SBI Mutual Fund

Which Mutual Fund Should I Invest? – If you are still in a dilemma, then SBI Mutual Fund can be an option for your investment.

But I Don’t Know Anything About This Mutual Fund! – Then I thing this article can help you out.

If you don’t know much about Mutual Funds then I recommend you to read this article: What is Mutual Fund: A Beginners Guide.

If you see there are so many mutual funds in the market nowadays like HDFC Mutual Fund, Reliance Mutual Fund, Axis Mutual Fund, Aditya Birla Mutual Fund, Kotak Mutual Fund, and so on.

But if you are specially looking for SBI Mutual Funds then this article is for you.

This mutual fund was set up in June 1987. The Unit Trust of India started operations in 1963 after UTI it was India’s second fund operational.

There is nothing in the history of the fund, what we need is performance.

So, Let’s have a look at the performance of the fund over the past years.

If you are looking for best mutual funds in the industry: Best Mutual Funds for SIP in 2020.

Top Performing SBI Mutual Funds

Sr. No.Fund NameCategoryRisk1Y Returns (in %)3 Y Returns (in %)Rating
1SBI Small Cap Fund Direct GrowthEquityModerately High -7.714.485⭐
2SBI Bluechip Dirct Plan GrowthEquityModerately High -12.930.524⭐
3SBI Magnum MultiCap Fund Direct GrowthEquityModerately High -13.7414⭐
4SBI Banking & Financial Services Fund Direct GrowthEquityHigh -222.785⭐
5SBI Focused Equity Fund Direct Plan GrowthEquityModerately High -5.57.495⭐
6SBI Equity Hybrid Fund Direct Plan GrowthHybridModerately High -4.335.815⭐
7SBI Technology Opportunities Fund Direct GrowthEquityHigh 0.0614.864⭐
8SBI Gold Direct Plan GrowthOtherModerately High 41.2815.653⭐
9SBI Consumption Opportunities Fund Direct GrowthEquityHigh -14.79-0.34⭐
10SBI Magnum Ultra Short Fund Direct GrowthDebtLow7.557.714⭐
11SBI Magnum Mid Cap Direct Plan GrowthEquityModerately High -12.8-5.721⭐
12SBI Magnum Medium Duration Fund Direct GrowthDebtModerate12.149.15⭐
13SBI Debt Hybrid Fund Direct GrowthHybridModerate2.723.733⭐
14SBI Magnum Gilt Fund Direct GrowthDebtModerate15.949.014⭐
15SBI Large & Miscap Fund Direct Plan GrowthEquityModerately High -11.570.853⭐
16SBI Healthcare Opportunities Fund Direct Plan GrowthEquityHigh 33.046.123⭐
17SBI Magnum Children's Benefit Fund DirectSolution OrientedModerately High 0.65.993⭐
18SBI Multi Asset Allocation Fund Direct GrowthHybridModerately High 8.176.565⭐
19SBI Short Term Debt Fund Direct GrowthDebtModerately Low10.818.273⭐
20SBI Dynamic Bond Direct Plan GrowthDebtModerate14.538.935⭐
21SBI Corporate Bond Fund Direct GrowthDebtModerate11.3711.374⭐
22SBI Magnum Constant Maturity Fund Direct GrowthDebtModerate14.5611.065⭐
23SBI Liquid Fund Direct Plan GrowthDebtLow5.76.683⭐
24SBI Magnum Low Duration Fund Direct Plan GrowthDebtModerately Low8.57.834⭐
25SBI Dynamic Asset Allocation Fund Direct GrowthHybridModerately High -6.252.423⭐
26SBI Magnum Equity ESG Fund Direct Plan GrowthEquityHigh -11.512.953⭐
27SBI Magnum Global Direct Plan GrowthEquityHigh 1.1543⭐
28SBI Magnum COMMA Fund Direct GrowthEquityHigh -5.62-0.074⭐
29SBI Saving Fund Direct GrowthDebtModerately Low7.857.724⭐
30SBI Infrastructure Fund Direct GrowthEquityHigh -15.68-1.654⭐
31SBI Magnum Income Direct Plan GrowthDebtModerate-17.78.614⭐
32SBI Contra Direct Plan GrowthEquityModerately High -1.7-4.742⭐
33SBI Equity Saving Fund Direct GrowthHybridModerately High 113.883⭐
34SBI Banking and PSU Fund Direct GrowthDebtModerate-20.048.992⭐
35SBI PSU Direct Plan GrowthEquityHigh 4.64-10.053⭐
36SBI Overnight Plan Direct GrowthDebtLow7.415.651⭐
37SBI Credit Risk Fund Direct GrowthDebtModerate5.726.984⭐
38SBI Arbitrage Opportunities Fund Direct GrowthHybridModerately Low-5.196.432⭐
39SBI Equity Minimum Variance Fund Direct GrowthEquityHigh --1⭐
40SBI Fixed Maturity Plan Series 28 (1163 Days) Direct GrowthDebtModerate-14.04-1⭐
41SBI Nifty Index Direct Plan GrowthOthersModerately High -12.942.463⭐
42SBI Long Term Equity Fund Direct Plan GrowthEquityModerately High 3.74-1.582⭐
43SBI Dual Advantage Fund Series XXV Direct GrowthDebtModerately High 4.74-3⭐
44SBI Dual Advantage Fund Series XXVIII Direct GrowthDebtModerately High 4.78-3⭐
45SBI Dual Advantage Fund Series XVII Direct GrowthDebtModerately High 6.97-3⭐
46SBI Fixed Maturity Plan Series 12 (1179 Days) Direct GrowthDebtModerate--1⭐
47SBI Debt Fund Series C 37 (365 Days) Direct GrowthDebtModerately Low --1⭐
48SBI Dual Advantage Fund Series XXIII Direct GrowthDebtModerately High 2.39-3⭐
49SBI Long Term Advantage Fund Series V Direct GrowthEquityModerately High -10.47-3⭐
50SBI Long Term Advantage Fund Series IV Direct GrowthEquityModerately High -3.946.332⭐
51SBI Long Term Advantage Fund Series II Direct GrowthEquityModerately High -12.25-1.912⭐
52SBI Long Term Advantage Fund Series VI Direct GrowthEquityModerately High -10.18-3⭐
53SBI Long Term Advantage Fund Series III Direct GrowthEquityModerately High -13.17-0.922⭐
54SBI Dual Advantage Fund Series XXIV Direct GrowthDebtModerately High 4.59-3⭐
55SBI Dual Advantage Fund Series XIX Direct GrowthDebtModerately High 5.966.151⭐
56SBI Dual Advantage Fund Series XXVI Direct GrowthDebtModerately High 5.49-3⭐
57SBI Long Term Advantage Fund Series I Direct GrowthEquityModerately High -15.25-3.631⭐
58SBI Debt Fund Series C 21 (1100 Days) Direct GrowthDebtModerate8.49-3⭐
59SBI Debt Fund Series C 16 (1100 Days) Direct GrowthDebtModerate9.56-3⭐
60SBI Debt Fund Series C 28 (1240 Days) Direct GrowthDebtModerate10.59-1⭐

Key Informations

Mutual FundSBI Mutual Fund
FoundedJune 1987
CEOAshwani Bhatia (5 Sep 2018-)
HeadquarterMumbai, India
AUM3.08 lakh crores INR ($44.87 Billion, April – June 2019)
TrusteeSBI Mutual Fund Trustee Company Private Limited

SBI Mutual Fund Customer Care Number : 1800 209 3333

Top Fund Managers

This is the list of people who have made SBI Mutual Fund Investment as an attractive alternative in a fiercely competitive market.

You can say that these are the brilliant minds behind the Mutual Fund.

These are the guys who decide where to put money you have invested in the Mutual Fund.

1. Mr. Ashwani Bhatia

Mr. Bhatia started his career as Probationary Officer in State Bank of India from his early stage of life.

He is currently the CEO and MD of SBI Mutual Funds.

2. Mr. Nicholas Simon

Mr Simon has completed his Post Graduation in Law from the Pantheon-Assas University in Paris. He is also Master of Business Management from the Toulouse School of Business.

3. Mr. R.S. Srinivas Jain

With experience of 30 years in Financial services Mr. Srinivas is working for State Bank of India from past 20 years.

He is currently the Executive Director & Chief Marketing Officer of Strategy and International Business at SBI Mutual Funds.

4. Mr. D. P. Singh

Mr. Singh is a Post Graduate in Commerce and has completed his Post Graduate Diploma in PMIR (Personnel Management & Industrial Relations). He has been associated with the SBI since 1998.

Let’s have a closer look

It will not be possible to cover all the funds at the same time, we will cover them in later articles.

Now let us jump and check about these top 10 SBI mutual funds schemes who have high ratings and positive returns.

So, hare are these top funds.

1. SBI Magnum Constant Maturity Fund Direct-Growth

SBI Magnum Constant Maturity Fund Direct-Growth is a debt mutual fund launched by the SBI mutual fund.  

This fund is rated as moderate risk mutual fund.

