Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Significant holdings have underlying redflags
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Monthly Investment Amt. (₹)
Investment period (years)
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
₹ 4,41,593.50 Cr.