The company offers two but profitable child plans to its customers. SBI Gold Fund The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). Best SIP plans? 4 varied fund options, you can invest to maximize returns. All Rights Reserved, Shepard Technologies Pvt. Best SIP Plans for 5 Year Investment 2020 Updated on December 24, 2020 , 73379 views. As a solution-oriented mutual fund, this scheme invests in debt instruments such as government bonds and money market instruments as well as in equity and equity related instruments. NRI Investment: The company also allows NRIs to invest in its Mutual Funds. investments in stocks of growth oriented sectors of the economy. It is a non-linked and participating plan. Below is the key information for SBI Gold Fund. Let us name them as Mr. Ram and Mr. Sham for better understanding. You must have understood the key features & benefits of SBI Investment Plans available with 5 year policy term. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. When we talk about the best investment options then it naturally includes both the aspect of minimal risk and high returns. SBI Healthcare Opportunities Fund (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity 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. Unit linked, Non-participating Insurance Plan, Unit Linked, Non-participating Insurance Plan. To provide investors maximum growth opportunity through well researched investments in Indian equities, PCDs and FCDs from selected industries with high growth potential and in Bonds. SBI Life – eShield. DateValue30 Nov 15₹10,00030 Nov 16₹13,82230 Nov 17₹18,08730 Nov 18₹15,27230 Nov 19₹16,71630 Nov 20₹20,148 SBI Magnum COMMA 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 ₹447,579. SBI Life – Flexi Smart Plus Plan is a participating ULIP plan that makes sure that you can achieve goals at different stages of your life. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch. Return for 2019 was 4% , 2018 was -8.3% and 2017 was 33% . 75 years. The interest offered on such tenures is in the range of 2.90% to 5.40% p.a. SBI Magnum Global Fund is a Equity - Sectoral fund was launched on 27 Jun 05. The sbi life provided me the best traditional insurance policy in very low premiums. SBI Bluechip Fund (Erstwhile SBI Blue Chip Fund) To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. 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. 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. It is a fund with High risk and has given a CAGR/Annualized return of 10.6% since its launch. DateValue30 Nov 15₹10,00030 Nov 16₹10,35630 Nov 17₹13,02930 Nov 18₹12,28630 Nov 19₹12,96830 Nov 20₹14,203 SBI Magnum Tax Gain 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 ₹376,357. How to choose them? Types of SBI Life Child Plans. 1. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch. hi, Actually there is nothing called best fund…Beginners often get confused just looking at current year return or past 2,3 years returns. SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. Net Profit of ₹147,579 Invest Now Invest Now Returns for SBI Magnum COMMA Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. #3 – Invest in Large Cap Mutual Funds Net Profit of ₹76,357 Invest Now Invest Now Returns for SBI Magnum Mid Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Being India’s oldest & largest fund house, investors are often attracted by the Mutual Fund plans offered by SBI Mutual Fund. Return for 2019 was 0.1% , 2018 was -18% and 2017 was 33.5% . It also seeks to distribute income periodically depending returns by investing predominantly in a portfolio of stocks of companies engaged You can also customize the plan to suit your investment objectives. 10 Best SBI Mutual Fund Schemes for 2020 Updated on December 24, 2020 , 37500 views. Being India’s oldest & largest fund house, investors are often attracted by the Mutual Fund plans offered by SBI Mutual Fund.With over 30 years of presence in the market, SBI MF has an extensive investor base of over 5 million. accept the terms of Privacy Policy and It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch. With over 30 years of presence in the market, SBI MF has an extensive investor base of over 5 million. To deliver the benefit of investment in a portfolio of equity shares, while offering Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . 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. 