Mutual Fund

SBI Mutual Fund

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Equity, Debt, Hybrid, ETF, Alternative Investment

Stage Focus
Growth, Buyout, Turnaround, Distressed

Geographical Focus
India

Industries Focus

  • Financial Services
  • Real Estate
  • Infrastructure
  • Asset Management
  • Wealth Management
  • Investment Management
  • Private Equity
  • Crypto
  • Venture Capital
  • Hedge Funds
  • Commodities
  • ESG and Impact Investing
  • Fixed Income (Debt and Bonds)
  • Distressed and Special Situations
  • Collectibles & Art

Investment Size:
1,000,000 to 1,000,000,000 USD

Investor Details Founded: 1987

SBI Mutual Fund, established on June 29, 1987, is a prominent Indian asset management company headquartered in Mumbai, Maharashtra. It operates as a joint venture between the State Bank of India (SBI), the country's largest public sector bank, and Amundi, a European asset management firm. This partnership combines SBI's extensive banking experience with Amundi's global investment expertise, aiming to provide investors with a comprehensive suite of financial products and services.

Over the years, SBI Mutual Fund has expanded its offerings to include a wide array of investment options, such as equity funds, debt funds, hybrid funds, exchange-traded funds (ETFs), and alternative investment funds. The company has been a pioneer in introducing innovative products in the Indian market, including the first Contra Fund and the first ESG (Environmental, Social, and Governance) Fund. As of December 2023, SBI Mutual Fund managed assets totaling approximately ₹886,745 crore, making it one of the largest asset management companies in India. The firm's commitment to ethical investment practices and responsive customer service has earned it the trust of millions of investors across the country.

SBI Mutual Fund's investment philosophy centers on growth through innovation, with a dedicated team of experienced researchers conducting comprehensive analyses to identify high-performing stocks. The company emphasizes optimal risk management, adhering to global best practices to ensure the safety and growth of investors' portfolios. With a strong presence across India, SBI Mutual Fund continues to be a trusted partner for investors seeking diverse and innovative investment solutions.

Requirements
  • Investment horizon: Varies by scheme
  • Risk tolerance: Varies by scheme
  • KYC compliance: Mandatory for all investors
Contact

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