SIP - AMC Wise
Data as on - 08-10-2025
| Scheme Name | AUM (Cr) | SIP Amount | From | To | Current Value | CAGR (%) |
|---|---|---|---|---|---|---|
| SBI Small Cap Fund - Regular Plan - Growth | 35,250 | 5,000 /pm | 09-09-2009 | 08-10-2025 | 6347326.44 | 20.75 % |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 4,761 | 5,000 /pm | 09-01-2013 | 07-10-2025 | 2653215.28 | 18.01 % |
| SBI Multicap Fund- Regular Plan- Growth Option | 22,411 | 5,000 /pm | 15-03-2022 | 08-10-2025 | 293166.1 | 16.7 % |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | 3,962 | 5,000 /pm | 14-07-1999 | 07-10-2025 | 2.175255525E7 | 16.6 % |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | 8,361 | 5,000 /pm | 05-03-2015 | 08-10-2025 | 1584179.04 | 16.24 % |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 37,767 | 5,000 /pm | 11-10-2004 | 07-10-2025 | 8916296.57 | 16.12 % |
| SBI MIDCAP FUND - REGULAR PLAN - GROWTH | 22,011 | 5,000 /pm | 29-03-2005 | 08-10-2025 | 8265257.58 | 16.09 % |
| SBI Consumption Opportunities Fund - Regular - Growth | 3,174 | 5,000 /pm | 02-01-2013 | 08-10-2025 | 2254103.67 | 15.66 % |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 33,233 | 5,000 /pm | 26-05-2005 | 07-10-2025 | 7546086.7 | 15.57 % |
| SBI Contra Fund - Regular Plan -Growth | 46,648 | 5,000 /pm | 09-05-2005 | 07-10-2025 | 7067022.12 | 15.0 % |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 224 | 5,000 /pm | 27-03-2019 | 08-10-2025 | 644218.61 | 14.62 % |
| SBI Automotive Opportunities Fund - Regular Plan - Growth | 5,243 | 5,000 /pm | 12-06-2024 | 08-10-2025 | 92874.86 | 14.22 % |
| SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH | 29,934 | 5,000 /pm | 31-03-1993 | 08-10-2025 | 2.650960049E7 | 13.62 % |
| SBI Infrastructure Fund - Regular Plan - Growth | 4,837 | 5,000 /pm | 06-07-2007 | 08-10-2025 | 4289514.47 | 13.38 % |
| SBI MNC FUND - REGULAR PLAN -GROWTH | 6,002 | 5,000 /pm | 30-06-2005 | 08-10-2025 | 5638200.78 | 13.34 % |
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 52,426 | 5,000 /pm | 14-02-2006 | 08-10-2025 | 5129440.65 | 13.27 % |
| SBI PSU Fund - Regular Plan -Growth | 5,181 | 5,000 /pm | 07-07-2010 | 08-10-2025 | 2757697.61 | 13.24 % |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | 22,010 | 5,000 /pm | 29-09-2005 | 07-10-2025 | 5266212.92 | 13.07 % |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 5,606 | 5,000 /pm | 27-11-2006 | 08-10-2025 | 4480528.63 | 13.02 % |
| SBI COMMA Fund - REGULAR PLAN - Growth | 702 | 5,000 /pm | 08-08-2005 | 08-10-2025 | 4891910.81 | 12.31 % |
| SBI Dividend Yield Fund - Regular Plan - Growth | 8,956 | 5,000 /pm | 17-03-2023 | 08-10-2025 | 182320.87 | 10.59 % |
| SBI Innovative Opportunities Fund - Regular Plan - Growth | 7,245 | 5,000 /pm | 27-08-2024 | 08-10-2025 | 77499.1 | 6.29 % |
| SBI Quant Fund- Regular Plan- Growth | 3,604 | 5,000 /pm | 31-12-2024 | 08-10-2025 | 56078.0 | 5.44 % |
| SBI Energy Opportunities Fund - Regular Plan - Growth | 9,422 | 5,000 /pm | 01-03-2024 | 08-10-2025 | 105593.09 | 0.73 % |
*Compound annual growth rate