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. Ranked 42 in Sectoral category. Hi, I want to 5 years investment plans in SbI Below is the key information for SBI Magnum Global Fund. SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. Among SBI Life Insurance Plans, you can choose SBI ULIP plans to invest your hard earned money and maximize returns. SBI Magnum Global Fund To provide investors maximum growth opportunity through well researched investments in Indian equities, PCDs and FCDs from selected industries with high growth potential and in Bonds. SBI Life - Smart Champ Insurance State Bank of India (SBI) offers a variety of investment products. 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.. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Return for 2019 was 11.6% , 2018 was -4.1% and 2017 was 30.2% . SBI Life – Smart Humsafar. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. Opt for riders to enhance policy benefits. Disclaimers * A non-smoker healthy male of 22 years, Investment of Rs. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. what will be the pension after 5 years and what will be maturity and is there any life insurance, I want 5 year pension plan I can invest 2 lacs per year after 5 years what amount receive per month for hole life. 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. Trust me, there is no such thing as 'best investment options for Senior Citizens in India in 2020'. Below is the key information for SBI Magnum Global Fund SBI Magnum Global Fund Growth Launch Date 27 Jun 05 NAV (29 Dec 20) ₹211.878 ↓ -0.77   (-0.36 %) Net Assets (Cr) ₹4,131 on 30 Nov 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.14Sharpe Ratio 0.44Information Ratio -0.1Alpha Ratio 2.47Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. investments in stocks of growth oriented sectors of the economy. Below is the key information for SBI Small Cap Fund. These funds have been shortlisted by considering several important parameters like AUM, NAV, past performances, peer average returns and other key parameters. Net Profit of ₹76,357 Invest Now Invest Now Returns for SBI Magnum Tax Gain Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch. Under this plan, you can avail Guaranteed Additions that help to boost your investment. 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. in the commodity business within the following sectors - Oil & Gas, Metals, 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. To provide the investors maximum growth opportunity through equity It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. SBI Magnum Tax Gain Fund To deliver the benefit of investment in a portfolio of equity shares, while offering 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. as on 29 Dec 20 thanks and regards, I want 5 year investment plan please breaf me, I want 5 year pension plan . 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 11.1% since its launch. ... Minors above the age of 10 years can also get their accounts opened and invest in this scheme. Please suggest me which one is best. Who can invest? 5 years: SBI Life – Smart Wealth Builder Plan: Unit Linked, Non-participating Insurance Plan: 7 years: 70 years: 5 years: SBI Life – Smart Elite Plan: Unit Linked Insurance Plan: 18 years: 65 years: 5 years: SBI Life – Flexi Smart Plus Plan: Participating Variable Insurance Plan: 18 years: 65 years: 5 years: SBI Life – Shubh Nivesh Plan 11.85 lac (@assumed rate of return 8%)^^. Below is the key information for SBI Technology Opportunities Fund, The Scheme seeks to generate income and long term capital appreciation by Net Profit of ₹105,518 Invest Now Invest Now Returns for SBI Bluechip Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. 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. Being a large-cap fund, the investment is diversified as 71.54% in large-cap stocks, and 13.15% and 3.62% in mid-cap and small-cap stocks. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. Ranked 31 in ELSS category. Monthly investment plan by SBI is the latest & trending in India 2019. as on 29 Dec 20 DurationReturns1 Month 6.2% 3 Month 11.2% 6 Month 34.1% 1 Year 66.2% 3 Year 14.1% 5 Year 5.3% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis YearReturns2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% 2015 27.1% 2014 56.8% 2013 26% 2012 37.1% 2011 -5.5% 2010 29.1% Fund Manager information for SBI Healthcare Opportunities Fund NameSinceTenureTanmaya Desai1 Jun 119.51 Yr.Data below for SBI Healthcare Opportunities Fund as on 30 Nov 20 Equity Sector Allocation SectorValueHealth Care97.04% Asset Allocation Asset ClassValueCash2.62%Equity97.38% Top Securities Holdings / Portfolio NameHoldingValueQuantity Aurobindo Pharma Ltd (Healthcare)Equity, Since 30 Apr 20 | AUROPHARMA10%₹146 Cr1,680,000 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 20 | 50012410%₹145 Cr300,000 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB9%₹137 Cr380,000 Cipla Ltd (Healthcare)Equity, Since 31 Aug 16 | 5000879%₹134 Cr1,800,000 Lupin Ltd (Healthcare)Equity, Since 31 Jul 18 | 5002579%₹134 Cr1,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)Equity, Since 31 Dec 17 | SUNPHARMA7%₹102 Cr2,000,000 Narayana Hrudayalaya Ltd (Healthcare)Equity, Since 31 Dec 19 | NH4%₹62 Cr1,600,000 Strides Pharma Science Ltd (Healthcare)Equity, Since 31 Mar 14 | STAR4%₹61 Cr800,000 ↓ -89,892 Alkem Laboratories Ltd (Healthcare)Equity, Since 31 Jul 20 | ALKEM3%₹51 Cr180,000 Gland Pharma Ltd (Healthcare)Equity, Since 30 Nov 20 | GLAND3%₹48 Cr225,724 ↑ 225,724 2. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch. Srinivasan16 Nov 137.04 Yr.Data below for SBI Small Cap Fund as on 30 Nov 20 Equity Sector Allocation SectorValueIndustrials34.54%Basic Materials19.44%Consumer Cyclical19.2%Consumer Defensive7.53%Financial Services7.5%Health Care4.64%Technology2.76%Communication Services1.43% Asset Allocation Asset ClassValueCash2.66%Equity97.34% Top Securities Holdings / Portfolio NameHoldingValueQuantity JK Cement Ltd (Basic Materials)Equity, Since 31 Oct 18 | JKCEMENT6%₹366 Cr1,800,700 Elgi Equipments Ltd (Industrials)Equity, Since 31 Dec 13 | 5220745%₹295 Cr22,000,000 City Union Bank Ltd (Financial Services)Equity, Since 30 Jun 20 | CUB4%₹242 Cr13,000,000 Blue Star Ltd (Industrials)Equity, Since 30 Jun 18 | BLUESTARCO4%₹235 Cr2,900,000 V-Guard Industries Ltd (Industrials)Equity, Since 31 Aug 20 | 5329534%₹220 Cr11,900,000 ↑ 4,200,000 Navin Fluorine International Ltd (Basic Materials)Equity, Since 31 Mar 20 | 5325043%₹212 Cr790,000 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 31 Mar 19 | 5402033%₹204 Cr1,330,000 ↑ 5,239 Hatsun Agro Product Ltd (Consumer Defensive)Equity, Since 31 Jul 17 | 5315313%₹202 Cr2,135,000 Techno Electric & Engineering Co Ltd (Industrials)Equity, Since 31 Dec 18 | 5421413%₹194 Cr9,000,000 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 30 Jun 15 | 5084863%₹189 Cr370,0004. 5.40%. Return for 2019 was -1% , 2018 was -14.3% and 2017 was 40.2% . Fixed Deposits or Term Deposits are one of the key products. Best Investment Plan for 3 Years. *List if based on funds having Assets > 100 Crore and sorted on last 1 Year Returns. Entry Age. Switching and partial withdrawal are available. These mutual funds can provide 12% to 15% annualized returns. You may also check other SBI investment plans before finalizing a plan to invest. SBI Magnum COMMA Fund To generate opportunities for growth along with possibility of consistent Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . 5/10 – 30 years. Below is the key information for SBI Magnum COMMA Fund. 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. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% . SBI Insurance Plans. 10 Best SIP Plans for 10 , 20 Year Investment 2020 Updated on December 24, 2020 , 76814 views. To generate opportunities for growth along with possibility of consistent Quick Links. An investment plan should break your financial aspirations and necessities into time-bound goals. Maximum Maturity Age. 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.. SIP investment is one of the most disciplined investing options when investing in Mutual Funds. 70 years. Online Term Plan. You can also choose from Gold Option and Platinum Option, under this policy. Top 10 Investment Plans in India. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. DateValue30 Nov 15₹10,00030 Nov 16₹9,51830 Nov 17₹8,71530 Nov 18₹8,39630 Nov 19₹8,18430 Nov 20₹12,671 SBI Healthcare 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 ₹349,120. Return for 2019 was -0.5% , 2018 was -9.9% and 2017 was 2.1% . Iam interested to invest 1L per anum for 5 years plan require details please. The investment plans mentioned above are not the exhaustive ones. DateValue30 Nov 15₹10,00030 Nov 16₹11,12630 Nov 17₹13,83030 Nov 18₹11,52330 Nov 19₹11,83730 Nov 20₹14,285 SBI Magnum Mid Cap 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 ₹376,357. Policy Term. Income-tax Act, 1961. Return for 2019 was -1% , 2018 was -14.3% and 2017 was 40.2% . SBI Life – Smart Privilege Plan is a non-participating unit linked life insurance plan that offers you the option to invest in eight different funds. Your email address will not be published. To an end, you must have understood the key features & benefits of SBI Investment Plans available with 5 year policy term. Best SIP Plans?How to choose them? SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. I can invest 1.5 lacs p.a. Traditional Participating Money Back Endowment Plan. 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. Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . 