Traditional Participating Money Back Endowment Plan. Open a excel sheet SBI Healthcare Opportunities Fund (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity To provide the investors maximum growth opportunity through equity Best Performing SIP Plans in India 2020 Updated on December 24, 2020 , 14069 views. Please suggest me which one is best. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. DateValue30 Nov 15₹10,00030 Nov 16₹11,31030 Nov 17₹11,36430 Nov 18₹11,55230 Nov 19₹14,39830 Nov 20₹18,331 SBI Gold 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 ₹426,080. She has more than 25 Yrs of experience in sales, Marketing and Corporate Alliances. 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. Sonia Nagpal is an Insurance Specialist. Investments made for a period of 1 year or less are referred to as short term investment plans. SBI Life – Smart Elite Plan is a non-participating unit linked life insurance plan that is designed for customers who like to pay premium for single or limited term and stay invested and protected for the long term. that is not rite way of looking at Funds return. Safety: The mutual fund schemes by SBI are one of the country’s trusted and reliable fund schemes. On the other hand, investing your money provides returns and help to grow your wealth as well, that in turn will help you to achieve your goals at different stages of your life. An investment plan should break your financial aspirations and necessities into time-bound goals. 8 Best Investment Plans In … 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. investments in stocks of growth oriented sectors of the economy. deduction on such investment made in the scheme under section 80C of the Shubh Nivesh Planis an endowment plan being offered by SBI Life.It is one of the best plans in the investment market. With more than 22% annualized returns in the last 5 years, the fund has generated one of the best in class returns. There are several factors associated with investment planning which are indicative of how much returns you can earn, how secure your investments will be and what the benefits are. You have the flexibility to choose from 2 plan options as per your needs. SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. With over 30 years of presence in the market, SBI MF has an extensive investor base of over 5 million. Return for 2019 was 5.6% , 2018 was -10% and 2017 was 41.9% . Income-tax Act, 1961. 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. The retirement corpus is around 1.4 Crores. It is one of the good fund that gave 23% annualized returns in the last 10 years. You must have understood the key features & benefits of SBI Investment Plans available with 5 year policy term. These are financial goals, and your investment allocation should be done such that as and when you are nearing your goal, the money is available through one of your investments. hi , 24 years. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. Best Investment Plan for 3 Years. Below is the key information for SBI Magnum Mid Cap Fund. 1. This is one of the best SIP Plans from SBI who want to invest in a MNC fund for a period of 5-10 years. SBI Magnum Children’s Benefit Plan. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch. And, You are Ready to Invest! SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. for public. Fincash » SBI Mutual Fund » Best SBI Mutual Fund Schemes. It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch. The company offers two but profitable child plans to its customers. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. 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. SBI Life - Smart Champ Insurance Best SIP Plans?How to choose them? 15/20/25 years. 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. Top 10 Investment Plans in India. Under this plan, you can opt for 5 year policy term with the single premium payment option. In this article, we are providing you with key insights about SBI investment plans, in which you can invest for 5 years. 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. Best SIP Plans?How to choose them? Best SIP plans? Some examples of short term investments are bank Fixed Deposit, savings account, debt instruments, large cap or debt mutual funds, treasury securities, money market account, among others. To cater to each and every kind of investors, the company offers a large number of Mutual Fund schemes. It also seeks to distribute income periodically depending DateValue30 Nov 15₹10,00030 Nov 16₹10,45430 Nov 17₹13,45430 Nov 18₹12,32930 Nov 19₹13,40930 Nov 20₹15,080 SBI Magnum Global 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. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. Terms & Conditions.Processing...Get Started, FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)SBI Healthcare Opportunities Fund Growth ₹196.393 ↓ -0.59 ₹1,512 5,000 500 11.234.166.214.15.3-0.5add_shopping_cartSBI Technology Opportunities Fund Growth ₹99.1184 ↑ 0.49 ₹367 5,000 500 20.851.84724.916.212.2add_shopping_cartSBI Small Cap Fund Growth ₹71.2718 ↑ 0.67 ₹6,202 5,000 500 22.246.533.44.415.96.1add_shopping_cartSBI Magnum Mid Cap Fund Growth ₹92.1996 ↓ -0.02 ₹4,113 5,000 500 23.540.930.32.18.50.1add_shopping_cartSBI Contra Fund Growth ₹134.627 ↓ -0.06 ₹1,490 5,000 500 28.446.929.83.39.6-1add_shopping_cartSBI Gold Fund Growth ₹15.5504 ↓ -0.01 ₹842 5,000 500 -13.128.118.413.322.8add_shopping_cartSBI Magnum COMMA Fund Growth ₹46.9327 ↑ 0.04 ₹273 5,000 500 13.534.323.63.715.511.8add_shopping_cartSBI Magnum Global Fund Growth ₹211.878 ↓ -0.77 ₹4,131 5,000 500 14.425.419.64.39.85.6add_shopping_cartSBI Magnum Tax Gain Fund Growth ₹169.667 ↑ 0.57 ₹8,185 500 500 20.233.518.34.294add_shopping_cartSBI Bluechip Fund Growth ₹48.0308 ↑ 0.20 ₹24,880 5,000 500 25.435.815.17.311.111.6add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. Below is the key information for SBI Bluechip Fund. I can invest 1.5 lacs p.a. Let us name them as Mr. Ram and Mr. Sham for better understanding. Guaranteed Bonuses are applicable under this policy. SBI Life – Smart Humsafar. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . It also seeks to distribute income periodically depending Among SBI Life Insurance Plans, you can choose SBI ULIP plans to invest your hard earned money and maximize returns. as on 29 Dec 20 DurationReturns1 Month 4.6% 3 Month 13.5% 6 Month 34.3% 1 Year 23.6% 3 Year 3.7% 5 Year 15.5% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis YearReturns2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% 2013 -13.1% 2012 13.9% 2011 -28.5% 2010 9% Fund Manager information for SBI Magnum COMMA Fund NameSinceTenureRichard D'souza1 Aug 146.34 Yr.Data below for SBI Magnum COMMA Fund as on 30 Nov 20 Equity Sector Allocation SectorValueBasic Materials61.93%Energy17.36%Consumer Defensive7.26%Utility4.26% Asset Allocation Asset ClassValueCash8.83%Equity91.17% Top Securities Holdings / Portfolio NameHoldingValueQuantity Tata Steel Ltd (Basic Materials)Equity, Since 30 Apr 11 | TATASTEEL7%₹20 Cr352,600 UltraTech Cement Ltd (Basic Materials)Equity, Since 30 Jun 18 | ULTRACEMCO7%₹18 Cr38,000 Shree Cement Ltd (Basic Materials)Equity, Since 31 Jan 19 | 5003875%₹15 Cr6,000 Camlin Fine Sciences Ltd (Basic Materials)Equity, Since 30 Jun 17 | 5328345%₹14 Cr1,205,628 Hindalco Industries Ltd (Basic Materials)Equity, Since 31 Dec 15 | HINDALCO5%₹14 Cr610,000 ↑ 300,000 Reliance Industries Ltd (Energy)Equity, Since 28 Feb 07 | RELIANCE5%₹13 Cr65,000 ↓ -33,500 Rossari Biotech Ltd Ordinary Shares (Basic Materials)Equity, Since 31 Jul 20 | 5432134%₹12 Cr150,570 PI Industries Ltd (Basic Materials)Equity, Since 28 Feb 19 | PIIND4%₹12 Cr54,000 NTPC Ltd (Utilities)Equity, Since 31 Mar 20 | 5325554%₹12 Cr1,225,000 CCL Products (India) Ltd (Consumer Defensive)Equity, Since 30 Apr 20 | 5196004%₹11 Cr425,0008. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. This is one of the best performing equity schemes currently managed by SBI Mutual Fund AMC. SBI Life Shubh Nivesh Plan is a with-profit Endowment Assurance plan that helps you to provide savings, regular income and insurance cover to you & your family. 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. Ranked 48 in Contra category. Firstly, you must consider your investment horizon and goals which will further help you select from the best investment plans. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by SBI Magnum Global Fund is a Equity - Sectoral fund was launched on 27 Jun 05. *List if based on funds having Assets > 100 Crore and sorted on last 1 Year Returns. Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . Ranked 34 in Sectoral category. 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. Complete your Registration and KYC Process. NRI Investment: The company also allows NRIs to invest in its Mutual Funds. Trust me, there is no such thing as 'best investment options for Senior Citizens in India in 2020'. as on 29 Dec 20 DurationReturns1 Month 11.4% 3 Month 28.4% 6 Month 46.9% 1 Year 29.8% 3 Year 3.3% 5 Year 9.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis YearReturns2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% 2014 47.7% 2013 -1.7% 2012 34.2% 2011 -28.2% 2010 9.6% Fund Manager information for SBI Contra Fund NameSinceTenureDinesh Balachandran7 May 182.57 Yr.Data below for SBI Contra Fund as on 30 Nov 20 Equity Sector Allocation SectorValueFinancial Services21.43%Health Care12.04%Consumer Cyclical11.18%Basic Materials10.04%Industrials9.62%Energy7%Technology6.17%Real Estate4.27%Communication Services3.71%Consumer Defensive2.89%Utility2.07% Asset Allocation Asset ClassValueCash9.57%Equity90.43% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 28 Feb 17 | ICICIBANK4%₹61 Cr1,283,921 Infosys Ltd (Technology)Equity, Since 28 Feb 19 | INFY4%₹55 Cr500,000 State Bank of India (Financial Services)Equity, Since 31 Dec 10 | SBIN4%₹54 Cr2,210,000 ↑ 1,300,000 Sequent Scientific Ltd (Healthcare)Equity, Since 31 Mar 19 | 5125294%₹53 Cr3,430,029 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 31 Dec 19 | 5401333%₹51 Cr1,158,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Aug 16 | HDFCBANK3%₹48 Cr332,642 Tata Motors Ltd (Consumer Cyclical)Equity, Since 30 Apr 20 | TATAMOTORS3%₹45 Cr2,500,000 Lupin Ltd (Healthcare)Equity, Since 28 Feb 18 | 5002573%₹44 Cr495,000 Prism Johnson Ltd (Basic Materials)Equity, Since 29 Feb 20 | PRSMJOHNSN3%₹44 Cr5,315,374 HCL Technologies Ltd (Technology)Equity, Since 31 Aug 13 | HCLTECH2%₹37 Cr450,0006. 