Friday 24 March 2017

Reap the Best Returns from SBI Mutual Fund

Prepare yourself financially future-ready so as to fulfill your long-term goals by investing in SBI Mutual Fund today. SBI Mutual Fund which was incepted in 1989, initially under the aegis of SBI Capital Markets Ltd. and is carefully managed by SBI Funds Management Company.  The schemes under this asset management company are designed to meet the varied needs of investors, both retail and institutional through their Portfolio Management Services.

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SBI Mutual Fund Schemes-


Equity Schemes: These schemes offer long-term capital growth through investment in stocks or shares of highly rated companies. SBI equity schemes are known for their consistency in performance which fosters high returns. They are categorized to be high-risk funds. SBI Mutual Fund consists a total of 29 schemes in its category.

Debt Schemes: As compared to SBI Mutual Funds, these schemes are meant to provide lower returns. The debt funds invest in different short-term fixed income securities like treasury bills, commercial paper, certificate of deposit and government bonds. Only 9 debt schemes come under this category.

Hybrid Schemes: These schemes invest in a balanced proportion of equity and debt instruments with varying compositions. The combination of equity and debt provide investors different avenues of several hybrid funds to choose from. There are 24 schemes of the company which comes in this category.

Liquid Schemes:  The liquid schemes provided by SBI Mutual Funds are classified into the low-risk category which generates moderate returns and is suited for investors with the short-term investment horizon. There are only 3 schemes which fall into this category.

Fixed Maturity Plans : These schemes are closed-ended debt schemes which have a fixed maturity date. They invest in debt and money market instruments on or before the maturity date of the scheme. There are various fixed maturity plans falling under the debt fund series of SBI Mutual Fund with different maturities.

Exchange Traded Schemes: These schemes are the high-risk investment which augments returns so closely to mirror the performance of the gold subject to tracking error. There are seven schemes which fall in this category.

Fund of Funds: The investment of these funds is made in either other schemes of the same mutual fund or other mutual funds. It spreads the risks through a broad array by investing in another mutual fund scheme. SBI Gold Fund is an example of Funds of Funds scheme offered by SBI Mutual Fund.

SBI Mutual Fund Calculator-

No matter your objectives are, you can still plan your investment by taking help from SBI Mutual Fund Calculator. The objectives could be anything whether it is related to your retirement, your child's education fee or wedding expenses –the amount shown by your mutual fund calculator is directed to plan out every month. The following are the two calculators prescribed by SBI Mutual Fund:

Systematic Investment Planner-SIP Calculator- As an investor, if you choose SIP for your investment then a fixed amount needs to be invested every month and garner your desired savings. By using SIP Calculator, you may derive the amount by selecting the tenure at which you would wish to achieve your goal along with investment amount and the expected rate of return. The amount shown by your calculator would be an approximate value which you would be supposedly investing every month in order to attain your financial goals.


Returns Value Calculator – Every investor has complete flexibility to ascertain the value of returns which shall be generated on their current investments in future. Investors need to describe the type of investment made either in lump-sum or SIP mode, the investment amount, tenure and an expected rate of return for knowing the returns.

SBI Mutual Fund Login-

Don't go through mutual fund paper complexities rather, choose to go online? Yes, when SBI Mutual Fund Login is available why to go elsewhere. Now you can easily track the performance of your SBI mutual fund transactions made towards purchase, re-purchase, and redemption of units. Simply fill up the application form which is given on the website of SBI Mutual Fund and create your User ID and a password. Also, you need to furnish your Permanent Account Number(PAN) for getting registered on the portal.

SBI Mutual Fund Customer Care-

Feel free to ring up the desk of SBI Mutual Fund Customer Care regarding your doubts, suggestions, inquiries or any grievance relating to any of the SBI Mutual Fund Schemes. Contact : 1800 425 5425 and get it resolved.

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