SBI Mutual Fund

SBI Mutual Fund

Mutual Fund Houses


Equity: tax saving

Return (%)






Minimum Investment




Investment Objective: The prime objective of scheme is to deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investments made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus.

Launch date: 31/03/1993

Fund Family: SBI Mutual Fund

Locking period: 3 years

Top 3 holdings: Finance, Consumer Goods, Pharma

Fund manager: Dinesh Balachandran

Investment type: Growth



SBI Mutual Fund is a join venture between State Bank of India which is the most common name in Indian Banking industry and AMUNDI from France which is one of the top asset management companies in the world. SBI Mutual fund has experience of more than 30 years in fund management with offerings across different asset classes and categories.

SBI Mutual funds aims towards providing its investors with products under all asset classes with continuous innovation, research, intensive coverage and risk management while choosing the securities. Their major aim is to provide long term capital appreciation for the investor.

As of March 31st 2018, SBI Mutual funds have AUM of INR 217649.24 crores with more than 500 schemes. 

Toll free number: 1800 209 3333 / 1800 425 5425

email id: customer.delight@sbimf.com 

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