The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Jomore...
Investment Duration5 years
₹ 0Total Investment
₹ 0Wealth Gained
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
|Fund Name||Scripbox Opinion||Till Date CAGR|
SBI Funds Management Private Limited manages assets worth 471,579 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.
SBI Funds Management Private Limited
State Bank of India
7 February 1992
MD & CEO
Mrs. Anura Rao
Mr. Navneet Munot
SBI Mutual Fund Trustee Company Private Limited
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) 400051
ICICI Prudential Asset Management Company Limited
Nippon Life India Asset Management Ltd
UTI Asset Management Co Ltd
SBI Funds Management Private Limited
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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 InvITsPublished on 12th Aug 2021
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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:
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 email@example.com or Whatsapp it to us on +91-8884448026.
The following steps help you download the SBI mutual fund investment statement using the Scripbox App:
The excel statement includes the following details:
Explore: Fund Managers
|Name||Type Of Fund||Number of Schemes|
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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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 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. 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 Gupta joined SBIMF in 2008 and is currently the Fixed Income Dealer and Fund Manager. Before joining SBIMF, she worked with 21st Century Shares and Securities, OTCEI. Furthermore, Ms Gupta is a Commerce graduate from Mumbai University.
SBI mutual fund has multiple funds that are performing exceptionally well in the market, in equity fund, debt fund, hybrid fund, multi asset allocation fund, gilt fund, and tax savings categories. The fund house has well-experienced fund managers who have the competency to deal with bullish and bearish markets contributing to efficient SBI fund management. The asset allocation of the SBI fund schemes is done strategically after thorough research. The fund house itself has completed more than 25 years of running it. It being one of the oldest fund houses, builds up investors’ confidence.
SBI mutual funds can be redeemed both online and offline. Investors can approach their mutual fund distributor or directly go to the SBI mutual fund office for redeeming their investments offline. Online redemption is easier and faster than offline. Investors can directly login to the SBI mutual fund account and redeem their investments. They can also redeem through different online portals that they invested through.
A SIP can be stopped online and offline. One can send a letter to the SBI mutual fund office or the CAMS asking to stop the SIP. They can also login to the SBI mutual fund account online and stop the SIP. The SIP can even be stopped through multiple online portals that they invested through. It takes around 30 days for the request to process.
Investing in SBI mutual funds can be done offline by approaching SBI mutual fund office. Online investing can be done directly on the SBI mutual fund website or any online portals that allow mutual fund investing.
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