Top 3 SBI Mutual Funds 2022 | Best SBI Mutual Fund Scheme | Invest in SBI Mutual Fund | Josh Money

Follow the Instagram Page of जोश Money: https://www.instagram.com/joshmoneylive/
Join the Telegram Channel of जोश Money: https://t.openinapp.co/josh_money

Welcome to Josh Money!
In this video of Josh Money, Aastha Sethi is talking about the Top 3 SBI Mutual Funds.
SBI Bluechip Fund: SBI Bluechip Fund is an open-ended equity mutual fund scheme that follows the large-cap asset allocation investment strategy. The fund currently manages assets worth Rs 31,442 crore.

The fund’s investment objective is to provide investors with opportunities for long-term growth in capital through active management of investments in a diversified basket of large-cap equity, according to SBI Mutual Fund.

“SBI Bluechip Fund follows a blend of growth and value style of investing with a combination of top-down and bottom-up investment strategy for stock selection across sectors. Also, the fund invests a minimum of 80% in large-cap stocks which are well-established companies with good brand equity and are possibly market leaders in their industries. Apart from that, the fund has the flexibility to invest up to 20% in equities other than large caps or debt and/or money market instruments, according to SBI Mutual Fund.

The minimum investment required is Rs 5000, and the minimum additional investment is Rs 1,000. The minimum SIP investment is Rs 500.

SBI Bluechip Fund is managed by Sohini Andani. She has been managing the fund since September 2010. According to SBI Mutual Fund, the suggested investment horizon for investing in SBI Bluechip Fund is three years and above. The scheme is suitable for investors with a moda">moderate high-risk tolerance.

SBI Smallcap Fund: SBI Small Cap Fund is an open-ended equity mutual fund scheme that follows the small-cap asset allocation investment strategy. The fund currently manages assets worth Rs. 12,097 crore.

The fund’s investment objective is 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 small-cap companies, according to SBI Mutual Fund.

“SBI Small Cap Fund follows a blend of growth and value style of investing with bottom-up investment strategy for stock selection. Also, the fund invests a minimum of 65% in small-cap stocks. Apart from that, the fund has the flexibility to invest up to 35% exposure in other equities (including large and mid-cap companies) and/or debt and money market instruments,” according to SBI Mutual Fund.
The minimum investment required is Rs 5000, and the minimum additional investment is Rs 1,000. The minimum SIP investment is Rs 500.
SBI Small Cap Fund is managed by R. Srinivasan, who has been managing the fund since November 2013.
The suggested investment horizon for investing in SBI Small Cap Fund is three years and above. According to SBI Mutual Fund, the fund is suitable for investors with a moderate high-risk tolerance.

SBI Focused Equity Fund: SBI Focused Equity Fund is an Equity-Focused Fund fund and belongs to SBI Mutual Fund. It was launched on 11-Oct-2004 and currently has an AUM of ₹24,706.79 crores. SBI Focused Equity Fund is benchmarked against S&P BSE 500 – TRI as a primary index and S&P BSE SENSEX – TRI as secondary index.
Fund Key Highlights
1. Current NAV: The Current Net Asset Value of the SBI Focused Equity Fund as of 16 Jun 2022 is Rs 203.3085 for the Growth option of its Regular plan.
2. Returns: Its trailing returns over different time periods are: 3.17% (1yr), 13.57% (3yr), 13.62% (5yr) and 18.89% (since launch). Whereas, Category returns for the same time duration are: 3.41% (1yr), 12.3% (3yr) and 10.21% (5yr).

3. Fund Size: The SBI Focused Equity Fund currently holds Assets under Management worth of Rs 24706.56 crore as of Apr 30, 2022.
4. Expense ratio: The expense ratio of the fund is 1.79% for the Regular plan as of Mar 31, 2022.
5. Exit Load: SBI Focused Equity Fund shall attract an Exit Load, “Exit load of 1% if redeemed within 1 year”
6. Minimum Investment: Minimum investment required is Rs 5000 and the minimum additional investment is Rs 1000. The minimum SIP investment is Rs 500.

#SBI #MutualFunds #Investment

Top 3 SBI Mutual Funds 2022 | Best SBI Mutual Fund Scheme | Invest in SBI Mutual Fund | Josh Money