SBI Mutual Fund | Business Upturn

Paytm join hands with SBI Mutual Fund to launch JanNivesh Rs 250 SIP

Aman Shukla — Mon, 17 Feb 2025 11:25:18 +0000

Paytm, India’s leading payments and financial services company, has launched the JanNivesh ₹250 SIP in collaboration with SBI Mutual Fund. This initiative aims to promote financial inclusion and wealth-building by enabling users to start investing with just ₹250.

Aligned with the Government of India’s Viksit Bharat vision, the JanNivesh SIP empowers individuals to invest in their future effortlessly. By offering a low-cost entry point into wealth creation, it encourages financial literacy and economic stability. The initiative was launched by SEBI Chairperson Smt. Madhabi Puri Buch and SBI Chairman Shri C S Shetty.

Flexible Investment Options

With JanNivesh ₹250 SIP, users can choose from three investment frequencies:

Daily
Weekly
Monthly This flexibility ensures that people from all financial backgrounds can participate in long-term investment planning.

Benefits for Merchants and Individuals

Paytm aims to empower its merchant partners by providing them with an easy investment opportunity. This initiative will help improve their financial stability and contribute to overall economic growth.

How to Start Your JanNivesh SIP on Paytm

Setting up your SIP is simple and hassle-free:

Open the Paytm App and tap on the JanNivesh SIP icon.
Choose your investment frequency (Daily, Weekly, or Monthly).
Select the investment amount (starting from ₹250).
Enter your PAN details.
Complete the SEBI-mandated KYC process.
Set up a UPI Autopay mandate for seamless transactions.
Once set up, your SIP will be automatically processed based on the selected frequency.

Paytm’s partnership with JanNivesh ₹250 SIP aims to enhance India’s investment environment, promote financial inclusion, and boost economic growth. Paytm, which pioneered QR code mobile payments and changed the payment industry, now hopes to bring the same level of innovation to the investment space.

Torrent Power successfully completes ₹3,500 Crore QIP, oversubscribed 4x

Matrika Shukla — Mon, 09 Dec 2024 13:23:51 +0000

Torrent Power Limited has announced the successful completion of its ₹3,500 Crores (approx. USD 413.20 million) Qualified Institutions Placement (QIP). The issue saw a tremendous response, with investor demand overshooting the issue size by 4x, as bids totaling approximately ₹14,000 Crores were received. This marks the company’s first equity raise and the first such initiative by the Torrent Group in three decades.

The oversubscription of the QIP reflects strong investor confidence in Torrent Power’s business fundamentals and India’s power sector. Leading institutional investors, including domestic mutual funds, global investors, and insurance companies, showed interest in the offering. Some marquee investors such as SBI Mutual Fund, Capital Group, Kotak Mutual Fund, and Amundi were part of the placement.

The QIP issue, which was open from December 2 to December 5, 2024, is one of the largest fundraises conducted by a private utility player in India this year. The company will utilize the raised funds to strengthen its balance sheet and support its growth strategy in India’s rapidly evolving power sector.

Torrent Power’s expansion plans include its substantial capacity in generation, transmission, and distribution across India. The company operates with an installed generation capacity of 4.6 GWp, with another 3 GWp of renewable projects under development. Torrent Power’s distribution network covers over 4.13 million customers across major cities in Gujarat, Maharashtra, and Uttar Pradesh.

The success of the QIP highlights Torrent Power’s strong growth trajectory and reinforces its position as a leading player in India’s power sector.

SBI Mutual Fund launches SBI Innovative Opportunities Fund

Markets Desk — Mon, 29 Jul 2024 11:17:34 +0000

SBI Mutual Fund announces the launch of the SBI Innovative Opportunities Fund, an open-ended equity scheme following the innovation theme. The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from the adoption of innovative strategies & theme. However, there can be no assurance that the investment objective of the Scheme will be realized. The fund’s benchmark would be the Nifty 500 TRI.

