Top SBI Equity Funds: 3 Schemes Leading 3, 5, and 10-Year Returns
For long-term wealth creation, consistency matters more than short-term spikes. Among SBI Mutual Fund’s equity schemes, three funds have clearly stood out over multiple time frames SBI Contra Fund Direct Plan Growth, SBI Focused Fund Direct Plan Growth, and SBI Large & Midcap Fund Direct Plan Growth.
These funds have delivered impressive compounded annual growth rates (CAGR) over 3, 5, and 10 years, making them popular choices for investors with long-term horizons. The performance data is sourced from the Financial Express Mutual Fund Screener.
Over the past three years, all three schemes have delivered over 20% CAGR, despite market volatility. The Contra Fund leads narrowly, showing the strength of a contra strategy in turbulent markets.
5-Year Performance
Over five years, the Contra Fund clearly stands out, while the Large & Midcap Fund shows solid stability. The Focused Fund lags slightly, emphasizing the importance of a long-term view.
10-Year Performance
Across a decade, the ranking remains unchanged. The Contra Fund proves to be the most consistent long-term performer, while the Large & Midcap and Focused Funds maintain respectable returns.
These funds have delivered impressive compounded annual growth rates (CAGR) over 3, 5, and 10 years, making them popular choices for investors with long-term horizons. The performance data is sourced from the Financial Express Mutual Fund Screener.
3-Year Performance
- SBI Contra Fund- 21.31%
- SBI Focused Fund-20.92%
- SBI Large & Midcap Fund-20.08%
Over the past three years, all three schemes have delivered over 20% CAGR, despite market volatility. The Contra Fund leads narrowly, showing the strength of a contra strategy in turbulent markets.
5-Year Performance
- SBI Contra Fund -21.85%
- SBI Large & Midcap Fund -18.66%
- SBI Focused Fund -16.20%
Over five years, the Contra Fund clearly stands out, while the Large & Midcap Fund shows solid stability. The Focused Fund lags slightly, emphasizing the importance of a long-term view.
10-Year Performance
- SBI Contra Fund -18.94%
- SBI Large & Midcap Fund-17.90%
- SBI Focused Fund-17.56%
Across a decade, the ranking remains unchanged. The Contra Fund proves to be the most consistent long-term performer, while the Large & Midcap and Focused Funds maintain respectable returns.
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