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SBI Hybrid Mutual Funds

SBI Hybrid 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 Hybrid Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
SBI Magnum Children's Benefit Fund- Investment PLan Direct Growth
₹1,930 Cr0.86%41.5%33.4%
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
₹2,319 Cr0.83%31.6%23.0%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
₹1,348 Cr1.05%27.2%20.0%
SBI Multi Asset Allocation Fund Direct Growth
SBI Multi Asset Allocation Fund Direct Growth

Multi Asset Allocation High Risk

₹4,677 Cr0.56%29.5%16.3%
SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth

Aggressive Allocation Very High Risk

₹68,409 Cr0.74%25.6%14.5%
SBI Magnum Children's Benefit Fund Direct Growth
₹109 Cr0.86%18.3%13.1%
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
₹257 Cr1.13%16.0%12.1%
SBI Equity Savings Fund Direct Growth
SBI Equity Savings Fund Direct Growth

Equity Savings Moderately High risk

₹4,751 Cr0.67%19.2%11.4%
SBI Conservative Hybrid Fund Direct Growth
SBI Conservative Hybrid Fund Direct Growth

Conservative Allocation High Risk

₹9,789 Cr0.61%14.4%11.3%
SBI Retirement Benefit Fund - Conservative Plan Direct Growth
₹169 Cr0.92%11.2%8.8%
View all SBI Hybrid Mutual Funds

Top SBI Hybrid Fund Managers

₹1,293 Cr

AUM

5

Schemes

RS

Raviprakash Sharma

₹3,01,240 Cr

AUM

12

Schemes

₹1,58,665 Cr

AUM

19

Schemes

RS

R. Srinivasan

₹1,45,887 Cr

AUM

11

Schemes

₹82,044 Cr

AUM

4

Schemes

RS

Rama Srinivasan

₹22,909 Cr

AUM

3

Schemes

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