The fund would predominantly invest a) 80%-100% of its assets in Equity and Equity-related instruments of companies that seek to benefit from adoption of innovative strategies & theme (including equity derivatives), with the balance assets as per the following allocation: b) 0 – 20% in Equity and Equity-related instruments of companies other than above (including equity derivatives) c) 0 – 20% in Debt and Debt-related instruments (including securitized debt {upto 20% of the debt portion of the scheme} & debt derivatives) and money market instruments including tri-party repos d) 0 – 10% in Units issued by REITs and InvITs, with the exposure in line with SEBI limits specified from time to time. The fund may seek investment opportunities in foreign securities including ADR/GDR/Foreign Equity, Overseas ETFs and Debt Securities subject to regulations. Such investment may not exceed 35% of the net assets of the scheme and will be in line with the maximum limits available from time to time.

Shamsher Singh, Managing Director & Chief Executive Officer, SBI Funds Management Limited, said, “Today our country is amongst the fastest growing economies in the world and innovation remains a central piece for a Viksit Bharat. The Government through initiatives like Start up India, the Atal Innovation Mission and India stack is aiming to create a culture of innovation from school to industry. A thriving startup and funding ecosystem, strong digital infrastructure along with a large consumer market provide favourable tailwinds for our country to become the next big leader on the innovation horizon. The SBI Innovative Opportunities Fund is a good opportunity for investors who would like to invest in companies which are innovating to gain a competitive edge and changing the way we do things to enhance value in their offerings.”

Performance, Risk Ratios and more of SBIs Magnum COMMA Fund That Moved Up With A CRISIL Rank of ONE

Sadhika — Sun, 21 Jul 2024 05:56:18 +0000

SBI Magnum COMMA Fund is a sectoral/thematic equity fund offered by SBI Mutual Fund. With a focus on the commodities sector, this fund aims to provide long-term capital appreciation to investors. As of May 24, 2024, its NAV stands at ₹99.1828.

Expense Ratio: 2.53% (2.13% Category average)
Risk-O-Meter: Very High
Suitable For: Investors with advanced knowledge of macro trends, preferring selective bets for higher returns despite potential moderate to high losses.
Crisil Rank Change: Updated from 2 to 1 in the previous quarter(Relatively weak performance)

SBI Magnum COMMA Fund – Performance Overview

Period	Returns (%)	Rank within Category
1 Week	1.68	74/182
1 Month	2.79	119/180
3 Months	7.40	73/174
6 Months	24.84	62/165
YTD	10.90	89/169
1 Year	52.56	50/144
2 Years	54.96	84/133
3 Years	54.12	83/121
5 Years	169.75	45/101
10 Years	303.51	43/78
Since Inception	891.83	132/179

SBI Magnum COMMA Fund –Comparative Performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.03%	2.79%	7.39%	24.84%	11.50%	52.38%	24.45%	15.49%	21.93%
Nifty 50	-0.05%	2.48%	3.33%	15.93%	5.64%	25.47%	19.29%	14.73%	14.14%
Benchmark: Nifty Commodities TRI	0.01%	5.29%	9.90%	37.38%	18.76%	58.53%	31.50%	23.69%	21.89%
Category Average	-0.04%	4.34%	6.71%	24.66%	14.15%	47.38%	30.22%	21.36%	20.25%
Category Rank	76/149	119/180	73/174	62/165	89/169	50/144	84/133	83/121	45/101
Best in Category	1.31%	14.86%	25.02%	64.41%	39.26%	118.93%	66.25%	46.93%	35.88%
Worst in Category	-1.26%	-0.29%	-11.00%	1.80%	-4.17%	7.20%	5.07%	-4.84%	5.33%

The fund performs relatively poorly among its peers, as indicated by its CRISIL rank. However, it’s essential to note that the CRISIL rank improved from 2 to 1 in the previous quarter, reflecting potential changes in its performance trajectory.

SBI Magnum COMMA Fund – Risk Analysis

Risk Ratios	Fund	Category Average
Standard Deviation	15.38	12.78
Beta	0.88	0.85
Sharpe Ratio	0.72	1.08
Treynor’s Ratio	0.13	0.16
Jensen’s Alpha	-3.97	2.46

The fund carries a very high risk rating, typical for sectoral/thematic funds. Its standard deviation, beta, Sharpe ratio, Treynor’s ratio, and Jensen’s alpha indicate higher volatility and comparatively poorer risk-adjusted returns compared to its category average. Investors should be prepared for fluctuations in the value of their investment.

