With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services. SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
SBI Banking & Financial Services Direct | Sector - Financial Services | High | 23.27 | 727.82 |
SBI Small Cap Fund Direct Plan | Small-Cap | Moderately High | 17.1 | 1891.4 |
SBI Focused Equity Fund Direct Plan | Focused Fund | Moderately High | 16.49 | 4033.39 |
SBI Nifty Index Fund Direct | Index Funds | Moderately High | 14.53 | 459.46 |
SBI Magnum Multi Cap Fund Direct | Multi-Cap | Moderately High | 14.37 | 7094.78 |
SBI Technology Opportunities Fund Direct | Sector - Technology | High | 14.16 | 149.72 |
SBI Magnum Comma Fund Direct | Equity - Other | High | 13.38 | 263.16 |
SBI Magnum Equity ESG Fund Direct | Equity - Other | High | 13.34 | 2268.76 |
SBI Consumption Opportunities Fund Direct Plan | Equity - Consumption | High | 13.03 | 744.03 |
SBI Equity Hybrid Fund Direct | Aggressive Allocation | Moderately High | 13.02 | 29672.19 |
SBI Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of SBI Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
SBI Bluechip Fund Direct | Large-Cap | Moderately High | 12.16 | 22100.45 |
SBI Liquid Fund Direct Plan | Liquid | Low | 7.06 | 33541.61 |
SBI Magnum Multi Cap Fund Direct | Multi-Cap | Moderately High | 14.37 | 7094.78 |
SBI Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
SBI Banking & Financial Services Direct | Sector - Financial Services | High | 23.27 | 727.82 |
SBI Small Cap Fund Direct Plan | Small-Cap | Moderately High | 17.1 | 1891.4 |
SBI Focused Equity Fund Direct Plan | Focused Fund | Moderately High | 16.49 | 4033.39 |
SBI Nifty Index Fund Direct | Index Funds | Moderately High | 14.53 | 459.46 |
SBI Magnum Multi Cap Fund Direct | Multi-Cap | Moderately High | 14.37 | 7094.78 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
SBI Equity Hybrid Fund Direct | Aggressive Allocation | Moderately High | 13.02 | 29672.19 |
SBI Dynamic Asset Allocation Direct | Dynamic Asset Allocation | Moderately High | 9.28 | 598.91 |
SBI Equity Savings Direct | Equity Savings | Moderately High | 8.41 | 2236.45 |
SBI Debt Hybrid Fund Direct Plan | Conservative Allocation | Moderate | 7.66 | 1242.94 |
SBI Multi Asset Allocation Fund Direct Plan | Multi Asset Allocation | Moderately High | 7.62 | 290.34 |
SBI Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
SBI Magnum Constant Maturity Fund Direct | 10 yr Government Bond | Moderate | 10.55 | 419.98 |
SBI Magnum Gilt Fund Direct | Government Bond | Moderate | 9.92 | 1475.36 |
SBI Magnum Medium Duration Fund Direct | Medium Duration | Moderate | 9.79 | 1666.05 |
SBI Dynamic Bond Fund Direct | Dynamic Bond | Moderate | 9.1 | 983.28 |
SBI Magnum Income Fund Direct | Medium to Long Duration | Moderate | 8.69 | 1234.51 |
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 8.25 | 18.03 | 16.43 |
Category Average Returns | 6.02 | 14.09 | 14.02 |
Benchmark Returns (S&P BSE 500 TRI) | 7.25 | 12.48 | 14.35 |
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities.
