SBI Mutual Fund
- AMC AGE 34 years
- AMC AUM (In Cr) ₹ 10,39,382.95
- Number of Schemes 107
SBI Mutual Fund is one of India’s oldest and most trusted asset management companies, sponsored by the State Bank of India. Set up in the late 1980s as a pioneer in the domestic mutual fund industry, it has grown into a large, diversified fund house offering solutions across equity, debt, hybrid, index, and thematic categories. Over the years, SBI Mutual Fund has combined SBI’s deep retail reach with professional fund management and a research-driven approach.
The AMC operates as a joint venture between State Bank of India and Amundi, a leading European asset manager, bringing together strong local understanding and global investing frameworks. Its investment philosophy focuses on disciplined risk management, bottom-up stock selection, and long-term wealth creation for investors.
Some of the popular SBI mutual fund schemes include well-known names in large-cap, hybrid, and contra strategies, managed by experienced fund managers such as R. Srinivasan (CIO - Equity) and specialised CIOs across fixed income and alternatives. For many investors, SBI Mutual Fund is often the first choice when exploring stable, core portfolio holdings.
List of SBI Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
SBI Gold Fund Growth
|
15,294 | 31.60% | 22.34% | |
SBI US Specific Equity Active FoF Growth
|
1,238 | 26.16% | 16.87% | |
SBI PSU Fund Growth
|
6,684 | 24.90% | 22.98% | |
SBI Healthcare Opportunities Fund Growth
|
4,998 | 23.86% | 16.41% | |
SBI Children's Fund - Investment Plan-Reg Growth
|
6,944 | 21.47% | 22.23% | |
SBI Long Term Advantage Fund - Series V Growth
|
367 | 19.90% | 16.33% | |
SBI Nifty Midcap 150 Index Fund - Regular Growth
|
1,152 | 18.39% | - | |
SBI Comma Fund Growth
|
1,150 | 17.95% | 11.44% | |
SBI Nifty Next 50 Index Fund Growth
|
2,157 | 17.39% | 12.89% | |
SBI Nifty Smallcap 250 Index Fund - Regular Growth
|
1,675 | 17.07% | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
SBI Gold Fund Growth
|
31.60% Fund Size (Cr.) - 15,294 |
||
SBI US Specific Equity Active FoF Growth
|
26.16% Fund Size (Cr.) - 1,238 |
||
SBI PSU Fund Growth
|
24.90% Fund Size (Cr.) - 6,684 |
||
SBI Healthcare Opportunities Fund Growth
|
23.86% Fund Size (Cr.) - 4,998 |
||
SBI Children's Fund - Investment Plan-Reg Growth
|
21.47% Fund Size (Cr.) - 6,944 |
||
SBI Long Term Advantage Fund - Series V Growth
|
19.90% Fund Size (Cr.) - 367 |
||
SBI Nifty Midcap 150 Index Fund - Regular Growth
|
18.39% Fund Size (Cr.) - 1,152 |
||
SBI Comma Fund Growth
|
17.95% Fund Size (Cr.) - 1,150 |
||
SBI Nifty Next 50 Index Fund Growth
|
17.39% Fund Size (Cr.) - 2,157 |
||
SBI Nifty Smallcap 250 Index Fund - Regular Growth
|
17.07% Fund Size (Cr.) - 1,675 |
Key Information about SBI Mutual Fund
- Name of the Mutual Fund
- SBI Mutual Fund
- Date of Incorporation
- 07 February 1992
- Setup Date
- 29 June 1987
- Sponsor Name
- State Bank of India
- Trustee Name
- SBI Mutual Fund Trustee Company Private Limited
- Managing Director / Chief Executive Officer
- Mr. Nand Kishore
- Compliance Officer
- Ms. Vinaya Datar
- Chief Investment Officer
- NA
- Investment Service Officer
- Mr. C A Santosh
- Auditor
- NA
- Custodian
- HDFC Bank Ltd., SBI-SG Global Securities Services Private Limited
- Registrars
- Datamatics Business Solutions Limited, Computer Age Management Services Ltd
- Address (Head Office)
- 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East)
- Telephone No
- 022 - 61793000
- Fax No
- 022 – 67425687
SBI Mutual Fund Managers
Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.
Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Mohit Jain joined SBIFM in 2015. Prior to joining SBIFM, Mohit was working as a Senior Research Analyst in CRISIL Limited.
Total experience of 17 years in funds management. Around 8 years in Fixed Income funds management and dealing. Previously he was associated with UTI Asset Management Company Ltd. as Co - Fund Manager Past experiences: SBI Funds Management P. Ltd - (From June 09, 2008 onwards) Co- Fund Manager - UTI Asset Management Company Limited (June 2001-2008)
Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.
