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SBI Mutual Fund

SBI Mutual Fund was set up on June 29, 1987, and was incorporated on February 7, 1992, and is the first non-UTI Mutual Fund which is a joint venture between the largest bank in India State Bank of India, and the leading global AMC – Asset Management Company in France – AMUNDI.

 

The SBI Mutual Fund Trustee Company Private Limited which regulates the SBI Mutual Fund was set up as a trust under the Trust Act of 1882. SBI Mutual Fund (SBIMF) offers various solution-oriented financial goals in the form of child education, planning of retirement, etc.

 

Besides long-term investments, SBIMF caters to a myriad of other investment criteria like ETFs, equity schemes, Index Funds, hybrid plans, debt plans, and much more. SBI AMC became the biggest AMC AUM-wise in January from the 3rd position. As of July 2020,  SBI mutual fund house manages average assets worth Rs. 3,64,916 crores.

 

The biggest and the best equity schemes of SBI Mutual Fund are SBI ETF Nifty 50 (with assets worth Rs. 67,765 crores) and SBI ETF Sensex ((with assets worth Rs. 26,642 crores). The third biggest fund of the AMC is SBI Bluechip, which is their large-cap fund. The scheme has an AUM of Rs. 20,783 crores as of July 2020.

 

As of 31-Mar-2021, the Corpus under management is Rs. 505373.4637 crores and the number of SBI Mutual Fund schemes is 322. In 20 years of operation, the mutual fund has rewarded its investors beneficially with consistent returns.

 

It has launched 38 schemes and successfully redeemed 15 of them. A total of over 5.8 million investors have invested their faith in the fund and its schemes are consistently outperforming benchmark indices.

 

The Fund manages over Rs. 42,100 crores of assets reaching out to a vast family of investors through a network of over 130 points of acceptance, 59 investor service desks, 29 investor service centers, and 6 Investor Service Points.

 

SBI Mutual Fund is one of the most revered and trusted AMC – asset management companies, with a consistent track record, in India for the last three decades. Its diligent team of experts and professionals provides the most prudent advice on research, risk management, and stock selection.