Disclaimer: The information provided in this article is for educational and informational purposes only. It should not be considered investment advice or a recommendation to invest in any particular mutual fund or asset class. Past performance does not indicate future results, and investors should research and consult with a financial advisor before making investment decisions. Investing in mutual funds involves risks, including the possible loss of principal invested.

SBI Long Term Equity Fund: Performance, Portfolio Analysis, CRISIL Ranking and More Since Its Inception In 1993

Sadhika — Wed, 17 Jul 2024 07:39:03 +0000

SBI Long Term Equity Fund is an open-ended equity-linked Linked Savings Scheme (ELSS) offering tax benefits under Section 80C of the Income Tax Act, 1961.

Launched on March 31, 1993, it aims to provide long-term capital appreciation through a diversified portfolio of equity and equity-related instruments. This fund suits investors looking for tax planning and potential long-term capital growth.

SBI Long Term Equity Fund – Details

Scheme Type: Open-ended ELSS
Risk Level: Very High
AUM: ₹23,892.75 Cr
Inception Date: 31 Mar 1993
Benchmark: S&P BSE 500 TRI
Expense Ratio: 1.62%

SBI Long Term Equity Fund – Investment Strategy

The fund primarily invests in equities, focusing on long-term capital growth.

Minimum 80% of its assets in equity and equity-related instruments.
Up to 20% in money market instruments.

Performance Overview

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	17-May-24	10143.30	1.43%	–	1.36%	29/60
1 Month	24-Apr-24	10401.70	4.02%	–	3.65%	22/60
1 Year	24-May-23	16055.50	60.55%	60.35%	40.85%	3/59
2 Year	24-May-22	19614.70	96.15%	39.99%	28.13%	1/55
3 Year	24-May-21	20716.60	107.17%	27.45%	20.93%	8/55
5 Year	24-May-19	27524.60	175.25%	22.42%	19.46%	15/53
10 Year	23-May-14	45904.70	359.05%	16.44%	15.27%	7/27
Since Inception	31-Mar-93	399865.10	3898.65%	12.56%	16.91%	50/58

SBI Long Term Equity Fund – Risk Ratios

Ratio	Fund	Category Average
Standard Deviation	11.52	11.96
Beta	0.92	0.91
Sharpe Ratio	1.68	1.17
Treynor’s Ratio	0.21	0.16
Jensen’s Alpha	7.56	2.44

The fund has exhibited slightly lower volatility than the category average, indicating relatively steadier performance. Its beta suggests it’s slightly more volatile than the category average but has also delivered higher risk-adjusted returns, as indicated by the higher Sharpe and Treynor ratios.

Overall, while the fund carries inherent risks, its historical performance metrics indicate efficient risk management and the potential for favorable returns relative to its peers.

SBI Long Term Equity Fund – Top Stocks

Stock	Sector	Value (₹ Mn)	% of Total Holdings
GE T&D India Ltd.	Heavy electrical equipment	13,153.5	5.51%
HDFC Bank Ltd.	Private sector bank	9,408.7	3.94%
Torrent Power Ltd.	Integrated power utilities	9,283.4	3.89%
Mahindra & Mahindra Ltd.	Passenger cars & utility vehicles	8,559.1	3.58%
ICICI Bank Ltd.	Private sector bank	8,314.0	3.48%

The SBI Long Term Equity Fund invests 90.97% in domestic equities, with 51.88% in large-cap stocks, 12.78% in mid-cap stocks, and 13.05% in small-cap stocks.

The fund does not invest in debt instruments, maintaining a 0% allocation. The remaining 9.03% is classified under ‘Others,’ ensuring diversification within the portfolio.

SBI Infrastructure Fund Reports Impressive 66% Returns This Year

Sadhika — Sun, 14 Jul 2024 11:16:24 +0000

The SBI Infrastructure Fund is an open-ended equity scheme that invests in companies associated with infrastructure and allied sectors. Launched on July 6, 2007, this fund aims to provide long-term capital appreciation through active management of investments in infrastructure-related stocks.