This product is suitable for investors who are seeking:
SBI Focused Equity Fund earlier known as SBI Emerging Business Fund is one of the top performings focused equity funds in the Indian mutual fund space. Following the focused strategy, it invests into 26 stocks following a multi-cap approach. The fund has allocated 50% of its assets in large caps and the rest equally divided into the mid and small cap. Going against its benchmark, the fund has a higher percentage of sectors like FMCG, Services and Engineering and a lower allocation towards Technology and Financial Services compared to its index of S&P BSE 500 TRI.The fund manager R Srinivasan has been managing the fund since the last 10 years and is credited to deliver higher returns than its peers over the long term. This explains the strong fund management of the AMC. The fund is a right fit for someone looking to add a focused fund into their portfolio
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 6.81 | 14.29 | 11.04 |
Category Average Returns | 10.09 | 11.56 | 13.49 |
Benchmark Returns (S&P BSE 500 TRI) | 10.97 | 15.83 | 12.84 |
To provide investors with opportunities for long-term capital growth through active management of investments in a diversified basket of large-cap equity stocks (as specified by SEBI/AMFI from time to time)
This product is suitable for investors who are seeking:
SBI Bluechip Fund has been there for more than a decade. It has consistent performance over a long period of time and has maintained to build confidence among its investors. Ms Sohini Andani – The fund manager has been with the fund since the last 8 years and has helped strategies the fund’s portfolio allocation with its exposure to large cap at more than 85%- more than its peers. The stability in the management team and returns along has built more conviction in the fund for the time to come.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 13.65 | 11.33 | 14.49 |
Category Average Returns | 9.83 | 12.5 | 13.8 |
Benchmark Returns (S&P BSE 500 TRI) | 13.47 | 12.55 | 15.49 |
The scheme will adopt a passive investment strategy for investing in stocks comprising the Nifty 50 Index in the same proportion as it has been in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 Index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks.
This product is suitable for investors who are seeking:
The SBI Nifty Index Fund was launched on Feb 4, 2002. The Nifty Index fund invests in the 50 stocks comprising the Nifty index. Due to the nature of this fund, it carries a low Expense Ratio of 0.26%. As this fund is based on the Nifty Index it invests almost exclusively in the equity of large-cap companies. The fund can be considered as an option for investors looking to park their money into passively investing index funds with a lower expense ratio
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 13.65 | 11.33 | 14.49 |
Category Average Returns | 9.83 | 12.5 | 13.8 |
Benchmark Returns (NIFTY 50 Total Return) | 13.47 | 12.55 | 15.49 |
The investment objective of the scheme is to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity-related securities of companies engaged in banking and financial services.
This product is suitable for investors who are seeking:
SBI Banking & Financial Services fund is a sector-oriented fund investing in companies belonging to the financial sector. The fund was launched in 2015 but has managed to climb among the top of its category. The fund is being managed by Sohini Anadani who is renowned for managing star performing funds like SBI Bluechip and SBI Magnum Midcap. The fund is holding around 10% of its money in debt owing to the rising valuations in the sector. The fund is not only better than its peers in performance but also managing risk. Considering the financial sector plays a major role in providing credit to a developing economy, a fund like this will perform well over the long term.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 7.81 | 17.86 | 15.11 |
Category Average Returns | 5.4 | 14.06 | 13.98 |
Benchmark Returns (Benchmark Returns (S&P BSE 500 TRI)) | 6.32 | 12.44 | 14.36 |
Like all the other funds in this category, SBI Magnum Multicap Fund also seeks to give its investors growth in capital over a long-term horizon. Since the fund is an open-ended scheme there is no problem of liquidity. It invests in equity stocks across the entire market capitalization i.e. in large-cap, mid-cap and small-cap stocks.
This product is suitable for investors who are seeking:
SBI Banking & Financial Services fund is a sector-oriented fund investing in companies belonging to the financial sector. The fund was launched in 2015 but has managed to climb among the top of its category. The fund is being managed by Sohini Anadani who is renowned for managing star performing funds like SBI Bluechip and SBI Magnum Midcap. The fund is holding around 10% of its money in debt owing to the rising valuations in the sector. The fund is not only better than its peers in performance but also managing risk. Considering the financial sector plays a major role in providing credit to a developing economy, a fund like this will perform well over the long term.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | -4.26 | 26.23 | 18.7 |
Category Average Returns | -7.24 | 17.23 | 12.75 |
Benchmark Returns (Benchmark Returns (S&P BSE SmallCap TRI) | -13.1 | 11.48 | 10.89 |
There is primarily two objectives of this fund, one is to give its investors long-term capital growth by investing in a heterogenous basket of equity stocks ranging across the whole market capitalisation as well as debt and money market instruments. The second objective is to provide liquidity as it an open-ended scheme and actively managed.
