SBI Mutual Fund
AUM
₹ - Cr
Funds Managed
-
AMC Age
-
SBI Funds
Investment
AUM
Rating
3Y Returns
5Y Returns
| Scheme Name | Min. Investment | AUM (in Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|---|---|---|
Returns on SBI Mutual Fund
Total Investment
₹ 1,20,000
Gain
₹ 40,000
Current Value
₹ 1,60,000
You have invested
Check the Returns of Your Investment in
SBI Mutual Funds Overview
SBI Mutual Fund's history dates back to June 29, 1987, when it was established as a trust under the Trust Act of 1882. The establishment made this company India's second asset management company after the Unit Trust of India. On February 7, 1992, the company incorporated SBI Funds Management Ltd. The primary objective of this incorporation was to offer diverse mutual fund schemes to investors with different risk categories.
In 1999, SBI became India's first company to launch the 'Contra' fund. This scheme invests in undervalued stocks or sectors that are presently out of favour but have the potential to perform well in the long term. Fund managers bet on these assets to normalize and yield returns over time.
In July 2004, SBI divested 37% of its mutual fund arm to Societe Generale Asset Management. However, in May 2011, a French AMC, Amundi, picked up the entire stake held by Societe Generale Asset Management.
2015 was a turning point for the company. This year, SBI launched India's first ESG Fund, which focuses on companies adhering to environmental, social, and governance principles. The Employees' Provident Fund invested Rs 5,000 crore in SBIMF Sensex ETFs in the same year.
Computer Age Management Services Limited (CAMS) is the registrar and transfer agent for SBI Mutual Fund. They are responsible for maintaining investor records, facilitating seamless transactions, and ensuring the integrity and accuracy of investment records.
Regarding management, Mr Vinay M. Tonse is the managing director, and Ms Vinaya Datar is the compliance officer.
- Diverse Portfolio Options: SBI AMC offers various mutual fund schemes. Depending upon your investment objectives and risk appetite, you can park your funds in equity, debt, and hybrid. This diversity ensures that debt funds can balance the returns if the market is unfavorable and equity schemes are not performing well.
- Expert Fund Management: The fund managers of mutual funds in SBI AMC are seasoned professionals with extensive experience in handling different scheme categories. They employ meticulous research and analysis to select securities that have the potential to generate superior returns.
- Tax Efficiency: If you want to invest in a scheme that offers decent returns and helps you save on taxes, you can invest in the Equity Linked Saving Scheme. Such a scheme allows you to reduce taxable earnings by Rs 1.5 lakh under section 80C. However, before investing, remember that no withdrawal is permissible before the three-year lock-in period is completed.
- Long-Term Capital Appreciation SBI AMC's equity funds are designed to offer long-term capital growth by investing in companies with solid fundamentals and growth prospects, making them suitable for long-term financial goals.
- Liquidity: SBI schemes provide liquidity that allows you to redeem your units at the current Net Asset Value (NAV) on any business day, subject to any applicable exit load.
- Robust Risk Management: The AMC has robust risk management tools to identify, gauge, monitor, and manage risks associated with mutual fund investments.
- Transparency: SBI AMC provides regular updates on fund performance, holdings, and NAV, ensuring a high level of transparency for investors.
- Ease of Access: You can access their mutual fund investments online, track performance, and make transactions conveniently via Dhan.
Investing in SBI MFs is a decision that requires careful consideration. These funds offer a chance for capital growth by pooling funds from various investors and putting them in a diverse range of securities.
While you can achieve good returns with these funds, it is important to understand that market conditions can have an impact on them. Factors such as economic parameters, interest rates, and market volatility all play a role in the performance of these funds.
For example, if the scheme is equity-oriented and a major economic downturn arises due to global events, the returns might decline, impacting your investment. In such a scenario, debt funds can be a safe haven as the coupon rates are predefined. However, when the market is favorable, equity schemes are noted for delivering aggressive returns.
The approach to investing in mutual funds should be measured and aligned with your financial objectives. It is advisable to consider the time frame for investment and the financial goals you aim to achieve.
Equity funds might be a suitable choice for you if you are looking toward long-term growth, while debt funds could be preferable if you are seeking stability and short-term goals. To get a balance between both, SBI Hybrid Funds can also be a suitable choice. It depends on your goals and risk tolerance level.