Given its focus, the fund is suitable for investors with a high-risk tolerance who seek substantial growth in their capital over the long term.

SBI Infrastructure Fund – Details

Fund Type: Open-ended equity scheme
Inception Date: July 6, 2007
NAV (as of June 13, 2024): ₹51.2578
Benchmark: Nifty Infrastructure TRI
Risk Level: Very High

SBI Infrastructure Fund – Investment Strategy

Primary Focus: At least 80% investment in companies involved in infrastructure sectors like airports, banks, cement, coal, construction, energy, metals, telecommunications, and more.
Flexibility: Up to 20% can be invested in non-infrastructure equities, debt, or money market instruments.

Performance Analysis

Period	Investment Amount	Latest Value	Absolute Returns	Annualized Returns
1 Month	₹10,000	₹10,490	4.90%	–
3 Months	₹10,000	₹11,671	16.71%	–
6 Months	₹10,000	₹13,671	36.71%	–
1 Year	₹10,000	₹16,671	66.71%	66.71%
5 Years	₹10,000	₹30,882	208.82%	25.27%
Since Inception	₹10,000	₹51,257	412.57%	9.77%

The fund has consistently outperformed its benchmark (Nifty Infrastructure TRI) and the category average, showcasing its strong performance in the infrastructure sector.

SIP Returns

Period	Monthly SIP Amount	Total Investment	Latest Value	Absolute Returns	Annualized Returns
1 Year	₹1,000	₹12,000	₹18,676	55.64%	116.84%
2 Years	₹1,000	₹24,000	₹46,297	92.91%	78.36%
3 Years	₹1,000	₹36,000	₹77,834	116.20%	57.08%
5 Years	₹1,000	₹60,000	₹163,501	172.50%	41.40%
10 Years	₹1,000	₹120,000	₹360,792	200.66%	20.86%

SBI Infrastructure Fund – Portfolio Analysis

The portfolio is diversified across various infrastructure sectors, ensuring risk mitigation and potential for high returns.

Stock	Sector	Value (Mn)	% of Total Holdings	1M Change	Quantity
Larsen & Toubro Ltd.	Construction	3,045.50	9.80%	1.50%	75.00 L
NTPC Ltd.	Power Generation	2,748.40	8.85%	-1.00%	60.50 L
Power Grid Corporation of India Ltd.	Power – Transmission	2,420.30	7.79%	-0.50%	58.86 L
Reliance Industries Ltd.	Oil & Gas	2,102.40	6.77%	0.20%	15.00 L
Bharti Airtel Ltd.	Telecommunications	1,920.30	6.18%	-1.20%	25.50 L

SBI Infrastructure Fund – Risk Ratios

Ratio	Fund Value	Category Average
Standard Deviation	11.37	12.78
Beta	0.77	0.85
Sharpe Ratio	2.13	1.08
Treynor’s Ratio	0.31	0.16
Jensen’s Alpha	8.44	2.46

The fund exhibits lower volatility than its category, as indicated by its lower standard deviation and beta values. Additionally, the fund’s Sharpe and Treynor’s ratios suggest better risk-adjusted returns.

SBI PSU Funds Shows Impressive Growth Despite Low CRISIL Rank

Sadhika — Sun, 30 Jun 2024 10:22:08 +0000

The SBI PSU Fund is an open-ended equity scheme focused on investing in Public Sector Undertakings (PSUs) and their subsidiaries. The fund is designed for investors seeking long-term capital appreciation through a diversified portfolio including a limited exposure to debt and money market instruments.

The fund has a high-risk profile, making it suitable for those with advanced knowledge of macro trends and a higher risk tolerance. While the SBI PSU Fund has demonstrated strong performance and good risk-adjusted returns, its relatively weak CRISIL rank highlights that other funds in the same category have offered better returns or lower risk.