This product is suitable for investors who are seeking:
The SBI Small Cap Fund is an open-ended scheme and was launched in September 2009. It has outperformed its category and benchmark on a number of occasions. This fund has the potential to reward investors handsomely over long investment horizons. Investors in this fund should have an investment horizon of at least 5 years to see sizable returns. As this fund has a large exposure to equity and equity related instruments it is prone to market fluctuations. Investors in this fund should expect high volatility in the fund's movements and should have a high capacity for risk.
Investing in SBI Mutual Funds is now easy and simple for all kind of investors. With Piggy, it is fast, simple and paperless. You can start with your choice of funds from your favourite fund house - SBI Mutual Fund, with just one KYC requirement that doesn’t take more than 5 minutes of your time. Piggy simplifies investing for novice and seasoned investor by providing top funds which are handpicked by our experts.
There are certain requirements related to KYC that has to be fulfilled by Financial Institutions and Financial Intermediaries as advised by SEBI to ‘know’ client and to stop certain malpractices like money laundering. This requires doing In-Person Verification (IPV) through video, address and identity verification and other personal information as needed by guidelines, rules and regulations.
Piggy has made KYC process extremely simple to eliminate any inconvenience to our investors. Additionally, if you are investing for the first time, you need to get the KYC done only once. The same KYC will be used for all future investments. KYC verification through Piggy is a very simple.
Due to the campaign Mutual Funds Sahi hai launched by AMFI mutual funds investments have gained popularity, a lot of investors are now aware of the factors involved in selecting the right mutual fund to meet their financial goals. One of the most important factors among all the factors is the Fund Manager. SBI Mutual Fund has a management team that has consistently delivered value to its investors.
SCHEME NAME | STANDARD DEVIATION | SHARPE RATIO | SORTINO RATIO | BETA | ALPHA | R-SQUARED |
---|---|---|---|---|---|---|
SBI Arbitrage Opportunities Fund - Direct Plan | 0.5 | 0.94 | 1.38 | 0.35 | 1.13 | 0.03 |
SBI Banking & Financial Services Fund - Direct Plan | 17.37 | 1 | 1.29 | 0.9 | 3.94 | 0.82 |
SBI Banking and PSU Fund - Direct Plan | 1.15 | 1.52 | 3.05 | 2.71 | 6.87 | 0.37 |
SBI Bluechip Fund - Direct Plan | 12.22 | 0.51 | 0.74 | 0.88 | -1.91 | 0.8 |
SBI Consumption Opportunities Fund - Direct Plan | 15.19 | 0.59 | 0.94 | 0.86 | 1.04 | 0.49 |
SBI Contra Fund - Direct Plan | 14.5 | 0.24 | 0.32 | 0.54 | 0.32 | 0.69 |
