State Bank of India vs JM Financial Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

State Bank of India

Minimum Investment

500

Average Return

12%

Top Schemes

SBI Bluechip Fund

SBI Small Cap Fund

SBI Equity Hybrid Fund

Key Features

Largest bank network in India

Low minimum investment of ₹500

Trusted government backing

Wide range of fund options

JM Financial Mutual Fund

Minimum Investment

1000

Average Return

12%

Top Schemes

JM Flexicap Fund

JM Value Fund

JM Large Cap Fund

Key Features

JM Financial Group backing

Focused portfolios

Value investing approach

Quality over quantity

Calculate SIP Returns for Both

Calculate with SBI

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹56,170

Total Value

₹1,16,170

Invested Amount: 60,000
Estimated Returns: 56,170
Total Value: 1,16,170

SIP Growth Projection

Calculate with JM

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,12,339

Total Value

₹2,32,339

Invested Amount: 1,20,000
Estimated Returns: 1,12,339
Total Value: 2,32,339

SIP Growth Projection

State Bank of India vs JM Financial Mutual Fund: Which is Better for SIP?

SBI Mutual Fund is one of India's largest and most trusted asset management companies, backed by the State Bank of India. With a strong track record and wide network, SBI offers diverse mutual fund schemes suitable for all investor types.

Part of JM Financial Group, offering focused fund management with emphasis on quality and value. Known for concentrated portfolios and long-term wealth creation.

Making Your Choice

Both SBI and JM are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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