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SBI Mutual Funds

About SBI Mutual Fund Asset Management Company:

The SBI Mutual Fund AMC was established in the year 1987. This fund is sponsored by the State Bank of India (SBI) who owns and is currently owned in a joint venture with Amundi, an AMC based out of Europe. Initially, the mutual funds investing space in India was dominated by the Unit Trust of India - which was established by the Reserve Bank of India (RBI) and the Indian Government in 1963. The SBI Mutual Fund is India's first non-UTI mutual fund, after over 20 years.
SBI Mutual Fund currently has over Rs.2,53,828 crore of assets under management (AUM) as of 30th September 2018.
SBI Mutual Funds are available at over 130 points of acceptance, 50 investor service desks, 29 centers, and 6 investor service points. State Bank of India currently employs over 2 lakh people and has one of the largest employee networks across India.
Amundi is currently the world's 8th largest asset manager (by AUM size) and currently has over €1.276 trillion in worlwide AUM.

How to invest in SBI MF?

Detailed below is the easiest and most efficient way to invest in SBI Mutual Funds:

Documents required to invest in SBI Mutual Funds

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  • 1. Proof of identity: ID proof must be submitted to SBI, or to the mutual fund brokerage firm/intermediary/etc. The ID proof given for any mutual fund scheme must be a government issued ID such as :
    • a. PAN Card
    • b. Driving License
    • c. Passport
    • d. Voter's ID

  • 2. Proof of address: Address proof must be submitted to SBI, or to the mutual fund brokerage firm/intermediary/etc. The address proof given for any mutual fund scheme must be one of:
    • a. Driving License
    • b. Passport
    • c. Voter's ID
    • d. Rental/Purchase agreement of the current address

  • 3. Cancelled cheque: A cancelled cheque that mentions your name and bank account number.

  • 4. Passport photographs: Two recent passport sized photographs will also have to be submitted.

Digital copies of these documents, signed and attested by the investor, can be uploaded to FundsIndia, who will then take it forward and complete the KYC process.

Investing in SBI Mutual Funds

How to invest in SBI Mutual Funds Online through FundsIndia

Step 1: Log on to www.fundsindia.com

Step 2: Fill out the customer information details online, and submit digital copies of the required documents.

Step 3: Pick your choice of mutual fund based on your own research, or take investment advice from FundsIndia's award-winning investment advisory team.

Step 4: Invest in a lump sum, or set up an SIP and track your investment on an intuitive investment dashboard on the PC or via the FundsIndia mobile app.

Step 5: Wait for your money to grow and reap the rewards when it's time!

Benefits of investing in SBI Mutual Funds Online through FundsIndia

What is the FundsIndia advantage?

  • 1. Safe: 100% safe and secure online platform with bank-level security.

  • 2. Smart: An award-winning team of investment advisors and market analysis to guide your investments.

  • 3. Intuitive: Easy to use online navigation and market analysts to guide your investments.

  • 4. Technologically advanced: With a state-of-the-art robo-advisor - MoneyMitr can offer you excellent investment suggestions based on live market analysis.

  • 5. Efficient: Digitally upload attested KYC documents.

  • 6. Fast: Super quick processing of investor KYC documents, without any need for your physical presence in the AMC office.

  • 7. Convenient: Immediate credit and debit of funds to and from the investment account

To read more benefits of mutual fund investing, click here - Mutual Fund Sahi Hai!

SBI Mutual Fund Calculator

Calculate the value of your investment using this mutual fund and SIP calculator. You can check how much to invest every month to reach your goals, or you can check how much can be earned through regular SIP investments of any amount. To calculate the value of your SBI mutual fund investments, click here.

Best SBI Equity Funds to invest in 2019

Equity Funds from SBI invest the major portion of their corpus into equities and stocks of various companies. While these funds generally have the most risk associated with them, they also offer the potential for the highest returns among other fund types.
Scheme name 3-year returns 5-year returns Category
SBI Focused Equity Fund - Growth 13.19% 18.72% Equity - Focused Fund
SBI Bluechip Fund - Growth 10.03% 15.77% Equity - Large Cap Fund
SBI Magnum Midcap Fund - Growth 6.21% 17.71% Equity - Mid Cap Fund
SBI Small Cap Fund - Growth 14.85% 28.81% Equity - Small Cap Fund
SBI Magnum Multicap Fund - Growth 12.63% 19.18% Equity - Multi Cap Fund

