Top 4 SBI Mutual Funds You Can Consider to Invest in

SBI Mutual Fund comes from one of the most prominent banks in India, State Bank of India, backed up by a global leader of asset management, AMUNDI. It has a major contribution in the introduction and development of mutual funds in India. There are several investor-specific schemes of SBI Mutual Fund which are available at MySIPonline.

Top Performing SBI Mutual Funds

From a variety of need-specific schemes, experts at MySIPonline have analyzed every aspect of the schemes offered by SBI MF. Some of the top performing schemes are described below.

1. SBI Magnum Multi Cap Fund: Multi-cap funds are considered to be the safest of equity funds. This fund has delivered 19.1% return in 2 years and 20.9% in 5 years. There is no bar on the investment of the corpus across the market caps and sectors of the companies, but large-cap companies are majorly preferred. The fund is managed by Mr Anup Upadhyay who holds a B.tech and PGDM degree and has previously worked with SBI Mutual Funds and Tata Consultancy Service. It has assets under management of Rs 5165 crore as on 30th April 2018.
2. SBI Emerging Businesses Fund: Emerging businesses funds are small-cap funds. This particular scheme provided by SBI Mutual Fund targets mainly on equity instruments of small-cap and mid-cap companies. It has provided a phenomenal growth in returns of 27.2% in last 1 year. Since its launch in October 2004, it has deliver the return of 21.17%. It has been consistent over a long-term period. Finance and engineering sectors are majorly targeted but it influences many other sectors too. The fund is manged by Mr R Srinivasan.
3. SBI Bluechip Fund: It is a large-cap equity fund which is the most preferred scheme offered by SBI Mutual Funds. It has assets under allocation of Rs 19,087 as on 30 April 2018. It has provided a return of 14.7% in 2 years and 17.8% in 5 years. It is managed by Ms Sohini Andani who is a CA and has worked with ING investment management Pvt Ltd, ASK Raymond James, Crisil, and many other prominent financial firms. She invests more than 90% of corpus in equity instruments of large-cap companies. 
4. SBI Magnum Equity: This fund was earlier known as Magnum Multiplier Plus '90. The fund manager, Mr Ruchit Mehta is a B.com, Msc and CFA, who invests a majority of the corpus in equity instruments of large-cap companies of finance, technology, energy and automobile sectors. Hence, the fund has provided stability in NAV along with a decent return of 11% in last 1 year and 14.9% in last 5 years. Since its launch in January 1991, it has provided 15% return. It has assets under management of Rs 2400 crore approximately.

These customer-specific schemes of SBI MF are offered at MySIPonline only after analyzing the needs and comfort of the investors. For more details on SBI mutual funds, browse through the official website of MySIPonline and get the best scheme out of all available options which can benefit you the most.

Invest in the Best Schemes of Mirae Asset Management Company

In any investment process, certain factors affect the returns of any fund which are investment style of a fund manager, research analogy of the fund management team, and investment strategies of the fund house. Therefore, the financial analysts of MySIPonline examine various funds of Mirae Asset Mutual Fund, which is one of the best mutual fund companies in India.

Mirae Mutual Fund, established in the year 2007, is sponsored by Mirae Asset Global Investments Co. Limited, South Korea. The fund house offers various schemes under different asset classes. A few of the schemes of the fund house discussed below:

Equity Funds:

Mirae Asset India Equity Fund

The fund invests in the equity and equity-related securities across various sectors, market caps, and themes. It has been managed by Neelesh Surana and Harshad Borawake and was launched in April 2008.

The fund follows the benchmark of S&P BSE 200, providing the options of growth and dividend. It is suitable for investors who have a high-risk appetite and seek long-term capital growth.

Return Analysis:

The fund offered by Mirae MF is performing consistently well from last many years. It has provided the returns of 8.09% in 2016, and 38.58% in 2017. The fund has provided the trailing returns of 19.60% in the past 5 years.

Mirae Asset Emerging Bluechip Fund 

The fund invests its corpus in the securities of large and mid-cap companies. It is managed by Neelesh Surana and was launched in July 2010. It offers the option of growth and dividend to the investors.

The fund follows the benchmark of NIFTY Large Mid-cap 250 Index. It is a high-risk fund which invests in equity and equity-related securities of various companies in different sectors.

Return Analysis:

The fund has beaten its benchmark in providing good returns every year. It has given the best returns in the year 2014 with 82.64%. In 2016, it has given the returns of 12.17% and in 2017, it was 49.01%, respectively.

