SBI Mutual Funds
About This AMC
SBI Mutual Fund (SBIMF) India's and largest mutual fund in India in terms of assets managed.
SBI Mutual Fund was established on 29th June 1987 as a Trust sponsored by the State Bank of India, registered with SEBI on 23rd December 1993. Later, it became a joint venture with AMUNDI Asset Management (a French AMC), with SBI holding a 63% stake and AMUNDI holding 37%.
In 2013, SBI Mutual Fund also acquired Daiwa Mutual Fund, with a corpus of ₹266 crores.
Currently, Mr Shamsher Singh is the Managing Director & CEO of SBIMF. R Srinivasan is the CIO (Chief Investment Officer) on the equity side of SBI Mutual Fund and manages one of the largest small cap mutual fund schemes: SBI Small Cap Fund (₹20,000+ crore)
SBI Mutual Fund had IPO (Initial Public Listing) plans in 2022, but they were later shelved.
SBI Mutual Fund offers three of the largest mutual fund schemes in India: SBI Liquid Fund (AUM: ₹65,000+ crore), SBI Equity Hybrid Fund (AUM: ₹~60,000 crore) and SBI Bluechip Fund (₹35,000+ crore).
As of February 2024
Schemes
127
AUM
₹9,23,031 Cr
AUM growth
₹6,601 Cr
Fund managers
29
Explore SBI Mutual Funds
| Name | Fund size | Expense Ratio | 1 Y | 3 Y |
|---|---|---|---|---|
SBI PSU Direct Growth Equity - Other Very High Risk | ₹2,352 Cr | 0.89% | 99.5% | 41.2% |
SBI Infrastructure Fund Direct Growth Equity - Infrastructure Very High Risk | ₹2,793 Cr | 1.36% | 66.2% | 34.0% |
SBI Magnum Children's Benefit Fund- Investment PLan Direct Growth Children Very High Risk | ₹1,930 Cr | 0.86% | 41.5% | 33.4% |
SBI Contra Fund Direct Growth Contra Very High Risk | ₹29,585 Cr | 0.63% | 47.8% | 31.5% |
SBI Long Term Equity Fund Direct Growth ELSS (Tax Savings) Very High Risk | ₹23,411 Cr | 0.94% | 59.8% | 28.9% |
SBI Consumption Opportunities Fund Direct Growth Equity - Consumption Very High Risk | ₹2,165 Cr | 0.97% | 34.4% | 27.2% |
SBI Magnum Midcap Fund Direct Growth Mid-Cap Very High Risk | ₹17,910 Cr | 0.82% | 39.1% | 26.3% |
SBI Small Cap Fund Direct Growth Small-Cap Very High Risk | ₹27,759 Cr | 0.67% | 40.7% | 25.5% |
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth Retirement Very High Risk | ₹2,319 Cr | 0.83% | 31.6% | 23.0% |
SBI Large & Midcap Fund Direct Growth Large & Mid-Cap Very High Risk | ₹22,689 Cr | 0.75% | 33.4% | 22.9% |
Top SBI Fund Managers
₹1,293 Cr
AUM
5
Schemes
Raviprakash Sharma
₹3,01,240 Cr
AUM
12
Schemes
₹1,58,665 Cr
AUM
19
Schemes
R. Srinivasan
₹1,45,887 Cr
AUM
11
Schemes
₹82,044 Cr
AUM
4
Schemes
Rama Srinivasan
₹22,909 Cr
AUM
3
Schemes
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All about SBI Mutual Funds
Key Information
| Mutual fund name | SBI Mutual Fund |
| Asset management company name | SBI Funds Management Ltd. |
| AMC Setup Date | June 29, 1987 |
| AMC Incorporation Date | February 7, 1992 |
| Sponsor name | State Bank of India and AMUNDI |
| Trustee Organisation | SBI Mutual Fund Trustee Company Private Limited |
| CIO | Mr. R Srinivasan(Equity) and Mr Rajeev Radhakrishnan(Fixed Income) |
| MD and CEO | Mr Vinay M Tonse |
| Compliance Officer | Ms. Vinaya Datar |
| Investor Service Officer | Mr CA Santosh |
| Updated as of | February 2024 |
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Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past Performance of the Scheme is neither an indicator nor a guarantee of future performance.
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