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SBI Mutual Fund

Updated on October 14, 2019 , 4434 views

SBI Mutual Fund is one of the well-recognised and reputed company in India. It is a joint venture between State Bank of India, India's largest bank and Amundi (France) one of the world's leading fund management companies. SBI Funds Management Private Limited is the Asset Management Company that manages the schemes of SBI Mutual Fund. The company is present in Indian Mutual Fund industry for more than three decades.

SBI Mutual Fund has grown extensively over the years and currently has more than 200 points of acceptance at pan India level. Moreover, the user base of SBI Mutual Fund is more than 54 Lakhs. The Mutual Fund through its commitment help customers to attain their objectives. It offers schemes across various categories of funds to cater the diverse and varied requirements of the individuals.

AMC SBI Mutual Fund
Date of Setup June 29, 1987
AUM INR 1,82,916 crore ($28.4 billion) (July 2017)
Chairman Mr. Rajnish Kumar
Managing Director & CEO Anuradha Rao
Headquarters Mumbai
Customer Care 1800 209 3333/1800 425 5425
Fax 022 - 67425687
Telephone 022 – 61793000
Website www.sbimf.com
Email customer.delight[AT]sbimf.com

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About SBI Mutual Fund

SBI Mutual Fund is a part of SBI Group one of the prestigious bank in India. It vision is to be the largest and most preferred fund house for all Mutual Fund classes. Along with the same, it also endeavours to maintain consistent track records of excellent performance, best practices in customer service, product innovation, and other spheres. SBI Mutual Fund is guided by the values of growth through innovation. Moreover, it strives to establish Mutual Fund as a viable investment option for the common people. Apart from Mutual Funds SBI Funds Management Private Limited is also specialising in portfolio management and advisory services, offshore funds, and alternative investment funds. The fund house always aims to develop innovative and need-specific products.

sbi-mutual-fund

SBI Mutual Fund Schemes

SBI Mutual Fund offers a wide variety of schemes under various categories such as equity, debt, hybrid, and much more to cater the diverse requirements of the individuals. So, let us look at these categories of funds and some of the best schemes under each category.

Equity Funds

Equity Funds invest their fund money in equity and equity-related instruments of various companies. These funds are considered to be a good investment option in long-term. These schemes are classified on the basis of market capitalization, sectors, themes, and much more. The returns on these schemes is not fixed. Some of the best SBI Mutual Fund scheme's performance are shown in the table given below.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹50.9469
↓ -0.11
₹2,4131.2-2.739.917.3-19.6
SBI Magnum Multicap Fund Growth ₹49.4286
↑ 0.11
₹7,5490.50.711.7912.8-5.5
SBI Bluechip Fund Growth ₹39.6697
↑ 0.08
₹21,483-0.4-0.111.5710.7-4.1
SBI Large and Midcap Fund Growth ₹214.358
↑ 0.17
₹2,493-3.2-4.756.410.7-5.3
SBI Magnum COMMA Fund Growth ₹36.4179
↑ 0.17
₹2310.40.94.85.18.9-18.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 19

Debt Funds

Debt funds invest their corpus in fixed income instruments like treasury bills, corporate Bonds, commercial bills, certificate of deposits, and so on. People who are risk-averse and look for regular income can choose Debt fund as an investment option. Some of the best Mutual Fund schemes offered by SBI under debt category are tabulated as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2018 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
SBI Magnum Constant Maturity Fund Growth ₹44.2415
↑ 0.04
₹4450.39.416.110.19.96.56%6Y 5M 5D9Y 6M 22D
SBI Magnum Gilt Fund Growth ₹44.5021
↑ 0.02
₹1,6390.19.515.38.15.16.4%5Y 11D7Y 2M 5D
SBI Dynamic Bond Fund Growth ₹24.6797
↑ 0.01
₹1,1260.38.313.87.75.16.38%3Y 10M 6D5Y 3M 25D
SBI Magnum Income Fund Growth ₹47.681
↑ 0.01
₹1,2041.16.611.57.24.78.05%3Y 11M 12D5Y 8M 1D
SBI Credit Risk Fund Growth ₹30.6878
↑ 0.01
₹5,23922.77.36.66.29.69%1Y 10M 6D2Y 5M 1D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 19

