SBI Mutual Fund

SBI MF Launches NFO of Balanced Fund

SBI MF launches SBI Balanced Advantage Fund open for investment from 12th August till 25th August. The open-ended dynamic asset allocation fund benchmarks to CRISIL Hybrid 50+50 – Moderate Index TRI. The fund aims to fulfill long term capital appreciation and the asset allocation needs of investors. The fund would invest its corpus in equities with overseas exposure, debt instruments, REITs and InvITs

Published on 12th Aug 2021

How to Invest in SBI Mutual Funds?

Scripbox has made mutual funds investment extremely easy, even for new investors. One can invest in mutual funds by following the steps below:

• Visit Scripbox and Begin the Investment Journey: On the homepage of the Scripbox website, there is a “Let’s get started” button. Click on it. Doing so will display a list of investment options based on life goals. For investing in mutual funds, pick any of the options close to one’s financial goals. Click on “Continue” to proceed with the mutual fund investment.
• Signup and Create an Account: Upon logging in, the investment details such as SIP or one-time and amount of investment will be available Here Scripbox allows investors to select the payment option. One can select “Every month SIP” or “One-time” payment options depending on their cash flow. To determine the potential returns, one can use the Scripbox SIP calculator. The SIP calculator is available online for free. Click on “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: The list of mutual funds and amount allocation is shown on this page. Check all the details before proceeding ahead. If one wishes to change the fund or amount, click on the option, “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
• Bank Details and Money Transfer: In the last step, enter the bank account and PAN details. Scripbox provides a secure environment, and a bank account will be used for investing and crediting the redemption proceeds only. The units are purchased at the schemes NAV. The scheme’s NAV is published daily by the fund house.

KYC Required to Invest in SBI Mutual Fund

KYC is an acronym for “Know Your Customer.” KYC helps in identifying a client. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant while investing in a SEBI registered mutual fund. A KYC form will include identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following are the KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload the clear color scanned copies of the documents required at the time of registration itself. Or. You could share your KYC documents at help@scripbox.com or Whatsapp it to us on +91-8884448026.

How to Download SBI Mutual Fund Investment Statement? 

The following steps help you download the SBI mutual fund investment statement using the Scripbox App: 

• Download the Scripbox app and enter all your details to login
• Go to the ‘Profile’ page and choose ‘Investment History’
• Click on the – ‘Email Me’ section. Your registered email address will receive an email with a link to download your Scripbox Investment History. You can get the statement by clicking on the link.

The excel statement includes the following details:

1. Orders Tab: It has the following information: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
2. Current Holding Tab: This section has the following details: fund name, number of units, current value of the investment, folio number and purpose.

Top SBI Mutual Fund Managers

Explore: Fund Managers

Name	Type Of Fund	Number of Schemes
R Srinivasan	Equity	9
Sohini Andani	Equity	2
Richard D’Souza	Equity	5
Dinesh Balachandran	Equity	3
Anup Upadhyay	Equity	6
Nidhi Chawla	Equity	4
Saurabh Pant	Equity	2
Tanmaya Desai	Equity	1
Ruchit Mehta	Equity	12
Milind Agarwal	Equity	1
Gaurav Mehta	Equity	5
Neeraj Kumar	Equity	2
Rajeev Radhakrishnan	Debt	18
Dinesh Ahuja	Debt	13
R. Arun	Debt	14
Mansi Sajeja	Debt	3
Lokesh Mallya	Debt	3

Mr. R Srinivasan

Mr. Srinivasan joined SBI Mutual Fund in 2009 as a Senior Fund Manager, Mr. Srinivasan is now the Head of Equity and directly manages several funds. He has over 25 years of experience in equities. Mr. Srinivasan is a postgraduate in Commerce and holds an MFM degree from the University of Mumbai. He currently manages three funds.

Ms. Sohini Andani

Ms. Andani joined SBI Mutual Fund in 2007 as Head of Research. She subsequently got promoted as a portfolio manager in 2010. Her previous affiliations have been with reputed broking companies. Ms. Andani is a Chartered Accountant from ICAI and a Commerce graduate from Mumbai University. She currently manages two funds.

Mr. Richard D’Souza

Mr. D’Souza joined SBI Mutual Fund in 2010 as a Fund Manager, Richard currently manages thematic funds. He is a Science graduate from Mumbai University. He currently manages two funds.

 Mr. Dinesh Balachandran

Mr. Balachandran joined SBI Mutual Fund in 2012 as a Senior Credit Analyst. He subsequently became Head of Research. Currently, Dinesh is an Equity Fund Manager. He holds a B.Tech degree from IIT Mumbai and an MS degree from Massachusetts Institute of Technology (MIT). Mr. Balachandran is also a Charter holder of the CFA Institute, USA. He currently manages three funds. 