Mr. Bhavin Vithlani joined SBIFML in October 2018 as an Equity Research Analyst. He has over 19 years of experience in the finance sector. Prior to joining SBIFML, he was previously associated with following entities (assignments held during last 10 years): Axis Capital Limited (Erstwhile ENAM Securities Private Limited) (March 2006 - September 2018) - Primarily involved in equity research for Industrial and Power Sectors. Tower Capital & Securities Private Limited (October 2004 - March 2006) - Primarily involved in equity research for Industrial Sectors.
Having over 13 years of experience. Prior Assignments -Worked as fund manage in L&T Investment management Ltd amc, Reliance Capital Asset Management Ltd, Reliance General Insurance Company Ltd,ICAP Securities, Stratcap Securities and LKP Securities.
He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.
He has over 4 years of experience in Indian Capital Markets as a research analyst. He has been associated with SBIFMPL since May 2007.
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Prior to joining SBI Mutual Fund, he has worked with Emkay Global Financial Services Ltd., SBICAPS Sec. Ltd. and Batlivala & Karani Sec, Ltd.
She has over 4 years of experience in mutual fund industry. She is with SBI Mutual Fund since 2007.
Mr. Mohan Lal joined SBIFML in September 2027 as an Equity Research Analyst and has been involved in research for chemicals, airlines, media, textiles, retail sectors stocks. He has an overall 17 years of experience in the area of financial services. Prior to Joining SBIFML, he was associated with following entities wherein he was primarily involved as Equity Research Analyst-: Kotak Securities Limited (from January 2014 to September 2017) Elara Securities (India) Private Limited (from August 2009 to December 2013)
Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.
Mr. Ardhendu Bhattacharya (Fixed Income Dealer) joined SBIFML in April 2019. He has over 13 years of experience in finance sector. Prior to joining SBIFML, he was previously associated with following entities. ICICI Bank Limited (June 2014 - April 2019) - Primarily involved in trading in money markets and short term corporate bonds Citibank N.A. ( April 2010 - June 2013) - Principally handled currency and trade sales
Mr. Desai has close to 15years of work experience with over 6 years of experience in Indian capital markets. Past experiences: From May 2008 till date - as Research Analyst - Investments with SBI Funds Management Limited. From August 2004 to June 2006 - as Lecturer, Electronics Department with D J Sanghvi College of Engineering, Mumbai. From Sept 2003 - April 2004 - as Software Engineer with Patni Computer Systems Ltd, Mumbai. He is currently managing SBI Healthcare Opportunities Fund.
Milind joined SBI Funds Management Limited in May 2018 as an Equity Research Analyst. He has an experience of over 13 years, of which more than 11 years have been in the Financial services industry. Before joining SBIFML, he had worked with Goldman Sachs Services Pvt. Ltd. as an Equity Research Analyst for 6 years. Prior to that he has experience working in the FX Consulting and IT space. F
He has over 7 years of experience with over 4 year experience in financial services. He joined SBIFMPL in may,2007 as an analyst and currently he is a Fund Manager.
Mansi Sajeja Joined SBIFMPL in September 2009 as Credit Analyst. Prior to joining SBIFMPL, Mansi was Rating Analyst at ICRA Limited From March 2006 to September 2009.
Ms. Vandna Soni Joined SBIFML in December 2021 as Equity Research Analyst and has been involved in Tracking of commodities and related sectors such as Cement, Metal, Oil and Gas. She has overall 10 years of experience in the area of financial services.
Prior to joining SBI Mutual Fund, he has worked with HSBC Securities and Capital Markets India Ltd. and HSBC Electronic Data Processsing India Pvt. Ltd.
He has over 14 years of experience in India Financial Services and Capital Markets in various capacities. He has rich experience in Equity Trading and Equity Research. Prior to Joining SBI Funds Management he was working with Life Insurance corporation of India.
Lokesh Mallya Joined SBIFMPL in October 2014as credit Analyst. He has over 10 years of experience in reserch in the Indian fixed income market and fund management. Prior to joining SBIFMPL, Mr. Mallys was woking with Birla Sun Life Asset Management Company Limited as Fund Manager (Sept 2009-Sept 2014) ans as Credit Analyst (July 2006-Aug 2009).
