SBI Mutual Fund

About SBI Mutual Fund

With an AUM of more than ₹16 Lakh Crores as of 2022, SBI Mutual Fund is one of India's leading fund houses. SBI Funds Management Limited has been in existence for over 33 years and is a joint venture between State Bank of India and AMUNDI. 

 

SBI Mutual Fund provides you with a vast array of options to choose from across debt, equity, hybrid, index, gold and exchange-traded funds. 

 

Some popular schemes offered by SBI Mutual Fund include SBI Magnum Midcap Fund, SBI Conservative Hybrid Fund and SBI Long-term Equity Fund. These schemes are not only highly ranked, but also consistently deliver impressive returns. 

 

With the right choice of securities and scrutiny of capital markets, SBI Mutual Fund aims to reduce investing risk and offer growth that overtakes benchmarks.

Incorporated	29 Jun. 1987
Mdceo	Shamsher Singh
Trustee	SBI Mutual Fund Trustee Company Private Limited
Cio	NA

How to Invest in SBI Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in SBI Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

SBI Mutual Fund has a team of experienced fund managers who closely monitor the performance of the schemes and take timely decisions to manage risk.

1. R. Srinivasan

Rama Iyer Srinivasan is currently the Chief Investment Officer - Equity at SBI Funds Management. He joined the company in 2009 as a Senior Fund Manager and previously served as the Head of Equity. Srinivasan has spent around 30 years in the financial services industry, working with Principal PNB AMC, Future Capital Holding and more in the past.

 

He has a postgraduate degree in commerce and an MFM from the University of Bombay. Some of the funds he manages are SBI Magnum Children's Benefit Fund- Investment Plan and SBI Flexicap Fund. His collective AUM is worth more than ₹1 Lakh Crores.

2. Dinesh Ahuja

Dinesh Ahuja is a fund manager focusing on debt at SBIFM and joined the AMC in 2010. Reliance Asset Management Ltd., Reliance General Insurance Co. Ltd. and L&T Investment Management were a few companies that he worked with in the past. 

 

His experience spans over two decades and he has a commerce degree as well as a master’s in management studies. Having worked in both the sell and buy sides, Dinesh’s collective AUM is worth more than ₹1 Lakh Crores. 

 

Some of the funds he manages include the SBI Balanced Advantage Fund and the SBI Retirement Benefit Fund Aggressive Plan. 

3. Rajeev Radhakrishnan

Rajeev Radhakrishnan is the Chief Investment Officer - Fixed Income at SBIFM. He joined in 2008 as a fixed income portfolio manager and has spent around two decades in this category of capital markets. 

 

With an earlier stint at UTI Asset Management, Rajeev has a master’s in management studies with a specialisation in finance and is a CFA charterholder. Currently, he manages the SBI Short Term Debt Fund and SBI Magnum Children’s Benefit Fund. His collective AUM is worth more than ₹45,000 Crores.

4. Mansi Sajeja

Mansi Sajeja is a credit analyst and fund manager at SBIFM with about 15 years of experience. She joined SBIFM in 2009 and previously worked as a rating analyst at ICRA Limited for over three years. 

 

Sajeja graduated from Delhi University in financial and investment analysis and did her post graduate studies in business management from the Management Development Institute, Gurgaon. She is a CFA charterholder as well. 

 

Some of the key funds she manages include the SBI Equity Savings Fund and SBI Conservative Hybrid Fund. Her collective AUM stands at more than ₹9,500 Crores.

Email	NA
Phone	022-61793000 / 1800-425-5425
Address	9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East)