Sbi Mutual Funds
SBI Mutual Fund is a renowned mutual fund company. It’s a joint venture between State Bank of India (SBI) and AMUNDI Asset Management. It has established itself as one of the largest asset management firms within India.
69 funds
SBI PSU
Equity • Other • Direct Growth3Y CAGR
40.00%
Expense ratio
0.81%
Returns vs category
N/A
Risk vs category
N/A
SBI Long Term Equity Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
30.46%
Expense ratio
0.93%
Returns vs category
Risk vs category
SBI Healthcare Opportunities Fund
Equity • Healthcare • Direct Growth3Y CAGR
30.27%
Expense ratio
0.9%
Returns vs category
N/A
Risk vs category
N/A
SBI Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
29.87%
Expense ratio
0.98%
Returns vs category
Risk vs category
SBI Contra Fund
Equity • Contra • Direct Growth3Y CAGR
27.90%
Expense ratio
0.62%
Returns vs category
N/A
Risk vs category
N/A
SBI Magnum Children's Benefit Fund- Investmen...
Hybrid • Childrens • Direct Growth3Y CAGR
26.42%
Expense ratio
0.85%
Returns vs category
N/A
Risk vs category
N/A
SBI Banking & Financial Services Fund
Equity • Financial Services • Direct Growth3Y CAGR
26.31%
Expense ratio
0.74%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
24.35%
Expense ratio
0.74%
Returns vs category
Risk vs category
SBI Magnum Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
24.16%
Expense ratio
0.82%
Returns vs category
Risk vs category
SBI Gold
Commodity • Precious Metals • Direct Growth3Y CAGR
23.67%
Expense ratio
0.1%
Returns vs category
Risk vs category
About
AMC Summary
Approximately 65 mutual fund schemes are provided by SBI Mutual Fund, and the AUM (Assets Under Management) as of Dec 31, 2024. stood at Rs 11.16 lakh crore.
About SBI Mutual Fund
With the State Bank of India(SBI) and AMUNDI Asset Management launching a joint venture, SBI Mutual Fund came into existence in 1987. It offers many investment options to match with the risk tolerances of various categories of investors.
SBI Funds Management Ltd. (SBIFML) traces its roots back to one of the most reputable banks in India, State Bank of India. SBI and AMUNDI Asset Management, a fund management firm with headquarters in France, have partnered to operate SBI Mutual Fund. It was established by a shareholder agreement on April 13, 2011.
As per the partnership, SBI owns 61.98% of SBIFML and AMUNDI owns 36.40% through Amundi India Holding, its wholly owned subsidiary. The remaining stakeholders hold 1.62%.
Societe Generale Asset Management S.A. (SGAM), a division of Societe Generale S.A. (SG), initially owned the stake in Amundi India Holding. The holding was eventually transferred to Amundi in June 2011.
SBI Mutual Fund Key Information
- Here is some information about SBI Mutual Fund:
- Mutual Fund Name: SBI Mutual Fund
- Founding Date: June 29, 1987
- Headquarters: Mumbai
- Trustee Organisation: SBI Mutual Fund Trustee Company Private Limited
- MD and CEO: Vinay Tonse
- Investor Relations Officer: C A Santosh
How to Invest in SBI Mutual Fund?
There are two ways for investors to invest in SBI Mutual Funds:
Online:
- Complete the KYC process.
- Register on an authorised platform or the SBI Mutual Fund website.
- Choose the mutual fund plan that you want to invest in.
- Take your pick between Systematic Investment Plan (SIP) or lumpsum.
- Pay using UPI, net banking or any other method that’s applicable.
Offline:
- Head to any authorised distributor or the nearest SBI Mutual Fund branch.
- Complete the application for investing.
- Submit required documents such as Aadhaar, PAN card, etc.
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Frequently Asked Questions
How can I get my SBI Mutual Fund statement?
You can get your SBI Mutual Fund statement by downloading it from the SBI Mutual Fund website or requesting it via email. Alternatively, you can retrieve it through CAMS/KFintech using your PAN and registered email ID.
How much time does it take to redeem the SBI Mutual Fund?
Redemption of SBI Mutual Fund units is usually processed within T+1 to T+3 business days, depending on the specific scheme.
How can I increase my SIP amount in the SBI Mutual Fund?
To increase your SIP amount, log in to the SBI Mutual Fund portal, navigate to SIP Management, select Modify SIP Amount, enter the new SIP amount, and confirm the change.
How do I redeem SBI Mutual Funds online?
It's easy to redeem SBI mutual funds online. You can do it from your investment platform or the SBI Mutual Fund website. Pick the fund you wish to redeem and then finish the redemption request.
How can I start an SBI Mutual Fund SIP online?
Visit the official SBI Mutual Fund website, pick the fund you wish to invest in, and complete your KYC verification. Then, decide on the SIP amount and duration, and set up an automatic withdrawal from your bank account.
Is SBI Mutual Fund a good investment?
SBI Mutual Fund offers many schemes across equity, debt and hybrid funds. Whether it is a good investment depends on your financial goals, risk appetite and investment horizon.
What are the redemption charges for SBI Mutual Fund?
Redemption charges vary by scheme type. Exit load and applicable taxes are something that an investor news to factor in.
Which is the best SBI Mutual Fund?
The best SBI Mutual Fund depends on an investor’s financial goals. To choose the best fund, you need to assess a fund’s performance and market conditions among other factors.