Investing in SBI schemes no longer requires visiting a branch in person or undergoing a lengthy paperwork process. Thanks to technological innovations and the emergence of online brokers like Dhan, you can now invest not only in SBI mutual funds but also in other financial instruments from the comfort of your home.
Here is a step-by-step guide to help you get started with Dhan.
- Step 1: Go to the Dhan official website and tap on' Mutual Funds' at the top of the home page.
- Step 2: From the drop-down menu, choose the fund type. Let's say you choose a 'Large Cap Fund.' The new webpage will display the details of schemes in this category along with the minimum investment amount, AUM, and 1-3-year returns.
- Step 3: Now, scroll down, select the SBI scheme in this category, and tap on 'Invest.'
- Step 4: You will be provided with two options: Scan or Share Mobile Number. These options are required to set up a mutual fund investment account.
- Step 5: If you choose the contact number, enter the OTP you receive.
- Step 6: Next, complete the basic KYC formalities.
- Step 7: Once done, invest in the top SBI mutual fund via SBI SIP (Systematic Investment Plan) or a lump sum.
- Step 8: For SIPs, select the investment amount and SIP date. For a lump sum, simply enter the amount you wish to invest.
- Step 9: Complete the investment using your preferred payment method such as UPI, net banking, or NEFT.
- Step 10: The Dhan website provides rich portfolio insights, allowing you to track and manage your investments effectively.
When investing in SBI Mutual Fund, you can choose between SIPs or lump sum payments. SBI SIP plans allow you to invest a definite sum at specific intervals such as every month. They help you benefit from the power of compounding and rupee-cost averaging. For SIP lump sum plans, you allocate a lump sum amount at once, which can be ideal if you have surplus funds ready to be invested.
To get a rough estimate of how your SIP investment will perform in the future, you can use the SBI SIP Calculator. To use this tool, input your monthly investment, expected return rate, and investment period.
SBI Mutual Fund's history dates back to June 29, 1987, when it was established as a trust under the Trust Act of 1882. The establishment made this company India's second asset management company after the Unit Trust of India. On February 7, 1992, the company incorporated SBI Funds Management Ltd. The primary objective of this incorporation was to offer diverse mutual fund schemes to investors with different risk categories.
In 1999, SBI became India's first company to launch the 'Contra' fund. This scheme invests in undervalued stocks or sectors that are presently out of favour but have the potential to perform well in the long term. Fund managers bet on these assets to normalize and yield returns over time.
In July 2004, SBI divested 37% of its mutual fund arm to Societe Generale Asset Management. However, in May 2011, a French AMC, Amundi, picked up the entire stake held by Societe Generale Asset Management.
2015 was a turning point for the company. This year, SBI launched India's first ESG Fund, which focuses on companies adhering to environmental, social, and governance principles. The Employees' Provident Fund invested Rs 5,000 crore in SBIMF Sensex ETFs in the same year.
Computer Age Management Services Limited (CAMS) is the registrar and transfer agent for SBI Mutual Fund. They are responsible for maintaining investor records, facilitating seamless transactions, and ensuring the integrity and accuracy of investment records.
Regarding management, Mr Vinay M. Tonse is the managing director, and Ms Vinaya Datar is the compliance officer.
- Diverse Portfolio Options: SBI AMC offers various mutual fund schemes. Depending upon your investment objectives and risk appetite, you can park your funds in equity, debt, and hybrid. This diversity ensures that debt funds can balance the returns if the market is unfavorable and equity schemes are not performing well.
- Expert Fund Management: The fund managers of mutual funds in SBI AMC are seasoned professionals with extensive experience in handling different scheme categories. They employ meticulous research and analysis to select securities that have the potential to generate superior returns.
- Tax Efficiency: If you want to invest in a scheme that offers decent returns and helps you save on taxes, you can invest in the Equity Linked Saving Scheme. Such a scheme allows you to reduce taxable earnings by Rs 1.5 lakh under section 80C. However, before investing, remember that no withdrawal is permissible before the three-year lock-in period is completed.
- Long-Term Capital Appreciation SBI AMC's equity funds are designed to offer long-term capital growth by investing in companies with solid fundamentals and growth prospects, making them suitable for long-term financial goals.
- Liquidity: SBI schemes provide liquidity that allows you to redeem your units at the current Net Asset Value (NAV) on any business day, subject to any applicable exit load.