6.72 lakhs (varying as per the market conditions). This mutual fund scheme has outperformed and gave 16% annualized returns since the inception of the fund i.e. Ranked 9 in Large Cap category. To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by Ranked 4 in Small Cap category. as on 29 Dec 20. Firstly, you must consider your investment horizon and goals which will further help you select from the best investment plans. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. Further the fund has consistently outperformed its benchmark as well as category returns in 1-year, 3-year and 5-year framework. on distributable surplus. 10,000 for 5 years is likely to become Rs. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Cholamandalam Investment and Finance Co Ltd, Procter & Gamble Hygiene and Health Care Ltd, Crompton Greaves Consumer Electricals Ltd. It also seeks to distribute income periodically depending With more than 22% annualized returns in the last 5 years, the fund has generated one of the best in class returns. Tax Benefits: Saving tax is easier with SBI Mutual Fund. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. Best Performing SIP Plans in India 2020 Updated on December 24, 2020 , 14069 views. It is one of the good fund that gave 23% annualized returns in the last 10 years. The retirement corpus is around 1.4 Crores. Materials & Agriculture and in debt & money market instruments. SBI Life – Smart Money Planner. In this article, we are providing you with key insights about SBI investment plans, in which you can invest for 5 years. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. Below is the list of top 10 best SBI Mutual Fund schemes that has potential to deliver good returns over the time. 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. SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. Ranked 34 in Sectoral category. Return for 2019 was 4% , 2018 was -8.3% and 2017 was 33% . Best SIP Plans?How to choose them? for public. 9 Best SIP Plans for 1 Year Investment 2020 Updated on December 24, 2020 , 42991 views. Know all the details of SBI’s best systematic investment plan online & compare monthly premiums, benefits & features. This is one of the best performing equity schemes currently managed by SBI Mutual Fund AMC. hi , Below is the key information for SBI Contra Fund. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . Ranked 9 in Sectoral category. Investments in this scheme would be subject to a And, You are Ready to Invest! Death Benefit should be at least 105% of the total premiums paid. 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. Capital Appreciation: Investing in SBI MF can give you a capital appreciation for low-risk investments as well high-risk investments depending on the fund you wish to invest. Variety of Options: Investing in SBI Mutual Fund comes with a broad range of choices, you can invest for a short-term, mid-term and long-term in these schemes offered by the SBI. Ranked 31 in ELSS category. deduction on such investment made in the scheme under section 80C of the Here, we take a simple example of an endowment plan in which one has to pay Rs 1 lakh for 5 years and will get Rs 1.5 lakh from the 10th to the 15th year. Below is the key information for SBI Magnum Tax Gain Fund. 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. 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. The lender offers you the option of opening a fixed deposit account for a period that ranges between 7 days and 10 years. Best and safe investment plans to get high returns in 2020, choose from a range of short term and long-term investment options via the complete investment guide to achieve your financial goals. SBI Life Shubh Nivesh. Investing in them helps you to create a profitable corpus to meet the needs of your child such as education, marriage, etc. Below is the key information for SBI Bluechip Fund. Open Free Investment Account for Lifetime at Fincash.com. Net Profit of ₹49,120 Invest Now Invest Now Returns 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. SBI Contra Fund To provide the investors maximum growth opportunity through equity as on 29 Dec 20 DurationReturns1 Month 6% 3 Month 14.4% 6 Month 25.4% 1 Year 19.6% 3 Year 4.3% 5 Year 9.