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
Debt asset investments aimed at
regular and steady income
Schemes aimed at retirement planning and children benefit
Subscriptions open for our New
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
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
View our solution oriented facilities
We wish to inform you that SEBI has introduced some changes in guidelines on Know Your Client (KYC) norms. This step has been taken to make the KYC process investor friendly and to make it uniform across various SEBI regulated intermediaries in the securities market viz. Mutual Funds, Portfolio Managers, Depository Participants, Stock Brokers, Venture Capital Funds, Collective Investment Schemes, etc.Depository Participants, Mutual Funds, Stock Brokers, Portfolio Managers, etc. These changes aim to eliminate duplication of KYC process across these intermediaries and will make investing more investor friendly.
Thus KYC registration is being centralized through KYC Registration Agencies (KRAs) registered with SEBI. With this Eeach investor has to undergo KYC process only once in the securities market and the details would be shared with other intermediaries by the KRAs.
Mutual funds are required to formulate and implement a customer identification program as well as verify and maintain records of the identity and address(es) of investors in accordance with the Prevention of Money laundering Act, 2002 ('PMLA'), the rules issued there under from time to time and the guidelines/circulars issued by SEBI.
Documents required to be submitted along with KYC application:
Key Changes in the KYC norms for Mutual Funds with effect from 1st January 2012:
What do an investor needs to do?
In case of Individuals, missing/not available details are as follows:
In-Person Verification (IPV) The individuals can use the 'KYC Details Change Form' available in the forms section. (b) In case of Non Individuals, KYC needs to be done afresh due to significant and major changes in KYC requirements. For more details on KYC, investors can also visit http://www.cvlkra.com/
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.
Asset Management Company
SBI Funds Management Private Limited (A joint venture between SBI & AMUNDI). Trustee Company: SBI Mutual Fund Trustee Company Pvt. Ltd.
Prescribed Documents (PAN Mandatory)
For individual Investors Proof of Identity:
Proof of Address (any one of the following):
Proof of address (HUF)
Non individuals (PAN Mandatory) Companies / Bodies Corporate (Certified copy of the following):
Partnership firms (Certified copy of the following):
Trusts, foundations, NGO's Charitable Bodies, Clubs/Mutual Fund Schemes (Certified copy of the following):