SBI Mutual Fund

Invest in the best SBI mutual fund via SIP

Total Funds 85
Average annual returns 5.67%

About SBI Mutual Fund

Formed on 29th June 1987, the SBI Mutual Fund is one of India's oldest and most trusted mutual fund houses, established under the Trust Act of 1882. It is a joint venture between the SBI (State Bank of India) and Amundi, a French asset management company. With over Rs.19497 crore in assets under management (AUM) as of December 2024, SBI Mutual Fund is among the top 3 AMCs in India.

It has a strong track record of innovation, being the first to launch Contra and ESG Funds in India. SBI Mutual Fund has 81 primary schemes, including popular ones like the SBI Nifty 50 ETF, SBI BSE Sensex ETF and SBI Equity Hybrid Fund.

With SBI holding a 63% stake and Amundi owning 37%, SBI Mutual Fund continues to diverse investment opportunities.

Launched in

29-Jun-1987
AMC Age

37 Years
Website
https://www.sbimf.com
Email Address
partnerforlife@sbimf.com

Top Performing SBI Mutual Fund in India for High Returns

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NAV Details

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
SBI Gold Fund Regular Plan - Growth	2522	13 years	-0.29%	1.06%	15.07%	16.22%	13.85%	30.62%	19.93%	18%	13.66%	11.43%	Invest
SBI Long Term Advantage Fund Series V (G)	346.48	6 years	6.27%	5.96%	-4.81%	-5.65%	-5.91%	30.21%	30.47%	17.98%	29.63%	-	Invest
SBI Healthcare Opportunities Fund - Regular Plan -Growth	3521.93	20 years	5.38%	7.56%	-1.98%	-0.61%	-4.37%	24.68%	40.15%	23.62%	31.63%	11.71%	Invest
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth	3124.02	4 years	3.96%	3.51%	-9.38%	-9.04%	-10.76%	23.16%	28.22%	18.84%	-	-	Invest
SBI Multicap Fund- Regular Plan- Growth Option	18769.04	3 years	5.68%	6.22%	-3.12%	-7.71%	-4.18%	19.05%	26.62%	15.9%	-	-	Invest
SBI Banking & Financial Services Fund - Regular Plan - Growth	6556.02	10 years	6.07%	6.89%	1.22%	-2.68%	1.12%	18.43%	26.65%	18.65%	26.83%	14.89%	Invest
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	121.44	23 years	1.56%	2.11%	-1.16%	-0.55%	-1.49%	13.68%	16.32%	11.67%	16.05%	11.38%	Invest
SBI Large & MIDCap Fund- Regular Plan -Growth	28677.29	19 years	5.48%	4.95%	-2.26%	-8.26%	-2.92%	13.26%	23.59%	16.94%	30.11%	14.09%	Invest
SBI Long Term Equity Fund - Regular Plan- Growth	27305.51	31 years	5.29%	4.47%	-3%	-9.34%	-2.95%	12.63%	34.16%	24.28%	34.04%	13.75%	Invest
SBI Magnum Midcap Fund - Regular Plan - Growth	21177.2	19 years	5.73%	6.15%	-4.97%	-11.27%	-5.29%	12.46%	25.99%	18.43%	35.1%	14.75%	Invest
SBI Equity Hybrid Fund - Regular Plan -Growth	71142.58	20 years	3.95%	4.48%	1.34%	-3.11%	1.35%	12.45%	19.72%	11.62%	20.49%	11.52%	Invest
SBI Technology Opportunities Fund Regular Growth	4572.63	12 years	3.82%	-3.48%	-11.94%	-9.61%	-11.6%	12.41%	20.78%	8.86%	30.62%	15.12%	Invest
SBI Focused Equity Fund - Regular Plan -Growth	34678	20 years	4.92%	4.66%	-0.63%	-5.18%	-0.76%	12.3%	22.95%	12.66%	24.26%	13.78%	Invest
SBI Consumption Opportunities Fund - Regular - Growth	2940.27	12 years	5.23%	3.85%	-8.33%	-16.4%	-9.98%	11.42%	22.32%	17.67%	30.01%	15.31%	Invest
SBI Nifty Bank ETF	4001.8	10 years	6.93%	6.27%	0.89%	-4.26%	1.25%	11.09%	15.32%	14.05%	25.23%	10.93%	Invest
SBI Multi Asset Allocation Fund - Regular Plan - Growth	7140.71	19 years	1.9%	1.39%	-0.49%	-3.17%	-0.57%	10.9%	18.71%	13.79%	17.52%	10.6%	Invest
SBI Blue Chip Fund-Regular Plan Growth	49128.07	19 years	5.27%	5.18%	-1.4%	-8.75%	-1.23%	10.54%	19.77%	13.68%	26.28%	11.9%	Invest
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	716.78	2 years	7.65%	4.9%	-7.96%	-13.91%	-8.66%	10.42%	31.25%	-	-	-	Invest
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	2445.28	2 years	0.73%	1.35%	2.52%	3.71%	2.48%	9.9%	9.37%	-	-	-	Invest
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	5543.93	34 years	5.14%	3.83%	-2.77%	-9.63%	-2.44%	9.71%	20.3%	11.69%	24.44%	11.58%	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024	Aug-2024	Jul-2024	Jun-2024	May-2024	Apr-2024

