SBI म्युच्युअल फंड

Updated on March 26, 2026 , 132147 views

SBI म्युच्युअल फंड ही भारतातील सुप्रसिद्ध आणि प्रतिष्ठित कंपनी आहे. हा राज्यांचा संयुक्त उपक्रम आहेबँक भारतातील, भारतातील सर्वात मोठी बँक आणि अमुंडी (फ्रान्स) ही जगातील आघाडीच्या फंड व्यवस्थापन कंपन्यांपैकी एक आहे. SBI Funds Management Private Limited ही मालमत्ता व्यवस्थापन कंपनी आहे जी SBI म्युच्युअल फंडाच्या योजनांचे व्यवस्थापन करते. कंपनी भारतीय म्युच्युअल फंड उद्योगात तीन दशकांहून अधिक काळ कार्यरत आहे.

एसबीआय म्युच्युअल फंड गेल्या काही वर्षांमध्ये मोठ्या प्रमाणावर वाढला आहे आणि सध्या संपूर्ण भारत स्तरावर 200 हून अधिक गुण स्वीकारले आहेत. शिवाय, SBI म्युच्युअल फंडाचा वापरकर्ता आधार 54 लाखांपेक्षा जास्त आहे. म्युच्युअल फंड त्याच्या वचनबद्धतेद्वारे ग्राहकांना त्यांचे उद्दिष्ट साध्य करण्यात मदत करतो. व्यक्तींच्या विविध आणि वैविध्यपूर्ण गरजा पूर्ण करण्यासाठी विविध प्रकारच्या निधीमध्ये योजना ऑफर करते.

AMC	SBI म्युच्युअल फंड
सेटअपची तारीख	29 जून 1987
एयूएम	INR 1,82,916 कोटी ($28.4 अब्ज) (जुलै 2017)
अध्यक्ष	श्री. रजनीश कुमार
व्यवस्थापकीय संचालक आणि मुख्य कार्यकारी अधिकारी	अनुराधा राव
मुख्यालय	मुंबई
ग्राहक सेवा	1800 209 3333/1800 425 5425
फॅक्स	०२२ - ६७४२५६८७
दूरध्वनी	०२२ - ६१७९३०००
संकेतस्थळ	www.sbimf.com
ईमेल	customer.delight[AT]sbimf.com

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SBI म्युच्युअल फंड बद्दल

एसबीआय म्युच्युअल फंड हा भारतातील प्रतिष्ठित बँकेपैकी एक एसबीआय ग्रुपचा एक भाग आहे. सर्व म्युच्युअल फंड वर्गांसाठी हे सर्वात मोठे आणि सर्वाधिक पसंतीचे फंड हाऊस बनण्याची दृष्टी आहे. त्याच बरोबर, उत्कृष्ट कामगिरी, ग्राहक सेवेतील सर्वोत्तम पद्धती, उत्पादनातील नावीन्य आणि इतर क्षेत्रांचे सातत्यपूर्ण ट्रॅक रेकॉर्ड ठेवण्याचाही प्रयत्न करते. SBI म्युच्युअल फंड नावीन्यपूर्णतेद्वारे वाढीच्या मूल्यांद्वारे मार्गदर्शन केले जाते. शिवाय, म्युच्युअल फंड हा सामान्य लोकांसाठी एक व्यवहार्य गुंतवणूक पर्याय म्हणून स्थापित करण्याचा प्रयत्न करतो. याशिवायम्युच्युअल फंड SBI फंड्स मॅनेजमेंट प्रायव्हेट लिमिटेड देखील पोर्टफोलिओ व्यवस्थापन आणि सल्लागार सेवांमध्ये विशेष आहे,सुमारे निधी आणि पर्यायी गुंतवणूक निधी. फंड हाऊस नेहमीच नाविन्यपूर्ण आणि गरजेनुसार उत्पादने विकसित करण्याचे उद्दिष्ट ठेवते.

SBI म्युच्युअल फंड योजना

एसबीआय म्युच्युअल फंड व्यक्तींच्या विविध गरजा पूर्ण करण्यासाठी इक्विटी, कर्ज, हायब्रिड आणि बरेच काही यासारख्या विविध श्रेणींमध्ये विविध प्रकारच्या योजना ऑफर करते. तर, आपण निधीच्या या श्रेणी आणि प्रत्येक श्रेणीतील काही सर्वोत्तम योजना पाहू.