List of SBI Mutual Fund in India

Fund Category Risk 1Y Returns Ratings Fund size ( in Cr)
Money Market Low Risk 6.07253
SIP Investment Strategies 5
₹15319.8641
Fixed Income Moderate Risk 7.40715
SIP Investment Strategies 5
₹7136.5291
Fixed Income Moderately High risk 7.9377
SIP Investment Strategies 5
₹1603.8264
Fixed Income Low to Moderate Risk 8.78826
SIP Investment Strategies 5
₹6893.0719
Fixed Income Low to Moderate Risk 8.78746
SIP Investment Strategies 5
₹6893.0719
Fixed Income Low to Moderate Risk 8.7883
SIP Investment Strategies 5
₹6893.0719
Fixed Income Moderate Risk 6.26516
SIP Investment Strategies 4
₹10333.1584
Equity Very High Risk 19.27224
SIP Investment Strategies 4
₹28989.8861
Equity Very High Risk 26.2584
SIP Investment Strategies 4
₹18624.5385
Allocation Moderately High risk 12.14616
SIP Investment Strategies 4
₹7917.2545
Equity Very High Risk 31.82227
SIP Investment Strategies 4
₹14429.8408
Allocation High Risk 13.75863
SIP Investment Strategies 4
₹2317.1549
Allocation High Risk 13.75784
SIP Investment Strategies 4
₹2317.1549
Fixed Income Moderately High risk 7.93784
SIP Investment Strategies 4
₹1603.8264
Fixed Income Moderately High risk 8.09426
SIP Investment Strategies 4
₹2773.0449
Fixed Income Moderate Risk 8.69279
SIP Investment Strategies 4
₹1515.8827
Fixed Income Low to Moderate Risk 6.15279
SIP Investment Strategies 4
₹5087.6393
Fixed Income Moderate Risk 6.35986
SIP Investment Strategies 4
₹13264.6883
Fixed Income Moderate Risk 6.35995
SIP Investment Strategies 4
₹13264.6883
Fixed Income Moderate Risk 6.26465
SIP Investment Strategies 4
₹10333.1584
Equity Very High Risk 26.25744
SIP Investment Strategies 4
₹18624.5385
Allocation Moderately High risk 12.1434
SIP Investment Strategies 4
₹7917.2545
Allocation Very High Risk 18.03023
SIP Investment Strategies 4
₹936.6101
Allocation Moderately High risk 12.14653
SIP Investment Strategies 4
₹7917.2545
Fixed Income Low to Moderate Risk 8.48736
SIP Investment Strategies 4
₹3002.6547
Allocation Moderately High risk 12.1467
SIP Investment Strategies 4
₹7917.2545
Money Market Moderate Risk 6.45053
SIP Investment Strategies 4
₹63461.9069
Fixed Income Moderate Risk 6.42585
SIP Investment Strategies 4
₹14258.8098
Fixed Income Moderate Risk 7.41001
SIP Investment Strategies 4
₹7136.5291
Fixed Income Moderately High risk 7.93836
SIP Investment Strategies 4
₹1603.8264
Fixed Income Moderate Risk 6.37859
SIP Investment Strategies 4
₹19339.6788
Equity Very High Risk 26.16061
SIP Investment Strategies 4
₹1415.6478
Equity Very High Risk 19.27174
SIP Investment Strategies 4
₹28989.8861
Fixed Income Moderate Risk 8.69349
SIP Investment Strategies 4
₹1515.8827
Fixed Income Low to Moderate Risk 8.78756
SIP Investment Strategies 4
₹6893.0719
Money Market Moderate Risk 6.45008
SIP Investment Strategies 4
₹63461.9069
Equity Very High Risk 26.67251
SIP Investment Strategies 4
₹11132.5262
Equity Very High Risk 26.67299
SIP Investment Strategies 4
₹11132.5262
Equity Very High Risk 24.97827
SIP Investment Strategies 4
₹38338.0421
Equity Very High Risk 24.97889
SIP Investment Strategies 4
₹38338.0421
Fixed Income Moderate Risk 6.37866
SIP Investment Strategies 3
₹19339.6788
Equity Very High Risk 35.054
SIP Investment Strategies 3
₹1082.1951
Equity Very High Risk 17.20728
SIP Investment Strategies 3
₹444.0586
Equity Very High Risk 17.20643
SIP Investment Strategies 3
₹444.0586
Fixed Income Moderately High risk 8.09277
SIP Investment Strategies 3
₹2773.0449
Fixed Income Moderate Risk 6.30684
SIP Investment Strategies 3
₹10333.1584
Fixed Income Moderate Risk 6.26516
SIP Investment Strategies 3
₹10333.1584
Fixed Income Low to Moderate Risk 8.48793
SIP Investment Strategies 3
₹3002.6547
