Find investment schemes ideal
to meet your needs, goals and dreams
Medium and long term equity
investments for capital growth
Mix of debt and equity investments
to offer income and growth
Stock exchange trading of investments in baskets of securities
Debt asset investments aimed at
regular and steady income
Focused investments in short-term
instruments and cash assets
Schemes that invests in other schemes of the same or another fund
Subscriptions open for our New
Close ended debt schemes with a
fixed maturity date
Tools and calculators to let you assess
investment patterns and amounts
Plan for your life goals with a simple, efficient tool
that helps you invest better
Find out what the returns on your current
investments will be valued at, in future
Get a plan to invest a fixed amount every month and achieve your desired savings
Generate regular income from your investments
Enjoy hassle-free investing on different
channels and devices
Invest online and complete mutual fund transactions in a few simple clicks.
Invest, earn returns and plan for your dreams, anytime, anywhere, with the SBI MF mobile app.
Reach out to our wide network of branches, distributors and agents, to invest in mutual funds
Use m-Easy to invest, redeem and switch schemes, through a simple SMS.
Watch videos to learn the basic details and benefits of mutual funds
Understand financial and technical terms in the simplest of ways
Get clear and concise insights on the concept and working of mutual funds
Try some fun puzzles and games to test your knowledge of mutual funds
Read tips and articles to help you invest better and live happier
Get quick, easy answers to common, mutual fund related questions
Watch Fund Guru make mutual funds simple and interesting
Plan your financial investment journey with Mutual Funds
Complete transactions, service
requests and manage your investment
Redeem close ended schemes matured before 2004
Update details and check status
Get KYC complied and enjoy access
to a range of investment services
Check any dividend or redemption payout that you haven't received
Transfer dividends and payout directly to your bank account with ECS
Get the latest statement of your account and investment activities
Subscribe to stay updated on latest product information and news
Get an overview of complaints received by us, and their redressal status
Check if you have any dividend or redemption amount left to be claimed
Update FATCA details in order to be compliant with Indian and USA tax laws
Explore different mutual fund investment options that meet your varied needs
Know the procedure to get your queries / grievances resolved.
Check documents and procedure to transmit investment units to surviving holders
Committed to power-packed performances that make dreams happen
Indian equity indices were in the negative terrain in August with S&P BSE Sensex and Nifty 50 falling 2.41% and 1.58%, respectively. Performance down the capitalization was better with BSE Midcap and BSE Small cap outperforming the large cap BSE Sensex by 3.4% and 1.8% respectively. FIIs sold equities worth Rs. 14,156 crores in August 2017 compared to buying of Rs. 2,488 crores in July 2017; it is the highest since November 2016. Domestic mutual funds continued investing and invested over Rs. 16,500 crores in August, the highest ever equity investments in a single month primarily driven by excess systemic liquidity.
Excess liquidity has also led to the shift in the investment pattern as seen from the recent data from RBI which shows households are moving away from physical assets to financial assets. The primary reason for the shift is demonetisation, which led to diversion of money to financial assets. However, financial assets such as mutual funds still comprise a small percentage of the overall investments in the economy. We expect continued and increased participation from retail investors, especially Tier II and Tier III cities going forward.
Keeping this in mind, we at SBI Mutual Fund, plan to continue to educate investors, existing and new, on mutual funds both offline and online as investor awareness is one major goal for all of us in the industry in order to increase the industry reach. Additionally, what we as asset managers can do is to make better use of technology to make the investment process from KYC submission to final transaction and follow-up processes paperless and convenient. Continuing with our effort to increase our engagement with our valued customers, we have launched our financial blog – ‘Inspire’ recently. With the new platform, we will share our thoughts and ideas with respect to markets and financial planning, enabling investor awareness with tools that simplify and develop stronger connections with our customers.
As always, we value your investments and look forward to your continued patronage.
Anuradha RaoManaging Director & CEO
Your feedback matters; share it!
Answer a few quick questions to share your experience of browsing through our new website
1. Select the user category that describes you best
2. What was your purpose for vising the website today?
1. How would you rate the new transaction platform?
2. How easy was it to complete the task?
3. Any recommendations?
1. Did you find the product or document you were looking for?
2. How easy was it to find the product or document you were looking for?
1. What tool did you use?
2. Did you find the tool useful?
1. How did you find the new registration platform?
2. How easy was it to complete the process?
1. Did you find the content available on the website useful?
2. Any Recommendations?
Enter basic details so we can reach out and help you better
*Your details are kept confidential and never shared
Please submit the filled empanelment form to your nearest SBIMF Branch. Click here to locate your nearest branch.