Thematic

Mirae Asset Great Consumer Fund (MAGCF)

Investing in the consumption sections of FMCG, Autos, Realty, Healthcare, Education, Media & Entertainment, etc., the fund follows the benchmark of S&P BSE 200. It was launched in 2011 and is managed by Mr Ankit Jain.

Investing the portfolio in equity and equity-related securities, the fund is for high-risk appetite investors. It provides both the options of growth and dividend to the investors.

Return Analysis:

The fund has given outperforming returns all these years, except in 2016. It has its highest returns in the year 2017 with 17.74% higher than the benchmark. The fund has the trailing returns was 19.37% in the past 5 years.

Hybrid

Mirae Asset Hybrid - Equity Fund

Launched in the year 2015, the fund invests its corpus predominantly in equity and equity-related securities and the balance in debt and money-market securities.

The fund is currently managed by Mr Neelesh Surana and Mr Sudhir Kedia (Equity portion), and Mr Mahendra Jajoo (Debt portion). It was launched in the year 2015, is suitable for the investors having a moderately high-risk appetite.

Return Analysis:

The fund follows the benchmark of CRISIL Hybrid 35+65 Aggressive Index. It has shown significant returns in these years. In 2016, it has given the returns of 8.53%, and 27.81% returns in 2017.

Tax Saving

Mirae Asset Tax Saver Fund (MATSF)

With a lock-in period of 3 years, the fund was launched in 2015. With an investment objective of long-term capital appreciation, the fund invests its corpus in equity and equity-related securities.
It is managed by Mr Neelesh Surana who diversifies the portfolio of the fund in strong growth companies. The fund is for the investors who have a moderately high-risk appetite.

Return Analysis:

The fund has the AUM of Rs 1,002 Cr as on Apr 30, 2018, and it has provided its best in last 2 years. It has provided the returns of 14.8% in 2016 and 47.88% in 2017. The trailing returns of the scheme is 12.44% in the past 1 year.

Mirae Asset Mutual Fund has the AUM of Rs. 15,756.15 Cr as on March 31, 2018, who has Chief Investment Officer as Mr Neelesh Surana, and has about 165+ professionals all over the world. It offers diversified products across various asset classes which give every investor an opportunity to invest in it.

Why L&T Infrastructure Fund is the Ultimate Advise for High Growth?

India is a growing economy. In a recent survey, it was revealed that on an average, 30 km. of highway is stretched every day. The year 2014-15 alone witnessed a laying of about 15,000 km. of tarmac on the bosom of the Indian landmass. Further, it is anticipated that by 2030, India will be catering to 60 million new urban houses. All this data testifies that India is a goldmine for real estate developers, and in the near future the infrastructure industry is going to expand manifold. 

Thus, our research team at MySIPonline have speculated that L&T Infrastructure Fund, an infrastructure-sector based mutual fund, will provide ample opportunities to its investor to grow their wealth and thus, taste enormous success. Apart from our own in-house research, we confirmed the fact from various reliable sources and finally came with a conclusion that this fund, governed by the infrastructure industry, is surely going to be a remarkable venture for all kinds of investors, whether new or old, aggressive or conservative. 

To acquaint you more with the inside story of this fund and fuel your investment knowledge, we have come up with this short, yet extremely influential piece of information. So, dive in this pool of wisdom and change your life for good, forever. 

The Preface

L&T Infrastructure Fund (G) has been operative in the Indian money market from the past one decade. In a mere span of three years since its inception, it caught immediate attention due to its remarkable progress in the market. Investors, market predictors as well as other big asset management companies were awe-stricken by the performances that this fund had bagged in such a short period. 

Being blessed with one of the most advanced and experienced team members who watch its back, L&T Infrastructure Fund (Growth) has grown to become the face of sector-based investing in mutual funds in India, highlighting the growth of the Indian infrastructure industry.

The Objective

The objective of this fund is no different than any of its high performing competitor in the market – sow money and reap more money. However, the only difference between L&T Infrastructure Fund and the others is that it has been undisputed in maintaining its streak of performances, while there were some slumps observed in other cases. 

The Performance

Now comes the most exhilarating part for any investor – the returns score. No matter how big a fund might be in terms of its brand name or asset size, if the numbers aren’t pleasing to the eyes the impression plummets down to ground zero and it loses huge traffic. But that’s not the case with L&T Infrastructure Fund – Regular Plan (Growth). MySIPonline’s research revealed some of the most riveting numbers that have ever been grappled by any large cap fund in the market. Here’s a brief account of the returns that this fund has earned in the last five years: -

Now, the yield to date might stop your breath for a second, but do not get all jittery by looking at this single figure. If you’d run your glance on the comparative data, you’d be blown away to see that the benchmark is not even an inch near the returns ploughed by L&T Infrastructure Fund, plus the category average too is light years away from making a break even with this fund.

