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SBI Mutual Fund

AUM₹ 2,83,807 Cr
About

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.


SBI Mutual Fund

191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005

partnerforlife@sbimf.com

18002093333

Email
Phone
Address
partnerforlife@sbimf.com18002093333191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005

Top 10 SBI Mutual Fund

FUND NAME CATEGORY RISK 3Y RET FUND AUM (IN CR)
SBI Banking & Financial Services DirectSector - Financial ServicesHigh23.27727.82
SBI Small Cap Fund Direct PlanSmall-CapModerately High17.11891.4
SBI Focused Equity Fund Direct PlanFocused FundModerately High16.494033.39
SBI Nifty Index Fund DirectIndex FundsModerately High14.53459.46
SBI Magnum Multi Cap Fund DirectMulti-CapModerately High14.377094.78
SBI Technology Opportunities Fund DirectSector - TechnologyHigh14.16149.72
SBI Magnum Comma Fund DirectEquity - OtherHigh13.38263.16
SBI Magnum Equity ESG Fund DirectEquity - OtherHigh13.342268.76
SBI Consumption Opportunities Fund Direct PlanEquity - ConsumptionHigh13.03744.03
SBI Equity Hybrid Fund DirectAggressive AllocationModerately High13.0229672.19
View All SBI Mutual Fund Funds

Best Selling SBI Mutual Fund

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 3Y RET FUND AUM (IN CR)
SBI Bluechip Fund DirectLarge-CapModerately High12.1622100.45
SBI Liquid Fund Direct PlanLiquidLow7.0633541.61
SBI Magnum Multi Cap Fund DirectMulti-CapModerately High14.377094.78

Best Equity SBI Mutual Fund

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 3Y RET FUND AUM (IN CR)
SBI Banking & Financial Services DirectSector - Financial ServicesHigh23.27727.82
SBI Small Cap Fund Direct PlanSmall-CapModerately High17.11891.4
SBI Focused Equity Fund Direct PlanFocused FundModerately High16.494033.39
SBI Nifty Index Fund DirectIndex FundsModerately High14.53459.46
SBI Magnum Multi Cap Fund DirectMulti-CapModerately High14.377094.78

Best Hybrid SBI Mutual Fund

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 3Y RET FUND AUM (IN CR)
SBI Equity Hybrid Fund DirectAggressive AllocationModerately High13.0229672.19
SBI Dynamic Asset Allocation DirectDynamic Asset AllocationModerately High9.28598.91
SBI Equity Savings DirectEquity SavingsModerately High8.412236.45
SBI Debt Hybrid Fund Direct PlanConservative AllocationModerate7.661242.94
SBI Multi Asset Allocation Fund Direct PlanMulti Asset AllocationModerately High7.62290.34

Best Debt SBI Mutual Fund

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 3Y RET FUND AUM (IN CR)
SBI Magnum Constant Maturity Fund Direct10 yr Government BondModerate10.55419.98
SBI Magnum Gilt Fund DirectGovernment BondModerate9.921475.36
SBI Magnum Medium Duration Fund DirectMedium DurationModerate9.791666.05
SBI Dynamic Bond Fund DirectDynamic BondModerate9.1983.28
SBI Magnum Income Fund DirectMedium to Long DurationModerate8.691234.51

Best SBI Mutual Funds Schemes

Inception Date: January 1, 2013
Fund Manager: Mr R. Srinivasan (Since 2013)
AUM: Rs. 4246.21 crore
Fund Category: Multi-Cap
Fund Benchmark: S&P BSE 500 TRI
Exit Load: 1% for redemption within 365 days
Expense Ration: 1.25%
RETURNS 1 YEARS 3 YEARS 5 YEARS
Fund Returns8.2518.0316.43
Category Average Returns6.0214.0914.02
Benchmark Returns (S&P BSE 500 TRI)7.2512.4814.35

Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities.

Suitability

This product is suitable for investors who are seeking:

  • Long term capital growth
  • Invest by following a bottom-up approach to stock-picking and invests in companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive to participate in the growth potential of Indian businesses.

