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
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
Positive domestic cues enabled domestic indices to be in the positive territory for the third successive month. Benchmarks S&P BSE Sensex and Nifty 50 rose 3.05% and 3.31%, respectively, in March 2017 while in fiscal 2016-17 they gained 17% and 19%, respectively.
The Goods and Services Tax (GST) Bill has been passed in both the Houses bringing India closer to a unified tax regime from July 1, 2017. The landslide victory of the ruling party in Uttar Pradesh assembly elections and Finance Bill passed in the Parliament also boosted sentiments. Earlier in the month, release of stronger-than-expected growth data for the December quarter despite demonetisation of high currency notes in November aided market gains. Strengthening of the rupee against the dollar and robust buying of domestic equities by FIIs (foreign institutional investors) also augured well for the local indices.
The asset management industry has had a stellar year growing at over 35% which is mainly due to a consistent and cumulative effort by regulators to enact investor-friendly regulations; increased reach provided by distributors/financial advisers and performance delivered by mutual funds for investors. The important statistic in the growth is that it has been driven equally by the country’s smaller towns (B15 locations), which is crucial, as we asset managers strive to increase the penetration of mutual funds as an investment option. The Government has also been active with continued inflows into Exchange Traded Funds (ETFs) from the Employees' Provident Fund Organisation (EPFO) and the ETF route being used for disinvestment (CPSE ETFs).
FY 16-17 has been a memorable year for us as well as we have increased our presence in the digital side of the business, enhancing both the investor and distributor platforms with a revamped SBIMF website, SBI Savings Fund app for parking money for very short-term needs, an online app for Android/iPhone platform called invesTap for investors; and finally a SBI MF Partner app and web portal for our distribution partners. In the coming year, I know we must continue to do more in everything that we do, if we have to reach out to more investors and ease the work of our distribution partners.
The start of the financial year is always a good excuse to take a look at our personal finances and planning for tax-saving investments should be done now, rather than waiting for later in the year. Any step-up or increase in investments should be done, after considering bonus/increments, as our investments need to keep pace with our increasing needs. Invest first, then spend should always be the mantra and will help to meet the financial goals in life easier. If in doubt, reach out to a financial advisor near you or visit one of our SBI MF branches.
As always, we value your investments and look forward to your continued patronage.
Managing 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