SBI Mutual Fund

SBI Mutual Fund

SBI Mutual Fund, established in 1987, is one of India's largest and most trusted asset management companies. With an impressive Assets Under Management (AUM) of over ₹10,37,900.38 cr., it ranks among the top 3 mutual fund houses in India. The fund house offers more than 81 schemes across various categories, including equity, debt, hybrid, and solution-oriented funds.

SBI Mutual Fund is a joint venture between the State Bank of India and Amundi (Europe's largest asset manager), with SBI holding a 62.6% stake. The fund house has consistently maintained strong performance ratings from CRISIL and other rating agencies. Their market presence spans 230+ cities through a robust network of branches and distributors, making it one of the most accessible mutual fund companies in India.

Scheme Name		Min. Invest	AUM (In Cr)
SBI Magnum Children's Benefit Fund - IP - Dir (G) Childrens Fund \| Solution Oriented	35.45%	₹5,000	₹3,244.79	Invest
SBI Healthcare Opportunities Fund - Direct (G) Sectoral / Thematic \| Equity	32.64%	₹5,000	₹3,628.03	Invest
SBI Gold Fund - Direct (G) FoFs Domestic \| Other	26.43%	₹5,000	₹2,583.37	Invest
SBI Multicap Fund - Direct (G) Multi Cap Fund \| Equity	23.07%	₹5,000	₹19,158.09	Invest
SBI Technology Opportunities Fund - Direct (G) Sectoral / Thematic \| Equity	22.15%	₹5,000	₹4,738.96	Invest
SBI Long Term Equity Fund - Direct (G) ELSS \| Equity	22.08%	₹500	₹27,791.08	Invest
SBI Nifty Next 50 Index Fund - Direct (G) Index Fund \| Other	19.36%	₹5,000	₹1,495.86	Invest
SBI PSU Fund - Direct (G) Sectoral / Thematic \| Equity	18.63%	₹5,000	₹4,572.13	Invest
SBI Banking & Financial Services Fund - Direct (G) Sectoral / Thematic \| Equity	18.25%	₹5,000	₹6,621.57	Invest
SBI Small Cap Fund - Direct (G) Small Cap Fund \| Equity	17.83%	₹5,000	₹33,496.05	Invest
SBI Focused Equity Fund - Direct (G) Focused Fund \| Equity	17.55%	₹5,000	₹34,679.54	Invest
SBI Magnum Midcap Fund - Direct (G) Mid Cap Fund \| Equity	17.08%	₹5,000	₹21,818.37	Invest
SBI Consumption Opportunities Fund - Direct (G) Sectoral / Thematic \| Equity	17.00%	₹5,000	₹3,100.05	Invest
SBI Contra Fund - Direct (G) Contra Fund \| Equity	16.11%	₹5,000	₹42,180.93	Invest
SBI Large & Midcap Fund - Direct (G) Large & Mid Cap Fund \| Equity	15.79%	₹5,000	₹29,267.74	Invest
SBI Nifty Smallcap 250 Index Fund - Direct (G) Index Fund \| Other	15.65%	₹5,000	₹1,301.32	Invest
SBI Nifty Midcap 150 Index Fund - Direct (G) Index Fund \| Other	15.25%	₹5,000	₹740.33	Invest
SBI Infrastructure Fund - Direct (G) Sectoral / Thematic \| Equity	14.60%	₹5,000	₹4,998.52	Invest
SBI Dividend Yield Fund - Direct (G) Dividend Yield Fund \| Equity	13.81%	₹5,000	₹9,264.08	Invest
SBI Equity Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	13.79%	₹1,000	₹71,635.79	Invest

SBI Magnum Children's Benefit Fund - IP - Dir (G)

Equity | Childrens Fund

1Y returns

35.45%

Min. Invest

₹5,000

AUM

₹3,244.79 Cr

SBI Healthcare Opportunities Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

32.64%

Min. Invest

₹5,000

AUM

₹3,628.03 Cr

SBI Gold Fund - Direct (G)