  • 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

    Inception Date: January 1, 2013
    Fund Manager: Ms Sohini Andani (Since 2013)
    AUM: Rs. 19,215 crore
    Fund Category: Large-Cap
    Fund Benchmark: S&P BSE 100 TRI
    Exit Load: 1% for redemption within 365 days
    Expense Ration: 2.22%
    RETURNS 1 YEARS 3 YEARS 5 YEARS
    Fund Returns6.8114.2911.04
    Category Average Returns10.0911.5613.49
    Benchmark Returns (S&P BSE 500 TRI)10.9715.8312.84

    Objective

    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)

    Suitability

    This product is suitable for investors who are seeking:

  • Long term capital growth
  • Invest in large-cap stocks and follows a blend of growth and value style of investing with a combination of top-down and bottom-up investment strategy for stock selection across sectors.

  • 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.

    Inception Date: January 1, 2013
    Fund Manager: Mr Ravi Prakash Sharma (Since 2013)
    AUM: Rs. 425 crore
    Fund Category: Large-Cap
    Fund Benchmark: NIFTY 50 Total Return
    Exit Load: 0.2% for redemption within 15 days
    Expense Ration: 0.26%
    RETURNS 1 YEARS 3 YEARS 5 YEARS
    Fund Returns13.6511.3314.49
    Category Average Returns9.8312.513.8
    Benchmark Returns (S&P BSE 500 TRI)13.4712.5515.49

    Objective

    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.

    Suitability

    This product is suitable for investors who are seeking:

  • Long term capital growth

  • 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

    Inception Date: February 26, 2015
    Fund Manager: Ms Sohini Andani (Since 2015)
    AUM: Rs. 776 crore
    Fund Category: Sectoral - Banking
    Fund Benchmark: NIFTY 50 Total Return
    Exit Load: 1% for redemption within 365 days
    Expense Ration: 1.59%
    RETURNS 1 YEARS 3 YEARS 5 YEARS
    Fund Returns13.6511.3314.49
    Category Average Returns9.8312.513.8
    Benchmark Returns (NIFTY 50 Total Return)13.4712.5515.49

    Objective

    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.

    Suitability

    This product is suitable for investors who are seeking:

  • Long term investment.
  • Investment predominantly in a portfolio of equity & equity related securities of companies engaged in banking and financial services.

  • 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.

    Inception Date: September 29, 20052015
    Fund Manager: Mr Anup Upadhyay (since 2017)
    AUM: Rs. 7,728 crore
    Fund Category: Multi-Cap
    Fund Benchmark: S&P BSE 500 TRI
    Exit Load: 0.1% for redemption within 30 days
    Expense Ration: 1.14%
    RETURNS 1 YEARS 3 YEARS 5 YEARS
    Fund Returns7.8117.8615.11
    Category Average Returns5.414.0613.98
    Benchmark Returns (Benchmark Returns (S&P BSE 500 TRI))6.3212.4414.36

    Objective

    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.

    Suitability

    This product is suitable for investors who are seeking:

  • Have long term investment horizon for wealth creation.
  • Invest by following a bottom-up approach to stock-picking and choose companies across sectors/styles and invest in a diversified basket of equity stocks spanning the entire market capitalization spectrum to provide both long term growth opportunities and liquidity.

  • 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.

    Inception Date: September 2009
    Fund Manager: Mr R. Srinivasan
    AUM: Rs. 1,992 crore
    Fund Category: Small-Cap Equity
    Fund Benchmark: S&P BSE SmallCap TRI
    Exit Load: 1% for redemption within 365 days
    Expense Ration: 1.26%
    RETURNS 1 YEARS 3 YEARS 5 YEARS
    Fund Returns-4.2626.2318.7
    Category Average Returns-7.2417.2312.75
    Benchmark Returns (Benchmark Returns (S&P BSE SmallCap TRI)-13.111.4810.89

    Objective

    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.

