Top 5 SBI Schemes:
SBI Mutual Funds which is one of India’s largest asset management companies has become a go-to platform for investors seeking consistent returns. Despite the volatility in stock markets, especially since the beginning of 2025, several of its equity schemes have performed exceptionally well. Among them, the top 5 funds have managed to turn a modest ₹10,000 monthly SIP into a staggering ₹5.5 lakhs over just three years.
Launched in January 2013, the SBI PSU Fund focuses on investing in government-owned companies. With a 12.12% annual return since its inception, this scheme has provided a compound annual growth rate (CAGR) of 37.04% in the last three years. If you had invested ₹1 lakh as a lump sum, it would have grown to ₹2.5 lakh. SIP investors putting ₹10,000 monthly saw their investment grow to ₹5.45 lakh.
Also launched in January 2013, this fund primarily invests in the healthcare and pharma sectors. It has yielded 18.43% annual returns since its launch. In the past three years, its CAGR has been 29.60%. A ₹1 lakh lump sum investment would have turned into ₹2.17 lakh. For SIP investors, ₹10,000 monthly contributions over three years have grown to ₹5.49 lakh.
This tax-saving fund, launched in January 2013, has delivered a solid 16.81% return per year. Its three-year CAGR is 26.49%, making it an excellent choice for tax-conscious investors. A lump sum of ₹1 lakh would now be ₹2.02 lakh, while SIP investments of ₹10,000 a month would have accumulated ₹5.10 lakh.
With a focus on the infrastructure sector, this fund has offered an annual return of 15.60%. Its three-year CAGR stands at 26.76%. A lump sum of ₹1 lakh would have grown to ₹2.04 lakh, while SIP investors putting ₹10,000 monthly have accumulated ₹4.92 lakh.
The SBI Contra Fund, launched in January 2013, has given 16.90% annual returns and 24.38% CAGR over the past three years. A ₹1 lakh investment would now be worth ₹1.92 lakh, while SIP investors would have ₹4.88 lakh from ₹10,000 monthly contributions.
These SBI Mutual Fund schemes have not only weathered market downturns but also delivered impressive returns, making them ideal for long-term wealth creation.
Disclaimer: Past performance of mutual funds is not indicative of future results. Investments are subject to market risks. Please consult with a financial advisor before making any investment decisions.
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