Equity | FoFs Domestic

1Y returns

26.43%

Min. Invest

₹5,000

AUM

₹2,583.37 Cr

SBI Multicap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

23.07%

Min. Invest

₹5,000

AUM

₹19,158.09 Cr

SBI Technology Opportunities Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

22.15%

Min. Invest

₹5,000

AUM

₹4,738.96 Cr

SBI Long Term Equity Fund - Direct (G)

Equity | ELSS

1Y returns

22.08%

Min. Invest

₹500

AUM

₹27,791.08 Cr

SBI Nifty Next 50 Index Fund - Direct (G)

Equity | Index Fund

1Y returns

19.36%

Min. Invest

₹5,000

AUM

₹1,495.86 Cr

SBI PSU Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

18.63%

Min. Invest

₹5,000

AUM

₹4,572.13 Cr

SBI Banking & Financial Services Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

18.25%

Min. Invest

₹5,000

AUM

₹6,621.57 Cr

SBI Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

17.83%

Min. Invest

₹5,000

AUM

₹33,496.05 Cr

SBI Focused Equity Fund - Direct (G)

Equity | Focused Fund

1Y returns

17.55%

Min. Invest

₹5,000

AUM

₹34,679.54 Cr

SBI Magnum Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

17.08%

Min. Invest

₹5,000

AUM

₹21,818.37 Cr

SBI Consumption Opportunities Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

17.00%

Min. Invest

₹5,000

AUM

₹3,100.05 Cr

SBI Contra Fund - Direct (G)

Equity | Contra Fund

1Y returns

16.11%

Min. Invest

₹5,000

AUM

₹42,180.93 Cr

SBI Large & Midcap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

15.79%

Min. Invest

₹5,000

AUM

₹29,267.74 Cr

SBI Nifty Smallcap 250 Index Fund - Direct (G)

Equity | Index Fund

1Y returns

15.65%

Min. Invest

₹5,000

AUM

₹1,301.32 Cr

SBI Nifty Midcap 150 Index Fund - Direct (G)

Equity | Index Fund

1Y returns

15.25%

Min. Invest

₹5,000

AUM

₹740.33 Cr

SBI Infrastructure Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

14.60%

Min. Invest

₹5,000

AUM

₹4,998.52 Cr

SBI Dividend Yield Fund - Direct (G)

Equity | Dividend Yield Fund

1Y returns

13.81%

Min. Invest

₹5,000

AUM

₹9,264.08 Cr

SBI Equity Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

13.79%

Min. Invest

₹1,000

AUM

₹71,635.79 Cr

About SBI Mutual Fund

SBI Mutual Fund has emerged as a dominant force in India's mutual fund landscape with its remarkable performance and strategic excellence. The fund house has achieved an impressive milestone by crossing ₹10,37,900.38 cr. in Assets Under Management, demonstrating its robust market position. Their investor base has expanded to over 2.61 crore folios, making it one of the most trusted fund houses in the country.

The company has maintained a consistent year-on-year AUM growth rate of approximately 20-25%, showcasing its strong market momentum. Multiple equity schemes from SBI Mutual Fund have consistently outperformed their respective benchmarks, establishing their investment expertise.

The fund house's debt fund management has been equally impressive, maintaining superior credit quality and delivering stable returns. Their flagship funds have demonstrated exceptional performance by delivering above-average returns over both 5 and 10-year periods, reflecting their long-term investment capability.

The fund house boasts an experienced team of fund managers who average over many years of industry experience, bringing deep market insights to their investment decisions. Their strong research team covers various sectors and companies extensively, providing thorough market analysis for informed investment decisions. The management ensures regular training and skill enhancement programs for fund managers to stay updated with market trends and investment strategies.

SBI Mutual Fund has been a pioneer in innovation, regularly introducing new fund solutions to meet evolving investor needs. They were among the first to launch index funds and ETFs in India, showing their commitment to product innovation. The fund house has also demonstrated forward-thinking by focusing on ESG and sustainable investing options, aligning with global investment trends. Their technology integration has been remarkable, with advanced digital platforms providing a seamless investor experience. The fund house regularly updates and improves its mobile apps and online portals to enhance user experience and accessibility. They maintain strong cybersecurity measures to protect investor interests and ensure safe digital transactions.

