SBI Mutual Fund
AUM
₹ 11,16,708 Cr.
AMC Age
37 Years
No. Of Schemes
594
SBI Mutual Fund, managed by SBI Funds Management, offers multiple investment schemes backed by the trust of India's largest bank. Their performance-driven approach and wide-ranging portfolio make them a preferred choice for stable growth and wealth creation.
Calculate Returns on SBI Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ 174
Total Value
₹ 1374
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
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per annum
About SBI Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Established on June 29, 1987, SBI Mutual Fund is India's largest bank-sponsored AMC. As a joint venture between the State Bank of India and Amundi Asset Management, it offers a diverse product range that caters to various investor profiles and investment horizons.
Key Features
- SBI Mutual Fund offers 81 investment schemes across equity, debt, hybrid, and solution-oriented categories with a 5-star Morningstar rating for multiple funds.
- The fund house products include top-performing funds like SBI Small Cap Fund, SBI Bluechip Fund, and SBI Magnum Income Fund.
- SBI Mutual Fund combines the trust of India's oldest and largest bank and asset management company, backed by 35+ years of history in wealth creation and global investment expertise.
- The fund house has offices in over 200 locations making up for a significant physical presence across PAN India.
- SBI Bank has a 63% stake in SBI Funds Management, allowing for strategic direction and boosting the fund’s credibility, performance, and growth.
Documents Required
To invest in SBI Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact SBI Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
SBI Mutual Fund Managers
Mr. R. Srinivasan
Mr. Dinesh Balachandran
Ms. Sohini Andani
Mr. Rajeev Radhakrishnan
Mr. Rohit Shimpi
How To Invest In SBI Mutual Fund With Choice?
SBI Mutual Fund FAQs
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