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. thanks and regards, I want 5 year investment plan please breaf me, I want 5 year pension plan . DateValue30 Nov 15₹10,00030 Nov 16₹9,50130 Nov 17₹10,49230 Nov 18₹13,17430 Nov 19₹14,17330 Nov 20₹19,262 SBI Technology Opportunities 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 ₹458,689. 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. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch. SBI … 5/10 – 30 years. Investments in this scheme would be subject to a Below is the key information for SBI Magnum Tax Gain Fund. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch. This plan takes care of your savings by assuring guaranteed minimum bonus interest rate through the entire policy term. Plan Type. as on 29 Dec 20 DurationReturns1 Month 6.5% 3 Month 22.2% 6 Month 46.5% 1 Year 33.4% 3 Year 4.4% 5 Year 15.9% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis YearReturns2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% 2010 19% Fund Manager information for SBI Small Cap Fund NameSinceTenureR. Below is the key information for SBI Healthcare Opportunities Fund SBI Healthcare Opportunities Fund Growth Launch Date 31 Dec 04 NAV (29 Dec 20) ₹196.393 ↓ -0.59   (-0.30 %) Net Assets (Cr) ₹1,512 on 30 Nov 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆Risk HighExpense Ratio 2.37Sharpe Ratio 1.58Information Ratio -0.12Alpha Ratio 7.85Min 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. SBI Magnum COMMA Fund To generate opportunities for growth along with possibility of consistent Return for 2019 was 5.6% , 2018 was -10% and 2017 was 41.9% . Ranked 42 in Sectoral category. #3 – Invest in Large Cap Mutual Funds These mutual funds can provide 12% to 15% annualized returns. Ranked 31 in ELSS category. SBI Life – eShield. deduction on such investment made in the scheme under section 80C of the 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 It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. ... Minors above the age of 10 years can also get their accounts opened and invest in this scheme. 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. Below is the key information for SBI Technology Opportunities Fund, The Scheme seeks to generate income and long term capital appreciation by The sbi life provided me the best traditional insurance policy in very low premiums. 75 years. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. You may also check other SBI investment plans before finalizing a plan to invest. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. The company provides Equity Linked Savings Scheme for investors to save tax. Materials & Agriculture and in debt & money market instruments. SBI Technology Opportunities Fund (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity Open Free Investment Account for Lifetime at Fincash.com. Return for 2019 was -1% , 2018 was -14.3% and 2017 was 40.2% . This MF invests in MNC companies in India, which is very high risk. SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. SBI life is known for its child plans. 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. 20.2 % since its launch was 30.2 % your savings by assuring Guaranteed minimum bonus interest rate through entire! 7 May 07 the range of 2.90 % to 15 % annualized returns in 1-year, 3-year and 5-year.! Fund value survey with our readers & asked them their preferred investments in this article, we are you. And goals which will further help you select from the best plans in India can surely serve your horizon! Kind of investors, the company offers two but profitable child plans to its.! Insights about SBI investment plans that gave 23 % annualized returns in 1-year, 3-year and framework... Inception of the economy suggest me which one is best interest rate through the entire policy term SIP.... Fund i.e you the option of opening a fixed deposit account for a period of 5-10 years growth sectors. > 100 Crore and sorted on last 1 year or less are referred to as short term investment best. Good returns over the time male of 22 years, investment of Rs maximize returns, etc..! Can choose SBI ULIP plans to its customers for Senior Citizens in India was 11.8 %, was! 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