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Mr. Tejas Soman (Debt Dealer) joined SBIFML in February 2020. He has over 8 years of experience in finance and service sector. Prior to joining SBIFML, he was previously associated with following entities. Yes Bank Limited (25th April 2016 - 14th Feb 2020) - Primarily handled sales of Government Bonds, State Development Loans and Treasury Bills STCI Primary Dealership (20th April 2015 - 21st April 2016) - Principally handled sales of Government Bonds, State Development Loans and Treasury Bills PricewaterhouseCoopers (PwC) (19th Nov 2012 - 1st July 2014) - Largely involved in Tax returns of income for various entities including trusts, domestic companies and foreign companies.
Ranjana Gupta Joined SBIFMPL in 2008 as Fixed Income Dealer and has over 21 years of experience on capital market. Prior to joining SBIFMPL, Ranjana was heading the broking activities at Twentyfirst Century Shares and Securities Ltd from May 1995 to February 2008. She started her career as a dealer in 1995 with OTCEI (Over the Counter Exchange of India). Ranjana is a Commerce graduate from Mumbai University.
Over 16 years experience in the area of financial services. Prior to joining SBI Funds Management Pvt. Ltd., Mr. Srinivasan was with Future Capital Holding, asset management and financial services entity of the Future Group, where he worked as Head - Portfolio Management and was responsible for Portfolio Management & Equity Research. Before that he worked with many organizations Viz. Principal PNB AMC; Imperial Investment Adivsor; Indosuez W.I. Carr Securities; Inquire (Indian Equity Research); Sunidhi Consultancy (Research units); Capital Market publishers etc.
Harsh Sethi joined SBIFML in May 2007 as Product Manager and was responsible for product development and management. Prior to joining SBIFML, he was working with J. P. Mangal & Co. as Senior Assistant from March 2005 to March 2007 handling Audit & Taxation. Currently he is Equity Dealer and Fund Manager.
Mr. Viral Chhadva (Equity Dealer) joined SBIFML in December 2020. He has over 17 years of experience in financial services sector. Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.
Raj Gandhi joined SBIFML in October 2017 and focusses on tracking commodities and related sectors such as Energy, Metals (including precious metals). Prior to joining SBIFML, he was working with Sundaram Mutual Fund. Previously, he worked with Principal PNB asset Management Company, Deutsche and UTI securities. Entire cumulative work experience of 16 years is centred around tracking commodities and related sectors. Raj holds a Masters in Finance from KJ Somaiya Institute of Management. Raj is also a Charter holder of the CFA Institute, USA.
Mr. Prasad Padala joined SBIFML in September 2017 as an Equity Research Analyst. He has an overall 15 years of experience. He worked for the past 11 years in the area of financial services and 4 years before that in the software industry. Prior to the current role as a fund manager, Prasad has worked as an equity analyst at SBIFML from September 2017 to August 2023 and an external consultant from August 2023 to February 2024 handling equity research. Prior to that, he was associated with following entities: Investec India - Equity Research (from August 2015 to August 2017) Springforth Capital - Investment Banking (from November 2014 - July 2015)
Sukanya Ghosh joined SBIFML in January 2023 and focusses on quantitative research. Prior to joining SBIFML, she was working with MSCI Inc., Mumbai Previously, she also worked with SBI Funds Management Limited from December 2014 to September, 2022. Entire cumulative work experience of 10 years is centered around Quantitative Research.
How to Invest in SBI Mutual Fund?
Investing in SBI mutual fund schemes through 5paisa is straightforward and completely online. The platform is built to support both new investors and experienced market participants with a clean interface, helpful filters, and a transparent process.
Step 1: Create or log in to your 5paisa account
Visit the 5paisa website or app, sign in with your credentials, or register using your mobile number and email if you are a new user.
Step 2: Complete your KYC
Upload standard identity and address documents (such as PAN and Aadhaar) and complete the in-app verification. A KYC-complete profile is mandatory before you can invest in any SBI mutual fund scheme.
Step 3: Define your goals and time horizon
Decide whether you are investing for short-term needs, medium-term goals, or long-term wealth creation. This will help you narrow down the best SBI mutual fund options for your profile.
Step 4: Assess your risk appetite
Identify whether you are conservative, moderate, or aggressive. Equity-heavy SBI mutual fund schemes suit higher risk tolerance, while hybrid and debt-oriented options may suit more conservative investors.
Step 5: Browse SBI mutual fund schemes on 5paisa
Use category filters (equity, debt, hybrid, tax-saving, etc.) and compare different SBI mutual fund schemes based on their objectives, asset allocation, and strategy. Avoid relying solely on past SBI mutual fund returns; always read the scheme information document and understand the risk factors.
Step 6: Choose SIP or lump sum
Once you’ve identified the best SBI mutual fund for your needs, you can either start a Systematic Investment Plan (SIP) for disciplined monthly investing or opt for a one-time (lump sum) investment.