Best SBI Debt Funds to Invest in 2019

SBI Debt Funds aim at providing regular income and not exponential wealth generation as in the case of equity funds and are thus safer investment options for risk-averse investors.
Scheme name 3-year returns 5-year returns Category
SBI Liquid Fund - Reg - Growth 7.38% 7.14% Debt - Liquid Fund
SBI Banking and PSU Fund - Growth 7.06% 7.23% Debt - Banking and PSU Fund
SBI Short Term Debt Fund - Growth 6.25% 7.13% Debt - Short Duration Fund
SBI Magnum Ultra Short Duration Fund - Growth 8.12% 7.42% Debt - Ultra Short Duration Fund
SBI Magnum Low Duration Fund - Growth 7.74% 7.52% Debt - Low Duration Fund

Best SBI Hybrid Funds to Invest in 2019

Hybrid funds from SBI aim to combine the benefits of equity and debt funds to create a investment product that not only generates wealth but also provides fixed income options.
Scheme name 3-year returns 5-year returns Category
SBI Equity Hybrid Fund - Growth 10.46% 15.39% Hybrid - Aggressive Hybrid Fund
SBI Arbitrage Opportunities Fund - Growth 5.85% 6.58% Hybrid - Arbitrage Fund
SBI Debt Hybrid Fund 6.75% 9.27% Hybrid - Multi Conservative Hybrid Fund
SBI Multi Asset Allocation Fund - Growth 6.82% 9.34% Hybrid - Multi Asset Allocation

Best SBI Tax Saving Funds to Invest in 2019

ELSS or Equity Linked Saving Schemes are also offered by SBI Mutual Fund Company. These funds have a default lock in of 3 years and any amount up to Rs.1,50,000 invested here is exempted from taxation for that financial year.
Scheme name 3-year returns 5-year returns Category
SBI Magnum Tax Gain Scheme 93 - Growth 9.96% 14.38% Equity - ELSS

Best SBI SIP Funds to Invest in 2019

The SIP method of investing enables investors to invest a small amount at regular intervals rather than investing a large amount in a lump sum. Investing in SBI mutual funds through SIP has many benefits like Rupee cost averaging, disciplined investment schedule, etc.
Scheme name 3-year returns 5-year returns Category
SBI Bluechip Fund - Growth 10.03% 15.77% Equity - Large Cap Fund
SBI Equity Hybrid Fund - Growth 10.46% 15.39% Hybrid - Aggressive Hybrid Fund
SBI Nifty Index Fund - Growth 13.5% 12.45% Index Funds - Nifty
SBI Debt Hybrid Fund - Growth 6.75% 9.27% Hybrid - Conservative Hybrid Fund

Top SBI Fund Managers

The success of an asset management company depends largely on its human talent, i.e., the people they’ve chosen to hire. The success of mutual fund schemes often depends on active management and prudent decision making by fund managers.
The fund management team at SBI is among the best in the country, and consists of:
  • 1. Mr. R. Srinivasan: Directly manages many funds for SBI MF AMC and has been in the company since May 2009. He has over 25 years of experience in the field and currently serves as the Head of Equity.

  • 2. Mr. Richard D'Souza: Directly manages thematic funds for SBI MF AMC since 2010 and actually has over 17 years of experience in the field.

  • 3. Ms. Sohini Andani: Has over 11 years of experience in the field and has been with SBI MF AMC since 2010.

  • 4. Mr. Anup Upadhyay: Directly manages funds and currently serves as SBIMF AMC’s Head of Research.

  • 5. Mr. Dinesh Balachandran: Has over 10 years of experience in the field and has been with SBI MF AMC since 2010.

  • 6. Ms. Mansi Sajeja: Has been with SBI MF AMC since 2009.

  • 7. Mr. R. Arun: Has also been with SBI MF AMC since 2009 and is a charter holder of the Global Association of Risk Professionals.

  • 8. Mr. Rajeev Radhakrishnan: Has been with the AMC since 2008 and currently serves as its Head of Fixed Income.