Fixed Income Moderate Risk 6.3738
SIP Investment Strategies 3
₹19339.6788
Fixed Income Low to Moderate Risk 7.41855
SIP Investment Strategies 3
₹6893.0719
Allocation Very High Risk 14.52077
SIP Investment Strategies 3
₹58312.3573
Fixed Income Moderate Risk 6.42764
SIP Investment Strategies 3
₹14258.8098
Fixed Income Low to Moderate Risk 8.48793
SIP Investment Strategies 3
₹3002.6547
Fixed Income Moderately High risk 8.09441
SIP Investment Strategies 3
₹2773.0449
Equity Very High Risk 35.05437
SIP Investment Strategies 3
₹1082.1951
Allocation High Risk 13.7588
SIP Investment Strategies 3
₹2317.1549
Fixed Income Moderate Risk 6.42764
SIP Investment Strategies 3
₹14258.8098
Fixed Income Moderately High risk 8.09441
SIP Investment Strategies 3
₹2773.0449
Fixed Income Low to Moderate Risk 12.46212
SIP Investment Strategies 3
₹6893.0719
Fixed Income Moderate Risk 6.37837
SIP Investment Strategies 3
₹19339.6788
Fixed Income Moderate Risk 6.26515
SIP Investment Strategies 3
₹10333.1584
Fixed Income Low to Moderate Risk 6.15271
SIP Investment Strategies 3
₹5087.6393
Fixed Income Moderate Risk 6.2651
SIP Investment Strategies 3
₹10333.1584
Fixed Income Moderate Risk 6.37837
SIP Investment Strategies 3
₹19339.6788
Fixed Income Moderate Risk 6.3738
SIP Investment Strategies 3
₹19339.6788
Fixed Income Moderate Risk 6.35958
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.35968
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.36222
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.35924
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.36005
SIP Investment Strategies 3
₹13264.6883
Equity Very High Risk 30.17404
SIP Investment Strategies 3
₹4317.3047
Fixed Income Moderate Risk 6.26516
SIP Investment Strategies 3
₹10333.1584
Alternative Low Risk 6.60827
SIP Investment Strategies 3
₹11230.529
Allocation Very High Risk 18.03184
SIP Investment Strategies 3
₹936.6101
Allocation Very High Risk 18.03248
SIP Investment Strategies 3
₹936.6101
Allocation Very High Risk 18.03181
SIP Investment Strategies 3
₹936.6101
Fixed Income Moderate Risk 6.45005
SIP Investment Strategies 3
₹14258.8098
Money Market Moderate Risk 4.87799
SIP Investment Strategies 3
₹63461.9069
Money Market Moderate Risk 6.45007
SIP Investment Strategies 3
₹63461.9069
Money Market Low Risk 6.06596
SIP Investment Strategies 3
₹15319.8641
Equity Very High Risk 31.82403
SIP Investment Strategies 3
₹14429.8408
Fixed Income Moderate Risk 6.26908
SIP Investment Strategies 3
₹18264.632
Money Market Moderate Risk 6.45028
SIP Investment Strategies 3
₹63461.9069
Fixed Income Moderate Risk 6.35958
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.36222
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.35968
SIP Investment Strategies 3
₹13264.6883
Allocation Very High Risk 14.52128
SIP Investment Strategies 3
₹58312.3573
Fixed Income Moderate Risk 6.36005
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.35924
SIP Investment Strategies 3
₹13264.6883
Fixed Income Moderate Risk 6.26515
SIP Investment Strategies 3
₹10333.1584
Fixed Income Moderate Risk 6.26515
SIP Investment Strategies 3
₹10333.1584
Fixed Income Moderate Risk 6.2651
SIP Investment Strategies 3
₹10333.1584
Fixed Income Moderate Risk 6.27006
SIP Investment Strategies 3
₹18264.632
Fixed Income Moderate Risk 6.26908
SIP Investment Strategies 3
₹18264.632
Fixed Income Moderate Risk 6.27006
SIP Investment Strategies 3
₹18264.632
Fixed Income Moderate Risk 6.26839
SIP Investment Strategies 3
₹18264.632
Money Market Moderate Risk 6.42765
SIP Investment Strategies 3
₹63461.9069
Fixed Income Low to Moderate Risk 8.79583
SIP Investment Strategies 3
₹6893.0719
Fixed Income Moderate Risk 6.359
SIP Investment Strategies 3