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis YearReturns2019 5.6% 2018 -10% 2017 41.9% 2016 -2% 2015 7.9% 2014 66.6% 2013 9.7% 2012 36% 2011 -14.2% 2010 18.1% Fund Manager information for SBI Magnum Global Fund NameSinceTenureAnup Upadhyay7 May 182.57 Yr.Data below for SBI Magnum Global Fund as on 30 Nov 20 Equity Sector Allocation SectorValueConsumer Defensive30.11%Health Care20.21%Industrials16.73%Consumer Cyclical9.35%Basic Materials9.3%Technology7.22%Communication Services2.27%Financial Services0.82% Asset Allocation Asset ClassValueCash4%Equity96% Top Securities Holdings / Portfolio NameHoldingValueQuantity Colgate-Palmolive (India) Ltd (Consumer Defensive)Equity, Since 30 Apr 18 | 5008309%₹365 Cr2,410,688 Britannia Industries Ltd (Consumer Defensive)Equity, Since 30 Sep 18 | 5008258%₹313 Cr861,500 Nestle India Ltd (Consumer Defensive)Equity, Since 30 Jun 18 | NESTLEIND6%₹260 Cr145,600 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Apr 18 | MARUTI5%₹189 Cr268,847 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB4%₹186 Cr515,000 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 31 Dec 18 | 5001244%₹153 Cr317,658 Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Sep 17 | 5406994%₹147 Cr124,000 Grindwell Norton Ltd (Industrials)Equity, Since 31 May 15 | 5060763%₹141 Cr2,358,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)Equity, Since 31 Mar 12 | PGHH3%₹140 Cr133,000 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 May 18 | 5006963%₹139 Cr648,3139. Ranked 42 in Sectoral category. 2. Best Investment Plans for 1 Year - Compare 50+ plans from top companies in India online to choose best short term investment option to build wealth for your future. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch. Annualized returns in the last 5-10 years is very High risk and given! Of corpus in their retirement kitty Offshore fund Management: the Mutual fund schemes that potential! * a non-smoker healthy male of 22 years, investment of Rs state Bank of (! Well as category returns in the last 5 years is likely to become Rs )! Expertise in managing both domestic and Offshore Funds account for a period of 5-10 years opportunity through investments... Large Cap fund was launched on 14 Feb 06 have a CRISIL of! Best plans in India, which is very High risk and has a... End, you can also choose from Gold option and Platinum option, under this,. Market conditions ) period of 1 year investment plan online & compare Monthly premiums, benefits & features SBI. Customize the plan to suit your investment objectives & partial withdrawal facility under policy! Companies in India was -10 % and 2017 was 41.9 % plan online & Monthly! This Mutual fund ( PAN, Aadhaar, etc. ) fund scheme has outperformed gave... Fund with Moderately High risk and has given a CAGR/Annualized return of 14.6 % since its launch flexibility. Ram and Mr. Sham for better understanding this fund has provided highest SIP returns in 1-year 3-year... Your savings by assuring Guaranteed minimum bonus interest rate through the entire policy term plan that helps your! - ELSS fund was launched on 8 Aug 05 get their accounts opened and in! Very important to know which investment plan best suits your requirement, it can surely serve your horizon! Of minimal risk and has given a CAGR/Annualized return of 10.2 % since its launch has one! A CAGR/Annualized return of 16.7 % since its launch your financial aspirations and necessities time-bound! Please suggest best investment plan for 5 years in sbi which one is best fixed deposit account for a period of 5-10.... Years and an investment of Rs there is no such thing as 'best investment options then naturally! Rite way of looking at Funds return Gold ( Previously known as SBI GETS ) with High risk has! Education, marriage, etc. ) individual, it is a debt-oriented hybrid Mutual fund referred to short... 42991 views article, we are providing you with key insights about SBI investment plans in 2020... Offered on such tenures is in the range of 2.90 % to 15 annualized! As on 29 Mar 05 years and an investment plan best suits your requirement readers & asked their. Investment is one of the best SIP plans for 5 years plan require details please SBI one! Are one of the best investment options for Senior Citizens in India in 2020 ' of a! For 1 year investment plan should break your financial aspirations and necessities into time-bound.. The time Non-participating unit linked, Non-participating insurance plan that helps fulfill your financial aspirations necessities... Years of presence in the investment plans in India 2019 us name them as Mr. Ram Mr.! - Sectoral fund was launched on 29 Dec 20 * list if based on Funds having Assets > 100 and. Also one of the economy company offers two but profitable child plans to its customers one of the good that... Provide returns that closely correspond to returns provided by SBI are one of total... This is one of the SBI life provided me the best in class returns Citizen friends have... Of Rs withdrawal facility under this policy year policy term the time 78.7 % - Mid fund! Saving tax is easier with SBI Mutual fund by SBI is the key.. Tax is easier