    Suitability

    This product is suitable for investors who are seeking:

  • Have long term investment Horizon as it is a small cap fund.
  • Invest by following a bottom-up approach to stock-picking and choose companies across sectors/styles and invest in a diversified basket of equity stocks spanning the entire market capitalization spectrum to provide both long term growth opportunities and liquidity.

  • 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.

    How to Invest in SBI Mutual Funds?

    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.

    Just follow these three simple steps and you are done!

    Step 1 Select the scheme(s) and the amount you want to invest
    Step 2 Fill in your details. If your KYC is not completed, we’ll take care of it on your behalf
    Step 3 Make payment through any of the payment options (UPI, Debit Card, Net Banking, NEFT) and you are done

    Process and Documents required to invest in SBI Mutual Funds

    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.

    Documents required for KYC verification:

    ID Proofs Upload an image of your PAN Card for ID verification.
    Residential proofs You can provide any of the following proof for address verification:
    • Adhaar Card
    • Voter Id
    • Driving Licence
    • Passport
    • Latest Bank Statement
    Signature Draw your signature on screen or upload a copy of signature.
    IPV Video A video in which you say OTP that is visible on the screen.

    Top SBI Mutual Fund Managers

    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.

    Here is the list of top SBI MF Managers :

    1. Ms Sohini Adnani
    Ms Adnani is a Fund Manager of SBI Funds Management Private Limited since May 2010 and has been Head of Research since joining in October 2007 bringing with her over 11 years of research experience. She is a consistent performer and manages 6 funds with AUM over Rs 27,136 crore. She previously served as a Senior Analyst at ING Investment Management Pvt. Ltd and holds a B.Com. degree.
    2. Mr. R. Srinivasan
    Mr R Srinivasan joined SBI MF as a Senior Fund Manager in May 2009 and directly manages a number of funds. He is now serving as the Head of Equity and brings an experience of more than 25 years in equities. Srinivasan is a post graduate in Commerce and has an MFM degree from the University of Mumbai.
    3. Mr. Richard D’Souza
    Mr Richard started working as a research analyst in 1992. He joined SBI Mutual Fund in 2010 as Fund Manager for the Retail PMS division and currently managing thematic funds at SBI MF. He manages 4 funds and has cumulative AUM of over Rs 560 Crore and brings over 17 years of experience in finance. Richard completed his graduation (Science) from Mumbai University.
    4. Mr. Dinesh Balachandran
    Mr Dinesh joined SBI MF in 2012 as a Senior Credit Analyst, then became Head of Research and is now serving as an equity fund manager. He manages 6 schemes with cumulative AUM of Rs 9383 crore. Dinesh holds a B.Tech degree from IIT, Mumbai and M.S degree from the Massachusetts Institute of Technology (MIT).
    5. Mr. Rajeev Radhakrishnan, CFA
    Rajeev Radhakrishnan has been the fund manager at SBI Mutual Fund since 2008. In the year 2011, he became the Head of fixed income at SBI Funds Management and has been there ever since. Having an asset size of 48,899 crores under his management, he has returned a cumulative of 46.7% over a span of 5 years.
    6. Mr. Dinesh Ahuja
    Dinesh Ahuja is a portfolio manager at SBI Funds Management and is also a mutual fund manager at SBI Mutual Fund. Debt funds under his management have given a return of 54.7% over a span of five years. This incredible feat has made him one of the top performers.
    7. Ms. Mansi Sajeja, CFA
    Mansi Sajeja has been co-managing the SBI Credit Risk Fund along with Lokesh Mallya and she has been working with SBI Mutual Fund for over a decade. SBI Credit Risk fund is among the largest in terms of size in its category and from the time she has been co-managing the fund and it has consistently found a place in the top 2 quartiles.
    8. Mr. R.Arun
    R. Arun has over 9 years of work experience including 4 years of experience in the mutual fund Industry as a Credit Research Analyst. Arun has been working with SBI Funds Management Pvt. Ltd. from March 2009 onwards as a Credit Analyst. Presently, he is the fund manager of SBI Magnum Instacash Liquid Floater, SBI Savings Fund.