₹13264.6883
Fixed Income Low to Moderate Risk 6.15526
SIP Investment Strategies 3
₹5087.6393
Fixed Income Low to Moderate Risk 6.15271
SIP Investment Strategies 3
₹5087.6393
Fixed Income Moderate Risk 6.359
SIP Investment Strategies 3
₹13264.6883
Alternative Low Risk 6.60795
SIP Investment Strategies 3
₹11230.529
Fixed Income Low to Moderate Risk 8.79583
SIP Investment Strategies 3
₹6893.0719
Equity Very High Risk 23.94193
SIP Investment Strategies 3
₹161599.212
Fixed Income Moderate Risk 8.78542
SIP Investment Strategies 2
₹2707.7015
Fixed Income Moderate Risk 6.26277
SIP Investment Strategies 2
₹10333.1584
Fixed Income Low to Moderate Risk 6.15199
SIP Investment Strategies 2
₹5087.6393
Fixed Income Low to Moderate Risk 8.78784
SIP Investment Strategies 2
₹6893.0719
Fixed Income Low to Moderate Risk 8.78784
SIP Investment Strategies 2
₹6893.0719
Equity Very High Risk 32.26534
SIP Investment Strategies 2
₹11865.2799
Equity Very High Risk 32.26569
SIP Investment Strategies 2
₹11865.2799
Equity Very High Risk 22.96221
SIP Investment Strategies 2
₹5986.6431
Equity Very High Risk 32.26569
SIP Investment Strategies 2
₹11865.2799
Equity Very High Risk 23.36725
SIP Investment Strategies 2
₹4595.9929
Equity Very High Risk 23.36977
SIP Investment Strategies 2
₹4595.9929
Equity Very High Risk 23.36977
SIP Investment Strategies 2
₹4595.9929
Fixed Income Moderate Risk 6.26277
SIP Investment Strategies 2
₹10333.1584
Equity Very High Risk 22.9623
SIP Investment Strategies 2
₹5986.6431
Fixed Income Low to Moderate Risk 8.78804
SIP Investment Strategies 2
₹6893.0719
Equity Very High Risk 22.96221
SIP Investment Strategies 2
₹5986.6431
Fixed Income Low to Moderate Risk 6.15199
SIP Investment Strategies 2
₹5087.6393
Fixed Income Low to Moderate Risk 8.78894
SIP Investment Strategies 2
₹6893.0719
Fixed Income Low to Moderate Risk 8.78894
SIP Investment Strategies 2
₹6893.0719
Fixed Income Low to Moderate Risk 8.78804
SIP Investment Strategies 2
₹6893.0719
Equity Very High Risk 14.56715
SIP Investment Strategies 1
₹1419.7065
Equity Very High Risk 39.43716
SIP Investment Strategies 1
₹562.0318
Equity Very High Risk 39.43643
SIP Investment Strategies 1
₹562.0318
Equity Very High Risk 13.75494
SIP Investment Strategies 0
₹496.5022
Money Market Moderate Risk 6.45028
SIP Investment Strategies 0
₹63461.9069
Money Market Moderate Risk 6.45026
SIP Investment Strategies 0
₹63461.9069
Money Market Moderate Risk 4.87799
SIP Investment Strategies 0
₹63461.9069
Allocation Very High Risk 17.98044
SIP Investment Strategies 0
₹22654.4439
Money Market Moderate Risk 6.45028
SIP Investment Strategies 0
₹63461.9069
Allocation Very High Risk 17.98044
SIP Investment Strategies 0
₹22654.4439
Money Market Low Risk 6.06596
SIP Investment Strategies 0
₹15319.8641
Allocation Very High Risk 17.97709
SIP Investment Strategies 0
₹22654.4439
Commodities High Risk 15.44645
SIP Investment Strategies 0
₹1341.1414
Equity Very High Risk 13.75779
SIP Investment Strategies 0
₹496.5022
Alternative Low Risk 6.60795
SIP Investment Strategies 0
₹11230.529
Equity Very High Risk 13.75779
SIP Investment Strategies 0
₹496.5022
Equity Very High Risk 18.83777
SIP Investment Strategies 0
₹780.5426
Equity Very High Risk 23.14887
SIP Investment Strategies 0
₹153.1717
Equity Very High Risk 23.14887
SIP Investment Strategies 0
₹153.1717
Equity Very High Risk 23.14858
SIP Investment Strategies 0
₹153.1717
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹767.4595
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹767.4595
Equity Very High Risk 18.57072
SIP Investment Strategies 0
₹66.5867
Equity Very High Risk -
SIP Investment Strategies 0
₹4468.7258
Equity Very High Risk -
SIP Investment Strategies 0