Mr. Anup Upadhyay

Mr. Upadhyay joined SBI Mutual Fund in 2007 as an Equity Analyst, and is now head of research. He is also the fund manager for Equity Opportunities Fund and SBI IT Fund. He holds a B.Tech degree from IIT Kharagpur and PGDM from IIM Lucknow. Mr. Upadhyay is also a Charter holder of the CFA Institute, USA. He currently manages three funds.

Ms. Nidhi Chawla

Ms. Chawla joined SBI Mutual Fund in 2007, Nidhi is an Analyst and Fund Manager. She holds a bachelor’s degree in Business Studies from CBS, Delhi University, and a Masters Degree in Economics from Delhi University. Ms. Chawla is also a Charter holder of the CFA Institute, USA. She currently manages one fund.

Mr. Saurabh Pant

Mr. Pant joined SBI Mutual Fund in 2007 as Research Analyst, he is currently an Analyst and Fund Manager. He is a Commerce graduate and holds a Masters Degree in Business Economics from the University of Delhi. He currently manages two funds.

Mr. Tanmaya Desai

Mr. Desai joined SBIMF in 2008, he is currently an Analyst and Fund Manager. He is an Electronics Engineer and holds a master’s degree in Finance from Narsee Monjee Institute of Management Studies. Mr. Desai is also a Charter holder of the CFA Institute, USA. He currently manages one fund.

Mr. Ruchit Mehta

Mr. Mehta joined SBI Mutual Fund in 2010, and is an Analyst and Fund Manager. He is a Commerce graduate from Mumbai University and holds a Masters Degree in finance from Lancaster University, UK. He is also a Charter holder of the CFA Institute, USA. Mr. Mehta currently manages one fund.

Mr. Milind Agarwal

Mr. Agarwal joined SBI Mutual Fund in 2018 as an Equity Research Analyst. He has over eight years of experience in the Financial Services industry. He currently manages one fund.

Mr. Rohit Shimpi

Mr. Shimpi joined SBI Mutual Fund in 2006 and is currently the fund manager. He is part of the International Fund Management and research team. Before joining SBI, he was with Television Eighteen Group, JP Morgan and HDFC Standard Life Insurance. Mr. Shimpi holds a PGDM in Finance from Sydenham Institute of Management Studies. Also, he is a commerce graduate from Mumbai University. Furthermore, Mr. Shimpi is a Charter holder of the CFA Institute, USA.

Mr. Gaurav Mehta

Mr. Mehta joined SBIMF in 2018 and is currently Analyst and Fund Manager. He has more than 13 years of experience in the finance industry. Before joining SBI, he was with Ambit Investment Advisors, Ambit Capital and Edelweiss. Furthermore, he holds a PGDM in finance from IIM Lucknow. Also, he is a Chemical Engineer from IIT Bombay and a CFA Charter holder from CFA Institute USA.

Mr. Neeraj Kumar

Mr. Kumar joined SBI mutual fund in 2006. He is currently the Fund Manager cum Equity trader at the AMC. Before joining SBI, he was with LIC. Furthermore, he holds B.Comm Honors degree and is a Chartered Accountant.

Mr. Rajeev Radhakrishnan

Mr. Radhakrishnan joined SBIFM in 2008 as a fixed income portfolio manager, and is currently the Head of Fixed Income. He is an engineering graduate and holds a master’s degree in finance from Mumbai University. Mr. Radhakrishnan is also a Charter holder of the CFA Institute, USA. He currently manages seven funds.

Mr. Dinesh Ahuja

Mr. Ahuja joined SBIFM in 2010. He has good experience in the finance sector. Mr. Ahuja is a commerce graduate and holds a master’s degree in Finance from Mumbai University. He currently manages seven funds.

Mr. R. Arun

Mr. Arun joined SBIFM in 2009 as a credit analyst, and is currently a fund manager for cash funds. He is a commerce graduate from Mumbai University and holds a Masters in Finance from Mumbai Education Trust. Mr. Arun is also an FRM Charter holder of the Global Association of Risk Professionals (GARP). He currently manages three funds.

Ms. Mansi Sajeja

Ms Sajeja joined SBIFM in 2009, she is a credit analyst and fund manager. She has done her bachelor’s in Financial & Investment analysis from Delhi University. She holds a postgraduate diploma in Business Management from MDI, Gurgaon. Ms. Sajeja is also a Charter holder of the CFA Institute, USA. She currently manages one fund. 

Mr. Lokesh Mallya

Mr. Mallya joined SBIFM in 2014. He has over nine years of experience in the Indian fixed income market and fund management. Mr. Mallya is a Charter holder of the CFA Institute, USA, and an FRM charter holder of the Global Association of Risk Professionals (GARP). He currently manages one fund. 

Ms. Ranjana Gupta

Ms Gupta joined SBIMF in 2008 and is currently the Fixed Income Dealer and Fund Manager. Before joining SBIMF, she worked with 21^st Century Shares and Securities, OTCEI. Furthermore, Ms Gupta is a Commerce graduate from Mumbai University.

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