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SBI Mutual Fund

Incorporated in 1987 by the State Bank of India, SBI Mutual Fund is one of the largest AMC in India by size with an Average AUM of Rs 9,80,981 Cr as of June 2024. It was registered with SEBI in 1993 and the fund house transformed into a joint venture between SBI and AMUNDI Asset Management in 2011. SBI has launched many firsts in the Indian mutual fund industry. In 2015, SBIMF received Rs 5000 crore investment in ETFs from EPFO. It was the first AMC to launch a Contra fund and ESG (Environment, Social, and Governance) focussed fund. The AMC offers a diverse range of mutual fund schemes across categories such as equity, debt, hybrid, ETFs, etc. The AMC offers 61 primary schemes.

List of All SBI Mutual Fund

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Equity
Debt
Hybrid
ELSS
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Fund Name
Return
Risk
Cat. Avg

SBI PSU Fund

Equity●Thematic Fund
 29.38%29.38%-

SBI Healthcare Opportunities Fund

Equity●Sector Funds
 24.14%24.14%-

SBI Nifty Midcap 150 Index Fund

Equity●Index Funds
 19.21%19.21%-

SBI ELSS Tax Saver Fund

Equity●Equity Linked Savings Scheme
 18.86%18.86%-

SBI Comma Fund

Equity●Thematic Fund
 18.66%18.66%-

SBI Nifty Smallcap 250 Index Fund

Equity●Index Funds
 16.95%16.95%-

SBI Banking & Financial Services Fund

Equity●Sector Funds
 16.87%16.87%-

SBI Nifty Next 50 Index Fund

Equity●Index Funds
 16.85%16.85%-

SBI Multi Asset Allocation Fund

Hybrid●Multi Asset Allocation
 16.61%16.61%-

SBI Infrastructure Fund

Equity●Sector Funds
 16.05%16.05%-

SBI Focused Fund

Equity●Focused Fund
 15.44%15.44%-

SBI Contra Fund

Equity●Contra
 15.29%15.29%-

SBI Large & Midcap Fund

Equity●Large & Mid Cap
 14.62%14.62%-

SBI Multicap Fund

Equity●Multi Cap Fund
 13.97%13.97%-

SBI Midcap Fund

Equity●Mid Cap Fund
 13.28%13.28%-

SBI Equity Hybrid Fund

Hybrid●Aggressive Hybrid Fund
 12.44%12.44%-

SBI Balanced Advantage Fund

Hybrid●Dynamic Asset Allocation
 11.47%11.47%-

SBI Dividend Yield Fund

Equity●Dividend Yield
 11.08%11.08%-

SBI Equity Savings Fund

Hybrid●Equity Savings
 10.73%10.73%-

SBI Large Cap Fund

Equity●Large Cap Fund
 10.71%10.71%-

SBI Small Cap Fund

Equity●Small cap Fund
 10.63%10.63%-

SBI Equity Minimum Variance Fund

Equity●Thematic Fund
 10.17%10.17%-

SBI ESG Exclusionary Strategy Fund

Equity●Thematic Fund
 10%10.00%-

SBI Flexicap Fund

Equity●Flexi Cap Fund
 9.62%9.62%-

SBI Nifty Index Fund

Equity●Index Funds
 9.46%9.46%-

SBI Consumption Opportunities Fund

Equity●Sector Funds
 9.31%9.31%-

SBI Conservative Hybrid Fund

Hybrid●Conservative Hybrid Fund
 8.96%8.96%-

SBI Technology Opportunities Fund

Equity●Sector Funds
 8.53%8.53%-

SBI Credit Risk Fund

Debt●Credit Risk Fund
 8.02%8.02%-

SBI Floating Rate Debt Fund

Debt●Floating Rate
 7.63%7.63%-

SBI Arbitrage Opportunities Fund

Hybrid●Arbitrage Fund
 7.1%7.10%-

SBI Medium Duration Fund

Debt●Medium Duration
 7.1%7.10%-

SBI Ultra Short Duration Fund

Debt●Ultra Short Duration
 7.01%7.01%-

SBI Short Term Debt Fund

Debt●Short Duration
 6.99%6.99%-

SBI Corporate Bond Fund

Debt●Corporate Bond
 6.93%6.93%-

SBI Savings Fund

Debt●Money Market
 6.87%6.87%-

SBI Liquid Fund

Debt●Liquid
 6.8%6.80%-

SBI Low Duration Fund

Debt●Low Duration
 6.79%6.79%-

SBI Dynamic Bond Fund

Debt●Dynamic Bond
 6.78%6.78%-

SBI Constant Maturity 10 Year Gilt Fund

Debt●Gilt
 6.77%6.77%-

SBI Banking and PSU Fund

Debt●Banking and PSU Fund
 6.73%6.73%-

SBI Medium to Long Duration Fund

Debt●Medium to Long Duration
 6.3%6.30%-

SBI Gilt Fund

Debt●Gilt
 6.27%6.27%-

SBI Overnight Fund

Debt●Overnight Fund
 6.19%6.19%-

SBI Long Duration Fund

Debt●Long Duration
 5.69%5.69%-

SBI MNC Fund

Equity●Thematic Fund
 5.33%5.33%-

SBI Energy Opportunities Fund

Equity●Sector Funds
---

SBI Nifty Bank Index Fund

Equity●Index Funds
---

SBI Quality Fund

Equity●Thematic Fund
---

SBI BSE Sensex Index Fund

Equity●Index Funds
---

SBI Innovative Opportunities Fund

Equity●Thematic Fund
---

SBI Nifty IT Index Fund

Equity●Index Funds
---

SBI BSE PSU Bank Index Fund

Equity●Index Funds
---

SBI Nifty200 Momentum 30 Index Fund

Equity●Index Funds
---

SBI Nifty200 Quality 30 Index Fund

Equity●Index Funds
---

SBI Nifty50 Equal Weight Index Fund

Equity●Index Funds
---

SBI Nifty India Consumption Index Fund

Equity●Index Funds
---

SBI Automotive Opportunities Fund

Equity●Sector Funds
---

SBI Quant Fund

Equity●Thematic Fund
---

SBI Nifty 500 Index Fund

Equity●Index Funds
---

SBI Nifty100 Low Volatility 30 Index Fund

Equity●Index Funds
---

Details of SBI Mutual Fund

Founding DateFebruary 7, 1992
Address9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051
Emailcustomer.delight@sbimf.com
Telephone022 - 61793537

Documents Required to Invest

To invest in SBI Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

  • Proof of Identity (PAN, Aadhaar)
  • Proof of Address (Aadhaar)

How to Invest in SBI Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select SBI Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

SBI Mutual Fund FAQs

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