₹4468.7258
Commodities High Risk 15.44645
SIP Investment Strategies 0
₹1341.1414
Commodities High Risk 15.44677
SIP Investment Strategies 0
₹1341.1414
Equity Very High Risk 23.4332
SIP Investment Strategies 0
₹3021.1506
Equity Very High Risk 23.43309
SIP Investment Strategies 0
₹3021.1506
Equity Very High Risk 20.86702
SIP Investment Strategies 0
₹4913.5329
Equity Very High Risk 20.86702
SIP Investment Strategies 0
₹4913.5329
Equity Very High Risk 18.79529
SIP Investment Strategies 0
₹9.3762
Equity Very High Risk 19.59891
SIP Investment Strategies 0
₹33.5924
Equity Very High Risk 17.20643
SIP Investment Strategies 0
₹444.0586
Equity Very High Risk 23.43309
SIP Investment Strategies 0
₹3021.1506
Equity Very High Risk 26.16006
SIP Investment Strategies 0
₹1415.6478
Equity Very High Risk 28.51957
SIP Investment Strategies 0
₹1843.3489
Equity Very High Risk 28.51977
SIP Investment Strategies 0
₹1843.3489
Equity Very High Risk 20.86619
SIP Investment Strategies 0
₹4913.5329
Equity Very High Risk 32.05453
SIP Investment Strategies 0
₹178.7488
Equity Very High Risk 39.43716
SIP Investment Strategies 0
₹562.0318
Equity Very High Risk 26.16061
SIP Investment Strategies 0
₹1415.6478
Allocation Moderately High risk 11.65202
SIP Investment Strategies 0
₹158.5864
Allocation Very High Risk 21.63534
SIP Investment Strategies 0
₹1040.8192
Equity Very High Risk -
SIP Investment Strategies 0
₹156.3651
Equity Very High Risk -
SIP Investment Strategies 0
₹156.3651
Equity Very High Risk -
SIP Investment Strategies 0
₹215.4125
Equity Very High Risk -
SIP Investment Strategies 0
₹215.4125
Equity Very High Risk -
SIP Investment Strategies 0
₹215.4125
Equity Very High Risk 28.51957
SIP Investment Strategies 0
₹1843.3489
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹5735.5003
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹5735.5003
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹5735.5003
Commodities High Risk 15.00992
SIP Investment Strategies 0
₹2994.0197
Equity Very High Risk 20.80985
SIP Investment Strategies 0
₹17447.9812
Equity Very High Risk 20.8101
SIP Investment Strategies 0
₹17447.9812
Fixed Income Low to Moderate Risk 6.30654
SIP Investment Strategies 0
₹1224.0588
Equity Very High Risk 20.8101
SIP Investment Strategies 0
₹17447.9812
Money Market Moderate Risk 6.45028
SIP Investment Strategies 0
₹63461.9069
Money Market Low Risk 6.07193
SIP Investment Strategies 0
₹15319.8641
Money Market Moderate Risk 6.45026
SIP Investment Strategies 0
₹63461.9069

Key Information

Sponsor

State Bank of India

Trustee

SBI Mutual Fund Trustee Company Private Limited

Investment Manager

SBI Funds Management Private Limited

Incorporation Date

July 1, 1987

Setup Date

August 7, 1987

How to invest in Mutual Funds with EduFund?

 

  1. Download the EduFund App and set up a FREE investment account.
  2. After setting up the App, click on Invest on your Dashboard.
  3. By clicking, you can start exploring the top mutual funds on the App.
  4. Get the trending mutual funds, risk-wise buckets, and class-wise buckets for your kid’s future, or search for any fund.
  5. Choose any fund, press Add to Cart, and place a SIP or Lumpsum order for your child’s education goals.
  6. That’s how easy it is to invest in mutual funds with EduFund!
Top Fund Managers

Mr. Navneet Munot

CIO and Executive Director

Mr. Rama Iyer Sankaran

Head - Fixed Income

Mr. Sohini Andani

Fund Manager - Equity

Mr. Rajeev Radhakrishnan

Head - Fixed Income

Mr. Dinesh Ahuja

Fund Manager - Equity

Get answers to your questions

Read some of the frequently-asked questions here

How to invest in SBI Mutual Fund? Arrow

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