SBI Banking & PSU Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Banking & PSU Fund - Investment Information

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₹1196.03 (-0.36%)
Current NAV 27-12-2024
1.93%
Returns
Min. SIP ₹500

Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

The scheme seeks to generate regular income through a judicious mix of portfolio comprising predominantly debt and money market securities of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal bodies.

Basic Details

Key Information About Investing Details.

CategoryBanking and PSU
KRACAMS
Inv. PlanIDCW
Launched In09-Oct-09
BenchmarkNIFTY Banking and PSU Debt Total Return Index
Fund TypeOpen Ended
Fund HouseSBI Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size3795.76 Cr.
Min. Investment₹5000
Min. Sip Inv.₹500
Min. Addl Inv.₹1000
Expense Ratio0.81%
Turn over9%
Exit LoadData not available.

Fund Managers

Details of Managers and their Experience

Pradeep Kesavan

Fund Manage : 43

Total AUM. : ₹434,274 Cr.

Rajeev Radhakrishnan

Fund Manage : 17

Total AUM. : ₹314,748 Cr.

Ardhendu Bhattacharya

Fund Manage : 8

Total AUM. : ₹40,312 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCSBI Mutual Fund
Emailpartnerforlife@sbimf.com
Office No 022-61793000
Websitehttps://www.sbimf.com
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051

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Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.