SBI Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 12,81,380.68 Cr
Funds on Anand Rathi
249
AMC Age
34 Yrs
SBI Mutual Fund combines the trust and reach of the State Bank of India with Amundi's global investment expertise to offer a wide range of schemes for every investor goal. The fund house is known for providing a diverse suite of high-value investment solutions tailored to navigate all market cycles.
List of Top SBI Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| SBI Gold ETF | 37.83% | 35.27% | 25.02% |
| SBI Gold Fund (G) | 37.90% | 35.35% | 24.87% |
| SBI Gold Fund (IDCW) | 37.88% | 35.34% | 24.87% |
| SBI PSU Fund (G) | 7.30% | 18.15% | 22.34% |
| SBI PSU Fund (IDCW) | 7.30% | 18.15% | 22.34% |
| SBI Healthcare Opportunities Fund (IDCW) | 20.20% | 22.95% | 17.41% |
| SBI Healthcare Opportunities Fund (G) | 20.20% | 22.95% | 17.41% |
| SBI US Specific Equity Active FoF (G) | 21.94% | 24.37% | 15.96% |
| SBI US Specific Equity Active FoF (IDCW) | 21.94% | 24.37% | 15.96% |
| SBI Infrastructure Fund (G) | 3.60% | 12.10% | 15.19% |
| SBI Infrastructure Fund (IDCW) | 3.60% | 12.10% | 15.19% |
| SBI Long Term Advantage Fund - Series V (G) | 2.22% | 19.53% | 15.19% |
| SBI Long Term Advantage Fund - Series V (IDCW) | 2.22% | 19.53% | 15.19% |
| SBI Contra Fund (IDCW) | -2.41% | 9.73% | 14.34% |
| SBI Contra Fund (G) | -2.41% | 9.73% | 14.34% |
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
Key Information of SBI Mutual Fund
SBI Mutual Fund
AMCFunds Managed
122
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
About SBI Mutual Fund
Established in 1987, SBI Mutual Fund is a partnership between the State Bank of India (SBI), India's largest public sector bank, and Amundi Asset Management, one of the world's top asset managers. With more than 30 years of experience, it has grown into India's largest Asset Management Company (AMC).
The objective of the AMC is to meet the financial needs of retail and institutional investors. The fund house aims to combine SBI's extensive network with Amundi's international investment expertise, offering high-value investment solutions that can navigate all market cycles.
Advantages of Investing in SBI Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting SBI Mutual Fund for your investments:
- Trust and Legacy: Backed by the heritage of the State Bank of India, the AMC enjoys unparalleled trust among Indian households, ensuring your investments are in safe hands.
- Expert Fund Management: The schemes are managed by highly experienced fund managers supported by a rigorous research-based investment process.
- Diverse Product Suite: From low-risk liquid funds to high-growth sectoral equity funds, the SBI Mutual Fund list has a product for every risk profile and time horizon.
- Global Expertise: Through its partnership with Amundi, SBI Mutual Fund integrates global best practices and risk management techniques into its Indian operations.
- Accessibility: With a presence in almost every corner of India and a seamless digital platform, managing your investments is easy, whether you prefer offline or online modes.
How to Invest in SBI Mutual Fund with Anand Rathi?
Planning to invest in the 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 Funds 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 the 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 a 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).
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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 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.
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.
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