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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 70 primary schemes.

List of All SBI Mutual Fund

All
Equity
Debt
Hybrid
ELSS
Index
Sort Return By :
3Y Returngraph view
Fund Name
Return
Risk
Cat. Avg

SBI Healthcare Opportunities Fund

Equity●Sector Funds
 24.94%24.94%-

SBI PSU Fund

Equity●Thematic Fund
 19.49%19.49%-

SBI Nifty Next 50 Index Fund

Equity●Index Funds
 17.34%17.34%-

SBI Comma Fund

Equity●Thematic Fund
 16.28%16.28%-

SBI Focused Fund

Equity●Focused Fund
 15.26%15.26%-

SBI Multi Asset Allocation Fund

Hybrid●Multi Asset Allocation
 14.97%14.97%-

SBI Banking & Financial Services Fund

Equity●Sector Funds
 14.88%14.88%-

SBI Nifty Smallcap 250 Index Fund

Equity●Index Funds
 14.63%14.63%-

SBI Nifty Midcap 150 Index Fund

Equity●Index Funds
 14.43%14.43%-

SBI Infrastructure Fund

Equity●Sector Funds
 13.33%13.33%-

SBI ELSS Tax Saver Fund

Equity●Equity Linked Savings Scheme
 13.19%13.19%-

SBI Multicap Fund

Equity●Multi Cap Fund
 13.03%13.03%-

SBI Large & Midcap Fund

Equity●Large & Mid Cap
 12.39%12.39%-

SBI Small Cap Fund

Equity●Small cap Fund
 12.02%12.02%-

SBI Aggressive Hybrid Fund

Hybrid●Aggressive Hybrid Fund
 11.9%11.90%-

SBI Dividend Yield Fund

Equity●Dividend Yield
 10.93%10.93%-

SBI Contra Fund

Equity●Contra
 10.75%10.75%-

SBI Midcap Fund

Equity●Mid Cap Fund
 10.65%10.65%-

SBI Balanced Advantage Fund

Hybrid●Dynamic Asset Allocation
 9.72%9.72%-

SBI Large Cap Fund

Equity●Large Cap Fund
 9.06%9.06%-

SBI Flexicap Fund

Equity●Flexi Cap Fund
 8.65%8.65%-

SBI Credit Risk Fund

Debt●Credit Risk Fund
 8.49%8.49%-

SBI ESG Exclusionary Strategy Fund

Equity●Thematic Fund
 8.46%8.46%-

SBI Conservative Hybrid Fund

Hybrid●Conservative Hybrid Fund
 8.29%8.29%-

SBI Equity Savings Fund

Hybrid●Equity Savings
 7.97%7.97%-

SBI MNC Fund

Equity●Thematic Fund
 7.76%7.76%-

SBI Medium Term Fund

Debt●Medium Duration
 7.7%7.70%-

SBI Technology Opportunities Fund

Equity●Sector Funds
 7.62%7.62%-

SBI CRISIL IBX SDL Index - September 2027 Fund

Debt●Index-Debt
 7.51%7.51%-

SBI Floating Interest Rates Fund

Debt●Floating Rate
 7.4%7.40%-

SBI Dynamic Term Fund

Debt●Dynamic Bond
 7.38%7.38%-

SBI CRISIL IBX Gilt Index - April 2029 Fund

Debt●Index-Debt
 7.37%7.37%-

SBI Arbitrage Fund

Hybrid●Arbitrage Fund
 7.33%7.33%-

SBI Money Market Fund

Debt●Money Market
 7.31%7.31%-

SBI Short Term Fund

Debt●Short Duration
 7.23%7.23%-

SBI Ultra Short to Short Term Fund

Debt●Low Duration
 7.21%7.21%-

SBI Corporate Bond Fund

Debt●Corporate Bond
 7.18%7.18%-

SBI Ultra Short Term Fund

Debt●Ultra Short Duration
 7.16%7.16%-

SBI CRISIL IBX Gilt Index - June 2036 Fund

Debt●Index-Debt
 7.13%7.13%-

SBI Banking and PSU Debt Fund

Debt●Banking and PSU Fund
 7.12%7.12%-

SBI Equity Minimum Variance Fund

Equity●Thematic Fund
 7.08%7.08%-

SBI Liquid Fund

Debt●Liquid
 6.9%6.90%-

SBI Medium to Long Term Fund

Debt●Medium to Long Duration
 6.78%6.79%-

SBI 10 Year Constant Maturity Gilt Fund

Debt●Gilt
 6.74%6.74%-

SBI Gilt Fund

Debt●Gilt
 6.64%6.64%-

SBI Nifty Index Fund

Equity●Index Funds
 6.52%6.52%-

SBI Long Term Fund

Debt●Long Duration
 6.07%6.07%-

SBI Overnight Fund

Debt●Overnight Fund
 6.02%6.02%-

SBI Consumption Opportunities Fund

Equity●Sector Funds
 5.64%5.64%-

SBI BSE Sensex Index Fund

Equity●Index Funds
 4.71%4.71%-

SBI Quality Fund

Equity●Thematic Fund
---

SBI BSE PSU Bank Index Fund

Equity●Index Funds
---

SBI Innovative Opportunities Fund

Equity●Thematic Fund
---

SBI Nifty India Consumption Index Fund

Equity●Index Funds
---

SBI Quant Fund

Equity●Thematic Fund
---

SBI Nifty 500 Index Fund

Equity●Index Funds
---

SBI Nifty G-sec Jul 2031 Index Fund

Debt●Index-Debt
---

SBI Automotive Opportunities Fund

Equity●Sector Funds
---

SBI CRISIL - IBX SDL Index - June 2034 Index Fund

Debt●Index-Debt
---

SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

Debt●Index-Debt
---

SBI Energy Opportunities Fund

Equity●Sector Funds
---

SBI Nifty100 Low Volatility 30 Index Fund

Equity●Index Funds
---

SBI Nifty50 Equal Weight Index Fund

Equity●Index Funds
---

SBI Nifty IT Index Fund

Equity●Index Funds
---

SBI Nifty200 Momentum 30 Index Fund

Equity●Index Funds
---

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund

Debt●Index-Debt
---

SBI CRISIL-IBX 10:90 Gilt + SDL Index - Dec 2029 Index Fund

Debt●Index-Debt
---

SBI Balanced Hybrid Fund

Hybrid●Dynamic Asset Allocation
---

SBI Nifty Bank Index Fund

Equity●Index Funds
---

SBI Nifty200 Quality 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

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