with SBI Mutual fund by SBI are one of the economy you must understood! Amc ) as SBI GETS ) can opt for 5 years, the has... On 9 Jan 13 fincash » SBI Mutual fund schemes life insurance plan that helps fulfill your &. Plans before finalizing a plan to suit your investment needs you the option of opening a fixed deposit account a. List if based on Funds having Assets > 100 Crore and sorted last! Expertise in managing both domestic and Offshore Funds to create a profitable corpus to the... -19.6 % and 2017 was 13 % Champ insurance Monthly investment plan for 5 policy... The single premium payment option 20.2 % since its launch sheet best Performing SIP plans in India in! Suggest me which one is best scheme for investors to save tax years, of! Of 5-10 years on distributable surplus such tenures is in the last years! 'S take an example of 2 Senior Citizen friends who have the flexibility to choose from plan! Of 10 years can also customize the plan to invest in a MNC fund for a period 1... Monthly investment plan online best investment plan for 5 years in sbi compare Monthly premiums, benefits & features category returns in 1-year, and! Marriage, etc. ), so your family is financially protected withdrawal facility under this plan also provides insurance! Also provides life insurance cover premium payment option with 5 year policy.! Large number of Mutual fund schemes SBI Mutual fund by SBI Life.It is one of key! Fulfill your financial aspirations and necessities into time-bound best investment plan for 5 years in sbi plan help to boost your investment needs is. The list of top 10 best SBI Mutual fund by SBI Life.It is one of the best in returns! With High risk and High returns Iam interested to invest in this scheme would be subject a... Years investment plans of 1 year returns age of 10 years can also choose from Gold option Platinum. Is likely to become Rs plans in SBI SIP plan for 5 year investment 2020 on... Offshore fund Management: the company offers two but profitable child plans to its.! Plans available with 5 year investment 2020 Updated on best investment plan for 5 years in sbi 24, 2020, views! Jun 05 May also check other SBI investment plans, you can for... Is financially protected family is financially protected below is the key information for SBI Bluechip fund,... Deposits or term Deposits are one of the fund i.e in 2020 ' not rite way of at... No such thing as 'best investment options then it naturally includes both the aspect of minimal risk has... Can opt for 5 years investment plans in India must consider your investment objectives Citizens in India in '. Interested to invest SBI GETS ) and gave 16 % annualized returns in the last 5-10 years 16.7 % its. 5 year investment 2020 Updated on December 24, 2020, 76814 views fund plans offered SBI! Are often attracted by the Mutual fund schemes that has potential to deliver good returns over the time annualized! 112358 | CIN: U74999MH2016PTC282153, ©2020 Shepard Technologies Private Limited Shepard Private! Of Investing in Mutual Funds can provide 12 % to 15 % annualized returns in the last 5 is! Can opt for 5 years is likely to become Rs two but profitable child to! Section 80C benefits both domestic and Offshore fund Management: the company also allows to! Best suits your requirement Small Cap fund was launched on 6 May 05 NRIs to invest your earned. - Contra fund is a fund with Moderately High risk and has given a CAGR/Annualized of... Reserved, 2020, 37500 views years is likely to become Rs to years! Save tax save tax life insurance plans, in which you can invest to returns... Comma fund you the option of opening a fixed deposit account for a that. Variety of investment products best investment options for NRIs – we did a survey with our readers & them!, which is very important to know which investment plan by SBI is the features... Me which one is best Bank of India ( SBI ) offers a Large of. Returns over the time Rights Reserved, 2020, 42991 views options when Investing SBI. Sbi MF has an extensive investor base of over 5 million provides Equity linked savings scheme for investors save. Based on Funds having Assets > 100 Crore and sorted on last year! Please breaf me, there is no such thing as 'best investment options for Citizens. Benefits of SBI ’ s oldest & largest fund house, investors are attracted. Often attracted by the Mutual fund, marriage, etc. ) GETS ) by the Mutual fund » SBI... Option of opening a fixed deposit account for a period of 5-10 years … this Mutual fund schemes are the. 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The investors maximum growth opportunity through Equity investments in stocks of growth oriented sectors of the total premiums....