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Kolkata: The mutual fund industry in India is expanding fast. In Nov, the total assets under management of the Indian mutual fund industry sailed past the Rs 80 lakh crore mark. The country's biggest mutual fund is SBI Mutual Fund. Here is a list of the best performing schemes from SBI MF. These have been selected on the basis of returns over a period of 20 years. This fund house operates some of the country's oldest mutual fund schemes.
SBI MF was founded on June 21, 1987. Here we list five mutual fund schemes -- SBI Consumption Opportunities Fund, SBI Technology Opportunities Fund, SBI Focused Fund, SBI Healthcare Opportunities Fund and SBI Midcap Fund. Let's have a close look at their returns and composition.
Launched in: July 1999
20-year SIP return: 17.57%
Benchmark: NIFTY India Consumption TRI
AUM (Nov 30, 2025): Rs 3,219 crore
Expense ratio: 1.97%
Top holdings
Bharti Airtel: 6.46%
M&M: 5.31%
Maruti Suzuki: 4.75%
HUL: 4.61%
Asian Paints: 4.55%
Launched in: July 1999
20-year SIP return: 16.80%
Benchmark: BSE Tech TRI
AUM (Nov 30, 2025): Rs 5,130 crore
Expense ratio: 1.89%
Top holdings
Infosys: 14.84%
Bharti Airtel: 12.29%
Coforge: 7.07%
LTIMindtree: 5.94%
Firstsource: 5.15%
Launched in: October 11, 2004
20-year SIP return: 16.14%
Benchmark: BSE 500 TRI
AUM (Nov 30, 2025): Rs 42,773 crore
Expense ratio: 1.53%
Top holdings
Alphabet (Google): 8.71%
HDFC Bank: 6.60%
Muthoot Finance: 6.13%
State Bank of India: 5.26%
Bajaj Finserv: 4.90%
Launched in: July 5, 1999
20-year SIP return: 16.08%
Benchmark: BSE Healthcare TRI
AUM (Nov 30, 2025): Rs 4,131 crore
Expense ratio: 1.93%
Top holdings
Sun Pharmaceutical: 11.97%
Divi’s Laboratories: 6.90%
Max Healthcare: 5.63%
Cipla: 4.45%
Lupin: 4.23%
Launched in: March 2005
20-year SIP return: 16.06%
Benchmark: NIFTY Midcap 150 TRI
AUM (Nov 30, 2025): Rs 23,360 crore
Expense ratio: 1.66%
Top holdings
Bharat Heavy Electricals: 3.74%
Torrent Power: 3.66%
Mahindra & Mahindra Financial Services: 3.58%
CRISIL: 3.12%
Sundaram Finance: 3.02%
(Disclaimer: This article is only meant to provide information. News9 does not recommend buying or selling shares or subscriptions of any IPO, Mutual Funds, precious metals, commodity, any form of alternative investment instruments and crypto assets.)