MySIPonline has always been a firm believer of the fact that smart decisions are the key to score success in mutual funds, and the gaps, if any, can be perfectly sealed with the power of knowledge. We hope that our paper on L&T Infrastructure Fund (G) will prove to be a great help in making a successful investment plan. Wish you a happy investing!

How Can You Balance Your Portfolio Using Balanced Funds?

Whenever it comes to investing in mutual funds, people either go for equity or debt  funds individually according to their risk profile. They are least aware of the funds that can provide the benefits of both the worlds. These funds invest in a conglomeration of stocks, bonds, and other money market instruments. They are a good fit in the portfolio if you are looking for a mixture of safety, income, and modest capital appreciation. The equity and debt investments are split in the ratio of 65:35, respectively.

MySIPonline, a fast-growing investment platform, would like to recommend some of the top performing balanced funds that can help you stabilize your portfolio.

1. HDFC Prudence Fund : This is an open ended hybrid-equity oriented scheme that was launched early in 1994 with an objective of generating long-term capital appreciation from a balanced and well diversified portfolio that invests in equity and debt instruments. It is being managed by ace fund manager Mr. Prashant Jain since its inception. As on March 31, 2018, the portfolio composition of scheme was divided into equity, debt, and cash equivalents having 75.24%, 22.84%, and 1.92% allocation, respectively. It is highly overweight in sectors such as financial, energy, and technology. Those investors who can bear moderately high risk and are looking for a balanced fund must invest in this as it has capably delivered average an annual return of 18.87% since its launch.
2. Aditya Birla Sun Life 95 Fund : The Net Asset Value of the fund as on May 10, 2018 is Rs.755.66 which shows that the fund is very old and highly experienced, i.e., it has undergone all the major bull and bear phases of the market. It has proficiently delivered 20.66% average annual returns to its investors. It has 76.78% allocation of assets in equity and the remaining in debt instruments, and has a concentration on large-cap companies. The scheme has grown its asset size of Rs.14,662 as on April 30, 2018 which shows a big contribution to the total asset size of the mutual fund industry.
3. ICICI Prudential Equity & Debt Fund : This is also an early bird in the mutual fund market as it was launched on November 03, 1999 and since then, it has proffered average annual returns of 14.74%.  The fund has climbed to a four-star rating from a three-star rating and follows a blend of value and growth style of investing. It has been managing an asset size of Rs.28,807cr which is comparatively better than its peers. It has 64.18% asset allocation in equity, 28.56% in debt instruments, and 7.26% in cash equivalents. Investors can cherish the fact that it has an expense ratio of 2.17% which is comparatively less than the category average of 2.45%.

If you are interested in investing in any of the schemes listed above, then you can reach out to the experts at MySIPonline, take details about the schemes, and shoot your queries related to the investments. We will be more than delighted to help you.

How can SBI Magnum Midcap Fund Boost my Wealth?

A few years ago, there was a time when most of the ordinary functions of today were performed with great difficulty and involved huge costs, since the access was limited and the awareness even more vague. Now, with the development of technology even the most complex tasks can be done in no time, all with a few laptop clicks. 

Take the example of mutual fund investments. Previously, the scenario was that people were totally dependent on the third person’s help. But now, fintech companies such as MySIPonline have made the investment task quite simple, by recommending exotic funds that includes SBI Magnum Mid Cap Fund. For any person who seeks to build wealth over the course of the immediate future, this fund will be a remarkable help as it contains all the essential attributes which are sine qua non for attaining huge success.   

In this write-up, we have targeted some of the major highlights about this fund which will form a clear picture in your mind whether you should take this fund in your portfolio or not, and how it can help you to propel your wealth creation process.

The Generic Facts

Here is the pro tip of investment - know your fund before investing in it. So, before you stash your silver in SBI Magnum Midcap Fund, let’s first run a background check on it so as to understand fully that to whom it will suit the best. As apparent from its name, this fund belongs to the mid-cap category which is distinctively identifiable due to its high-yielding capacity. The stocks pertaining to this category are of those companies that have successfully completed their premature stage of survival, and are now running with full force into the direction of expansion. 

SBI Midcap Fund is often rated as one of the best midcap funds to invest in India, as it has always surprised the industry by securing unbelievable numbers, and has never let the clients return to their den empty handed. As a result, it was also awarded a 5 Star rating from CRISIL, which is the strongest testimony for any fund. MySIPonline has always been a patron of this fund as it has always been one of the charmers for pulling investor traffic and retaining them over the long term. This website provides an easy and spontaneous way of investing in SBI Magnum Midcap Fund G , the best part being it is absolutely free to use their portal and no charges will be deducted whatsoever from your investment. 