Hybrid Funds

Also known as balanced funds these schemes invest their money in a combination of both equity and debt instruments. Hybrid funds are a good option for people seeking for capital appreciation along with the regular income flow. Some of the best hybrid funds offered by SBI are given in the table below.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Debt Hybrid Fund Growth ₹40.6271
↑ 0.05
₹1,1271.82.19.64.98.2-0.2
SBI Equity Hybrid Fund Growth ₹139.29
↑ 0.33
₹29,3541.1313.69.311.2-0.1
SBI Multi Asset Allocation Fund Growth ₹28.0865
↑ 0.09
₹2581.44.99.56.38.20.4
SBI Arbitrage Opportunities Fund Growth ₹24.9134
↑ 0.01
₹4,2371.53.56.36.16.46.2
SBI Equity Savings Fund Growth ₹13.2285
↑ 0.02
₹1,7591.31.27.55.3 -0.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 19

Below is the list of popular SBI Mutual Funds in the market.

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.

SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch.  Ranked 9 in Large Cap category.  Return for 2018 was -4.1% , 2017 was 30.2% and 2016 was 4.8% .

Below is the key information for SBI Bluechip Fund

SBI Bluechip Fund
Growth
Launch Date 14 Feb 06
NAV (16 Oct 19) ₹39.6697 ↑ 0.08   (0.21 %)
Net Assets (Cr) ₹21,483 on 31 Aug 19
Category Equity - Large Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.53
Information Ratio -0.89
Alpha Ratio 1.2
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,252
30 Sep 16₹13,024
30 Sep 17₹14,531
30 Sep 18₹14,857
30 Sep 19₹16,191

SBI Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 16 Oct 19

DurationReturns
1 Month 4.1%
3 Month -0.4%
6 Month -0.1%
1 Year 11.5%
3 Year 7%
5 Year 10.7%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.1%
2017 30.2%
2016 4.8%
2015 8%
2014 47.9%
2013 7.6%
2012 38.2%
2011 -24.2%
2010 11.9%
2009 87.9%
Fund Manager information for SBI Bluechip Fund
NameSinceTenure
Sohini Andani1 Sep 108.67 Yr.

Data below for SBI Bluechip Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services37.56%
Industrials10.27%
Consumer Defensive9.18%
Technology7.6%
Consumer Cyclical6.38%
Energy6.27%
Basic Materials5.4%
Health Care4.6%
Real Estate1.8%
Utility1.34%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity93.47%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
9%₹1,907 Cr8,560,189
Reverse Repo
CBLO/Reverse Repo | -
8%₹1,779 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | ICICIBANK
6%₹1,292 Cr31,543,104
↑ 1,498,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 09 | LT
5%₹1,071 Cr8,062,209
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1,025 Cr41,713,904
↑ 738,678
Infosys Ltd (Technology)
Equity, Since 30 Nov 17 | INFY
4%₹938 Cr11,506,309
↑ 313,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 15 | HDFC
4%₹826 Cr3,812,989
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 May 16 | NESTLEIND
4%₹817 Cr634,722
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | KOTAKBANK
3%₹732 Cr5,110,470
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹710 Cr25,919,243
↓ -1,000,000

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.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 32 in Focused category.  Return for 2018 was -3.8% , 2017 was 44.7% and 2016 was 2.2% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (16 Oct 19) ₹143.892 ↑ 0.62   (0.44 %)
Net Assets (Cr) ₹5,127 on 31 Aug 19
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio -0.4
Information Ratio 0.14
Alpha Ratio 5.43
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,002
30 Sep 16₹12,759
30 Sep 17₹14,571
30 Sep 18₹15,616
30 Sep 19₹17,788

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 16 Oct 19

DurationReturns
1 Month 4.7%
3 Month 0.3%
6 Month 0.1%
1 Year 14.9%
3 Year 11%
5 Year 12.6%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
2012 56.3%
2011 -10.6%
2010 33.1%
2009 109%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0910 Yr.

