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SBI Mutual Fund brings its investors products that are not only designed to meet the investment requirement of common Indian customer but also simultaneously generate wealth for its investors. Even though, mutual funds are subject to market conditions and other micro and macro circumstances in Indian and global economy, risk mitigation is another key factor which given SBI mutual funds an extra edge over its competitors.
SBI Funds Management Pvt. Ltd was formed as a joint venture between the SBI and AMUNDI (France), one of the world’s leading fund management companies. SBI Funds Management Pvt. Ltd. (popularly known as SBI Mutual Fund AMC) has a vast experience of 28 years in fund management with a strong ancestry linked to India’s largest bank – State Bank of India (SBI).
Currently, SBI MF has a wide network of over 222 service points across India and is entrusted to deliver value and cultivate the trust of investors. With a strong and rich pedigree of the State Bank of India (SBI) group, SBI Funds Management Pvt. Ltd. has been catering to millions of investors through their expertise and consistently delivered the optimum value to its investors. SBI Funds Management company has come up as one of the key players in the Indian mutual fund industry with a bouquet of funds in multiple sectors such as financial institutions, local and international asset management companies, pension funds, etc. SBI MF also unified end-to-end customized asset management products for institutions, discretionary and non-discretionary portfolio management services.
SBI Funds Management has been effectively managing and guiding India’s dedicated offshore funds since 1988. SBI Funds Management is renowned as the first institution to come up with an offshore fund called ‘SBI Resurgent India Opportunities Fund’. The objective for these funds was to provide investors with unheard of opportunities related to long-term growth of capital through investments made into a wide range of market-linked securities.
The salient features of SBI Mutual Fund products are:
Being one of the core focus areas, each strategy is based on close scrutiny on a constant process. SBI Funds Management follows enterprise wide approach to risk management with a dedicated, experienced and professional risk management team covering significant functions of the organization.
Risk Management focuses on:
SBI mutual funds is designed to outperform the industry benchmarks through well researched investments in various Indian equities. In order to achieve this, an active management style is adopted based on fundamental analysis and then construction of a portfolio is done. SBI mutual fund schemes are as diversified as it could be. The products are blended, large cap, mid cap, or specific sector oriented – all aimed to capture the growth potential of Indian equities.
SBI Equity Funds: SBI equity funds offer long term capital appreciation through investment equity stocks/shares of top rated companies. SBI equity funds are known for their consistent performance and offering high return. At the same time these are considered to be high-risk funds.
Fund Managers- Equity
|SBI Arbitrage Opportunities Fund – Direct Plan – Dividend|
|SBI Banking & Financial Services Fund- Direct Plan – Dividend|
|SBI Blue Chip Fund – Regular Plan – Growth|
|SBI Contra Fund|
|SBI Emerging Businesses Fund|
|SBI Long Term Advantage Fund – Series III – Regular Plan – Growth|
|SBI Magnum Fund|
|SBI Nifty Index Fund- Regular Plan – Dividend|
|SBI One India Fund- Dividend|
|SBI PSU Fund – Regular Plan – Growth|
|SBI Pharma Fund- Direct Plan – Dividend|
|SBI Small & Midcap Fund – Direct Plan – Dividend|
|SBI Tax Advantage Fund- Series III – Regular Plan – Growth|
SBI Exchange Traded Funds: ETF or exchange traded funds offered by SBI MF is a mix of both the open and close ended mutual funds scheme and is traded on the recognized stock markets. The SBI ETF are known to offer a lot of liquidity & lower service charges.
|SBI – ETF 10 Year Gilt|
|SBI – ETF BSE 100|
|SBI – ETF GOLD|
|SBI – ETF Nifty|
|SBI – ETF Sensex|
|Fund of Fund|
|SBI Gold Fund|
SBI Hybrid Funds: SBI hybrid funds invest in a variety of asset classes. The blend of equity and debt and various proportion offers investor multiple variant of hybrid funds to choose from .Some of such funds are:
|SBI Capital Protection Oriented Fund|
|SBI Dual Advantage Fund|
SBI Liquid Funds – SBI liquid funds are of low risk category with moderate returns & best suited for investors with the short-term investment horizon. Some of the liquid funds offered by SBI MF are:
|SBI Magnum Insta Cash Fund – Direct Plan – Daily Dividend|
|SBI Magnum Insta Cash Fund – Direct Plan – Growth|
|SBI Magnum Insta Cash Fund – Direct Plan -Weekly Dividend|
|SBI Magnum Insta Cash Fund – Regular Plan – Cash|
|SBI Magnum Insta Cash Fund – Regular Plan – Daily Dividend|
SBI Debt Funds– Debt funds by SBI MF is generally a safer investment option, However with a lower return potential than other types of SBI mutual funds. The debt funds by SBI invest in various short-term fixed income securities including, treasury bills, government bonds, commercial paper and certificates of deposit.
|SBI Magnum Children’s Benefit Plan|
|SBI Benchmark Gsec Fund|
|SBI Corporate Bond Fund|
|SBI Debt Fund Series|
The performance of a fund depends on the ability of its fund managers to capture the growth potential of Indian securities and manage complex portfolios to deliver optimum results. At SBI the best investment strategies are put together by their Fund Managers with a sharp eye to monitor, and understand the market trends and changes. With advanced securities selection, insightful research, concentrated coverage the dedicated team of fund managers at SBI, ensures minimization of risks while shielding the investor’s interest.
Portfolio Management Services
Other value added services offered by SBI Asset Management Company.
Portfolio Management and Advisory Services
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