SBI Mutual Fund

Fund Details

SBI Magnum Constant Maturity Fund Direct-Growth

Returns

SBI Magnum Constant Maturity Fund Direct-Growth

Pros & Cons

SBI Magnum Constant Maturity Fund Direct-Growth

Fund Manager

Dinesh Ahuja

Mahak Khabia

2. SBI Dynamic Bond Direct Plan Growth

SBI Dynamic Bond Direct Plan Growth is a Debt Mutual Fund Scheme launched by SBI Fund house.

This fund is rated as moderate risk mutual fund.

SBI Dynamic Bond Direct Plan Growth

Fund Details

SBI Dynamic Bond Direct Plan Growth

Returns

SBI Dynamic Bond Direct Plan Growth

Pros & Cons

SBI Dynamic Bond Direct Plan Growth

Fund Manager

Dinesh Ahuja

3. SBI Magnum Medium Duration Fund Direct-Growth

SBI Magnum Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Fund house.

This fund is rated as moderate risk mutual fund.

SBI Magnum Medium Duration Fund Direct Growth

Fund Details

SBI Magnum Medium Duration Fund Direct Growth

Returns

SBI Magnum Medium Duration Fund Direct Growth

Pros & Cons

SBI Magnum Medium Duration Fund Direct Growth

Fund Manager

Dinesh Ahuja

4. SBI Multi Asset Allocation Fund Direct-Growth

SBI Multi Asset Allocation Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Fund house.

This fund is rated as moderately high risk mutual fund.

SBI Multi Asset Allocation Fund Direct Growth

Fund Details

SBI Multi Asset Allocation Fund Direct Growth

Returns

SBI Multi Asset Allocation Fund Direct Growth

Pros & Cons

SBI Multi Asset Allocation Fund Direct Growth

Fund Manager

Ruchit Mehta

Gaurav Mehta

5. SBI Magnum Gilt Fund Direct-Growth

SBI Magnum Low Duration Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Funds.

This fund is rated as moderately low risk mutual fund.

SBI Magnum Gilt Fund Direct Growth

Fund Details

SBI Magnum Gilt Fund Direct Growth

Returns

SBI Magnum Gilt Fund Direct Growth

Pros & Cons

SBI Magnum Gilt Fund Direct Growth

Fund Manager

Rajeev Radhakrishnan

6. SBI Magnum Low Duration Fund Direct Plan-Growth

SBI Magnum Low Duration Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by SBI Fund house.

This fund is rated as moderately low risk mutual fund.

SBI Magnum Low Duration Fund Direct Plan Growth

Fund Details

SBI Magnum Low Duration Fund Direct Plan Growth

Returns

SBI Magnum Low Duration Fund Direct Plan Growth

Pros & Cons

SBI Magnum Low Duration Fund Direct Plan Growth

Fund Manager

Rajeev Radhakrishnan

7. SBI Saving Fund Direct Growth

SBI Savings Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Fund house.

This fund is rated as moderately low risk mutual fund.

SBI Saving Fund Direct Growth

Fund Details

SBI Saving Fund Direct Growth

Returns

SBI Saving Fund Direct Growth

Pros & Cons

SBI Saving Fund Direct Growth

Fund Manager

R Arun

8. SBI Magnum Ultra Short Fund Direct Growth

SBI Magnum Ultra Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Fund house.

This mutual fund is rated as low risk mutual fund.

SBI Magnum Ultra Short Duration Fund Direct Growth

Fund Details

SBI Magnum Ultra Short Duration Fund Direct Growth

Returns

SBI Magnum Ultra Short Duration Fund Direct Growth

Pros & Cons

SBI Magnum Ultra Short Duration Fund Direct Growth

Fund Manager

Rajeev Radhakrishnan

9. SBI Credit Risk Fund Direct Growth

SBI Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by SBI Mutual Funds. 

This fund is rated as moderate risk mutual fund.

SBI Credit Risk Fund Direct Growth

Fund Details

SBI Credit Risk Fund Direct Growth

Returns

SBI Credit Risk Fund Direct Growth

Pros & Cons

SBI Credit Risk Fund Direct Growth

Fund Manager

Lokesh Mallya

Manasi Sajeja

10. SBI Technology Opportunities Fund Direct Growth

SBI Technology Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Fund house.

This fund is rated as high risk category.

SBI Technology Opportunities Fund Direct Growth

Fund Details

SBI Technology Opportunities Fund Direct Growth

Returns

SBI Technology Opportunities Fund Direct Growth

Pros & Cons

SBI Technology Opportunities Fund Direct Growth

Fund Manager

Anup Upadhyay

Mohit Jain

I hope this article help you to pick a good mutual fund for you.

P.S. If you have found the article “SBI Mutual Fund″ helpful, please share it with your friends and family who you believe might benefit from this.

Until we meet again, Happy Investing! 🙂

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