SBI Mutual Fund

Key Highlights about SBI Mutual Fund 

The key highlights about the SBI Mutual Fund are listed in the table below: 

List of SBI Mutual Funds in India 2025

The table below highlights the top SBI mutual funds in India in 2025:

Top SBI Mutual Fund Managers

Here is the list of top SBI Mutual Fund managers:

1. Mr. Ashwani Bhatia

1. Began his career as a Probationary Officer at SBI in 1985.

1. Currently serves as MD & CEO of SBI Mutual Funds.

1. Has extensive experience across credit, treasury, retail, and international banking.

1. Played a major role in restructuring SBI’s Corporate Credit Structures.

1. Former Chief General Manager of SBI's SME division.

2. Mr. Nicholas Simon

1. Deputy CEO of SBI Mutual Funds since 2015, on deputation from Amundi Group (France).

1. Holds a Master’s in Law (Pantheon-Assas University, Paris) and an MBA (Toulouse School of Business).

1. He headed Henderson Real Estate (France) and was former CEO at CAAM and Real Estate divisions of Amundi.

1. Brings deep insights into international banking, real estate, and inflation control.

1. Represents Amundi’s interests on SBI MF’s board.

3. Mr. R. S. Srinivas Jain

1. Executive Director & Chief Marketing Officer for Strategy & International Business at SBI Mutual Funds.

1. Over 30 years of experience in financial services, with nearly 20 years at SBI.

1. Commerce graduate and trained in cost accountancy.

1. Played a pivotal role in the rise of SBI MF as a dominant market player.

1. Led the fund to receive the CNBC Awaaz ‘Most Preferred Brand’ award two years in a row.

4. Mr. D. P. Singh

1. Currently Executive Director & Chief Marketing Officer – Domestic Business at SBI MF.

1. Holds a PG in Commerce and a PG Diploma in PMIR.

1. Associated with SBI since 1998 and previously served as National Sales Head.

1. Known for expanding SBI MF’s reach among rural and urban consumers.

1. Contributed significantly to SBI’s retail banking and tech initiatives.

5. Ms. Aparna Nirgude

1. Chief Risk Officer at SBI Mutual Funds.

1. Joined the Risk division in 2005, with a background in research and investment management.

1. She completed an MBA from Jamnalal Bajaj Institute of Management Studies.

1. She previously headed research and managed key SBI mutual fund portfolios.

6. Mr. Rahul Mayor

1. Chief Investor Relations Manager at SBI Mutual Fund since 2017.

1. He has more than 19 years of experience in retail banking, analytics, and investor relations.

1. Holds a PGDM in Finance.

1. He worked previously with Franklin Templeton and Sundaram Asset Management.

1. Adds global mutual fund market expertise to the SBI MF team.

Documents required for investing in SBI Mutual Fund

To invest in the schemes of SBI Mutual Fund, the investor has to complete the Know Your Customer (KYC) process. The KYC process is a one-time process which means that if the investor has completed the process earlier in the securities market, he/she need not do it again.

However, if the investor has not completed the process, he/she needs to fill up the KYC application form available at the official website of the fund house or AMFI (Association of Mutual Funds of India), and from mutual fund advisors/brokers. Once the application form is filled, it needs to be submitted at any of the SEBI registered intermediaries with the below documents:

Identity Proof 

1. Aadhaar Card

1. PAN Card (Mandatory)

1. Voter ID Card

1. Passport

1. Driving License

1. Any other valid identity card issued by the Central or State Government

Address Proof

1. Aadhaar Card

1. Voter ID Card

1. Passport

1. Driving License

1. Ration Card

1. Bank account statement or bank passbook

1. Utility bills (e.g., electricity or gas bills)

Once the KYC process is completed, the investor can start investing in the schemes of SBI Mutual Fund provided that he/she has a Permanent Account Number (PAN) and a bank account.

SBI Mutual Fund Account Statement

The status of your account statement under the SBI Mutual Fund can be checked online. The following steps are required to be followed to check the status of the account statement:

• You need to visit the official website of the SBI Mutual Fund at www.sbimf.com.
• On the homepage of SBI Mutual Fund click on the ‘Investor Corner’ option from the top menu.
• This will give you a drop-down menu.
• From the drop-down menu, select the ‘Statement of Account’ option. This will take you to a new webpage.
• On the ‘Mutual Fund Statement of Account’ page, select the option of ‘Folio’ or ‘PAN’.
• Under this option, you have to enter your Folio Number or your Permanent Account Number (PAN) to proceed.
• You can tick the checkbox next to the ‘Schedule Statement of Account’ and select a frequency from ‘Weekly’, ‘Monthly’, or ‘Quarterly’.
• Click on ‘SUBMIT’ and an email will be sent to the email ID which is registered with the SBI Mutual Fund. In case you have not registered your email ID, an option is provided on the same page where you can register your email ID. It is important to register your email ID as the statement of account will be sent to the email ID.