List of all SBI Mutual Fund Schemes

Scheme Sector Type Minimum Investment Minimum Investment for SIP
SBI BlueChip Fund-Reg(D) Equity - Large Cap Fund Open ended 5,000.00 1,000.00
SBI BlueChip Fund-Reg(G) Equity - Large Cap Fund Open ended 5,000.00 1,000.00
SBI Magnum Constant Maturity Fund(D) Debt - Gilt Fund with 10 year constant duration Open ended 5,000.00 1,000.00
SBI Magnum Constant Maturity Fund(G) Debt - Gilt Fund with 10 year constant duration Open ended 5,000.00 1,000.00
SBI Gold-Reg(G) FoFs (Domestic / Overseas ) - Gold Open ended 5,000.00 1,000.00
SBI Gold-Reg(D) FoFs (Domestic / Overseas ) - Gold Open ended 5,000.00 1,000.00
SBI Equity Hybrid Fund-Reg(D) Hybrid - Aggressive Hybrid Fund Open ended 5,000.00 1,000.00
SBI Equity Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund Open ended 5,000.00 1,000.00
SBI Magnum Gilt Fund-Reg(D) Debt - Gilt Fund Open ended 5,000.00 1,000.00
SBI Magnum Gilt Fund-Reg(G) Debt - Gilt Fund Open ended 5,000.00 1,000.00
SBI Magnum Gilt Fund-Reg(G) Debt - Gilt Fund Open ended 5,000.00 1,000.00
SBI Magnum Income Fund-Reg(D) Debt - Medium to Long Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Income Fund-Reg(G) Debt - Medium to Long Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Multicap Fund-Reg(D) Equity - Multi Cap Fund Open ended 5,000.00 1,000.00
SBI Magnum Multicap Fund-Reg(G) Equity - Multi Cap Fund Open ended 5,000.00 1,000.00
SBI Focused Equity Fund-Reg(D) Equity - Multi Cap Fund Open ended 1,000.00 1,000.00
SBI Focused Equity Fund-Reg(G) Equity - Multi Cap Fund Open ended 1,000.00 1,000.00
SBI Magnum Low Duration Fund(DD) Debt - Low Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Low Duration Fund(FD) Debt - Low Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Low Duration Fund(G) Debt - Low Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Low Duration Fund(MD) Debt - Low Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Low Duration Fund(WD) Debt - Low Duration Fund Open ended 5,000.00 1,000.00
SBI Small Cap Fund-Reg(G) Equity - Small cap Fund Open ended 5,000.00 1,000.00
SBI Small Cap Fund-Reg(D) Equity - Small cap Fund Open ended 5,000.00 1,000.00
SBI Banking and PSU Fund-Reg(G) Debt - Banking and PSU Fund Open ended 5,000.00 1,000.00
SBI Banking and PSU Fund-Reg(DD) Debt - Banking and PSU Fund Open ended 5,000.00 1,000.00
SBI Credit Risk Fund-Reg(D) Debt - Credit Risk Fund Open ended 5,000.00 1,000.00
SBI Credit Risk Fund-Reg(G) Debt - Credit Risk Fund Open ended 5,000.00 1,000.00
SBI Magnum Medium Duration Fund-Reg(D) Debt - Medium Duration Fund Open ended 5,000.00 1,000.00
SBI Magnum Medium Duration Fund-Reg(G) Debt - Medium Duration Fund Open ended 5,000.00 1,000.00
SBI Nifty Index Fund-Reg(G) Index Funds - Nifty Open ended 5,000.00 1,000.00
SBI Nifty Index Fund-Reg(D) Index Funds - Nifty Open ended 5,000.00 1,000.00
SBI Magnum Ultra Short Duration Fund-Reg(DD) Debt - Ultra Short Duration Fund Open ended 5,000.00 SIP Not Available
SBI Magnum Ultra Short Duration Fund-Reg(WD) Debt - Ultra Short Duration Fund Open ended 5,000.00 SIP Not Available
SBI Magnum Ultra Short Duration Fund-Reg(G) Debt - Ultra Short Duration Fund Open ended 5,000.00 SIP Not Available
SBI Magnum Midcap Fund-Reg(D) Equity - Mid Cap Fund Open ended 5,000.00 1,000.00
SBI Magnum Midcap Fund-Reg(G) Equity - Mid Cap Fund Open ended 5,000.00 1,000.00
SBI Debt Hybrid Fund(AD) Hybrid - Conservative Hybrid Fund Open ended 5,000.00 1,000.00