इक्विटी फंड

इक्विटी फंड त्यांच्या फंडाचे पैसे विविध कंपन्यांच्या इक्विटी आणि इक्विटी-संबंधित साधनांमध्ये गुंतवा. हे फंड दीर्घकालीन गुंतवणुकीचा एक चांगला पर्याय मानला जातो. या योजनांवर वर्गीकृत आहेतआधार च्याबाजार भांडवलीकरण, क्षेत्रे, थीम आणि बरेच काही. या योजनांवरील परतावा निश्चित नाही. SBI म्युच्युअल फंड योजनेची काही सर्वोत्कृष्ट कामगिरी खालील तक्त्यामध्ये दर्शविली आहे.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Small Cap Fund Growth	₹149.865 ↓ -2.57	₹34,932	-10.6	-11.5	-4.3	12	14	-4.9
SBI Magnum COMMA Fund Growth	₹106.401 ↓ -1.44	₹999	-1.1	2	11.7	19.8	14.7	12.3
SBI Large and Midcap Fund Growth	₹591.913 ↓ -11.07	₹38,766	-6.8	-3	4.9	16.9	16.5	10.1
SBI Magnum Multicap Fund Growth	₹99.2347 ↓ -2.03	₹23,297	-10.6	-7.4	-0.8	11.7	10.7	5.5
SBI Bluechip Fund Growth	₹85.6826 ↓ -1.81	₹55,246	-10.6	-6.2	-1.3	12.2	10.9	9.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Small Cap Fund	SBI Magnum COMMA Fund	SBI Large and Midcap Fund	SBI Magnum Multicap Fund	SBI Bluechip Fund
Point 1	Lower mid AUM (₹34,932 Cr).	Bottom quartile AUM (₹999 Cr).	Upper mid AUM (₹38,766 Cr).	Bottom quartile AUM (₹23,297 Cr).	Highest AUM (₹55,246 Cr).
Point 2	Established history (16+ yrs).	Oldest track record among peers (20 yrs).	Established history (20+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 13.95% (lower mid).	5Y return: 14.69% (upper mid).	5Y return: 16.51% (top quartile).	5Y return: 10.67% (bottom quartile).	5Y return: 10.91% (bottom quartile).
Point 6	3Y return: 12.02% (bottom quartile).	3Y return: 19.80% (top quartile).	3Y return: 16.92% (upper mid).	3Y return: 11.73% (bottom quartile).	3Y return: 12.25% (lower mid).
Point 7	1Y return: -4.26% (bottom quartile).	1Y return: 11.69% (top quartile).	1Y return: 4.89% (upper mid).	1Y return: -0.80% (lower mid).	1Y return: -1.28% (bottom quartile).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 5.27 (top quartile).	Alpha: 4.70 (upper mid).	Alpha: -0.32 (bottom quartile).	Alpha: 1.97 (lower mid).
Point 9	Sharpe: 0.34 (bottom quartile).	Sharpe: 1.99 (top quartile).	Sharpe: 1.71 (upper mid).	Sharpe: 0.93 (bottom quartile).	Sharpe: 1.17 (lower mid).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: -0.25 (upper mid).	Information ratio: -0.31 (lower mid).	Information ratio: -1.06 (bottom quartile).	Information ratio: -0.32 (bottom quartile).

SBI Small Cap Fund

Lower mid AUM (₹34,932 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.95% (lower mid).
3Y return: 12.02% (bottom quartile).
1Y return: -4.26% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.34 (bottom quartile).
Information ratio: 0.00 (top quartile).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹999 Cr).
Oldest track record among peers (20 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 14.69% (upper mid).
3Y return: 19.80% (top quartile).
1Y return: 11.69% (top quartile).
Alpha: 5.27 (top quartile).
Sharpe: 1.99 (top quartile).
Information ratio: -0.25 (upper mid).

SBI Large and Midcap Fund

Upper mid AUM (₹38,766 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.51% (top quartile).
3Y return: 16.92% (upper mid).
1Y return: 4.89% (upper mid).
Alpha: 4.70 (upper mid).
Sharpe: 1.71 (upper mid).
Information ratio: -0.31 (lower mid).

SBI Magnum Multicap Fund

Bottom quartile AUM (₹23,297 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.67% (bottom quartile).
3Y return: 11.73% (bottom quartile).
1Y return: -0.80% (lower mid).
Alpha: -0.32 (bottom quartile).
Sharpe: 0.93 (bottom quartile).
Information ratio: -1.06 (bottom quartile).

SBI Bluechip Fund

Highest AUM (₹55,246 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.91% (bottom quartile).
3Y return: 12.25% (lower mid).
1Y return: -1.28% (bottom quartile).
Alpha: 1.97 (lower mid).
Sharpe: 1.17 (lower mid).
Information ratio: -0.32 (bottom quartile).

कर्ज निधी

डेट फंड त्यांचे कॉर्पस फिक्स्डमध्ये गुंतवतातउत्पन्न ट्रेझरी बिले, कॉर्पोरेट सारखी साधनेबंध, व्यावसायिक बिले, ठेवींचे प्रमाणपत्र इ. जोखीम-प्रतिरोधक आणि नियमित उत्पन्न शोधणारे लोक निवडू शकतातकर्ज निधी गुंतवणूक पर्याय म्हणून. SBI द्वारे कर्ज श्रेणी अंतर्गत ऑफर केलेल्या काही सर्वोत्तम म्युच्युअल फंड योजना खालीलप्रमाणे सारणीबद्ध केल्या आहेत.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2024 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
SBI Credit Risk Fund Growth	₹47.6742 ↑ 0.00	₹2,148	1.3	2.8	7	8	7.9	8.41%	1Y 8M 5D	2Y 1M 17D
SBI Dynamic Bond Fund Growth	₹36.4529 ↓ -0.03	₹4,064	0.8	1.4	4.1	6.8	5.5	7.02%	3Y 3M 11D	10Y 1M 2D
SBI Magnum Constant Maturity Fund Growth	₹64.4496 ↓ -0.29	₹1,773	-0.6	0.5	3.4	6.9	6.7	6.81%	6Y 10M 24D	9Y 9M 4D
SBI Magnum Income Fund Growth	₹71.5232 ↓ -0.21	₹2,080	-0.3	0.7	3.3	6.4	5.9	7.51%	4Y 3M 14D	7Y 8M 16D
SBI Magnum Gilt Fund Growth	₹66.2444 ↓ -0.23	₹9,992	-0.2	0.2	1.8	6.4	4.5	6.6%	5Y 2M 5D	13Y 9M 25D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Credit Risk Fund	SBI Dynamic Bond Fund	SBI Magnum Constant Maturity Fund	SBI Magnum Income Fund	SBI Magnum Gilt Fund
Point 1	Lower mid AUM (₹2,148 Cr).	Upper mid AUM (₹4,064 Cr).	Bottom quartile AUM (₹1,773 Cr).	Bottom quartile AUM (₹2,080 Cr).	Highest AUM (₹9,992 Cr).
Point 2	Established history (21+ yrs).	Established history (22+ yrs).	Established history (25+ yrs).	Oldest track record among peers (27 yrs).	Established history (25+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderately Low.	Risk profile: Moderate.	Risk profile: Moderate.
Point 5	1Y return: 7.00% (top quartile).	1Y return: 4.08% (upper mid).	1Y return: 3.38% (lower mid).	1Y return: 3.33% (bottom quartile).	1Y return: 1.76% (bottom quartile).
Point 6	1M return: 0.11% (top quartile).	1M return: -0.19% (upper mid).	1M return: -1.42% (bottom quartile).	1M return: -0.89% (lower mid).	1M return: -1.03% (bottom quartile).
Point 7	Sharpe: 1.78 (top quartile).	Sharpe: 0.08 (lower mid).	Sharpe: 0.24 (upper mid).	Sharpe: -0.06 (bottom quartile).	Sharpe: -0.15 (bottom quartile).
Point 8	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.00 (bottom quartile).
Point 9	Yield to maturity (debt): 8.41% (top quartile).	Yield to maturity (debt): 7.02% (lower mid).	Yield to maturity (debt): 6.81% (bottom quartile).	Yield to maturity (debt): 7.51% (upper mid).	Yield to maturity (debt): 6.60% (bottom quartile).
Point 10	Modified duration: 1.68 yrs (top quartile).	Modified duration: 3.28 yrs (upper mid).	Modified duration: 6.90 yrs (bottom quartile).	Modified duration: 4.29 yrs (lower mid).	Modified duration: 5.18 yrs (bottom quartile).

SBI Credit Risk Fund

Lower mid AUM (₹2,148 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderate.
1Y return: 7.00% (top quartile).
1M return: 0.11% (top quartile).
Sharpe: 1.78 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 8.41% (top quartile).
Modified duration: 1.68 yrs (top quartile).

SBI Dynamic Bond Fund

Upper mid AUM (₹4,064 Cr).
Established history (22+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
1Y return: 4.08% (upper mid).
1M return: -0.19% (upper mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.02% (lower mid).
Modified duration: 3.28 yrs (upper mid).

SBI Magnum Constant Maturity Fund

Bottom quartile AUM (₹1,773 Cr).
Established history (25+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately Low.
1Y return: 3.38% (lower mid).
1M return: -1.42% (bottom quartile).
Sharpe: 0.24 (upper mid).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 6.81% (bottom quartile).
Modified duration: 6.90 yrs (bottom quartile).

SBI Magnum Income Fund

Bottom quartile AUM (₹2,080 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 3.33% (bottom quartile).
1M return: -0.89% (lower mid).
Sharpe: -0.06 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 7.51% (upper mid).
Modified duration: 4.29 yrs (lower mid).

SBI Magnum Gilt Fund

Highest AUM (₹9,992 Cr).
Established history (25+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderate.
1Y return: 1.76% (bottom quartile).
1M return: -1.03% (bottom quartile).
Sharpe: -0.15 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Yield to maturity (debt): 6.60% (bottom quartile).
Modified duration: 5.18 yrs (bottom quartile).

हायब्रीड फंड

संतुलित फंड म्हणूनही ओळखले जाते या योजना इक्विटी आणि कर्ज साधनांच्या संयोजनात त्यांचे पैसे गुंतवतात. हायब्रीड फंड्स शोधत असलेल्या लोकांसाठी हा एक चांगला पर्याय आहेभांडवल नियमित उत्पन्न प्रवाहासह प्रशंसा. SBI द्वारे ऑफर केलेले काही सर्वोत्कृष्ट हायब्रिड फंड खालील तक्त्यामध्ये दिले आहेत.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
SBI Debt Hybrid Fund Growth	₹72.8857 ↓ -0.42	₹9,686	-1.6	-0.2	4.3	9.3	8.8	6.7
SBI Multi Asset Allocation Fund Growth	₹63.0588 ↓ -0.77	₹16,367	-4	4.2	14.2	17.4	14	18.6
SBI Equity Hybrid Fund Growth	₹285.791 ↓ -4.08	₹82,318	-7.9	-4.5	1.8	13.4	10.8	12.3
SBI Arbitrage Opportunities Fund Growth	₹35.3143 ↑ 0.02	₹44,393	1.6	3.1	6.4	7.2	6.2	6.5
SBI Dynamic Asset Allocation Fund Growth	₹15.9463 ↑ 0.03	₹655	3.9	6.2	25.1	6.9	8.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	SBI Debt Hybrid Fund	SBI Multi Asset Allocation Fund	SBI Equity Hybrid Fund	SBI Arbitrage Opportunities Fund	SBI Dynamic Asset Allocation Fund
Point 1	Bottom quartile AUM (₹9,686 Cr).	Lower mid AUM (₹16,367 Cr).	Highest AUM (₹82,318 Cr).	Upper mid AUM (₹44,393 Cr).	Bottom quartile AUM (₹655 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Established history (19+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 2★ (bottom quartile).	Not Rated.
Point 4	Risk profile: Moderate.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 8.80% (lower mid).	5Y return: 14.00% (top quartile).	5Y return: 10.85% (upper mid).	5Y return: 6.17% (bottom quartile).	5Y return: 8.31% (bottom quartile).
Point 6	3Y return: 9.30% (lower mid).	3Y return: 17.45% (top quartile).	3Y return: 13.40% (upper mid).	3Y return: 7.15% (bottom quartile).	3Y return: 6.92% (bottom quartile).
Point 7	1Y return: 4.29% (bottom quartile).	1Y return: 14.20% (upper mid).	1Y return: 1.77% (bottom quartile).	1Y return: 6.41% (lower mid).	1Y return: 25.12% (top quartile).
Point 8	1M return: -2.42% (lower mid).	1M return: -6.18% (bottom quartile).	1M return: -6.14% (bottom quartile).	1M return: 0.50% (upper mid).	1M return: 1.04% (top quartile).
Point 9	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.34 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 1.04 (bottom quartile).	Sharpe: 3.60 (top quartile).	Sharpe: 0.95 (bottom quartile).	Sharpe: 1.76 (lower mid).	Sharpe: 2.59 (upper mid).

SBI Debt Hybrid Fund

Bottom quartile AUM (₹9,686 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderate.
5Y return: 8.80% (lower mid).
3Y return: 9.30% (lower mid).
1Y return: 4.29% (bottom quartile).
1M return: -2.42% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 1.04 (bottom quartile).

SBI Multi Asset Allocation Fund

Lower mid AUM (₹16,367 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderate.
5Y return: 14.00% (top quartile).
3Y return: 17.45% (top quartile).
1Y return: 14.20% (upper mid).
1M return: -6.18% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 3.60 (top quartile).

SBI Equity Hybrid Fund

Highest AUM (₹82,318 Cr).
Established history (21+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.85% (upper mid).
3Y return: 13.40% (upper mid).
1Y return: 1.77% (bottom quartile).
1M return: -6.14% (bottom quartile).
Alpha: -0.34 (bottom quartile).
Sharpe: 0.95 (bottom quartile).

SBI Arbitrage Opportunities Fund

Upper mid AUM (₹44,393 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately Low.
5Y return: 6.17% (bottom quartile).
3Y return: 7.15% (bottom quartile).
1Y return: 6.41% (lower mid).
1M return: 0.50% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.76 (lower mid).

SBI Dynamic Asset Allocation Fund

Bottom quartile AUM (₹655 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 8.31% (bottom quartile).
3Y return: 6.92% (bottom quartile).
1Y return: 25.12% (top quartile).
1M return: 1.04% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 2.59 (upper mid).

लोकप्रिय SBI म्युच्युअल फंड

खाली बाजारात लोकप्रिय SBI म्युच्युअल फंडांची यादी आहे.

1. SBI Bluechip Fund

(Erstwhile SBI Blue Chip Fund)

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

Research Highlights for SBI Bluechip Fund

Highest AUM (₹55,246 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.91% (bottom quartile).
3Y return: 12.25% (lower mid).
1Y return: -1.28% (upper mid).
Alpha: 1.97 (upper mid).
Sharpe: 1.17 (upper mid).
Information ratio: -0.32 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.2%).

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund Growth
Launch Date	14 Feb 06
NAV (27 Mar 26)	₹85.6826 ↓ -1.81 (-2.07 %)
Net Assets (Cr)	₹55,246 on 28 Feb 26
Category	Equity - Large Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.52
Sharpe Ratio	1.17
Information Ratio	-0.32
Alpha Ratio	1.97
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,268
28 Feb 23	₹11,976
29 Feb 24	₹14,979
28 Feb 25	₹15,651
28 Feb 26	₹18,344

SBI Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for SBI Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 26

Duration	Returns
1 Month	-9.7%
3 Month	-10.6%
6 Month	-6.2%
1 Year	-1.3%
3 Year	12.2%
5 Year	10.9%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.7%
2023	12.5%
2022	22.6%
2021	4.4%
2020	26.1%
2019	16.3%
2018	11.6%
2017	-4.1%
2016	30.2%
2015	4.8%

Fund Manager information for SBI Bluechip Fund

Name	Since	Tenure
Saurabh Pant	1 Apr 24	1.91 Yr.
Pradeep Kesavan	1 Apr 24	1.91 Yr.

Data below for SBI Bluechip Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.9%
Consumer Cyclical	13.69%
Basic Materials	11.02%
Consumer Defensive	8.12%
Industrials	7.98%
Energy	7.26%
Technology	4.76%
Health Care	4.19%
Communication Services	2.48%
Utility	0.89%

Asset Allocation

Asset Class	Value
Cash	4.23%
Equity	95.65%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 06 \| ICICIBANK	8%	₹4,530 Cr	32,850,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	7%	₹3,613 Cr	40,700,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 15 \| RELIANCE	6%	₹3,415 Cr	24,500,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 09 \| LT	6%	₹3,166 Cr	7,400,000
State Bank of India (Financial Services) Equity, Since 28 Feb 14 \| SBIN	4%	₹2,296 Cr	19,106,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Nov 17 \| HDFCLIFE	4%	₹2,074 Cr	29,000,000
Asian Paints Ltd (Basic Materials) Equity, Since 31 May 25 \| ASIANPAINT	4%	₹1,972 Cr	8,300,000
Tata Motors Ltd (Consumer Cyclical) Equity, Since 30 Nov 25 \| TMCV	3%	₹1,920 Cr	38,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 16 \| KOTAKBANK	3%	₹1,910 Cr	46,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| AXISBANK	3%	₹1,903 Cr	13,750,000

2. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

Research Highlights for SBI Focused Equity Fund

Upper mid AUM (₹43,311 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.98% (lower mid).
3Y return: 17.31% (upper mid).
1Y return: 6.80% (top quartile).
Alpha: 5.02 (top quartile).
Sharpe: 1.50 (top quartile).
Information ratio: 0.33 (upper mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~88%).
Largest holding Alphabet Inc Class A (~9.2%).

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund Growth
Launch Date	11 Oct 04
NAV (27 Mar 26)	₹342.53 ↓ -7.85 (-2.24 %)
Net Assets (Cr)	₹43,311 on 28 Feb 26
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	1.5
Information Ratio	0.33
Alpha Ratio	5.02
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,414
28 Feb 23	₹11,703
29 Feb 24	₹14,967
28 Feb 25	₹16,566
28 Feb 26	₹20,044

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for SBI Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 26

Duration	Returns
1 Month	-6.6%
3 Month	-8.4%
6 Month	-1.8%
1 Year	6.8%
3 Year	17.3%
5 Year	14%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.7%
2023	17.2%
2022	22.2%
2021	-8.5%
2020	43%
2019	14.5%
2018	16.1%
2017	-3.8%
2016	44.7%
2015	2.2%

Fund Manager information for SBI Focused Equity Fund

Name	Since	Tenure
R. Srinivasan	1 May 09	16.84 Yr.

Data below for SBI Focused Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	30.57%
Consumer Cyclical	13.96%
Communication Services	13.6%
Utility	9.75%
Basic Materials	6.34%
Health Care	4.82%
Consumer Defensive	4.25%
Technology	2.66%
Industrials	1.66%

Asset Allocation

Asset Class	Value
Cash	11.35%
Equity	87.62%
Debt	1.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	9%	₹3,970 Cr	1,400,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	6%	₹2,764 Cr	23,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 13 \| HDFCBANK	6%	₹2,486 Cr	28,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| MUTHOOTFIN	5%	₹2,347 Cr	7,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| BAJAJFINSV	5%	₹1,993 Cr	10,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	4%	₹1,921 Cr	13,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	4%	₹1,868 Cr	45,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Oct 25 \| BAJFINANCE	4%	₹1,783 Cr	17,900,000
Adani Power Ltd (Utilities) Equity, Since 31 Oct 25 \| ADANIPOWER	4%	₹1,593 Cr	113,694,840 ↑ 973,202
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 Aug 25 \| ADANIENSOL	4%	₹1,535 Cr	15,171,443

3. SBI Magnum Tax Gain Fund

To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.

Research Highlights for SBI Magnum Tax Gain Fund

Lower mid AUM (₹32,171 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.45% (top quartile).
3Y return: 20.42% (top quartile).
1Y return: -2.40% (lower mid).
Alpha: 0.04 (lower mid).
Sharpe: 0.99 (lower mid).
Information ratio: 1.74 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.7%).

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund Growth
Launch Date	7 May 07
NAV (27 Mar 26)	₹400.187 ↓ -8.21 (-2.01 %)
Net Assets (Cr)	₹32,171 on 28 Feb 26
Category	Equity - ELSS
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	0.99
Information Ratio	1.74
Alpha Ratio	0.04
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,595
28 Feb 23	₹12,841
29 Feb 24	₹20,296
28 Feb 25	₹21,307
28 Feb 26	₹24,595

SBI Magnum Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for SBI Magnum Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 26

Duration	Returns
1 Month	-10%
3 Month	-11.1%
6 Month	-6.5%
1 Year	-2.4%
3 Year	20.4%
5 Year	17.4%
10 Year
15 Year
Since launch	11.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.6%
2023	27.7%
2022	40%
2021	6.9%
2020	31%
2019	18.9%
2018	4%
2017	-8.3%
2016	33%
2015	2.1%

Fund Manager information for SBI Magnum Tax Gain Fund

Name	Since	Tenure
Milind Agrawal	1 Jan 26	0.16 Yr.

Data below for SBI Magnum Tax Gain Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	35.82%
Consumer Cyclical	11.12%
Basic Materials	10.58%
Energy	9.06%
Industrials	7.32%
Health Care	7.03%
Technology	6.33%
Utility	4.57%
Communication Services	2.99%
Consumer Defensive	1.99%
Real Estate	1%

Asset Allocation

Asset Class	Value
Cash	2.09%
Equity	97.79%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| ICICIBANK	8%	₹2,489 Cr	18,051,361 ↑ 9,500,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 06 \| RELIANCE	5%	₹1,572 Cr	11,275,148
State Bank of India (Financial Services) Equity, Since 31 May 06 \| SBIN	5%	₹1,482 Cr	12,335,639
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 07 \| HDFCBANK	4%	₹1,428 Cr	16,086,506 ↓ -12,500,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 11 \| AXISBANK	4%	₹1,380 Cr	9,973,332
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| KOTAKBANK	4%	₹1,360 Cr	32,750,000
Tata Steel Ltd (Basic Materials) Equity, Since 31 Oct 21 \| TATASTEEL	4%	₹1,316 Cr	62,000,000
Torrent Power Ltd (Utilities) Equity, Since 31 Jul 19 \| TORNTPOWER	3%	₹879 Cr	5,610,813
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Dec 16 \| M&M	3%	₹854 Cr	2,515,083
Cipla Ltd (Healthcare) Equity, Since 31 Jul 18 \| CIPLA	3%	₹822 Cr	6,098,542

4. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Consumption Opportunities Fund

Bottom quartile AUM (₹2,970 Cr).
Established history (13+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 14.14% (upper mid).
3Y return: 10.43% (bottom quartile).
1Y return: -9.91% (bottom quartile).
Alpha: -7.82 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: -0.89 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Bharti Airtel Ltd (~5.8%).

