SBIMF SmartAssist – What can you ask?
Your 24×7 personal assistant for all things mutual funds — get answers, invest, and manage your portfolio seamlessly on WhatsApp.
Try sending any of the messages below to+91 98336 57657 on WhatsApp.
Ask me anything
| Intent | What can you ask? |
|---|---|
| Learn about mutual funds | “What are equity funds?” |
| Fund Manager Info | “Who is the fund manager of SBI Small Cap Fund?” |
| Eligibility for Schemes | “Who can invest in children’s benefit schemes?” |
| Retirement Planning | “How to plan for my retirement?” |
| Taxation | “How are taxes on mutual funds calculated?” |
Fund Information
| Feature | What can you ask? |
|---|---|
| Performance with Visuals | “Tell me about SBI Flexicap Fund” |
| Explore Funds | “What is the best performing equity fund in the last 3 years?” |
| Exit Loads | “What is the exit load for SBI Blue Chip Fund?” |
| NAV History | “Give me the NAV for SBI Blue Chip Fund” |
| Compare with Projection | “Compare top 2 equity funds” |
| Compare on Risk / Other Parameters | “Compare top 2 equity funds based on risk” |
Buy & Sell with Ease
| Action | What can you ask? |
|---|---|
| Explore Investment Options | “Invest” / “Invest in equity funds” |
| One-Time Investment | “Invest 10000 in SBI Blue Chip Fund” |
| Start SIP | “Start SIP” / “Start SIP for 5000 in SBI Flexicap Fund” |
| Redeem Funds | “Redeem” |
Portfolio Insights
| Insight Type | What can you ask? |
|---|---|
| Portfolio Valuation | “My portfolio valuation” / “My total AUM” |
| Scheme-wise Holdings | “My investments” / “My holdings” |
| Statement of Account | “My statement” / “My statement for previous financial year” |
| Capital Gains Statement | “My capital gain” / “My capital gains for previous financial year” |
| Transaction History | “My recent transactions” |
| Upcoming Transactions | “My upcoming transactions” / “My upcoming SIPs” |
| Failed Transactions | “My failed transactions” / “My failed SIPs” |
| Tax Implication | “Tax liability” / “Tax liability for previous year” |
Update Your Details
| Update Type | What can you ask? |
|---|---|
| Phone Number | “Update my phone” |
| Email ID | “Update my email” |
| Nominee Details | “Update nominee” |
| Bank Account | “Update bank account” |
Pro Tip: Just type your query in simple words — no jargon needed! SmartAssist understands natural language and responds instantly with the right answer, visuals, or action.
SBIMF SmartAssist – Things you can try asking
Your 24×7 personal assistant for all things mutual funds — get answers, invest, and manage your portfolio seamlessly on WhatsApp.
Ask me anything
Learn about mutual funds
“What are equity funds?”
Fund Manager Info
“Who is the fund manager of SBI Small Cap Fund?”
Eligibility for Schemes
“Who can invest in children’s benefit schemes?”
Retirement Planning
“How to plan for my retirement?”
Taxation
“How are taxes on mutual funds calculated?”
Fund Information
Performance with Visuals
“Tell me about SBI Flexicap Fund”
Explore Funds
“What is the best performing equity fund in the last 3 years?”
Exit Loads
“What is the exit load for SBI Blue Chip Fund?”
NAV History
“Give me the NAV for SBI Blue Chip Fund”
Compare with Projection
“Compare top 2 equity funds”
Compare on Risk / Parameters
“Compare top 2 equity funds based on risk”
Buy & Sell with Ease
Explore Investment Options
“Invest” / “Invest in equity funds”
One-Time Investment
“Invest 10000 in SBI Blue Chip Fund”
Start SIP
“Start SIP” / “Start SIP for 5000 in SBI Flexicap Fund”
Redeem Funds
“Redeem”
Portfolio Insights
Portfolio Valuation
“My portfolio valuation” / “My total AUM”
Scheme-wise Holdings
“My investments” / “My holdings”
Statement of Account
“My statement” / “My statement for previous financial year”
Capital Gains Statement
“My capital gain” / “My capital gains for previous financial year”
Transaction History
“My recent transactions”
Upcoming Transactions
“My upcoming transactions” / “My upcoming SIPs”
Failed Transactions
“My failed transactions” / “My failed SIPs”
Tax Implication
“Tax liability” / “Tax liability for previous year”
Update Your Details
Phone Number
“Update my phone”
Email ID
“Update my email”
Nominee
“Update nominee”
Bank Account
“Update bank account”
Try sending any of the messages above to+91 98336 57657 on WhatsApp.
Pro Tip: Just type your query in simple words — no jargon needed! SmartAssist understands natural language and responds instantly with the right answer, visuals, or action.
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