About SBI Mutual Fund
SBI Mutual Fund has emerged as a dominant force in India's mutual fund landscape with its remarkable performance and strategic excellence. The fund house has achieved an impressive milestone by crossing ₹10,37,900.38 cr. in Assets Under Management, demonstrating its robust market position. Their investor base has expanded to over 2.61 crore folios, making it one of the most trusted fund houses in the country.
The company has maintained a consistent year-on-year AUM growth rate of approximately 20-25%, showcasing its strong market momentum. Multiple equity schemes from SBI Mutual Fund have consistently outperformed their respective benchmarks, establishing their investment expertise.
The fund house's debt fund management has been equally impressive, maintaining superior credit quality and delivering stable returns. Their flagship funds have demonstrated exceptional performance by delivering above-average returns over both 5 and 10-year periods, reflecting their long-term investment capability.
The fund house boasts an experienced team of fund managers who average over many years of industry experience, bringing deep market insights to their investment decisions. Their strong research team covers various sectors and companies extensively, providing thorough market analysis for informed investment decisions. The management ensures regular training and skill enhancement programs for fund managers to stay updated with market trends and investment strategies.
SBI Mutual Fund has been a pioneer in innovation, regularly introducing new fund solutions to meet evolving investor needs. They were among the first to launch index funds and ETFs in India, showing their commitment to product innovation. The fund house has also demonstrated forward-thinking by focusing on ESG and sustainable investing options, aligning with global investment trends. Their technology integration has been remarkable, with advanced digital platforms providing a seamless investor experience. The fund house regularly updates and improves its mobile apps and online portals to enhance user experience and accessibility. They maintain strong cybersecurity measures to protect investor interests and ensure safe digital transactions.
The fund house has established a robust distribution network across India, making its products accessible to investors in both urban and rural areas. Their investor education initiatives have helped improve financial literacy and informed decision-making among investors. The fund house maintains transparent communication with investors through regular portfolio disclosures and performance updates. Their strong parentage, being backed by the State Bank of India and Amundi, adds to their credibility and stability.
The fund house has received numerous awards and recognition from industry bodies for their fund performance and service excellence. Their commitment to corporate governance and ethical practices has earned them high trust among investors and industry stakeholders. The fund house continues to evolve and adapt to changing market conditions while maintaining its core investment philosophy and values.
How to Invest in SBI Mutual Fund?
SBI Mutual Fund offers a compelling investment proposition due to its strong parentage and proven track record. The fund house's extensive experience in managing diverse portfolios makes it a reliable choice for investors seeking both wealth creation and preservation.
Their wide range of schemes caters to various investment objectives and risk appetites, while their professional management ensures optimal portfolio allocation. The fund house's commitment to transparency and investor education further strengthens its position as a trustworthy investment partner.
Here are the steps you need to take to begin your investment process.
Step 1: Login or Register
Visit the Torus Digital platform or the SBI MF website to register. Complete basic information and create login credentials.
Step 2: Validate Identity Proof
Upload documents through Digilocker for seamless verification. No physical documentation is required for faster processing.
Step 3: Level of risk
Complete the risk profiling questionnaire to determine your risk tolerance level: conservative, moderate, or aggressive.
Step 4: Choose a mutual fund scheme
Select from various schemes based on your investment objective and risk assessment results.
Step 5: One Time (Lumpsum) or SIP
Choose between a one-time lumpsum investment or systematic investment plan (SIP) as per your convenience.
Step 6: SIP Placement
You can start SIP immediately or select a preferred date. Same-day SIP activation is available.
Your Torus account will reflect the SBI Mutual Fund in India you have invested in within 3 to 4 working days.