SBI PSU Fund – Details

Scheme Type: Open-ended equity scheme
Risk Level: Very High
AUM : ₹3109.76 Crore
Date of Allotment: July 7, 2010
Benchmark:
- Primary: S&P BSE PSU TRI
- Additional: S&P BSE Sensex TRI

SBI PSU Fund – Historical NAV and Returns

Period	NAV	Absolute Returns	Annualized Returns
1 Week	₹10,379.20	3.79%	–
1 Month	₹10,837.20	8.37%	–
3 Month	₹11,373.40	13.73%	–
6 Month	₹16,003.20	60.03%	–
YTD	₹13,231.40	32.31%	–
1 Year	₹20,780.10	107.80%	107.39%
2 Year	₹25,840.80	158.41%	60.65%
3 Year	₹27,578.10	175.78%	40.19%
5 Year	₹30,882.30	208.82%	25.27%
10 Year	₹32,775.40	227.75%	12.59%
Since Inception	₹32,706.80	227.07%	8.91%

SBI PSU Fund – Comparative Performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.74%	8.47%	22.63%	41.94%	32.66%	99.36%	60.82%	37.40%	25.35%
Nifty 50	0.33%	5.86%	6.37%	11.82%	7.67%	24.94%	21.76%	13.95%	14.44%
Benchmark: BSE PSU TRI	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Category Average	0.53%	7.85%	14.55%	21.36%	17.56%	44.95%	33.18%	20.54%	20.80%
Category Rank	53/176	72/176	29/175	5/161	16/164	2/140	2/128	5/116	26/97
Best in Category	1.90%	17.09%	37.17%	44.90%	40.93%	110.00%	62.88%	38.81%	36.59%
Worst in Category	-0.73%	-3.02%	-4.71%	3.64%	-0.58%	3.42%	4.53%	-5.32%	4.99%

SBI PSU Fund – SIP Returns

Period	Investment (₹)	Latest Value (₹)	Absolute Returns	Annualized Returns
1 Year	12,000	18,676.46	55.64%	116.84%
2 Year	24,000	46,297.33	92.91%	78.36%
3 Year	36,000	77,833.63	116.2%	57.08%
5 Year	60,000	163,500.52	172.5%	41.4%
10 Year	120,000	360,791.92	200.66%	20.86%

Portfolio Analysis

Large Cap : 33.65%
Mid Cap: 26.57%
Small Cap: 21.14%
Other: 9.24%

Top 10 Stocks

Stock	Sector	Value (₹ Million)	% of Total Holdings	1M Change
State Bank Of India	Public sector bank	2294.9	9.76%	-1.38%
Power Grid Corporation of India Ltd.	Power – transmission	1776.6	7.55%	-1.14%
National Thermal Power Corporation Ltd.	Power generation	1577.5	6.71%	-1.06%
Hindustan Copper Ltd.	Copper	1194	5.08%	0.49%
Steel Authority Of India Ltd.	Iron & steel products	1067.3	4.54%	2.04%
Oil & Natural Gas Corporation Ltd.	Oil exploration & production	977.3	4.15%	-0.79%
Housing & Urban Development Corporation Ltd.	Financial institution	976.6	4.15%	-0.19%
National Aluminium Co. Ltd.	Aluminium	926.3	3.94%	0.69%
Bharat Heavy Electricals Ltd.	Heavy electrical equipment	845.1	3.59%	-0.37%
Life Insurance Corporation Of India	Life insurance	831.5	3.54%	1.34%

SBI PSU Fund – Risk Ratios

Ratio	SBI PSU Fund	Category Average
Standard Deviation	17.65	12.78
Beta	0.99	0.85
Sharpe Ratio	1.73	1.08
Treynor’s Ratio	0.31	0.16
Jensen’s Alpha	-4.52	2.46

SBI Small Cap Funds Consistent Performance Gives 43% Returns This Year

Sadhika — Sat, 29 Jun 2024 12:21:09 +0000

SBI Small Cap Fund, an open-ended equity scheme under SBI Mutual Fund, is designed to capitalize on the growth potential offered by small-cap stocks. Since its inception on September 9, 2009, the fund has remained committed to delivering long-term capital appreciation to investors.

