SBI Funds Management Ltd

About SBI Funds Management Ltd Mutual Fund

Q: How to start SBI Funds Management Ltd mutual funds SIP online?

You can visit the SBI Funds Management Ltd website or app and log in to your account. Choose the mutual fund scheme you want and select the SIP option. Enter your details, including the SIP amount and frequency, and complete the KYC process. Confirm your SIP by verifying the payment method. Please note, that different Asset Management Companies have their respective online process for investors looking to start investing online.

Q: How to calculate SBI Funds Management Ltd mutual funds SIP ?

To calculate SBI Funds Management Ltd mutual funds SIP, follow the below steps such as: 1) Use an SIP Calculator 2) Enter the investment amount 3) Enter the tenure of SIP 4) The expected Rate of Interest 5) The SIP calculator will give you an estimate of your future investment value based on your inputs. You can find this calculator on various financial websites and apps. Keep in mind that this estimate does not account for the actual performance of the mutual fund and should not be followed as financial advice.

Q: How do I redeem my SBI Funds Management Ltd mutual fund units ?

There are two different ways to redeem your SBI Funds Management Ltd mutual fund units. To redeem the SBI Funds Management Ltd mutual fund units offline, visit the nearest fund house and submit a form. You can also redeem your investment online by signing in with your folio number on the official website. Alternatively, you can withdraw your investments from any online portal from where you have invested.

Q: Are SBI Funds Management Ltd mutual funds safe ?

SBI Funds Management Ltd mutual funds are managed by professional fund managers and are subject to regulatory oversight by SEBI. Irrespective of any AMC’s mutual fund, safety depends on the investment strategy and underlying assets, so it is important to review the company’s fund portfolio and risk profile before investing.

Q: What fees are associated with SBI Funds Management Ltd mutual funds ?

SBI Funds Management Ltd mutual funds fee structure includes expense ratios, entry and exit loads, and management fees.These fees are detailed in the fund’s scheme documents and impact your overall returns.Since different Asset Management Companies have their respective fee structure, as an investor, it is essential to understand them before investing.

SBI Large & Midcap Fund - Direct (G)

Very High Risk . Equity

1Y Return

28.27%

Fund Size (in Cr)

₹28660.3779

SBI Magnum Medium Duration Fund - Direct (G)

Moderately High Risk . Debt

1Y Return

8.62%

Fund Size (in Cr)

₹6666.8518

SBI Short Term Debt Fund - Direct (G)

Moderate Risk . Debt

1Y Return

8.3%

Fund Size (in Cr)

₹13280.7541

SBI Magnum Low Duration Fund - Direct (G)

Moderate Risk . Debt

1Y Return

7.96%

Fund Size (in Cr)

₹12069.5339

SBI Arbitrage Opportunities Fund - Direct (G)

Low Risk . Hybrid

1Y Return

8.31%

Fund Size (in Cr)

₹31883.0735

SBI Magnum Ultra Short Duration Fund-Dir (G)

Low to Moderate Risk . Debt

1Y Return

7.72%

Fund Size (in Cr)

₹11751.2086

SBI Long Term Advantage Fund - Series II -Dir (G)

Moderately High Risk . Equity

1Y Return

32.44%

Fund Size (in Cr)

₹41.8287

SBI Banking & Financial Services Fund - Direct (G)

Very High Risk . Equity

1Y Return

30.58%

Fund Size (in Cr)

₹6456.9451

SBI Funds Management Pvt. Ltd. Key Information

Mutual Fund Name

SBI Funds Management Pvt. Ltd.

Inception Date

1987-06-29 00:00:00.0

Trustee Organisation

SBI Mutual Fund Trustee Company Private Limited

Chief Investment Officer

Mr. N. Sethuram Iyer

MD and CEO

Mr. P.G.R. Prasad- Managing Director

Investors Relations Officer

Mr. G. Kandasubramanian

Top SBI Funds Management Ltd Managers

He has over 13 years of experience in Indian financial services and capital markets in various capabilities. He has rich experience in equity research, portfolio management, term lending and recoveries. Before joining SBI he was working as Equity research analyst with Infinity.Com Financial Services, HDFC Securities and UTI Securities.

He has over 7 years of experience with over 4 year experience in financial services. He joined SBIFMPL in may,2007 as an analyst and currently he is a Fund Manager.

Mr. Ardhendu Bhattacharya (Fixed Income Dealer) joined SBIFML in April 2019. He has over 13 years of experience in finance sector. Prior to joining SBIFML, he was previously associated with following entities. ICICI Bank Limited (June 2014 - April 2019) - Primarily involved in trading in money markets and short term corporate bonds Citibank N.A. ( April 2010 - June 2013) - Principally handled currency and trade sales

Prior to joining SBI Mutual Fund, he has worked with Emkay Global Financial Services Ltd., SBICAPS Sec. Ltd. and Batlivala & Karani Sec, Ltd.

Mr. Bhavin Vithlani joined SBIFML in October 2018 as an Equity Research Analyst. He has over 19 years of experience in the finance sector. Prior to joining SBIFML, he was previously associated with following entities (assignments held during last 10 years): Axis Capital Limited (Erstwhile ENAM Securities Private Limited) (March 2006 - September 2018) - Primarily involved in equity research for Industrial and Power Sectors. Tower Capital & Securities Private Limited (October 2004 - March 2006) - Primarily involved in equity research for Industrial Sectors.

Daiwa Asset Management India Pvt. Ltd.(Previously Shinsei Asset Management (India)Pvt.Ltd (october 2008 to July 2013) Bajaj Allianz Life Insurance Co. Ltd.(June 2007 to October 2008) SBI Funds Management Private Limited (July 2006 to June 2007) Way2Wealth Securities Pvt. Ltd.(March 2006 - June 2006) UTI Mutual Fund (June 1994 - Feb 2006). He completed a full circle of investment experience; working in various roles in equity research, Fund management and as a dealer during his 12 years with UTI Mutual Fund. He has over 19 years of rich experience in equity research, fund management dealing.

He has over 13 years of experience in Indian equity in various capacities. Before Joining SBI he was working as Head-PMS in Tata Securities Limited. He has also associated with various organism viz, Principal amc, Artemis Advisors Pvt Ltd, Tata Motors Pvt Ltd, Motilal Oswal Securities Ltd.