Step 7: Confirm and track
Submit your investment order through 5paisa. After processing, the units will reflect in your mutual fund portfolio, and you can track your holdings, future SIP instalments, and statements directly on the platform.
This process gives you a clear, digital pathway on how to invest in SBI mutual fund schemes without paperwork or branch visits.
How to Invest in SBI Mutual Fund ?
Investing in SBI mutual fund schemes through 5paisa is straightforward and completely online. The platform is built to support both new investors and experienced market participants with a clean interface, helpful filters, and a transparent process.
Step 1: Create or log in to your 5paisa account
Visit the 5paisa website or app, sign in with your credentials, or register using your mobile number and email if you are a new user.
Step 2: Complete your KYC
Upload standard identity and address documents (such as PAN and Aadhaar) and complete the in-app verification. A KYC-complete profile is mandatory before you can invest in any SBI mutual fund scheme.
Step 3: Define your goals and time horizon
Decide whether you are investing for short-term needs, medium-term goals, or long-term wealth creation. This will help you narrow down the best SBI mutual fund options for your profile.
Step 4: Assess your risk appetite
Identify whether you are conservative, moderate, or aggressive. Equity-heavy SBI mutual fund schemes suit higher risk tolerance, while hybrid and debt-oriented options may suit more conservative investors.
Step 5: Browse SBI mutual fund schemes on 5paisa
Use category filters (equity, debt, hybrid, tax-saving, etc.) and compare different SBI mutual fund schemes based on their objectives, asset allocation, and strategy. Avoid relying solely on past SBI mutual fund returns; always read the scheme information document and understand the risk factors.
Step 6: Choose SIP or lump sum
Once you’ve identified the best SBI mutual fund for your needs, you can either start a Systematic Investment Plan (SIP) for disciplined monthly investing or opt for a one-time (lump sum) investment.
Step 7: Confirm and track
Submit your investment order through 5paisa. After processing, the units will reflect in your mutual fund portfolio, and you can track your holdings, future SIP instalments, and statements directly on the platform.
This process gives you a clear, digital pathway on how to invest in SBI mutual fund schemes without paperwork or branch visits.
Top 10 SBI Mutual Fund to Invest
- SBI Gold Fund Growth is an FoFs Domestic scheme that was launched on 22-08-2011 and is currently under the management of our experienced fund manager Viral Chhadva. With an impressive
AUM of ₹15,294 Crores, this scheme's latest NAV is ₹40.7868 as of 7/17/2026 12:00:00 AM.
SBI Gold Fund Growth scheme has delivered a return performance of 42.51% in the last 1 year, 31.60% in the last 3 years, and an 9.93 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 15,294
- 3Y Return
- 31.60%
- SBI US Specific Equity Active FoF Growth is an FoFs Overseas scheme that was launched on 01-03-2021 and is currently under the management of our experienced fund manager Rohit Shimpi. With an impressive
AUM of ₹1,238 Crores, this scheme's latest NAV is ₹24.0817 as of 7/17/2026 12:00:00 AM.
SBI US Specific Equity Active FoF Growth scheme has delivered a return performance of 33.12% in the last 1 year, 26.16% in the last 3 years, and an 18.25 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,238
- 3Y Return
- 26.16%
- SBI PSU Fund Growth is an Sectoral / Thematic scheme that was launched on 17-05-2010 and is currently under the management of our experienced fund manager Rohit Shimpi. With an impressive
AUM of ₹6,684 Crores, this scheme's latest NAV is ₹34.4028 as of 7/17/2026 12:00:00 AM.
SBI PSU Fund Growth scheme has delivered a return performance of 6.15% in the last 1 year, 24.90% in the last 3 years, and an 8.01 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 6,684
- 3Y Return
- 24.90%
- SBI Healthcare Opportunities Fund Growth is an Sectoral / Thematic scheme that was launched on 04-06-1999 and is currently under the management of our experienced fund manager Tanmaya Desai. With an impressive
AUM of ₹4,998 Crores, this scheme's latest NAV is ₹502.0518 as of 7/17/2026 12:00:00 AM.
SBI Healthcare Opportunities Fund Growth scheme has delivered a return performance of 14.90% in the last 1 year, 23.86% in the last 3 years, and an 15.64 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,998
- 3Y Return
- 23.86%
- SBI Children's Fund - Investment Plan-Reg Growth is an Childrens scheme that was launched on 08-09-2020 and is currently under the management of our experienced fund manager R Srinivasan. With an impressive
AUM of ₹6,944 Crores, this scheme's latest NAV is ₹49.566 as of 7/17/2026 12:00:00 AM.