Data below for SBI Focused Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services33.73%
Consumer Defensive13.7%
Industrials10.93%
Consumer Cyclical7.13%
Utility6.19%
Health Care5.42%
Basic Materials4.54%
Communication Services4.49%
Technology3.48%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
13%₹688 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
9%₹468 Cr2,100,000
↑ 255,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
7%₹347 Cr340,000
↑ 19,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹276 Cr1,700,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹246 Cr9,000,000
↓ -1,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹244 Cr730,722
↑ 30,722
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
5%₹243 Cr1,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹243 Cr7,000,000
↑ 1,100,000
Alphabet Inc A (Technology)
Equity, Since 30 Sep 18 | GOOGL
4%₹197 Cr23,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 532779
4%₹195 Cr7,000,000

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.

SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 31 in ELSS category.  Return for 2018 was -8.3% , 2017 was 33% and 2016 was 2.1% .

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund
Growth
Launch Date 7 May 07
NAV (16 Oct 19) ₹136.332 ↑ 0.69   (0.51 %)
Net Assets (Cr) ₹6,683 on 31 Aug 19
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 3.02
Sharpe Ratio -0.97
Information Ratio -1.54
Alpha Ratio -2.99
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,954
30 Sep 16₹11,915
30 Sep 17₹13,248
30 Sep 18₹13,310
30 Sep 19₹13,550

SBI Magnum Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 16 Oct 19

DurationReturns
1 Month 2.4%
3 Month -3.7%
6 Month -7%
1 Year 2.7%
3 Year 3.9%
5 Year 6.8%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.3%
2017 33%
2016 2.1%
2015 3.2%
2014 49.1%
2013 7%
2012 34.3%
2011 -23.5%
2010 13%
2009 86.4%
Fund Manager information for SBI Magnum Tax Gain Fund
NameSinceTenure
Dinesh Balachandran10 Sep 162.64 Yr.

Data below for SBI Magnum Tax Gain Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services34.93%
Industrials12.73%
Consumer Defensive8.44%
Basic Materials8.35%
Technology7.27%
Health Care5.56%
Energy5.48%
Utility4.09%
Consumer Cyclical3.45%
Communication Services2.68%
Asset Allocation
Asset ClassValue
Cash7.01%
Equity92.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
7%₹495 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
7%₹449 Cr2,015,865
↑ 590,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
6%₹421 Cr10,282,843
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 16 | ICICIPRULI
6%₹384 Cr9,053,525
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
5%₹308 Cr2,465,000
↑ 120,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 07 | LT
4%₹278 Cr2,091,500
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 532215
4%₹257 Cr3,864,199
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
3%₹228 Cr2,800,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹227 Cr9,255,864
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹221 Cr8,060,233

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.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 11 in Sectoral category.  Return for 2018 was -2% , 2017 was 53.1% and 2016 was 2.4% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (16 Oct 19) ₹113.394 ↓ -0.27   (-0.24 %)
Net Assets (Cr) ₹661 on 31 Aug 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.96
Sharpe Ratio -1.26
Information Ratio 0.02
Alpha Ratio -7.55
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,732
30 Sep 16₹12,190
30 Sep 17₹14,663
30 Sep 18₹16,654
30 Sep 19₹16,907

SBI Consumption Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
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 16 Oct 19