SBI Small Cap Fund – Investment Strategy

The fund primarily focuses on small-cap stocks, with a minimum allocation of 65% to this segment. Additionally, it can invest up to 35% in other equities, including large and mid-cap companies, along with debt and money market instruments. This strategy ensures diversification while capturing the growth opportunities presented by small-cap companies. The fund adopts a blend of growth and value styles, employing a bottom-up approach for stock selection.

Performance Overview

As of June 12, 2024, its net asset value (NAV) stands at ₹172.4547, with a one-day change of 0.88%. The fund’s performance is benchmarked against the S&P BSE 250 Small Cap Index TRI, and it has consistently outperformed its benchmark over the years.

Historical Returns

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	05-Jun-24	10675.10	6.75%	–	7.35%	22/29
1 Month	10-May-24	11109.20	11.09%	–	9.54%	4/29
3 Month	12-Mar-24	11731.50	17.32%	–	16.67%	11/29
6 Month	12-Dec-23	12200.50	22.01%	–	19.67%	10/28
YTD	01-Jan-24	12056.80	20.57%	–	16.31%	5/29
1 Year	12-Jun-23	14369.40	43.69%	43.55%	50.14%	17/26
2 Year	10-Jun-22	17352.50	73.52%	31.58%	36.07%	18/25
3 Year	11-Jun-21	18983.10	89.83%	23.77%	25.88%	18/24
5 Year	12-Jun-19	33262.30	232.62%	27.14%	28.03%	11/21
10 Year	12-Jun-14	91999.90	820.00%	24.82%	19.72%	2/15
Since Inception	09-Sep-09	172454.70	1624.55%	21.27%	22.40%	14/28

SBI Small Cap Fund – Portfolio Analysis

The fund’s portfolio comprises 86.39% equity holdings, 0% debt, and 13.61% other assets. It holds positions in various sectors, including household appliances, civil construction, financial services, and more.

Stock	Sector	% of Total Holdings
Blue Star Ltd.	Household appliances	4.21
Kalpataru Power Transmission Ltd.	Civil construction	3.97
Finolex Industries Ltd.	Plastic products	3.25
GE T&D India Ltd.	Heavy electrical equipment	3.11
Chalet Hotels Ltd.	Hotels & resorts	3.03
SBFC Finance Ltd.	Non-banking financial	2.81
Lemon Tree Hotels Ltd.	Hotels & resorts	2.75
Carborundum Universal Ltd.	Abrasives & bearings	2.53
City Union Bank Ltd.	Private sector bank	2.49
Whirlpool Of India Ltd.	Household appliances	2.36

SBI Small Cap Fund – Risk Ratios

Beta: 0.68 (vs. Category Avg: 0.8)
Sharpe Ratio: 1.12 (vs. Category Avg: 1.11)
Treynor’s Ratio: 0.21 (vs. Category Avg: 0.21)
Jenson’s Alpha: 2.29 (vs. Category Avg: 2.3)
Standard Deviation: 12.58 (vs. Category Avg: 14.72)

SBI Large & Midcap Fund: Decades Of Average Performance With 7.47% Returns This Week

Sadhika — Sat, 29 Jun 2024 10:20:34 +0000

The SBI Large & Midcap Fund, alloted on February 28, 1993 aims for long-term capital appreciation by investing in a diversified portfolio of large and midcap companies. The fund maintains a minimum of 35% exposure in both large and midcap stocks, utilizing a blend of growth and value investing strategies and a combination of top-down and bottom-up approaches for stock selection.

NAV (12 June, 2024): ₹568.0514
Crisil Rank: 3 – Average performance among peers
Fund Size: ₹23,443.39 Crores

Expense Ratio: 1.65%
Risk Level: Very High

SBI Large & Midcap Fund – Portfolio Composition

Equity Investment: 96.12%
- Large Cap: 40.02%
- Mid Cap: 24.82%
- Small Cap: 13.24%
Debt Investment: 0%
Other Investments: 2.62%

Suitability

Investors looking to invest for at least 3-4 years aiming for high returns.
Suitable for those prepared for moderate losses.

