SBI Equity Mutual Fund

SBI Equity Fund schemes engage in equity and equity-related products. These funds generate significantly greater returns to increase wealth over time. Ambitious investors must invest in the best SBI Equity Mutual Fund to attain long-term capital goals. The SBI Equity Mutual Fund returns are excellent over time, and wealth building is impressive.

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Best Mutual Funds 2024

Result Showing 1-25 of 170 Mutual Funds

    Mutual Fund Schemes
    Category
    Nav
    5Y Returns
    AUM
    (in Cr.)
    Compare
    equity
    363.71Feb 23, 2024
    28%
    ₹23,572

    Add to Compare

    equity
    76.76Feb 23, 2024
    28%
    ₹23,572

    Add to Compare

    equity
    76.76Feb 23, 2024
    28%
    ₹23,572

    Add to Compare

    equity
    58.49Feb 23, 2024
    27%
    ₹23,572

    Add to Compare

    equity
    58.49Feb 23, 2024
    27%
    ₹23,572

    Add to Compare

    equity
    337.32Feb 23, 2024
    27%
    ₹23,572

    Add to Compare

    equity
    170.75Feb 23, 2024
    27%
    ₹23,716

    Add to Compare

    equity
    116.54Feb 23, 2024
    27%
    ₹23,716

    Add to Compare

    equity
    116.54Feb 23, 2024
    27%
    ₹23,716

    Add to Compare

    equity
    42.07Feb 23, 2024
    26%
    ₹1,801

    Add to Compare

    equity
    42.07Feb 23, 2024
    26%
    ₹1,801

    Add to Compare

    equity
    31.36Feb 23, 2024
    26%
    ₹1,158

    Add to Compare

    equity
    31.36Feb 23, 2024
    26%
    ₹1,158

    Add to Compare

    equity
    31.40Feb 23, 2024
    26%
    ₹1,158

    Add to Compare

    equity
    47.53Feb 23, 2024
    26%
    ₹1,801

    Add to Compare

    equity
    39.64Feb 23, 2024
    26%
    ₹1,801

    Add to Compare

    equity
    39.64Feb 23, 2024
    26%
    ₹1,801

    Add to Compare

    equity
    44.56Feb 23, 2024
    26%
    ₹1,801

    Add to Compare

    equity
    89.26Feb 23, 2024
    25%
    ₹23,716

    Add to Compare

    equity
    89.26Feb 23, 2024
    25%
    ₹23,716

    Add to Compare

    equity
    28.96Feb 23, 2024
    25%
    ₹1,158

    Add to Compare

    equity
    28.96Feb 23, 2024
    25%
    ₹1,158

    Add to Compare

    equity
    151.09Feb 23, 2024
    25%
    ₹23,716

    Add to Compare

    equity
    207.27Feb 23, 2024
    25%
    ₹3,586

    Add to Compare

    equity
    147.22Feb 23, 2024
    25%
    ₹3,586

    Add to Compare

    Result Showing 1-25 of 170 Mutual Funds

    Investment Objective

    SBI Equity Mutual Fund schemes strive to provide investors with the potential to enhance their wealth over time. These funds primarily invest in equities and equity-related instruments in the proportion mentioned in the fund's scheme information materials. Following an in-depth study, the fund manager will select quality equities to ensure that portfolio returns remain in line with expectations and category benchmarks. It also happens when the fund's declared dividends are reinvested to buy more scheme units. It must be noted that the SBI Equity Mutual Fund performance does not guarantee that the investment objective will be met.

    Risks Involved in SBI Equity Mutual Fund

    Compared to debt and balanced funds, the SBI Equity Mutual Fund risk ranges between moderate to high. The fund's value may fluctuate in response to changes in the underlying stock price. Stock market price and volume movements, interest rates, exchange rates, government policies, tax regulations, and other economic factors may all have an impact on stock values. The degree of SBI Equity Mutual Fund risk is also determined by the degree of portfolio diversity. Investors must be aware of their level of risk tolerance before investing in SBI Equity Mutual Fund schemes.

    Return Potential of SBI Equity Mutual Fund

    Returns are incidental to the risk that an investor takes. The SBI Equity Mutual Fund return outperforms the returns from debt and balanced funds. Historically, these products have delivered average returns of roughly 12% over a 5-year period. However, the SBI Equity Mutual Fund returns are not guaranteed, and fund performance may vary over time. The fund managers allocate wealth based on the SBI Equity Mutual Fund performance.

    Who Should Invest in SBI Equity Mutual Fund?

    The SBI Equity Mutual Fund performance is appropriate for investors seeking long-term financial appreciation over a 5-year or longer time horizon. Owing to the fluctuation in the SBI Equity Mutual Fund risk with market movements, these funds are intended for investors with a higher risk tolerance. The SBI Equity Mutual Fund return potential makes them appropriate for long-term goals such as children's education, retirement preparation, and property ownership. To realise the full potential of equity funds, you must remain involved for the duration of the investment horizon, which should be 10-12 years or longer. This may also include putting only surpluses in these funds that you will not need in the near future and are intended for long-term investing.

    Things To Consider Before Investing in SBI Equity Mutual Fund

    The following must be considered before investing in SBI equity mutual fund schemes.

    • Expense Ratio
    • Fund Size
    • Risk Reward Ratio
    • Type of Equity Fund
    • Investment Objective
    • Time Horizon
    • Risk Tolerance

    Tax on SBI Equity Mutual Fund

    Equity funds are mutual funds that invest over 65% of their total fund amount in company stock. If an investor redeems their equity fund units within a year, they will experience Short-Term Capital Gains (STCG). These profits are taxed at a 15% rate, regardless of their income tax slab.

    If an investor sells their mutual fund units after owning them for over a year, they earn  Long-Term Capital Gains (LTCG). Any capital gain to a maximum of Rs 1 lakh per year is exempted from tax. Any gain above this ceiling is subject to a 10% LTCG tax with no indexation advantage.

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    Frequently Asked Questions (FAQs)

    How is SBI Mutual Fund doing?

    SBI mutual fund reported Assets Under Management (AUM) of Rs. 647067.24 crores in March 2022.

    Is SBI Mutual Fund Safe?

    Mutual funds are subjected to market risks; however, the fund managers at SBI are quite proficient in their respective fields and invest in a manner to minimise the risk.

    Is it good to invest in equity funds?

    Equity funds have high market risks attached to various schemes. You must assess your risk tolerance before investing in a mutual fund scheme.
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