SBI Debt Hybrid Fund(MD) Hybrid - Conservative Hybrid Fund Open ended 5,000.00 1,000.00
SBI Debt Hybrid Fund(QD) Hybrid - Conservative Hybrid Fund Open ended 5,000.00 1,000.00
SBI Debt Hybrid Fund(G) Hybrid - Conservative Hybrid Fund Open ended 5,000.00 1,000.00
SBI Large & Midcap Fund-Reg(D) Equity - Large & Mid Cap Fund Open ended 5,000.00 1,000.00
SBI Large & Midcap Fund-Reg(G) Equity - Large & Mid Cap Fund Open ended 5,000.00 1,000.00
SBI Dynamic Bond Fund(D) Debt - Dynamic Bond Open ended 5,000.00 1,000.00
SBI Dynamic Bond Fund(G) Debt - Dynamic Bond Open ended 5,000.00 1,000.00
SBI Liquid Fund(DD) Debt - Liquid Fund Open ended 5,0000.00 SIP Not Available
SBI Liquid Fund(FD) Debt - Liquid Fund Open ended 5,0000.00 SIP Not Available
SBI Liquid Fund(G) Debt - Liquid Fund Open ended 5,000.00 SIP Not Available
SBI Liquid Fund(WD) Debt - Liquid Fund Open ended 5,0000.00 SIP Not Available
SBI Short Term Debt Fund-Reg(FD) Debt - Short Duration Fund Open ended 5,000.00 SIP Not Available
SBI Short Term Debt Fund-Reg(G) Debt - Short Duration Fund Open ended 5,000.00 1,000.00
SBI Short Term Debt Fund-Reg(MD) Debt - Short Duration Fund Open ended 5,000.00 1,000.00
SBI Short Term Debt Fund-Reg(WD) Debt - Short Duration Fund Open ended 5,000.00 SIP Not Available
SBI Equity Savings Fund-Reg(G) Hybrid - Equity Savings Open ended 1,000.00 1,000.00
SBI Equity Savings Fund-Reg(MDP) Hybrid - Equity Savings Open ended 1,000.00 1,000.00
SBI Equity Savings Fund-Reg(QDP) Hybrid - Equity Savings Open ended 1,000.00 1,000.00
SBI Arbitrage Opportunities Fund-Reg(D) Hybrid - Arbitrage Fund Open ended 5,000.00 1,000.00
SBI Arbitrage Opportunities Fund-Reg(G) Hybrid - Arbitrage Fund Open ended 5,000.00 1,000.00
SBI Savings Fund-Reg(D) Debt - Money Market Fund Open ended 1,000.00 1,000.00
SBI Savings Fund-Reg(G) Debt - Money Market Fund Open ended 1,000.00 1,000.00
SBI Savings Fund-Reg(WD) Debt - Money Market Fund Open ended 1,000.00 1,000.00
SBI Overnight Fund-Reg(WD) Debt - Overnight Fund Open ended 5,000.00 SIP Not Available
SBI Overnight Fund-Reg(G) Debt - Overnight Fund Open ended 5,000.00 SIP Not Available
SBI Contra Fund-Reg(D) Equity - Contra Fund Open ended 5,000.00 1,000.00
SBI Contra Fund-Reg(G) Equity - Contra Fund Open ended 5,000.00 1,000.00
SBI Overnight Fund-Reg(DD) Debt - Overnight Fund Open ended 5,000.00 SIP Not Available
SBI Magnum TaxGain'93-Reg(D) Equity - ELSS Open ended 1,000.00 500
SBI Magnum TaxGain'93-Reg(G) Equity - ELSS Open ended 1,000.00 500
SBI Infrastructure Fund-Reg(D) Equity - Sectoral Fund - Infrastructure Open ended 5,000.00 1,000.00
SBI Infrastructure Fund-Reg(G) Equity - Sectoral Fund - Infrastructure Open ended 5,000.00 1,000.00
SBI Magnum Children Benefit Plan Solution Oriented - Children's Fund Open ended 5,000.00 1,000.00
SBI Magnum Comma Fund-Reg(D) Equity - Sectoral Fund - Consumption Open ended 5,000.00 1,000.00
SBI Magnum Comma Fund-Reg(G) Equity - Sectoral Fund - Consumption Open ended 5,000.00 1,000.00
SBI Magnum Equity ESG Fund-Reg(D) Equity - Thematic Fund - Other Open ended 1,000.00 1,000.00
SBI Magnum Equity ESG Fund-Reg(G) Equity - Thematic Fund - Other Open ended 1,000.00 1,000.00
SBI Magnum Global Fund-Reg(D) Equity - Thematic Fund - MNC Open ended 5,000.00 1,000.00
SBI Magnum Global Fund-Reg(G) Equity - Thematic Fund - MNC Open ended 5,000.00 1,000.00
SBI Multi Asset Allocation Fund-Reg(AD) Hybrid - Multi Asset Allocation Open ended 5,000.00 1,000.00
SBI Multi Asset Allocation Fund-Reg(MD) Hybrid - Multi Asset Allocation Open ended 5,000.00 1,000.00