SBI Children's Fund - Investment Plan-Reg Growth scheme has delivered a return performance of 14.87% in the last 1 year, 21.47% in the last 3 years, and an 31.79 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Childrens Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 6,944
- 3Y Return
- 21.47%
- SBI Long Term Advantage Fund - Series V Growth is an ELSS scheme that was launched on 21-12-2017 and is currently under the management of our experienced fund manager Nidhi Chawla. With an impressive
AUM of ₹367 Crores, this scheme's latest NAV is ₹31.9362 as of 7/17/2026 12:00:00 AM.
SBI Long Term Advantage Fund - Series V Growth scheme has delivered a return performance of 0.67% in the last 1 year, 19.90% in the last 3 years, and an 14.99 since its launch. With a minimum SIP investment of just ₹, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 367
- 3Y Return
- 19.90%
- SBI Nifty Midcap 150 Index Fund - Regular Growth is an Index scheme that was launched on 21-09-2022 and is currently under the management of our experienced fund manager Viral Chhadva. With an impressive
AUM of ₹1,152 Crores, this scheme's latest NAV is ₹19.6309 as of 7/17/2026 12:00:00 AM.
SBI Nifty Midcap 150 Index Fund - Regular Growth scheme has delivered a return performance of 4.28% in the last 1 year, 18.39% in the last 3 years, and an 19.48 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,152
- 3Y Return
- 18.39%
- SBI Comma Fund Growth is an Sectoral / Thematic scheme that was launched on 30-06-2005 and is currently under the management of our experienced fund manager Dinesh Balachandran. With an impressive
AUM of ₹1,150 Crores, this scheme's latest NAV is ₹115.4226 as of 7/17/2026 12:00:00 AM.
SBI Comma Fund Growth scheme has delivered a return performance of 9.33% in the last 1 year, 17.95% in the last 3 years, and an 12.38 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,150
- 3Y Return
- 17.95%
- SBI Nifty Next 50 Index Fund Growth is an Index scheme that was launched on 28-04-2021 and is currently under the management of our experienced fund manager Viral Chhadva. With an impressive
AUM of ₹2,157 Crores, this scheme's latest NAV is ₹19.4361 as of 7/17/2026 12:00:00 AM.
SBI Nifty Next 50 Index Fund Growth scheme has delivered a return performance of 4.84% in the last 1 year, 17.39% in the last 3 years, and an 13.73 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,157
- 3Y Return
- 17.39%
- SBI Nifty Smallcap 250 Index Fund - Regular Growth is an Index scheme that was launched on 21-09-2022 and is currently under the management of our experienced fund manager Viral Chhadva. With an impressive
AUM of ₹1,675 Crores, this scheme's latest NAV is ₹19.2424 as of 7/17/2026 12:00:00 AM.
SBI Nifty Smallcap 250 Index Fund - Regular Growth scheme has delivered a return performance of -0.46% in the last 1 year, 17.07% in the last 3 years, and an 18.86 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,675
- 3Y Return
- 17.07%
Other Calculators
Frequently Asked Questions
SBI Mutual Fund is a leading Indian asset management company sponsored by the State Bank of India. It is popular because of its long history, wide presence, and diversified range of SBI mutual fund schemes across equity, debt, hybrid, and index categories.
There is no single “best SBI mutual fund” for everyone. The right choice depends on your risk profile, investment horizon, and financial objectives. On 5paisa, you can compare different SBI mutual fund schemes by category and strategy, then align them with your goals instead of chasing only past returns.
SBI mutual fund returns for each scheme are available on the scheme detail pages on platforms like 5paisa and on the official SBI Mutual Fund website. Always remember that historical performance is not a guarantee of future results and should be just one part of your decision-making.
You can invest in SBI mutual fund schemes on 5paisa by creating an account, completing KYC, browsing the list of SBI mutual fund schemes, and then placing an order either via SIP or lump sum. The entire journey is paperless and managed online.
No. While SBI manages several well-known equity funds, it also offers a wide range of debt, hybrid, and solution-oriented schemes. Investors can build diversified portfolios using a mix of SBI mutual fund schemes depending on their risk and return expectations.
Yes. You can initiate a new SIP, change the SIP amount or date (subject to scheme and platform rules), or stop an SIP in SBI mutual fund schemes through the SIP management section in your 5paisa account.
You need a PAN, valid address proof, a bank account in your name, and a completed KYC. Once these are in place, you can begin investing in SBI mutual fund schemes seamlessly through 5paisa.
It is fairly simple to increase your SIP amount in SBI Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.