) | MOD. HIGH | CONSUMER GOODS |
| SBI INFRASTRUCTURE FUND | JULY 2007 | 16.2% | 22.1% | 35.2% | 30.5% | 29.8% | 28.4% | 1.76% | 1% (1 YR) | HIGH | INFRA & UTILITIES |
| SBI CONTRA FUND | JULY 1999 | 13.8% | 20.3% | 24.2% | 28.9% | 30.4% | 31.1% | 0.85% | 1% (1 YR) | HIGH | CONTRARIAN APPROACH |
| SBI MAGNUM MID CAP FUND | MARCH 2005 | 14.5% | 18.9% | 19.9% | 22.6% | 25.3% | 26.1% | 0.76% | 1% (1 YR) | HIGH | MID-CAP COMPANIES |
| SBI LARGE & MIDCAP FUND | MAY 2005 | 13.2% | 17.6% | 19.0% | 18.5% | 20.9% | 22.4% | 0.85% | 1% (1 YR) | MOD. HIGH | LARGE & MID CAP |
RETURN CALCULATOR
TO CALCULATE POTENTIAL RETURNS, INVESTORS CAN USE THE SIP CALCULATOR AVAILABLE ON THE SBI MUTUAL FUND WEBSITE. THIS TOOL HELPS ESTIMATE FUTURE RETURNS BASED ON REGULAR INVESTMENTS OVER A SPECIFIED PERIOD.
RISK ANALYSIS
EACH FUND CARRIES A SPECIFIC RISK PROFILE CATEGORIZED AS MODERATE, MODERATELY HIGH, OR HIGH. INVESTORS SHOULD ASSESS THEIR RISK TOLERANCE BEFORE INVESTING.
ASSET ALLOCATION STRATEGY
THE ASSET ALLOCATION VARIES BY FUND, WITH INVESTMENTS SPREAD ACROSS LARGE-CAP, MID-CAP, AND SECTOR-SPECIFIC STOCKS.
COMPARISON OF RETURNS
WHEN SELECTING A FUND, INVESTORS SHOULD COMPARE HISTORICAL RETURNS ACROSS DIFFERENT TIME FRAMES AND RISK LEVELS TO MAKE AN INFORMED INVESTMENT DECISION.
FOR MORE DETAILS AND TO START INVESTING, VISIT THE OFFICIAL SBI MUTUAL FUND WEBSITE.
THANKS.
PLEASE COMMENT IN COMMENT BOX.
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