Fund Name	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3	2022-Q2

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
SBI Gold Fund Regular Plan - Growth	2522	High	10.52%	32.6%	28.31%	24.16%	17.65%	14.38%	11.26%	Invest
SBI Long Term Advantage Fund Series V (G)	346.48	Very High	-1.8%	5.49%	22.84%	22.24%	21.17%	-	19.77%	Invest
SBI Healthcare Opportunities Fund - Regular Plan -Growth	3521.93	Very High	1.21%	15.62%	28.27%	29.77%	23.76%	17.9%	16.68%	Invest
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth	3124.02	Very High	-3.57%	-1.28%	17.89%	20.88%	-	-	24.12%	Invest
SBI Multicap Fund- Regular Plan- Growth Option	18769.04	Very High	-1.33%	0.46%	15.85%	17.6%	-	-	17.47%	Invest
SBI Banking & Financial Services Fund - Regular Plan - Growth	6556.02	Very High	1.59%	5.74%	16.68%	18.07%	17.7%	15.56%	15.54%	Invest
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	121.44	High	0.04%	6%	12.19%	13.12%	12.88%	11.52%	11.02%	Invest
SBI Large & MIDCap Fund- Regular Plan -Growth	28677.29	Very High	-1.83%	-3.09%	12.22%	15.96%	19.27%	16.3%	15.42%	Invest
SBI Long Term Equity Fund - Regular Plan- Growth	27305.51	Very High	-2.19%	-4.6%	18.72%	24.13%	24.3%	17.83%	13.69%	Invest
SBI Magnum Midcap Fund - Regular Plan - Growth	21177.2	Very High	-2.24%	-5.32%	11.78%	16.78%	21.87%	17.48%	16.53%	Invest
SBI Equity Hybrid Fund - Regular Plan -Growth	71142.58	Very High	1.69%	4.58%	12.98%	13.71%	13.83%	12.73%	13.17%	Invest
SBI Technology Opportunities Fund Regular Growth	4572.63	Average	-7.79%	-3.73%	12.12%	14.72%	17.26%	19.01%	18.21%	Invest
SBI Focused Equity Fund - Regular Plan -Growth	34678	Very High	-0.39%	0.61%	12.53%	14.7%	15.39%	14.85%	15.98%	Invest
SBI Consumption Opportunities Fund - Regular - Growth	2940.27	Very High	-5.85%	-11.13%	8.62%	14.19%	20.31%	16.77%	16.27%	Invest
SBI Nifty Bank ETF	4001.8	Very High	0.79%	0.71%	7.35%	10.2%	13.92%	12.06%	12.03%	Invest
SBI Multi Asset Allocation Fund - Regular Plan - Growth	7140.71	Very High	-0.44%	0.6%	11.48%	14.17%	13.65%	11.74%	10.36%	Invest
SBI Blue Chip Fund-Regular Plan Growth	49128.07	Very High	-1.24%	-2.77%	9.58%	12.87%	15.12%	13.48%	13.31%	Invest
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	716.78	Very High	-4.39%	-11.1%	12.4%	-	-	-	17.51%	Invest
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	2445.28	Moderate	2.52%	9.7%	9.44%	-	-	-	9.38%	Invest
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	5543.93	Very High	-2.87%	-6.23%	8.9%	12.27%	14.11%	13.19%	11.01%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
SBI Gold Fund Regular Plan - Growth	High	11.602%	-	-	0.938%	Invest
SBI Long Term Advantage Fund Series V (G)	Very High	13.729%	3.516%	0.857%	0.66%	Invest
SBI Healthcare Opportunities Fund - Regular Plan -Growth	Very High	14.597%	4.505%	0.85%	0.987%	Invest
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth	Very High	13.767%	-	-	0.894%	Invest
SBI Multicap Fund- Regular Plan- Growth Option	Very High	-	-	-	-	Invest
SBI Banking & Financial Services Fund - Regular Plan - Growth	Very High	13.062%	5.666%	0.84%	0.684%	Invest
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	High	4.615%	-	-	0.97%	Invest
SBI Large & MIDCap Fund- Regular Plan -Growth	Very High	11.75%	1.2%	0.85%	0.69%	Invest
SBI Long Term Equity Fund - Regular Plan- Growth	Very High	13.09%	8.59%	0.96%	1.05%	Invest
SBI Magnum Midcap Fund - Regular Plan - Growth	Very High	11.63%	-	0.77%	0.65%	Invest
SBI Equity Hybrid Fund - Regular Plan -Growth	Very High	8.66%	0.54%	0.97%	0.4%	Invest
SBI Technology Opportunities Fund Regular Growth	Average	17.087%	6.624%	0.789%	0.338%	Invest
SBI Focused Equity Fund - Regular Plan -Growth	Very High	12.03%	-	0.72%	0.34%	Invest
SBI Consumption Opportunities Fund - Regular - Growth	Very High	14.843%	3.908%	0.901%	0.668%	Invest
SBI Nifty Bank ETF	Very High	-	-	-	-	Invest
SBI Multi Asset Allocation Fund - Regular Plan - Growth	Very High	7.531%	-	-	0.827%	Invest
SBI Blue Chip Fund-Regular Plan Growth	Very High	11.31%	0.84%	0.88%	0.44%	Invest
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	Very High	-	-	-	-	Invest
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	Moderate	-	-	-	-	Invest
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	Very High	12.36%	0.45%	0.89%	0.31%	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
SBI Gold Fund Regular Plan - Growth	₹500	₹5000	0.42%	Raviprakash Sharma	12-Sep 2011	Invest
SBI Long Term Advantage Fund Series V (G)	₹0	₹5000	-	R. Srinivasan since Dec 2017	27-Mar 2018	Invest
SBI Healthcare Opportunities Fund - Regular Plan -Growth	₹500	₹5000	1.94%	Tanmaya Desai	31-Dec 2004	Invest
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth	₹500	₹5000	1.91%	Rama Iyer Srinivasan	29-Sep 2020	Invest
SBI Multicap Fund- Regular Plan- Growth Option	₹500	₹5000	1.69%	Rama Iyer Srinivasan	08-Mar 2022	Invest
SBI Banking & Financial Services Fund - Regular Plan - Growth	₹500	₹5000	1.81%	Milind Agrawal	26-Feb 2015	Invest
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	₹500	₹5000	1.21%	Rama Iyer Srinivasan	28-Jan 2002	Invest
SBI Large & MIDCap Fund- Regular Plan -Growth	₹100	₹5000	1.61%	Saurabh Pant	25-May 2005	Invest
SBI Long Term Equity Fund - Regular Plan- Growth	₹500	₹500	1.6%	Dinesh Balachandran	31-Mar 1993	Invest
SBI Magnum Midcap Fund - Regular Plan - Growth	₹500	₹5000	1.67%	Bhavin Vithlani	29-Mar 2005	Invest
SBI Equity Hybrid Fund - Regular Plan -Growth	₹500	₹1000	1.4%	Rama Iyer Srinivasan	20-Jan 2005	Invest
SBI Technology Opportunities Fund Regular Growth	₹500	₹5000	1.89%	Pradeep Kesavan	09-Jan 2013	Invest
SBI Focused Equity Fund - Regular Plan -Growth	₹500	₹5000	1.57%	Rama Iyer Srinivasan	08-Oct 2004	Invest
SBI Consumption Opportunities Fund - Regular - Growth	₹500	₹5000	1.98%	Pradeep Kesavan	01-Jan 2013	Invest
SBI Nifty Bank ETF	₹500	₹5000	0.2%	Raviprakash Sharma	20-Mar 2015	Invest
SBI Multi Asset Allocation Fund - Regular Plan - Growth	₹500	₹5000	1.44%	Dinesh Balachandran	21-Dec 2005	Invest
SBI Blue Chip Fund-Regular Plan Growth	₹500	₹5000	1.51%	Saurabh Pant	14-Feb 2006	Invest
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	₹500	₹5000	0.92%	Harsh Sethi	03-Oct 2022	Invest
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	₹500	₹5000	0.51%	Ranjana Gupta	04-Oct 2022	Invest
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	₹500	₹1000	1.94%	Rohit Shimpi	01-Jan 1991	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
SBI Gold Fund Regular Plan - Growth	25.8843 (24-03-2025)	26.1105 (21-03-2025)	-0.87%	26.2338	19.8564	Invest
SBI Long Term Advantage Fund Series V (G)	26.8826 (24-03-2025)	26.5308 (21-03-2025)	1.33%	29.0018	20.7051	Invest
SBI Healthcare Opportunities Fund - Regular Plan -Growth	418.8778 (24-03-2025)	416.3017 (21-03-2025)	0.62%	443.29	335.066	Invest
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth	38.6956 (24-03-2025)	38.5772 (21-03-2025)	0.31%	43.7877	31.4067	Invest
SBI Multicap Fund- Regular Plan- Growth Option	15.9350 (24-03-2025)	15.7230 (21-03-2025)	1.35%	17.289	13.5096	Invest
SBI Banking & Financial Services Fund - Regular Plan - Growth	38.6770 (24-03-2025)	37.8856 (21-03-2025)	2.09%	40.0439	32.5494	Invest
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	105.8711 (24-03-2025)	105.7004 (21-03-2025)	0.16%	108.327	93.1629	Invest
SBI Large & MIDCap Fund- Regular Plan -Growth	576.5543 (24-03-2025)	568.0623 (21-03-2025)	1.49%	630.355	509.689	Invest
SBI Long Term Equity Fund - Regular Plan- Growth	413.7998 (24-03-2025)	408.6316 (21-03-2025)	1.26%	459.1	368.664	Invest
SBI Magnum Midcap Fund - Regular Plan - Growth	222.7149 (24-03-2025)	221.6113 (21-03-2025)	0.5%	251.01	200.555	Invest
SBI Equity Hybrid Fund - Regular Plan -Growth	280.8233 (24-03-2025)	278.2224 (21-03-2025)	0.93%	291.299	250.136	Invest
SBI Technology Opportunities Fund Regular Growth	199.5059 (24-03-2025)	198.4114 (21-03-2025)	0.55%	233.072	168.432	Invest
SBI Focused Equity Fund - Regular Plan -Growth	328.2628 (24-03-2025)	323.4302 (21-03-2025)	1.49%	348.06	290.619	Invest
SBI Consumption Opportunities Fund - Regular - Growth	296.7560 (24-03-2025)	294.3181 (21-03-2025)	0.83%	355.77	267.089	Invest
SBI Nifty Bank ETF	525.9959 (24-03-2025)	514.6985 (21-03-2025)	2.19%	553.557	470.812	Invest
SBI Multi Asset Allocation Fund - Regular Plan - Growth	55.0282 (24-03-2025)	54.8420 (21-03-2025)	0.34%	57.0883	49.6564	Invest
SBI Blue Chip Fund-Regular Plan Growth	87.0083 (24-03-2025)	85.9087 (21-03-2025)	1.28%	96.0333	78.8192	Invest
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	16.6292 (24-03-2025)	16.4459 (21-03-2025)	1.11%	19.3162	15.1978	Invest
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	12.4650 (24-03-2025)	12.4545 (21-03-2025)	0.08%	12.465	11.3205	Invest
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth	224.8603 (24-03-2025)	221.8665 (21-03-2025)	1.35%	250.488	204.484	Invest

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Invested Amount ₹43,855
Interest Earned ₹6,145

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Comparison of Top SBI Mutual Fund

SBI Contra Fund Regular Plan Growth 3Y Returns 22.43% VS

Kotak India EQ Contra Fund - Growth 3Y Returns 19.34%

SBI Nifty Next 50 Index Fund - Regular Plan - Growth 3Y Returns 15.87% VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth 3Y Returns 20.62%

SBI Magnum Gilt Fund - Regular Plan - Growth 3Y Returns 7.55% VS

ICICI Prudential Gilt Fund - Growth 3Y Returns 7.62%

SBI Magnum Income Fund-Regular Plan-Growth 3Y Returns 6.69% VS

UTI Medium to Long Duration Fund- Regular Plan - Growth 3Y Returns 9.03%

Key Information of SBI MF History of SBI Mutual Fund AMC Best SBI Mutual Funds For SIP Long Term Fund Managers of SBI Mutual Fund How to Select SBI Mutual Fund Online?How to Invest in SBI Mutual Fund via MySIPonline?What is the Taxation on SBI Mutual Funds After New Tax Slabs?

Key Information of SBI MF

Here are basic SBI investment scheme details to know:

Mutual Fund Name	SBI Mutual Fund
AMC Name	SBI Funds Management Limited
AMC Step Up Date	29-Jun-87
Incorporation Date	07-Feb-92
AMC Age	37 Years
Trustee Organisation	SBI Mutual Fund Trustee Company Private Limited
CIO	Mr R. Srinivasan & Mr Rajeev Radhakrishnan
MD & CEO	Mr Vinay M Tonse
Investors Service Officer	Mr CA Santosh

History of SBI Mutual Fund AMC

SBI Mutual Fund is India's largest bank-sponsored fund, formed through a partnership between the State Bank of India and a French company, Société Générale Asset Management. Over its two-decade journey, it has consistently provided strong returns to investors. SBI Mutual Funds was the first bank-sponsored Fund to launch an offshore fund called the Resurgent India Opportunities Fund.

The State Bank Of India has a wide range of fund schemes.
SBI AMC believes in following strong work ethics.
SBI mutual funds are top-performing in their respective categories.

Best SBI Mutual Funds For SIP Long Term

Here are The Best SBI Mutual Funds in 2025 to begin your SIP.

Fund Name	Launch Date	Category	AUM (cr)	3 Yrs Returns	5 Yrs Returns
SBI Small Cap Fund	01-09-2009	Equity: Small Cap	Rs. 33,496	15.30%	23.24%
SBI Contra Fund	14-07-1999	Equity: Contra	Rs.42,180	21.67%	27.99%
SBI Healthcare Opportunities Fund	14-07-1999	Equity: Healthcare	Rs. 3,628	26.05%	28.48%
SBI Multi Asset Allocation Fund	21-12-2005	Hybrid: Multi Asset	Rs. 6,983	14.25%	13.51%
SBI Magnum Gilt Fund	30-12-2000	Debt: Gilt	Rs. 11,265	7.30%	6.80%

*As on 12-02-2025

Pro Tip: Use the SIP Calculator to start investing with small amounts.

Fund Managers of SBI Mutual Fund

The below-mentioned table gives you the SBI mutual fund managers list:

Fund Manager	Category	Total Experience (Yrs.)
Rama Iyer Srinivasan	Equity/Hybrid	30+
Dinesh Balachandran	Equity/Hybrid	24
Anup Upadhyay	Equity/Hybrid	15
Saurabh Pant	Equity/Hybrid	18
Pradeep Kesavan	Equity/Debt/Hybrid	18
Bhavin Vithlani	Equity	21
Mohan Lal	Equity	18
Tanmaya Desai	Equity	6
Prasad Padala	Equity	16
Raj Gandhi	Equity	17
Rajeev Radhakrishnan	Debt	24
Mansi Sajeja	Debt/Hybrid	20
Vandna Soni	Debt	15
Lokesh Mallya	Debt	20
Mohit Jain	Debt	10
Adesh Sharma	Debt	14

Quick Study: Experienced and skilled managers heavily guide your Mutual Funds investments.

How to Select SBI Mutual Fund Online?

You need to follow these simple steps to choose the best SBI mutual funds in India:

Set Goals: Know what you want to achieve with your investment.
Check Risk:Understand how much risk you're okay with.
Diversify: Spread your money across different sectors.
Do Your Research:Look into different SBI funds before deciding.
Track Investments: Regularly check investments & adjust if needed.
Get Expert Help: It is a good strategy to double-check with MF analysts.

You can opt for SIP for regular investments every month and go for lumpsum if investing a large sum of money is what you prefer.

How to Invest in SBI Mutual Fund via MySIPonline?

Here is how to start SIP in SBI following simple steps at MySIPonline making right on your first try:

Login Free: Sign in to your MySIPonline account.
Verify KYC: Complete your KYC (or do Video KYC if you're new).
Fill in Details: Enter PAN, Aadhar, bank details, nominee & signature.
Browse Funds: Look at top SBI mutual funds or ask for expert advice.
Choose Fund: Pick the best SBI mutual funds you find fit to your goals.
Add to Cart: Decide if you want to invest via SIP or lumpsum & add it to your cart.
Make Payment: Pay using UPI or net banking.
Track Your Investment: Keep an eye on your investment using the dashboard.

Pro Tip: Use the Step Up SIP Calculator to grow your money step by step.

What is the Taxation on SBI Mutual Funds After New Tax Slabs?

The tax on SBI Mutual Funds depends on whether it's an equity or debt fund.

Equity Mutual Funds

Short-Term Capital Gains (STCG):If you sell the units within 1 year, you pay a 20% tax on the profits.
Long-Term Capital Gains (LTCG):If you sell after 1 year and make more than Rs.1.25 lakh in gains, you pay 12.5% tax on the profits.

Debt Mutual Funds

Short-Term Capital Gains (STCG):If you sell the units within 3 years, the profit is taxed according to your income tax slab.
Long-Term Capital Gains (LTCG):If you hold the fund for more than 3 years, the profit is taxed according to your income slab, but you do not get indexation benefits.

The key point is how long you hold the fund; this decides the tax you will pay.

Frequently Asked Questions

Why Invest in SBI Mutual Fund?

This fund has a consistency rating of 25 which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

How Many Schemes Are There in The SBI Mutual Fund?

SBI Mutual Fund offers various types of funds like equity, debt, and hybrid. The number of schemes can change over time due to market factors and new launches.

How to Calculate SBI Mutual Fund SIP?

Calculate your SBI Mutual Fund SIP easily via mysiponline, click on the calculator tool, and select your investment amount, tenure, and expected rate of return to get an estimate of potential returns.

Can I Switch Between Different Mutual Funds of SBI?

Yes, you can change from one fund scheme to another using the switch option on their platform. It allows you to transfer your investment easily between different schemes within Best SBI Fund.

Are SBI Mutual Funds Safe to Invest in?

Every fund has different types of risk which are mentioned in the risk-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.