SBI Large & Midcap Fund – Absolute Returns

Period	₹10,000 Invested On	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	04-Jun-24	10747.50	7.47%	–	4.80%	28/30
1 Month	10-May-24	10762.70	7.63%	–	8.14%	20/30
3 Months	11-Mar-24	10962.70	9.63%	–	11.97%	23/30
6 Months	11-Dec-23	11711.50	17.11%	–	21.06%	23/27
YTD	01-Jan-24	10904.30	9.04%	–	16.94%	25/28
1 Year	09-Jun-23	13515.60	35.16%	34.82%	44.30%	25/27
2 Years	10-Jun-22	16518.50	65.19%	28.44%	30.85%	19/27
3 Years	11-Jun-21	17340.10	73.40%	20.12%	20.76%	14/27
5 Years	11-Jun-19	25182.50	151.83%	20.26%	20.43%	13/23
10 Years	11-Jun-14	46576.50	365.77%	16.62%	16.21%	7/19

SIP Returns

Period	₹1,000 SIP Started On	Total Investment	Latest Value	Absolute Returns	Annualised Returns
1 Year	09-Jun-23	₹12,000	₹14,260.27	18.84%	36.46%
2 Years	10-Jun-22	₹24,000	₹31,910.77	32.96%	30.01%
3 Years	11-Jun-21	₹36,000	₹50,981.83	41.62%	23.93%

SBI Large & Midcap Fund – Risk Ratios

Standard Deviation: 10.76 (Category Avg: 12.05)
Beta: 0.83 (Category Avg: 0.94)
Sharpe Ratio: 1.34 (Category Avg: 1.17)
Treynor’s Ratio: 0.17 (Category Avg: 0.15)
Jenson’s Alpha: 1.82 (Category Avg: 0.52)

The SBI Large & Midcap Fund exhibits lower volatility and market sensitivity compared to peers, with superior risk-adjusted returns and strong management. Its lower standard deviation and beta, along with higher Sharpe, Treynor’s ratios, and Jensen’s Alpha, indicate better performance and stability

Top Holdings

Stock	Sector	% of Total Holdings
HDFC Bank Ltd.	Private sector bank	4.35%
Reliance Industries Ltd.	Refineries & marketing	4.01%
ICICI Bank Ltd.	Private sector bank	3.75%
State Bank Of India	Public sector bank	3.02%
National Aluminium Co. Ltd.	Aluminium	2.37%
Abbott India Ltd.	Pharmaceuticals	2.33%

SBI Large & Midcap Fund – Tax Treatment

Long Term Capital Gains (LTCG): 10% tax if held for more than 1 year, applicable if total LTCG exceeds ₹1 lakh.
Short Term Capital Gains (STCG): 15% tax if held for less than 1 year.

Investing in India’s Automotive Future with SBIs New Opportunities Fund

Sadhika — Sat, 29 Jun 2024 09:20:32 +0000

SBI Mutual Fund has unveiled a pioneering investment opportunity with the launch of the SBI Automotive Opportunities Fund. This new open-ended equity scheme is designed to take advantage of the growing potential of the Indian automotive sector, aiming to generate long-term capital appreciation by investing in companies engaged in automotive and allied business activities.

The New Fund Offer (NFO) opened on May 17, 2024, and closed on May 31, 2024.

Unveiling the Potential of India’s Automotive Sector

The Indian automotive industry, although accounting for only 5% of global car volumes and 2% by value, presents immense growth potential. Rapid urbanization, a growing middle-class population, and increasing disposable incomes drive the demand for motor vehicles. Furthermore, the expansion of vehicle credit and supportive government policies, such as the Production Linked Incentive (PLI) scheme, 100% FDI allowance, and the Vehicle Scrappage Policy, are expected to fuel industry growth and innovation.

Investment Strategy and Objectives

The SBI Automotive Opportunities Fund aims to capitalize on the growth trajectory of the automotive sector. The fund will invest in equity and equity-related instruments of companies within the automotive and allied business ecosystem, including original equipment manufacturers (OEMs), auto component manufacturers, electric mobility firms, and companies with significant auto export potential.

