sbi mutual fund

Choose from Best SBI Mutual Fund Schemes for SIP

State Bank of India (SBI) is a leader in the finance providing segment and is also one of the best players in the field of investments. The bank has diversified options when it comes to mutual funds. You get the opportunity to design your portfolio as per your financial goals so as to get the best returns.

As an investor, it is very important to know the purpose for which the investment is being done. By doing so, you will be able to invest in the right fund and also enjoy a good return. You are aware of the fact that mutual fund investments can also be done in the form of Systematic Investment India (SIP) with the minimum investment amount as low as ₹500. So, read here some of the best mutual funds at SBI.  

Best SBI Mutual Fund Schemes in India

  1. SBI Emerging Businesses Fund
  2. SBI Magnum MidCap Fund
  3. SBI Blue Chip Fund
  4. SBI Magnum Income Fund
  5. SBI Dynamic Bond Fund
  6. SBI Savings Fund
  7. SBI Magnum Gilt Fund
  8. SBI Ultra Short Term Debt Fund
  9. SBI Short Term Debt Fund
  10. SBI Magnum Monthly Income Plan Floater

SBI Mutual Fund Systematic Investment Plan (SIP)

Here are the best SBI mutual funds where you can invest in the form of SIP.  

Equity Schemes

  • SBI Magnum Equity Fund
  • SBI Magnum Global Fund
  • SBI Magnum Midcap Fund
  • SBI Blue Chip Fund
  • SBI Magnum Multiplier Fund
  • SBI Magnum Taxgain Scheme
  • SBI FMCG Fund
  • SBI IT Fund
  • SBI Pharma Fund

Debt Funds

  • SBI Magnum Income Fund
  • SBI Dynamic Bond Fund
  • SBI Savings Fund
  • SBI Magnum Gilt Fund
  • SBI Ultra Short Term Debt Fund
  • SBI Short Term Debt Fund
  • SBI Corporate Bond Fund
  • SBI Treasury Advantage Fund
  • SBI Pharma Fund

Hybrid Schemes

  • SBI Dual Advantage Fund
  • SBI Magnum Balanced Fund
  • SBI Magnum Children’s Benefit Plan
  • SBI Regular Savings Fund
  • SBI Magnum Monthly Income Plan
  • SBI Magnum Monthly Income Plan Floater
  • SBI Dynamic Asset Allocation Fund
  • SBI Equity Savings Fund

Liquid Funds

  • SBI Magnum InstaCash Fund
  • SBI Premier Liquid Fund
  • SBI Magnum InstaCash Fund
  • Fixed Maturity Plans(FMP)
  • Exchange Traded Schemes
  • SBI ETF-Gold
  • SBI-ETF Sensex
  • SBI-ETF NIFTY NEXT 50
  • SBI-ETF NIFTY BANK
  • SBI-ETF BSE 100
  • SBI-ETF NIFTY 50
  • SBI-ETF 10 YEAR GILT
  • Fund of Fund Schemes
  • SBI Gold Fund
Mutual Fund Scheme Details

The search of an investor does not end with the list of funds. He/she would also look for the other scheme related details like what is the NAV of their fund and how can they check it. Also, they would want to know how can they themselves calculate the return that is expected. Thus, below is the mutual fund scheme details of SBI Mutual Fund and also the function of the calculator.  

SBI Mutual Fund Schemes PDF

Scheme information document in the form of a PDF hence is downloadable. Below are the details that you will find in the PDF:

  • Risk Factors
  • Risk Control Strategies
  • Credit Evaluation Policy
  • Requirement of minimum investors in the scheme
  • Special Considerations
  • Definition and explanations of terms used
  • Due diligence by the asset management company
  • Type of the scheme
  • Scheme Schedule
  • Investment objective of the scheme
  • Scheme Asset Allocation
  • Type of the instruments in which scheme will invest
  • Floors and ceiling within a range of 5% of the intended allocation against each sub-class of asset
  • Investment Strategies
  • Option For Investment
  • Fundamental Attributes
  • Benchmark of the scheme
  • Fund manager of the scheme
  • Investment Restrictions
  • Past performance of the scheme
  • Disclosures pertaining to securitized debt
  • Debt Market In India
  • Investments of AMC in the scheme
  • Investments of AMC in the scheme
  • Units and offer
  • Fees and expenses
  • Rights of unitholders
  • Penalties, pending litigation or proceedings, findings of inspections or investigations for which action may have been taken or is in the process of being taken by any regulatory authority
SBI Mutual Fund Calculator

With the help of a mutual fund calculator, one can even get to know that how small investments made at regular time intervals can garner better returns over a long time period. For instance, if you want to calculate the SIP return, you can use the Mutual Fund SIP Return Calculator. This will let you know the SIP investments in a specified fund till date. You can follow the below-mentioned steps:

  1. Choose the name of AMC you would like to invest.
  2. Choose the scheme name of that particular AMC you would like to invest.
  3. Enter your amount of investment in INR.
  4. Enter your SIP frequency-Monthly or Quarterly.
  5. Enter your SIP date from the beginning date of your investment till its maturity.

 

Disclaimer- Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.

 

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