How to Invest in SBI Mutual Fund?

How to Invest in SBI Mutual Fund Online?

There are 4 ways through which investors can invest in SBI Mutual Fund - online, offline, mobile, and m-Easy app. To invest through the online mode, investors need to follow the below steps:

1. Visit the official site of SBI Mutual Fund - www.sbi.mf.com
2. Click on the ‘Invest Now’ button and then on the ‘New User’ button.
3. The investor then needs to enter his/her PAN, email ID, mobile number, and select a password.
4. Select the ‘Register’ button.
5. Once the registration is complete, investors can use the ‘New Investment’ button and start investing.

How to Invest in SBI Mutual Fund Via YONO App

The steps to invest in SBI Mutual Funds via YONO application are mentioned below:

1. Use your credentials to log in to the YONO SBI mobile app.

1. Navigate to the ‘Investment’ section or tap on ‘JanNiveshSIP’ from the landing page.

1.  Tap on JanNiveshSIP to invest in it.

1. Tap on ‘Invest in Mutual Funds (MF)’ to explore other options.

1. Choose your preferred mutual fund scheme for investment.

1. Tap on ‘Invest Now’.

1. Follow the on-screen instructions to complete the transaction.

Types of funds offered by SBI Mutual Fund

SBI Mutual Fund offers 61 schemes across the categories - equity, debt, hybrid, solution-oriented and index funds.

Equity Fund

1. SBI Long Term Equity Fund – Direct Plan Growth

1. Category: Equity (ELSS / Tax Saver)

1. 3-Year Return: 30.65%

1. 5-Year Return: 29.03%

1. Minimum Investment: Rs.500 (Lump Sum and SIP)

2. SBI Healthcare Opportunities Fund – Direct Plan Growth

1. Category: Equity (Sectoral – Healthcare)

1. 3-Year Return: 29.96%

1. 5-Year Return: 25.15%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

3. SBI ELSS Tax Saver Fund – Direct Growth

1. Category: Equity (Tax Saving)

1. 3-Year Return: 27.12%

1. 5-Year Return: 26.95%

1. Minimum Investment: Rs.500 (Lump Sum & SIP)

4. SBI Contra Fund – Direct Plan Growth

1. Category: Equity (Contra)

1. 3-Year Return: 23.73%

1. 5-Year Return: 32.37%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

5. SBI Infrastructure Fund – Direct Growth

1. Category: Equity (Sectoral – Infrastructure)

1. 3-Year Return: 26.23%

1. 5-Year Return: 28.38%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

6. SBI Magnum Mid Cap Fund – Direct Plan Growth

1. Category: Equity (Mid Cap)

1. 3-Year Return: 24.11%

1. 5-Year Return: 30.57%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

7. SBI Banking & Financial Services Fund – Direct Growth

1. Category: Equity (Sectoral – Banking)

1. 3-Year Return: 22.48%

1. 5-Year Return: 23.12%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

8. SBI Large & Midcap Fund – Direct Plan Growth

1. Category: Equity (Large & Midcap)

1. 3-Year Return: 21.18%

1. 5-Year Return: 25.69%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

9. SBI Bluechip Fund – Direct Plan Growth

1. Category: Equity (Large Cap)

1. 3-Year Return: 20.02%

1. 5-Year Return: 22.28%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

10. SBI Mid Cap Fund – Direct Plan Growth

1. Category: Equity (Mid Cap)

1. 3-Year Return: 19.62%

1. 5-Year Return: 28.41%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

Hybrid Funds

11. SBI Magnum Children’s Benefit Fund – Investment Plan Direct Growth

1. Category: Hybrid

1. Performance: Returns not specified

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

12. SBI Magnum Children’s Benefit Fund – Savings Plan Direct

1. Category: Hybrid

1. 3-Year Return: 13.71%

1. 5-Year Return: 14.27%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

13. SBI Balanced Advantage Fund – Direct Growth

1. Category: Hybrid (Dynamic Asset Allocation) 

1. Performance: Returns not specified 

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP) 

Commodity Fund

14. SBI Gold Fund – Direct Plan Growth

1. Category: Commodities (Gold)

1. 3-Year Return: 23.22%

1. 5-Year Return: 12.99%

1. Minimum Investment: Rs.5,000 (Lump Sum), Rs.500 (SIP)

Customer Care Details

For queries related to SBI Mutual Fund schemes, please contact using the details below:

1. Registered Office Address: 9th Floor, Crescenzo Building, C-38 & 39, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051 Branch Timings: 9:00 AM to 6:00 PM

1. Phone Numbers: 022-61793000 / 1800-425-5425 (Toll-Free)

1. Email: Not Available (N.A.)

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