SBI Credit Risk Fund - Direct Plan | 1.94 | 0.9 | 1.11 | 5.1 | 11.37 | 0.46 |
SBI Debt Hybrid Fund - Direct Plan | 4.39 | 0.42 | 0.65 | 0.77 | -0.52 | 0.54 |
SBI Dynamic Asset Allocation Fund - Direct Plan | 7.12 | 0.42 | 0.55 | 0.53 | -0.82 | 0.56 |
SBI Dynamic Bond Fund - Direct Plan | 3.98 | 0.71 | 1.63 | 1.48 | 1.85 | 0.83 |
SBI Equity Hybrid Fund - Direct Plan | 9.44 | 0.74 | 1.18 | 0.82 | 1.11 | 0.78 |
SBI Equity Minimum Variance Fund - Direct Plan | - | - | - | - | - | - |
SBI Equity Savings Fund - Direct Plan | 5.15 | 0.47 | 0.65 | 1.09 | -0.89 | 0.79 |
SBI Focused Equity Fund - Direct Plan | 13.68 | 0.74 | 0.99 | 0.9 | 2.67 | 0.74 |
SBI Gold Fund - Direct Plan | 9.89 | -0.29 | -0.46 | 0.89 | -0.72 | 0.94 |
SBI Healthcare Opportunities Fund - Direct Plan | 16.47 | -0.59 | -1.04 | 0.89 | -2.14 | 0.89 |
SBI Infrastructure Fund - Direct Plan | 16.39 | 0.38 | 0.65 | 0.78 | -0.08 | 0.77 |
SBI Large & Midcap Fund - Direct Plan | 12.91 | 0.56 | 0.82 | 0.96 | -0.93 | 0.9 |
SBI Liquid Fund - Direct Plan | 0.16 | 4.99 | 11.24 | 0.28 | 1.31 | 0.21 |
SBI Magnum Children's Benefit Fund - Direct Plan | 5.43 | 1.1 | 1.64 | 0.79 | 3.57 | 0.38 |
SBI Magnum COMMA Fund - Direct Plan | 14.95 | 0.66 | 1.06 | 0.95 | 2.13 | 0.69 |
SBI Magnum Constant Maturity Fund - Direct Plan | 2.89 | 1.29 | 3.43 | 0.39 | 2.79 | 0.62 |
SBI Magnum Equity ESG Fund - Direct Plan | 12.18 | 0.6 | 0.99 | 0.89 | 0 | 0.92 |
SBI Magnum Gilt Fund - Direct Plan | 4.97 | 0.6 | 1.32 | 0.8 | 1.04 | 0.89 |
SBI Magnum Global Fund - Direct Plan | 12.85 | 0.26 | 0.37 | 0.61 | -2.35 | 0.35 |
SBI Magnum Income Fund - Direct Plan | 3.2 | 0.77 | 1.81 | 1.2 | 1.65 | 0.85 |
SBI Magnum Low Duration Fund - Direct Plan | 0.59 | 2.16 | 3.79 | 1.6 | 4.29 | 0.5 |
SBI Magnum Medium Duration Fund - Direct Plan | 2.25 | 1.58 | 3.7 | 0.8 | 3.02 | 0.76 |
SBI Magnum Midcap Fund - Direct Plan | 15.25 | 0.06 | 0.08 | 0.85 | -5.02 | 0.91 |
SBI Magnum Multicap Fund - Direct Plan | 12.66 | 0.7 | 1 | 0.94 | 1.12 | 0.94 |
SBI Magnum Taxgain Scheme - Direct Plan | 12.88 | 0.36 | 0.56 | 0.96 | -3.18 | 0.95 |
SBI Magnum Ultra Short Duration Fund - Direct Plan | 0.33 | 3.62 | 11.36 | 0.75 | 2.61 | 0.34 |
SBI Multi Asset Allocation Fund - Direct Plan | 2.79 | 0.46 | 0.6 | 0.17 | 0.09 | 0.37 |
SBI Nifty Index Fund - Direct Plan | 12.25 | 0.67 | 1.08 | 0.98 | -0.85 | 0.98 |
SBI Overnight Fund - Direct Plan | 0.14 | -0.61 | -1.1 | 0.26 | 0.41 | 0.25 |
SBI PSU Fund - Direct Plan | 17.78 | 0.24 | 0.43 | 0.88 | -1.05 | 0.92 |
SBI Savings Fund - Direct Plan | 0.57 | 2.74 | 4.91 | 1.35 | 4.1 | 0.38 |
SBI Short Term Debt Fund - Direct Plan | 1.66 | 0.96 | 1.77 | 4.42 | 9.93 | 0.47 |
SBI Small Cap Fund - Direct Plan | 19 | 0.68 | 1.1 | 0.88 | 7.54 | 0.82 |
SBI Technology Opportunities Fund - Direct Plan | 13.25 | 0.53 | 1.25 | 0.72 | 1.48 | 0.88 |
Other AMC's