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SBI Mutual Fund

SBI Mutual Fund was incorporated in 1987-06-29. As of 27-12-24 08:00:391 UTC, SBI Mutual Fund is managing assets worth ₹ 1106904.48 Cr. SBI Mutual Fund offers 116 mutual fund schemes to potential investors. Additionally, it holds 118 funds.

AUM :

₹ 1106904.48 Cr

Schemes

116

Year of Incorporation

1987

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About SBI Mutual Fund

With an AUM of more than ₹16 Lakh Crores as of 2022, SBI Mutual Fund is one of India's leading fund houses. SBI Funds Management Limited has been in existence for over 33 years and is a joint venture between State Bank of India and AMUNDI. 

 

SBI Mutual Fund provides you with a vast array of options to choose from across debt, equity, hybrid, index, gold and exchange-traded funds. 

 

Some popular schemes offered by SBI Mutual Fund include SBI Magnum Midcap Fund, SBI Conservative Hybrid Fund and SBI Long-term Equity Fund. These schemes are not only highly ranked, but also consistently deliver impressive returns. 

 

With the right choice of securities and scrutiny of capital markets, SBI Mutual Fund aims to reduce investing risk and offer growth that overtakes benchmarks.

Incorporated 29 Jun. 1987
Mdceo Nand Kishore
Trustee SBI Mutual Fund Trustee Company Private Limited
Cio NA

How to Invest in SBI Mutual Fund?

Documents Required to Invest in SBI Mutual Fund:

Top Fund Managers

SBI Mutual Fund has a team of experienced fund managers who closely monitor the performance of the schemes and take timely decisions to manage risk.

1. R. Srinivasan

Rama Iyer Srinivasan is currently the Chief Investment Officer - Equity at SBI Funds Management. He joined the company in 2009 as a Senior Fund Manager and previously served as the Head of Equity. Srinivasan has spent around 30 years in the financial services industry, working with Principal PNB AMC, Future Capital Holding and more in the past.

 

He has a postgraduate degree in commerce and an MFM from the University of Bombay. Some of the funds he manages are SBI Magnum Children's Benefit Fund- Investment Plan and SBI Flexicap Fund. His collective AUM is worth more than ₹1 Lakh Crores.

2. Dinesh Ahuja

Dinesh Ahuja is a fund manager focusing on debt at SBIFM and joined the AMC in 2010. Reliance Asset Management Ltd., Reliance General Insurance Co. Ltd. and L&T Investment Management were a few companies that he worked with in the past. 

 

His experience spans over two decades and he has a commerce degree as well as a master’s in management studies. Having worked in both the sell and buy sides, Dinesh’s collective AUM is worth more than ₹1 Lakh Crores. 

 

Some of the funds he manages include the SBI Balanced Advantage Fund and the SBI Retirement Benefit Fund Aggressive Plan. 

3. Rajeev Radhakrishnan

Rajeev Radhakrishnan is the Chief Investment Officer - Fixed Income at SBIFM. He joined in 2008 as a fixed income portfolio manager and has spent around two decades in this category of capital markets. 

 

With an earlier stint at UTI Asset Management, Rajeev has a master’s in management studies with a specialisation in finance and is a CFA charterholder. Currently, he manages the SBI Short Term Debt Fund and SBI Magnum Children’s Benefit Fund. His collective AUM is worth more than ₹45,000 Crores.

4. Mansi Sajeja

Mansi Sajeja is a credit analyst and fund manager at SBIFM with about 15 years of experience. She joined SBIFM in 2009 and previously worked as a rating analyst at ICRA Limited for over three years. 

 

Sajeja graduated from Delhi University in financial and investment analysis and did her post graduate studies in business management from the Management Development Institute, Gurgaon. She is a CFA charterholder as well. 

 

Some of the key funds she manages include the SBI Equity Savings Fund and SBI Conservative Hybrid Fund. Her collective AUM stands at more than ₹9,500 Crores.

Email NA
Phone 022-61793000 / 1800-425-5425
Address 9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East)

Frequently Asked Questions About Mutual Funds

How many mutual fund schemes are offered by SBI Mutual Fund?

SBI Mutual Fund offers 116 mutual fund schemes across different categories.

What is the total AUM for SBI Mutual Fund?

When did SBI Mutual Fund first start?

Can I invest in SBI Mutual Fund via SIPs online?

Is it possible to stop an SIP for SBI Mutual Fund online?

What KYC documents are required to start investing in mutual fund schemes offered by SBI Mutual Fund?

Disclaimer

Investment Advisory

 

Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM,  in no way guarantees performance of the intermediary or provide any assurance of returns to investors.

 

Mutual funds

 

Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.

 

The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.

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