SBI Multi Asset Allocation Fund-Reg(QD) Hybrid - Multi Asset Allocation Open ended 5,000.00 1,000.00
SBI Multi Asset Allocation Fund-Reg(G) Hybrid - Multi Asset Allocation Open ended 5,000.00 1,000.00
SBI Consumption Opp Fund-Reg(D) Equity - Sectoral Fund - Consumption Open ended 5,000.00 1,000.00
SBI Technology Opp Fund-Reg(D) Equity - Sectoral Fund - TECk Open ended 5,000.00 1,000.00
SBI Healthcare Opp Fund-Reg(D) Equity - Sectoral Fund - Pharma & Health Care Open ended 5,000.00 1,000.00
SBI Healthcare Opp Fund-Reg(G) Equity - Sectoral Fund - Pharma & Health Care Open ended 5,000.00 1,000.00
SBI PSU Fund-Reg(G) Equity - Thematic Fund - Other Open ended 5,000.00 1,000.00
SBI PSU Fund-Reg(D) Equity - Thematic Fund - Other Open ended 5,000.00 1,000.00
SBI Consumption Opp Fund-Reg(G) Equity - Sectoral Fund - Consumption Open ended 5,000.00 1,000.00
SBI Technology Opp Fund-Reg(G) Equity - Sectoral Fund - TECh Open ended 5,000.00 1,000.00
SBI Dynamic Asset Allocation Fund-Reg(G) Hybrid - Dynamic Asset Allocation Open ended 5,000.00 1,000.00
SBI Equity Opp Fund-Sr I-Reg(G) Equity - Large Cap Fund Close ended 5,000.00 SIP Not Available
SBI Banking & Financial Services Fund-Reg(G) Equity - Sectoral Fund - Banks & Financial Services Open ended 5,000.00 1,000.00
SBI LT Advantage Fund-I-Reg(G) Equity - ELSS Close ended 1,000.00 SIP Not Available
SBI Equity Opp Fund-Sr I-Reg(D) Equity - Large Cap Fund Close ended 5,000.00 SIP Not Available
SBI Banking & Financial Services Fund-Reg(DP) Equity - Sectoral Fund - Banks & Financial Services Open ended 5,000.00 1,000.00
SBI Dynamic Asset Allocation Fund-Reg(D) Hybrid - Dynamic Asset Allocation Open ended 5,000.00 1,000.00
SBI Equity Opp Fund-Sr IV-Reg(G) Hybrid - Large Cap Fund Close ended 5,000.00 SIP Not Available
SBI Equity Opp Fund-Sr IV-Reg(D) Hybrid - Large Cap Fund Close ended 5,000.00 SIP Not Available
SBI LT Advantage Fund-III-Reg(G) Hybrid - ELSS Close ended 1,000.00 SIP Not Available
SBI LT Advantage Fund-III-Reg(D) Hybrid - ELSS Close ended 1,000.00 SIP Not Available
SBI LT Advantage Fund-IV-Reg(G) Hybrid - ELSS Close ended 1,000.00 SIP Not Available
SBI LT Advantage Fund-IV-Reg(D) Hybrid - ELSS Close ended 1,000.00 SIP Not Available
SBI DAF-XXIII-Reg(G) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXIII-Reg(D) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI LT Advantage Fund-V-Reg(G) Equity - ELSS Close ended 1,000.00 SIP Not Available
SBI LT Advantage Fund-V-Reg(D) Equity - ELSS Close ended 1,000.00 SIP Not Available
SBI DAF-XXVI-Reg(G) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXVI-Reg(D) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXVIII-Reg(G) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI LT Advantage Fund-VI-Reg(G) Equity - ELSS Close ended 1,000.00 SIP Not Available
SBI LT Advantage Fund-VI-Reg(D) Equity - ELSS Close ended 1,000.00 SIP Not Available
SBI DAF-XXVIII-Reg(D) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXIX-Reg(G) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXIX-Reg(D) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXX-Reg(G) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available
SBI DAF-XXX-Reg(D) Hybrid - Balanced Hybrid Fund Close ended 5,000.00 SIP Not Available

SBI Mutual Fund NAV and performance

The NAV or Net Asset Value of a mutual fund scheme is a factor in determining the overall performance of the scheme. You can browse through all the SBI mutual fund schemes and their NAV here.