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SBI Equity Mutual Funds

SBI Equity 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

₹9,61,293 Cr

AUM growth

₹38,262 Cr

Fund managers

31

Explore SBI Equity Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
SBI PSU Direct Growth
SBI PSU Direct Growth

Equity - Other Very High Risk

₹3,071 Cr0.89%100.7%38.2%
SBI Infrastructure Fund Direct Growth
SBI Infrastructure Fund Direct Growth

Equity - Infrastructure Very High Risk

₹3,087 Cr1.36%66.0%33.1%
SBI Contra Fund Direct Growth
SBI Contra Fund Direct Growth

Contra Very High Risk

₹30,520 Cr0.63%48.5%29.1%
SBI Long Term Equity Fund Direct Growth
SBI Long Term Equity Fund Direct Growth

ELSS (Tax Savings) Very High Risk

₹23,887 Cr0.94%59.6%27.4%
SBI Consumption Opportunities Fund Direct Growth
SBI Consumption Opportunities Fund Direct Growth

Equity - Consumption Very High Risk

₹2,182 Cr0.97%37.7%26.3%
SBI Magnum Midcap Fund Direct Growth
₹18,398 Cr0.82%38.8%25.1%
SBI Small Cap Fund Direct Growth
SBI Small Cap Fund Direct Growth

Small-Cap Very High Risk

₹28,375 Cr0.67%44.5%24.7%
SBI Nifty Next 50 Index Fund Direct Growth
₹922 Cr0.33%63.7%21.6%
SBI Large & Midcap Fund Direct Growth
SBI Large & Midcap Fund Direct Growth

Large & Mid-Cap Very High Risk

₹23,443 Cr0.75%36.0%21.0%
SBI Equity Minimum Variance Fund Direct Growth
₹190 Cr0.41%32.8%17.2%
View all SBI Equity Mutual Funds

Top SBI Equity Fund Managers

₹1,375 Cr

AUM

5

Schemes

RS

Raviprakash Sharma

₹3,06,804 Cr

AUM

12

Schemes

₹1,39,794 Cr

AUM

17

Schemes

RS

R. Srinivasan

₹1,50,707 Cr

AUM

10

Schemes

₹87,560 Cr

AUM

4

Schemes

RS

Rama Srinivasan

₹24,021 Cr

AUM

3

Schemes

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