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund Growth
Launch Date	2 Jan 13
NAV (27 Mar 26)	₹265.323 ↓ -5.62 (-2.07 %)
Net Assets (Cr)	₹2,970 on 28 Feb 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	-0.01
Information Ratio	-0.89
Alpha Ratio	-7.82
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,563
28 Feb 23	₹14,325
29 Feb 24	₹19,114
28 Feb 25	₹19,736
28 Feb 26	₹20,756

SBI Consumption Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 26

Duration	Returns
1 Month	-8.8%
3 Month	-13.3%
6 Month	-13.4%
1 Year	-9.9%
3 Year	10.4%
5 Year	14.1%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-6.3%
2023	22.8%
2022	29.9%
2021	13.9%
2020	35.6%
2019	13.9%
2018	0.1%
2017	-2%
2016	53.1%
2015	2.4%

Fund Manager information for SBI Consumption Opportunities Fund

Name	Since	Tenure
Pradeep Kesavan	1 Apr 24	1.91 Yr.
Ashit Desai	1 Apr 24	1.91 Yr.

Data below for SBI Consumption Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	45.73%
Consumer Defensive	27.21%
Basic Materials	8.24%
Industrials	7.33%
Communication Services	5.79%
Technology	1.61%
Financial Services	1.55%

Asset Allocation

Asset Class	Value
Cash	1.97%
Equity	97.9%
Debt	0.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 20 \| BHARTIARTL	6%	₹172 Cr	915,000 ↓ -75,000
Asian Paints Ltd (Basic Materials) Equity, Since 30 Jun 25 \| ASIANPAINT	5%	₹138 Cr	579,000 ↑ 70,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| M&M	5%	₹136 Cr	400,000 ↓ -55,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| BRITANNIA	4%	₹134 Cr	222,499
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| JUBLFOOD	4%	₹124 Cr	2,386,850
Eicher Motors Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| EICHERMOT	4%	₹120 Cr	150,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| TITAN	4%	₹120 Cr	277,500
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 May 22 \| HINDUNILVR	4%	₹112 Cr	477,132 ↓ -200,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 20 \| MARUTI	4%	₹111 Cr	75,000
United Breweries Ltd (Consumer Defensive) Equity, Since 31 May 21 \| UBL	4%	₹109 Cr	680,000

SBI म्युच्युअल फंडाच्या नावात बदल

नंतरसेबीचे (भारतीय सिक्युरिटीज अँड एक्सचेंज बोर्ड) चे अभिसरण ओपन-एंडेड म्युच्युअल फंडांचे पुनर्वर्गीकरण आणि तर्कसंगतीकरण, अनेकम्युच्युअल फंड घरे त्यांच्या योजनेच्या नावांमध्ये आणि श्रेणींमध्ये बदल समाविष्ट करत आहेत. वेगवेगळ्या म्युच्युअल फंडांनी सुरू केलेल्या समान योजनांमध्ये एकसमानता आणण्यासाठी सेबीने म्युच्युअल फंडांमध्ये नवीन आणि व्यापक श्रेणी आणल्या. गुंतवणुकदारांना उत्पादनांची तुलना करणे आणि आधी उपलब्ध असलेल्या विविध पर्यायांचे मूल्यमापन करणे सोपे जाईल याची खात्री करणे हे हे उद्दिष्ट आहे.गुंतवणूक एका योजनेत.

येथे नवीन नाव मिळालेल्या SBI योजनांची यादी आहे:

विद्यमान योजनेचे नाव	नवीन योजनेचे नाव
एसबीआय कॉर्पोरेट बाँड फंड	SBI क्रेडिट रिस्क फंड
एसबीआय इमर्जिंग बिझनेस फंड	SBI फोकस्ड इक्विटी फंड
SBI FMCG फंड	SBI उपभोग संधी निधी
एसबीआय आयटी फंड	एसबीआय तंत्रज्ञान संधी निधी
SBI मॅग्नमसंतुलित निधी	एसबीआय इक्विटी हायब्रिड फंड
एसबीआय मॅग्नम इक्विटी फंड	एसबीआय मॅग्नम इक्विटी ईएसजी फंड
एसबीआय मॅग्नम गिल्ट फंड - लांबमुदत योजना	एसबीआय मॅग्नम गिल्ट फंड
एसबीआय मॅग्नम गिल्ट फंड - दीर्घकालीन वाढ - पीएफ निश्चित 2 वर्षे	एसबीआय मॅग्नम गिल्ट फंड - पीएफ निश्चित 2 वर्षे
एसबीआय मॅग्नम गिल्ट फंड - दीर्घकालीन वाढ - पीएफ निश्चित 3 वर्षे	एसबीआय मॅग्नम गिल्ट फंड - पीएफ फिक्स्ड 3 वर्षे
एसबीआय मॅग्नम गिल्ट फंड शॉर्ट टर्म	SBI मॅग्नम कॉन्स्टंट मॅच्युरिटी फंड
SBI मॅग्नम इन्स्टाकॅश फंड - लिक्विड फ्लोटर योजना	SBI रात्रभर निधी
एसबीआय मॅग्नम इन्स्टाकॅश फंड	SBI मॅग्नम अल्ट्रा शॉर्ट कालावधी फंड
SBI मॅग्नममासिक उत्पन्न योजना फ्लोटर	एसबीआय मल्टीमालमत्ता वाटप निधी
SBI मॅग्नम मासिक उत्पन्न योजना	SBI डेट हायब्रीड फंड
SBI मॅग्नम मल्टीप्लायर फंड	एसबीआय लार्ज आणि मिडकॅप फंड
एसबीआय फार्मा फंड	SBI हेल्थकेअर संधी निधी
SBI - प्रीमियरलिक्विड फंड	एसबीआय लिक्विड फंड
SBI नियमित बचत निधी	SBI मॅग्नम मध्यम कालावधी फंड
एसबीआय स्मॉल अँड मिडकॅप फंड	SBIलहान टोपी निधी
SBI ट्रेझरी अॅडव्हांटेज फंड	SBI बँकिंग आणि PSU फंड
एसबीआय-शॉर्ट होरायझन फंड - अल्ट्रा शॉर्ट टर्म	SBI मॅग्नम कमी कालावधीचा फंड