How Does the Scheme Work?

Unlike the normal investment policies involving only midcap stocks, SBI Magnum Mid Cap Fund (G) follows a unique investment strategy that finds space for large caps apart from equal justice to midcap stocks. The strategy spells out that atleast 40% of the investment area will be reserved for high quality mid cap stocks, while a decent amount that may build up top anywhere between 10-50% for large cap stocks. Also, a small corner exclusively for the small caps has been allotted in the strategy that may measure anywhere between 0-10%.

Who All Shall Participate in this Scheme?

Midcaps being the stocks of emerging companies, tend to be relatively volatile than their established siblings, viz. the large cap funds. Hence, these funds are recommended to those who have a larger appetite for risk and those who can endure staying invested for a longer period of time, say 5 or more years. Also, SBI Magnum Mid Cap Fund (Growth) is an effective tool to incorporate the essence of diversification in the portfolio, and thus increase the chances of successful investments.

So, if you are the type who’s eager to achieve success but at the same time patient for the same, then investing in SBI Magnum Midcap will be a great way of starting the wealth building journey. Use the online services of MySIPonline to your advantage, as they are completely free and totally matchless. 

Achieve Your Financial Goals with DSP BlackRock Mutual Fund

There are so many obstacles and pitfalls the stays on the short-term and long-term ramp of investing. Although there are potentials too, which will provide you with the higher returns. That is why every other person become adviser when asked about savings and investments. But now, listen to the financial experts of MySIPonline and invest with DSP BlackRock Mutual Fund, as it offers diverse schemes as per your risk appetite, liquidity, transparency, and tax efficiency.

You should not become hunky-dory all the time and must prepare yourself for the investments practising it at satisfactory and calm level. There are varied funds of DSP BlackRock MF that you could look to invest in.

Who Is DSP BlackRock MF?

DSP BR Mutual Fund is a competent team of investment professionals with over 20 years of outstanding investment records. The fund house is a joint venture between DSP group, India’s one of the oldest financial firms and BlackRock, world’s largest investment management firm.

Sponsors of the Fund House:

DSP HMK HOLDINGS PVT. LTD. and DSP ADIKO HOLDINGS PVT. LTD.
Incorporated in 1983 under the Companies Act, 1956, and also registered with RBI as NBFC, the DSP HMK and DSP ADIKO, both have been working as investment companies in India.

BlackRock

Having the headquarters in New York City, the corporation was founded in the year 1988 as a risk and fixed income institutional asset management company. It is the world’s most extensive investment management firm which has clients from over 100 countries.

Objectives and Values of DSP BR MF:

DSP BR MF is committed to providing excellent services to its customers and offering varying portfolios according to their needs and goals. The analytical and research approach of the dsp blackrock mutual fund house to manage and control risk has provided them such status over the years.

Fund Managers of DSP BR MF:

DSP BR MF has an experienced team of fund managers and researchers who allocate the money of investors in the market. The fund managers of the fund house are:

Anup Maheshwari

Working since July 1997 with DSP BR Investment Managers Pvt. Ltd., Anup Maheshwari has been managing various domestic and offshore funds of the company.

Atul Bhole

Working as Vice President-Investments with DSP BR, Atul has over 10 years of experience in investment management. He also worked as Equity Research Analyst covering IT, Telecom, and BFSI sectors.

Gauri Sekaria

Completed her MSc from the Henley Business School, UK in International Securities Investment & Banking, Gauri has experience of over 12 years and is working with DSP BR since January 2017.

Jay Kothari

Vice President & Product Strategist, Jay has been taking care of the investment functions of DSP BR since January 2011. He is currently looking after the overseas investment schemes of the company and has been working with it since May 2005.

Recommended Funds of DSP BR MF:

Some of the top recommended funds by the experts of MySIPonline of DSP BR MF are:

• DSP BlackRock Top 100 Equity Fund
• DSP BlackRock Equity Opportunities Fund
• DSP BlackRock US Flexible Equity Fund
• DSP BlackRock Natural Resources & New Energy Fund
• DSP BlackRock Midcap Fund

The unique partnership of DSP and BlackRock Mutual Fund offers a robust and technical investment platform with some advanced tools which deliver beneficiary portfolios to investors. MySIPonline recommends you to invests in DSP BR Investment Managers Pvt. Ltd., as it offers substantial risk diversifying schemes combined with focused teamwork, which will help you in optimizing your investment returns.