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
View SBI Mutual Fund's top trending funds here
Invests its corpus in debt instruments maturing in line with the scheme tenure
View our solution oriented facilities
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
Reach your goals faster with top up SIP
Use this calculator to find out how much wealth you will accumulate and return on your investment using STP
Prepare for your child's treasured dream through investing in SIP
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
Get your dividend & redemption payouts directly to your bank account electronically
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
|
Managing this fund since Feb 2019.
Total experience 12 years .
Mr. Gaurav has completed his PGBM from IIM Lucknow, B.Tech from IIT Bombay and is also a CFA Charter Holder from CFA Institute , USA. He has over 12 years of experience in Indian financial markets. He joined SBIFMPL in November 2018 as an Equity Analyst. Before joining SBIFMPL, he worked with Ambit Investment Advisors as a Portfolio Manager. Prior to that, he was an equity research analyst for Institutional equities at Ambit Capital. Gaurav began his career with Edelweiss Capital in May 2006.
For exit within 12 months from the date of allotment
- For 10% of investment - Nil
- For remaining investments - 1.00%
For exit after 12 months from the date of allotment - Nil
Suitable for
Pursuant to the circular issued by SEBI on Categorization and Rationalization of the Schemes , there has been change in the fundamental attributes of SBI Multi Asset Allocation Fund (like asset allocation, benchmark and investment objectives) with effect from May 16, 2018, hence the performance of the fund is calculated from May 16, 2018.
* for Regular Growth
Min Lumpsum ()
5000 & in multiples of 1
Min Additional Lumpsum ()
1000 & in multiples of 1
Investment Objective
To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.
Investment Strategy
Investments under the fund will be predominantly in a mix of debt, equity & commodity instruments (as permitted by SEBI from time to time).
Benchmark
Additional Benchmark
**Expense ratio exclusive of Service Tax on Management Fees
To provide regular income, liquidity andattractive returns to investors in addition tomitigating the impact of interest rate riskthrough an actively managed portfolio offloating rate and fixed rate debtinstruments, equity, money marketinstruments and derivatives.
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
