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Last updated: 19 Sep 2025, 01:34 PM
SBI Mutual Fund: Pioneering Wealth Creation with Trusted Expertise
SBI Mutual Fund, established in 1987 as India's first mutual fund under the Trust Act of 1882, is a joint venture between State Bank of India (SBI, India's largest public sector bank) and Amundi (a leading French asset management company). Headquartered in Mumbai, it is the nation's largest AMC by AUM, offering reliable, diversified investment solutions backed by over 37 years of legacy.
In-Depth Details
Key Highlights
- Products Offered: 100+ schemes across equity (e.g., Bluechip Fund, Small Cap Fund), debt (e.g., Magnum Gilt Fund), hybrid (e.g., Equity Hybrid Fund), solution-oriented (e.g., retirement, children's future), ELSS tax-savers, ETFs, and index funds—designed for growth, income, and balanced portfolios with SIPs starting at ₹500.
- Reach & Scale: 200+ branches across 100+ cities, 4.5 lakh+ investors, and extensive distribution via SBI's network; digital access through the SBI MF app and WhatsApp support.
- Performance Metrics: Assets Under Management (AUM): ₹11,99,764 crore (as of June 30, 2025); top schemes include Bluechip Fund (₹50,000+ crore AUM, 15%+ 5-year CAGR), Small Cap Fund (₹35,000+ crore, 25%+ 5-year CAGR), and Equity Hybrid Fund (18%+ annualized returns); SIP book: ₹3,007 crore (March 2024).
- Achievements: First AMC to cross ₹10 lakh crore AAUM milestone (June 2024, 27% YoY growth); pioneered Contra and ESG funds in India; ranked #1 by AUM with 12%+ market share; awarded for innovation in thematic offerings like Energy Opportunities Fund (₹6,800 crore inflows, 2024).