DurationReturns
1 Month 4.7%
3 Month 5%
6 Month -5.5%
1 Year 2.6%
3 Year 10.3%
5 Year 11.4%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
2013
2012
2011
2010
2009
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 117.92 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Cyclical44.24%
Consumer Defensive34.83%
Basic Materials15.49%
Technology0.44%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500820
9%₹61 Cr380,000
Treps
CBLO/Reverse Repo | -
8%₹50 Cr
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
7%₹49 Cr394,500
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 500850
6%₹42 Cr3,000,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 15 | NESTLEIND
6%₹39 Cr30,000
↓ -10,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500830
6%₹38 Cr300,000
↓ -100,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Oct 14 | JUBLFOOD
6%₹37 Cr308,699
Marico Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 531642
5%₹35 Cr900,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 508486
5%₹35 Cr120,000
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 531162
5%₹32 Cr1,063,000

SBI Mutual Fund Name Changes

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.

Here is a list of SBI schemes that got new name:

Existing Scheme Name New Scheme Name
SBI Corporate Bond Fund SBI Credit Risk Fund
SBI Emerging Businesses Fund SBI Focused Equity Fund
SBI FMCG Fund SBI Consumption Opportunities Fund
SBI IT Fund SBI Technology Opportunities Fund
SBI Magnum Balanced Fund SBI Equity Hybrid Fund
SBI Magnum Equity Fund SBI Magnum Equity ESG Fund
SBI Magnum Gilt Fund - Long term plan SBI Magnum Gilt Fund
SBI Magnum Gilt Fund - Long Term Growth - PF Fixed 2 Years SBI Magnum Gilt Fund - PF Fixed 2 Years
SBI Magnum Gilt Fund - Long Term Growth - PF Fixed 3 Years SBI Magnum Gilt Fund - PF Fixed 3 Years
SBI Magnum Gilt Fund Short Term SBI Magnum Constant Maturity Fund
SBI Magnum InstaCash Fund - Liquid Floater Plan SBI Overnight Fund
SBI Magnum InstaCash Fund SBI Magnum Ultra Short Duration Fund
SBI Magnum Monthly Income Plan Floater SBI Multi Asset Allocation Fund
SBI Magnum Monthly Income Plan SBI Debt Hybrid Fund
SBI Magnum Multiplier Fund SBI Large and Midcap Fund
SBI Pharma Fund SBI Healthcare Opportunities Fund
SBI - Premier Liquid Fund SBI Liquid Fund
SBI Regular Savings Fund SBI Magnum Medium Duration Fund
SBI Small & Midcap Fund SBI small cap Fund
SBI Treasury Advantage Fund SBI Banking and PSU Fund
SBI-Short Horizon Fund - Ultra Short Term SBI Magnum Low Duration Fund

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

SBI Mutual Fund Calculator

SBI mutual fund calculator helps investors to calculate the amount the need to invest today to attain their future objectives. In addition, people can also see how their SIP investment grows over a period of time. Some of the input data that needs to be entered in the calculator include tenure of investment, amount required to accomplish the objective, expected long-term growth rate in equity markets, and much more.

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

SBI Mutual Fund NAV

The NAV of various schemes of SBI Mutual Fund can be found on the AMFI’s website. This data is also accessible in the fund house’s website too. Both these websites provide for both current as well as historical NAV of all the schemes.

SBI Mutual Fund Statement

You can generate your SBI Mutual Fund statement online on its website. All you need to provide is your portfolio number. You can also give you PAN card number to get your current account statement. There are other services available on the website such as complaint redressal portal, non-financial transaction status etc.

How to Invest in SBI Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Why Opt for SBI Mutual Fund?

  • Safety: The Mutual Fund schemes by SBI are one of the country’s trusted and reliable fund schemes.

  • Tax Benefits: Saving tax is easier with SBI Mutual Fund. The company provides Equity Linked Savings Scheme for investors to save tax.

  • Capital Appreciation: Investing in SBI MF can give you a capital appreciation for low risk as well.

  • Domestic and Offshore Fund Management: The company has expertise in managing both domestic and offshore funds.

  • NRI Investment: The company also allows NRIs to invest in its Mutual Funds.

Corporate Address

9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400051

Sponsor(s)

State Bank of India

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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