*टीप- जेव्हा आम्हाला योजनेच्या नावांमधील बदलांबद्दल माहिती मिळेल तेव्हा यादी अद्ययावत केली जाईल.

SBI म्युच्युअल फंड कॅल्क्युलेटर

SBIम्युच्युअल फंड कॅल्क्युलेटर गुंतवणूकदारांना त्यांची भविष्यातील उद्दिष्टे साध्य करण्यासाठी आज किती गुंतवणूक करावी लागेल याची गणना करण्यात मदत करते. याव्यतिरिक्त, लोक देखील पाहू शकतात कसे त्यांचेएसआयपी गुंतवणूक ठराविक कालावधीत वाढते. कॅल्क्युलेटरमध्ये प्रविष्ट करणे आवश्यक असलेल्या काही इनपुट डेटामध्ये गुंतवणुकीचा कालावधी, उद्दिष्ट पूर्ण करण्यासाठी आवश्यक असलेली रक्कम, इक्विटी मार्केटमध्ये अपेक्षित दीर्घकालीन वाढीचा दर आणि बरेच काही समाविष्ट आहे.

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SBI म्युच्युअल फंड NAV

दनाही एसबीआय म्युच्युअल फंडाच्या विविध योजना येथे मिळू शकतातAMFIची वेबसाइट. हा डेटा फंड हाउसच्या वेबसाइटवर देखील उपलब्ध आहे. या दोन्ही वेबसाइट्स सर्व योजनांच्या वर्तमान तसेच ऐतिहासिक NAV दोन्ही प्रदान करतात.

SBI म्युच्युअल फंड स्टेटमेंट

तुम्ही तुमचा SBI म्युच्युअल फंड तयार करू शकताविधान त्याच्या वेबसाइटवर ऑनलाइन. तुम्हाला फक्त तुमचा पोर्टफोलिओ क्रमांक प्रदान करायचा आहे. तुम्ही पण देऊ शकतापॅन कार्ड तुमचा वर्तमान मिळवण्यासाठी क्रमांकखात्याचा हिशोब. वेबसाइटवर इतर सेवा उपलब्ध आहेत जसे की तक्रार निवारण पोर्टल, गैर-आर्थिक व्यवहार स्थिती इ.

SBI म्युच्युअल फंडात गुंतवणूक कशी करावी?

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तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

सुरु करूया

SBI म्युच्युअल फंडाची निवड का करावी?

सुरक्षितता: SBI च्या म्युच्युअल फंड योजना ही देशातील विश्वासार्ह आणि विश्वासार्ह फंड योजनांपैकी एक आहे.
कर लाभ: SBI म्युच्युअल फंड सह कर वाचवणे सोपे आहे. कंपनी पुरवतेइक्विटी लिंक्ड बचत योजना गुंतवणूकदारांना कर वाचवण्यासाठी.
भांडवल प्रशंसा: SBI MF मध्ये गुंतवणूक केल्याने तुम्हाला कमी जोखमीसाठी भांडवल वाढ मिळू शकते.
देशांतर्गत आणि ऑफशोर फंड व्यवस्थापन: कंपनीकडे देशांतर्गत आणि ऑफशोर दोन्ही फंडांचे व्यवस्थापन करण्यात कौशल्य आहे.
NRI गुंतवणूक: कंपनी अनिवासी भारतीयांना त्यांच्या म्युच्युअल फंडामध्ये गुंतवणूक करण्यास परवानगी देते.

कॉर्पोरेट पत्ता

9वा मजला, क्रेसेंझो, सी-38 आणि 39, जी ब्लॉक, वांद्रे कुर्ला कॉम्प्लेक्स, वांद्रे (पूर्व), मुंबई – 400051

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.