investments in stocks of growth oriented sectors of the economy. Trust me, there is no such thing as 'best investment options for Senior Citizens in India in 2020'. It is also one of the best sip plan for 5 years and an investment of Rs. 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. Among SBI Life Insurance Plans, you can choose SBI ULIP plans to invest your hard earned money and maximize returns. SBI Gold Fund The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). SBI Monthly Investment Plans – Monthly Income Scheme & SIP April 1, 2019 March 18, 2020 Sonia Nagpal 6830 Views 0 Comment You always want to give your family the best of everything. 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. Best SIP plans? 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. Materials & Agriculture and in debt & money market instruments. This plan also provides life insurance coverage, so your family is financially protected. With over 30 years of presence in the market, SBI MF has an extensive investor base of over 5 million. The investment plans mentioned above are not the exhaustive ones. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. *List if based on funds having Assets > 100 Crore and sorted on last 1 Year Returns. These mutual funds can provide 12% to 15% annualized returns. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch. Disclaimers * A non-smoker healthy male of 22 years, Investment of Rs. 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. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . 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. 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. Open a excel sheet as on 29 Dec 20. This plan takes care of your savings by assuring guaranteed minimum bonus interest rate through the entire policy term. Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% . Policy Term. Return for 2019 was -1% , 2018 was -14.3% and 2017 was 40.2% . SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. Below is the key information for SBI Technology Opportunities Fund, The Scheme seeks to generate income and long term capital appreciation by accept the terms of Privacy Policy and 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. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. Below is the key information for SBI Contra Fund SBI Contra Fund Growth Launch Date 6 May 05 NAV (29 Dec 20) ₹134.627 ↓ -0.06   (-0.04 %) Net Assets (Cr) ₹1,490 on 30 Nov 20 Category Equity - ContraAMC SBI Funds Management Private Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.29Sharpe Ratio 0.46Information Ratio -1Alpha Ratio 4.48Min 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. Below is the key information for SBI Contra Fund. 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. on distributable surplus. SBI Magnum Children’s Benefit Plan. 10 Best Debt Funds By SBI Mutual Fund 2020, 10 Best Axis Mutual Fund Schemes For 2020, 10 Best Sundaram Mutual Fund Schemes For 2020, 10 Best Kotak Mutual Fund Schemes For 2020, 10 Best IDFC Mutual Fund Schemes For 2020, 10 Best Invesco Mutual Fund Schemes For 2020, AMFI Registration No. Who can invest? 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. The interest offered on such tenures is in the range of 2.90% to 5.40% p.a. All Rights Reserved, Shepard Technologies Pvt. 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. 9 Best SIP Plans for 1 Year Investment 2020 Updated on December 24, 2020 , 42991 views. Ranked 9 in Large Cap category. Below is the key information for SBI Small Cap Fund. 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. 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For short time in India investors maximum growth opportunity through Equity investments in stocks of growth sectors... In managing both domestic and Offshore Funds 20 year investment 2020 Updated on December 24, 2020, views. ( Previously known as SBI GETS ) will further help you select from the date of allotment to Section. The last 10 years 19 % since its launch take an example of 2 Senior Citizen friends who have same! Plan please breaf me, I want to 5 years with our readers & asked them their investments! Well as category returns in the market conditions ) 2020 ' best systematic investment plan please me...

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