The fund house has established a robust distribution network across India, making its products accessible to investors in both urban and rural areas. Their investor education initiatives have helped improve financial literacy and informed decision-making among investors. The fund house maintains transparent communication with investors through regular portfolio disclosures and performance updates. Their strong parentage, being backed by the State Bank of India and Amundi, adds to their credibility and stability.

The fund house has received numerous awards and recognition from industry bodies for their fund performance and service excellence. Their commitment to corporate governance and ethical practices has earned them high trust among investors and industry stakeholders. The fund house continues to evolve and adapt to changing market conditions while maintaining its core investment philosophy and values.

How to Invest in SBI Mutual Fund?

SBI Mutual Fund offers a compelling investment proposition due to its strong parentage and proven track record. The fund house's extensive experience in managing diverse portfolios makes it a reliable choice for investors seeking both wealth creation and preservation.

Their wide range of schemes caters to various investment objectives and risk appetites, while their professional management ensures optimal portfolio allocation. The fund house's commitment to transparency and investor education further strengthens its position as a trustworthy investment partner.

Here are the steps you need to take to begin your investment process.

Step 1: Login or Register

Visit the Torus Digital platform or the SBI MF website to register. Complete basic information and create login credentials.

Step 2: Validate Identity Proof

Upload documents through Digilocker for seamless verification. No physical documentation is required for faster processing.

Step 3: Level of risk

Complete the risk profiling questionnaire to determine your risk tolerance level: conservative, moderate, or aggressive.

Step 4: Choose a mutual fund scheme

Select from various schemes based on your investment objective and risk assessment results.

Step 5: One Time (Lumpsum) or SIP

Choose between a one-time lumpsum investment or systematic investment plan (SIP) as per your convenience.

Step 6: SIP Placement

You can start SIP immediately or select a preferred date. Same-day SIP activation is available.

Your Torus account will reflect the SBI Mutual Fund in India you have invested in within 3 to 4 working days.

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SBI Magnum Children's Benefit Fund - IP - Dir (G)

₹5,000

₹3,244.79 Cr

SBI Healthcare Opportunities Fund - Direct (G)

₹5,000

₹3,628.03 Cr

SBI Gold Fund - Direct (G)

₹5,000

₹2,583.37 Cr

SBI Multicap Fund - Direct (G)

₹5,000

₹19,158.09 Cr

SBI Technology Opportunities Fund - Direct (G)

₹5,000

₹4,738.96 Cr

SBI Long Term Equity Fund - Direct (G)

₹500

₹27,791.08 Cr

SBI Nifty Next 50 Index Fund - Direct (G)

₹5,000

₹1,495.86 Cr

SBI PSU Fund - Direct (G)

₹5,000

₹4,572.13 Cr

SBI Banking & Financial Services Fund - Direct (G)

₹5,000

₹6,621.57 Cr

SBI Small Cap Fund - Direct (G)

₹5,000

₹33,496.05 Cr

SBI Focused Equity Fund - Direct (G)

₹5,000

₹34,679.54 Cr

SBI Magnum Midcap Fund - Direct (G)

₹5,000

₹21,818.37 Cr

SBI Consumption Opportunities Fund - Direct (G)

₹5,000

₹3,100.05 Cr

SBI Contra Fund - Direct (G)

₹5,000

₹42,180.93 Cr

SBI Large & Midcap Fund - Direct (G)

₹5,000

₹29,267.74 Cr

SBI Nifty Smallcap 250 Index Fund - Direct (G)

₹5,000

₹1,301.32 Cr

SBI Nifty Midcap 150 Index Fund - Direct (G)

₹5,000

₹740.33 Cr

SBI Infrastructure Fund - Direct (G)

₹5,000

₹4,998.52 Cr

SBI Dividend Yield Fund - Direct (G)

₹5,000

₹9,264.08 Cr

SBI Equity Hybrid Fund - Direct (G)

₹1,000

₹71,635.79 Cr

About SBI Mutual Fund

How to Invest in SBI Mutual Fund?

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Torus Digital Private Limited

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey