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
View the top trending funds here
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
In the pursuit of investing our hard-earned money, we often face an investment dilemma that forces us to choose between income and growth. SBI Mutual Fund understands this need and we, therefore, bring to you a unique fund: SBI Dual Advantage Fund - Series XXIX.
SBI Dual Advantage Fund - Series XXIX is a 1100 days' close-ended hybrid scheme. The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in Equity and Equity-related instruments. However, there can be no assurance that the investment objective of the Scheme will be realised.
A hybrid scheme like SBI Dual Advantage Fund - Series XXIX endeavours to combine the benefits of multiple asset classes i.e. Equity and Debt. This helps you to benefit from the growth opportunities of the equity market with stability from debt. An example of the daily three-year rolling returns of Nifty 50, Crisil Composite Bond Fund Index and CRISIL Hybrid 85+15 - Conservative Index (as on June 15, 2018) given below shows how the representative indices have performed:
Type of scheme: A close-ended Hybrid Scheme: A close-ended Hybrid Scheme
Tenure of the scheme: 1100 Days
Benchmark: Crisil Hybrid 85 + 15 - Conservative Index
Plans/Options offered: The scheme would have two plans, viz. Direct Plan & Regular Plan. Both plans will have two options - Growth and Dividend. Dividend option has the facility of payout & transfer. Dividend transfer facility will be available to NFO investors only.
Minimum Application Amount: Rs. 5,000/- and in Multiples of Rs. 1 thereafter
Exchange Listing: Units of the scheme will be listed on NSE Ltd.
Exposure to domestic securitized debt may be to the extent of 40% of the net assets. The Scheme shall not invest in ADR/ GDR/ foreign securities / foreign securitized debt.
$ Exposure to derivatives may be to the extent of 30% of the net assets.
The Scheme shall invest in repo including repo in corporate debt.
The scheme may engage in stock lending.
The scheme shall not engage in short selling.
The cumulative gross exposure through equity, debt and derivative position will not exceed 100% of the net assets of the scheme.
NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the SID has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of Disclaimer Clause of NSE.
Investments in securities, maturing on or before the date of the maturity of the Scheme
Flexibility to invest in the entire range of debt instruments
Investment in AA or above-rated securities
Targeted investment between 80%-95% (Including 10% - 15% in Governement Securities)
Invest in diversified portfolio of Equity & Equity-related instruments
Mix of bottom-up & top-down approach for stock-picking
Primarily focus on companies that have demonstrated characteristics such as market leadership, strong financials and quality management
Targeted investment in Equity & Equity-related instruments between 5% and 20%
Quality Debt Portfolio - High quality debt securities endeavour to minimize credit risk and matching maturity reduces interest rate risk. Investment in AA and above rated securities only
Growth Potential - Primarily focus on companies that have demonstrated characteristics such as market leadership, strong financials and quality management. Equity portion will be actively managed
Tax efficiency - Avail indexation benefits and thereby potential tax efficient returns (as per current tax laws)
Investors with low to medium risk appetite
High net worth individuals
First time mutual fund investors who would like to enjoy the debt returns with an additional equity upside
An investor who is looking for income as well as capital appreciation
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
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.