State Bank of India vs Zerodha 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

Zerodha Mutual Fund

Minimum Investment

250

Average Return

11.8%

Top Schemes

Zerodha Nifty 50 Index Fund

Zerodha Nifty Next 50 Index Fund

Zerodha Nifty Bank Index Fund

Key Features

Ultra-low expense ratios

Index fund specialists

Zerodha platform integration

Transparent pricing

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 Zerodha

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹30,000

Est. Returns

₹27,398

Total Value

₹57,398

Invested Amount: 30,000
Estimated Returns: 27,398
Total Value: 57,398

SIP Growth Projection

State Bank of India vs Zerodha 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.

From India's largest stock broker, Zerodha Fund House offers passive index funds with minimal expenses. Focus on low-cost investing through index funds.

Making Your Choice

Both SBI and Zerodha 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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