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SBI Mutual Fund

SBI Mutual Fund stands as a beacon of stability in the realm of wealth management. Explore their funds, types, and the advantages that position us as the preferred choice for investors.

History of SBI Mutual Fund

SBI Mutual Funds is a joint venture between SBI and AMUNDI (France), one of world’s leading wealth management companies. SBI currently holds 63% stake in SBIFML and 37% is owned by AMUNDI Asset Management Company. Over the years, they have evolved to become a stalwart in the mutual fund industry, consistently delivering value to investors.

Vision and mission

Vision

SBI Mutual Fund envisions financial empowerment through prudent investments, fostering wealth creation, and securing a brighter future for investors.

Vision and mission

Mission

SBI Mutual Fund's mission is to deliver consistent value through innovative investment solutions, fostering financial growth for investors.

Achievements and awards of SBI mutual fund

  • Morningstar Fund Awards 2020 in four categories – Best Fund House (Debt, Equity, Overall) and Best Medium to Long Duration Fund category award
  • Best ESG Initiative of the Year 2023
  • SBI Magnum Income Fund has won the Morningstar Fund Award in 2022
  • Mutual Fund of the year 2007 by CNBC Crisil TV18

Types of SBI Mutual Fund available

Following categories of Mutual Funds are available at SBI Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds

Top 5 Performing SBI Equity Mutual Funds

Fund Name (Direct-Growth)

1-Year Return (%, p.a.)

3-Year Return (%, p.a.)

AUM (Cr.)

SBI Magnum Mid Cap Fund

38.10

60.93

8,227

SBI Long Term Equity Fund (ELSS)

43.10

57.54

12,997

SBI Small Cap Fund

31.09

49.32

6,402

SBI Bluechip Fund

23.64

36.05

22,105

SBI Multicap Fund

23.46

33.74

16,540

Top 5 Performing SBI Debt Mutual Funds

Fund Name (Direct-Growth)

1-Year Return (%, p.a.)

3-Year Return (%, p.a.)

AUM (Cr.)

SBI Short Duration Fund

5.02

6.17

13,582

SBI Savings Bond Fund

4.54

5.60

3,201

SBI Credit Risk Fund

5.42

7.48

3,954

SBI Income Advantage Fund

4.25

5.73

8,602

SBI Dynamic Bond Fund

4.11

5.19

6,235

Top 5 Performing SBI Hybrid Mutual Funds

Fund Name (Direct-Growth)

1-Year Return (%, p.a.)

3-Year Return (%, p.a.)

AUM (Cr.)

SBI Equity Savings Fund

11.58

14.06

2,498

SBI Balanced Advantage Fund

20.52

26.31

3,102

SBI Conservative Hybrid Fund

12.64

16.17

2,957

SBI Multi Asset Fund – Balanced 65

12.43

15.90

1,240

SBI Multi Asset Fund – Hybrid 75

14.00

18.73

1,017

Advantage of Investing in SBI Mutual Fund

  • Research-Driven Approach: SBI Mutual Fund employs a research-driven approach to investment decisions, ensuring a disciplined and informed strategy for fund management.
  • Legacy: Carrying forward the legacy of SBI, they are known for their trust and reliability among Indian masses
  • Investor-Centric Services: SBI mutual funds prioritize customer satisfaction, offering personalized services, user-friendly platforms, and educational resources to empower investors.
  • Commitment to Financial Inclusion: SBI Mutual Fund actively engages in initiatives to promote financial literacy and inclusion, contributing to bringing a more financially aware society.

How to Invest in the SBI Mutual Fund Online?

To invest in a SBI Mutual Fund from the comfort of your home, just follow these quick and easy steps:

  1. Log in to your Fincover account.
  2. Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
  3. Click on Mutual Funds under investments, enter a few details
  4. Select the best SBI Mutual fund scheme as per your investment horizon and risk appetite.
  5. If you’re making a lump sum investment, click on the ‘Buy Now’ option.
  6. If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.
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