- Robust Risk Management: The AMC has robust risk management tools to identify, gauge, monitor, and manage risks associated with mutual fund investments.
- Transparency: SBI AMC provides regular updates on fund performance, holdings, and NAV, ensuring a high level of transparency for investors.
- Ease of Access: You can access their mutual fund investments online, track performance, and make transactions conveniently via Dhan.
Investing in SBI MFs is a decision that requires careful consideration. These funds offer a chance for capital growth by pooling funds from various investors and putting them in a diverse range of securities.
While you can achieve good returns with these funds, it is important to understand that market conditions can have an impact on them. Factors such as economic parameters, interest rates, and market volatility all play a role in the performance of these funds.
For example, if the scheme is equity-oriented and a major economic downturn arises due to global events, the returns might decline, impacting your investment. In such a scenario, debt funds can be a safe haven as the coupon rates are predefined. However, when the market is favorable, equity schemes are noted for delivering aggressive returns.
The approach to investing in mutual funds should be measured and aligned with your financial objectives. It is advisable to consider the time frame for investment and the financial goals you aim to achieve.
Equity funds might be a suitable choice for you if you are looking toward long-term growth, while debt funds could be preferable if you are seeking stability and short-term goals. To get a balance between both, SBI Hybrid Funds can also be a suitable choice. It depends on your goals and risk tolerance level.
Investing in SBI schemes no longer requires visiting a branch in person or undergoing a lengthy paperwork process. Thanks to technological innovations and the emergence of online brokers like Dhan, you can now invest not only in SBI mutual funds but also in other financial instruments from the comfort of your home.
Here is a step-by-step guide to help you get started with Dhan.
- Step 1: Go to the Dhan official website and tap on' Mutual Funds' at the top of the home page.
- Step 2: From the drop-down menu, choose the fund type. Let's say you choose a 'Large Cap Fund.' The new webpage will display the details of schemes in this category along with the minimum investment amount, AUM, and 1-3-year returns.
- Step 3: Now, scroll down, select the SBI scheme in this category, and tap on 'Invest.'
- Step 4: You will be provided with two options: Scan or Share Mobile Number. These options are required to set up a mutual fund investment account.
- Step 5: If you choose the contact number, enter the OTP you receive.
- Step 6: Next, complete the basic KYC formalities.
- Step 7: Once done, invest in the top SBI mutual fund via SBI SIP (Systematic Investment Plan) or a lump sum.
- Step 8: For SIPs, select the investment amount and SIP date. For a lump sum, simply enter the amount you wish to invest.
- Step 9: Complete the investment using your preferred payment method such as UPI, net banking, or NEFT.
- Step 10: The Dhan website provides rich portfolio insights, allowing you to track and manage your investments effectively.
When investing in SBI Mutual Fund, you can choose between SIPs or lump sum payments. SBI SIP plans allow you to invest a definite sum at specific intervals such as every month. They help you benefit from the power of compounding and rupee-cost averaging. For SIP lump sum plans, you allocate a lump sum amount at once, which can be ideal if you have surplus funds ready to be invested.
To get a rough estimate of how your SIP investment will perform in the future, you can use the SBI SIP Calculator. To use this tool, input your monthly investment, expected return rate, and investment period.
AMC Information
-
Funds Managed
-
Assets Managed
₹ - Cr
Contact Details
-
@-
- Registered Address
-
Other Popular AMCs in India
Explore All Mutual Funds
Dhan App
Chrome
Join us on
Follow us on
Partner with us
built with love
for Indians who love to invest & trade
we are part of Raise Financial Services
Explore
*All securities mentioned on this website are exemplary and not recommendatory.
We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.
Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.
That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.
©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN - U74999WB2012PTC184187 Moneylicious Securities is part of Raise Financial Services.
SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
For any query / feedback / clarifications, email at help@dhan.co.
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
Details of client bank account
For any query / feedback / clarifications, email at help@dhan.co.
In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.
DHAN is a brand owned by Moneylicious Securities Private Limited. All DHAN clients are registered under Moneylicious Securities Private Limited. Clients are advised to refer to our company as Moneylicious Securities Private Limited when communicating with regulatory authorities.
Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances
Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit
Attention investors:
- Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
- Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
- Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX
Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors