SBI Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 12,81,380.68 Cr
Funds on Anand Rathi
253
AMC Age
34 Yrs
Sorted by 5Y Returns descending
List of Top SBI Mutual Fund Schemes
253 records
| Fund Name | |||
|---|---|---|---|
| SBI Gold ETF | 46.26% | 33.02% | 23.23% |
| SBI PSU Fund (G) | 6.95% | 26.00% | 23.20% |
| SBI PSU Fund (IDCW) | 6.95% | 26.00% | 23.20% |
| SBI Gold Fund (G) | 46.05% | 32.91% | 22.99% |
| SBI Gold Fund (IDCW) | 46.04% | 32.91% | 22.99% |
| SBI Infrastructure Fund (G) | 0.34% | 17.22% | 18.28% |
| SBI Infrastructure Fund (IDCW) | 0.34% | 17.22% | 18.28% |
| SBI ELSS Tax Saver Fund (IDCW) | -0.96% | 17.39% | 16.82% |
| SBI ELSS Tax Saver Fund (G) | -0.96% | 17.39% | 16.80% |
| SBI US Specific Equity Active FoF (G) | 32.87% | 27.10% | 16.53% |
| SBI US Specific Equity Active FoF (IDCW) | 32.87% | 27.10% | 16.53% |
| SBI Long Term Advantage Fund - Series V (G) | 0.43% | 19.98% | 16.51% |
| SBI Long Term Advantage Fund - Series V (IDCW) | 0.43% | 19.98% | 16.51% |
| SBI Healthcare Opportunities Fund (IDCW) | 15.25% | 24.31% | 16.46% |
| SBI Healthcare Opportunities Fund (G) | 15.25% | 24.31% | 16.46% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of SBI Mutual Fund
Mr. Pradeep Kesavan joined SBIFML in July 2021. He has over 18 years of experience in financial services sector. Prior to joining SBIFML, he was associated with following entities-: ? Elara Securities Private Limited (from September 2017 to April 2021) -Primarily involved in top down equity strategy ? Accenture Solutions Private Limited (from October 2013 to August 2017) - Responsible for Strategy Consulting. ? Morgan Stanley India Private Limited (from March 2005 to September 2013) -Primarily responsible for corporate finance strateg B.com, MBA (Finance), CFA (USA)
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. B. Com, PGDBM, CFA Charterholder
She has over 4 years of experience in mutual fund industry. She is with SBI Mutual Fund since 2007. Ms. Chawla holds BBS degree and has also done MBE ans CFA.
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 PGDM-Goa Institute of Management
Mohit Jain joined SBIFM in 2015. Prior to joining SBIFM, Mohit was working as a Senior Research Analyst in CRISIL Limited. Engineering from Sathyabama University and CFA level III from the CFA Institute, USA
Key Information of SBI Mutual Fund
SBI Mutual Fund
AMCFunds Managed
125
Assets Managed
₹ 12,81,380.68 Cr
Contact Details
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Managing Director
Challa Sreenivasulu Setty
Chief Executive Officer
Debasish Mishra
Compliance Officer
Vinay Datar
How to Invest in SBI Mutual Fund with Anand Rathi?
Planning to invest in SBI Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore SBI Mutual Fund: Browse available SBI Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in SBI Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in SBI Mutual Fund
Investing in SBI Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on SBI Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the SBI Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in SBI Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred SBI Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred SBI Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in SBI Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing SBI Mutual Fund funds.
By investing in SBI Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about SBI Mutual Fund funds.
Unlike anymarket instrument, even SBI Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 34 years, reflecting its experience and track record in the mutual fund industry.
SBI Mutual Fund manages assets worth ₹12,81,380.68 crore under its mutual fund business, indicating its scale and investor trust.
Debasish Mishra is the current Chief Executive Officer of SBI Mutual Fund.
Vinay Datar is the current Compliance Officer of SBI Mutual Fund.
SBI Mutual Fund currently manages 125 Mutual fund schemes.
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