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
Includes Index Funds, ETFs and FOFs
Debt asset investments aimed at regular and steady income
Schemes aimed at retirement planning and children benefit
Subscriptions open for our New Fund Offer
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 portfolio
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
Programmes
For exit within 1 year from the date of allotment - 1%;
For exit after 1 year from the date of allotment - Nil.
Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points
Investment Objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings (and their subsidiaries) and in debt and money market instruments issued by PSUs and others.
Investment Strategy
The primary strategy of the scheme would be to invest in the stocks of the PSU companies and their subsidiaries.
Managing this fund since Aug 2014.
Total experience 26 years .
Richard joined SBIFM in 2010 as Fund Manager for the Retail PMS division. Richard had joined us from ASK Investment Managers where he was the portfolio manager for PMS schemes. Prior to joining ASK, Richard was a sell side analyst with various broking firms such as Antique Shares, Sunidhi Consulting and Alchemy Shares for 11 years. He started his career in 1992 as a research analyst at Ajit Vajani Share Brokers. Richard is a Science graduate from Mumbai University.
The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Under takings and in debt and money market instruments issued by PSUs and others.
Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks
Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months
Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year
Choose the right funds and plan investments to make dreams happen with Family Solutions Tool.
Get a plan to invest a fixed amount every month and achieve your desired savings.
By registering on this portal, you hereby authorise SBI Mutual Fund, SBI Funds Management Pvt. Ltd. and/or its authorized service provider(s)to communicate Mutual Fund scheme related matters/documents and other information related to the investment products either through telephone, email or such other means overriding any NDNC registration. Please read the disclaimer & policy section of the website for more information
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?
Please submit the filled empanelment form to your nearest SBIMF Branch. Click here to locate your nearest branch.