    Financial Ratios for SBI Mutual Funds

    Scheme Name Standard Deviation Sharpe Ratio Sortino Ratio Beta Alpha R-squared
    SBI Arbitrage Opportunities Fund - Direct Plan0.50.941.380.351.130.03
    SBI Banking & Financial Services Fund - Direct Plan17.3711.290.93.940.82
    SBI Banking and PSU Fund - Direct Plan1.151.523.052.716.870.37
    SBI Bluechip Fund - Direct Plan12.220.510.740.88-1.910.8
    SBI Consumption Opportunities Fund - Direct Plan15.190.590.940.861.040.49
    SBI Contra Fund - Direct Plan14.50.240.320.540.320.69
    SBI Credit Risk Fund - Direct Plan1.940.91.115.111.370.46
    SBI Debt Hybrid Fund - Direct Plan4.390.420.650.77-0.520.54
    SBI Dynamic Asset Allocation Fund - Direct Plan7.120.420.550.53-0.820.56
    SBI Dynamic Bond Fund - Direct Plan3.980.711.631.481.850.83
    SBI Equity Hybrid Fund - Direct Plan9.440.741.180.821.110.78
    SBI Equity Minimum Variance Fund - Direct Plan------
    SBI Equity Savings Fund - Direct Plan5.150.470.651.09-0.890.79
    SBI Focused Equity Fund - Direct Plan13.680.740.990.92.670.74
    SBI Gold Fund - Direct Plan9.89-0.29-0.460.89-0.720.94
    SBI Healthcare Opportunities Fund - Direct Plan16.47-0.59-1.040.89-2.140.89
    SBI Infrastructure Fund - Direct Plan16.390.380.650.78-0.080.77
    SBI Large & Midcap Fund - Direct Plan12.910.560.820.96-0.930.9
    SBI Liquid Fund - Direct Plan0.164.9911.240.281.310.21
    SBI Magnum Children's Benefit Fund - Direct Plan5.431.11.640.793.570.38
    SBI Magnum COMMA Fund - Direct Plan14.950.661.060.952.130.69
    SBI Magnum Constant Maturity Fund - Direct Plan2.891.293.430.392.790.62
    SBI Magnum Equity ESG Fund - Direct Plan12.180.60.990.8900.92
    SBI Magnum Gilt Fund - Direct Plan4.970.61.320.81.040.89
    SBI Magnum Global Fund - Direct Plan12.850.260.370.61-2.350.35
    SBI Magnum Income Fund - Direct Plan3.20.771.811.21.650.85
    SBI Magnum Low Duration Fund - Direct Plan0.592.163.791.64.290.5
    SBI Magnum Medium Duration Fund - Direct Plan2.251.583.70.83.020.76
    SBI Magnum Midcap Fund - Direct Plan15.250.060.080.85-5.020.91
    SBI Magnum Multicap Fund - Direct Plan12.660.710.941.120.94
    SBI Magnum Taxgain Scheme - Direct Plan12.880.360.560.96-3.180.95
    SBI Magnum Ultra Short Duration Fund - Direct Plan0.333.6211.360.752.610.34
    SBI Multi Asset Allocation Fund - Direct Plan2.790.460.60.170.090.37
    SBI Nifty Index Fund - Direct Plan12.250.671.080.98-0.850.98
    SBI Overnight Fund - Direct Plan0.14-0.61-1.10.260.410.25
    SBI PSU Fund - Direct Plan17.780.240.430.88-1.050.92
    SBI Savings Fund - Direct Plan0.572.744.911.354.10.38
    SBI Short Term Debt Fund - Direct Plan1.660.961.774.429.930.47
    SBI Small Cap Fund - Direct Plan190.681.10.887.540.82
    SBI Technology Opportunities Fund - Direct Plan13.250.531.250.721.480.88