Key Facts

Type of Scheme: Open-ended equity scheme following automotive & allied business activities theme.
Minimum Investment Amount: ₹5,000 (lumpsum) and ₹500 (SIP).
Fund Manager: Mr. Tanmaya Desai and Mr. Pradeep Kesavan.
Benchmark: NIFTY Auto TRI.
Exit Load: 1% if units are redeemed or switched out within one year from the date of allotment; no exit load after one year.

Investors are encouraged to consider their risk tolerance and investment horizon before investing in this fund. Sectoral funds like this one require precise timing for both entry and exit to achieve profitability.

Investing in the SBI Automotive Opportunities Fund offers a unique chance to benefit from India’s rapidly evolving automotive landscape. With policies fostering industry growth, increasing urbanization, and expanding vehicle credit, the fund is poised to leverage these trends for potential long-term gains.

SBIs Magnum Midcap Fund reports below category avg returns, gains 38% returns in last one year

Sadhika — Thu, 20 Jun 2024 12:43:36 +0000

The SBI Magnum Midcap Fund is a notable mutual fund that primarily invests in mid-cap stocks. Managed by SBI Mutual Fund, it aims to provide long-term capital growth through a diversified portfolio of mid-sized companies.

Details

Type: Open-ended equity scheme
NAV (as of June 12, 2024): ₹227.5063
Fund Size: ₹18,398.62 Cr
Expense Ratio: 1.69%
Benchmark: Nifty Midcap 150 TRI
Risk Level: Very High

Since March 29, 2005, the SBI Magnum Midcap Fund has focused on delivering long-term capital appreciation by investing in a well-diversified basket of mid-cap stocks. The fund has generally performed well, though it has seen some volatility compared to its benchmark and category averages.

SBI Magnum Midcap Fund – Performance Overview

Period	Absolute Returns	Annualized Returns	Category Avg	Rank within Category
1 Week	0.33%	–	1.41%	28/30
1 Month	3.49%	–	6.29%	29/30
3 Months	6.97%	–	9.78%	27/30
6 Months	17.07%	–	25.17%	29/30
YTD	10.65%	–	16.20%	28/30
1 Year	38.86%	38.74%	54.40%	29/30
2 Years	64.91%	28.37%	34.45%	24/26
3 Years	90.24%	23.88%	24.89%	15/26
5 Years	195.73%	24.19%	24.06%	10/23
10 Years	459.92%	18.78%	19.02%	11/21
Since Inception	2061.16%	17.39%	21.86%	21/30

Despite its strong long-term performance, the fund has recently underperformed compared to its benchmark, the Nifty Midcap 150 TRI, and the category average.

SBI Magnum Midcap Fund – Portfolio Breakdown

Asset Class	Allocation
Large Cap Stocks	4.98%
Mid Cap Stocks	45.09%
Small Cap Stocks	20.55%
Debt	0.27%
Others	24.25%

Top 10 Holdings

Stock	Sector	% of Total Holdings
Torrent Power Ltd.	Integrated power utilities	4.22%
Schaeffler India Ltd.	Auto components & equipments	3.74%
Thermax Ltd.	Heavy electrical equipment	3.53%
Sundaram Finance Ltd.	Non-banking financial company	3.47%
Carborundum Universal Ltd.	Abrasives & bearings	3.38%
CRISIL Ltd.	Other financial services	3.11%
Voltas Ltd.	Household appliances	2.96%
K.P.R. Mill Ltd.	Other textile products	2.51%
Coromandel International Ltd.	Fertilizers	2.49%
Max Healthcare Institute Ltd.	Hospital	2.25%

SBI Magnum Midcap Fund – SIP Performance

Period Invested for	Investments (₹)	Latest Value (₹)	Absolute Returns	Annualized Returns
1 Year	12,000	14,689.99	22.42%	43.77%
2 Years	24,000	33,504.56	39.60%	35.68%
3 Years	36,000	54,031.93	50.09%	28.19%
5 Years	60,000	127,539.55	112.57%	30.69%
10 Years	120,000	340,861.54	184.05%	19.80%

Investment Strategy

The fund employs a blend of growth and value investing styles, following a bottom-up strategy for stock selection across sectors. This approach enables the fund to capitalize on the growth potential of mid-cap companies while maintaining flexibility to invest in large-cap, small-cap, and debt instruments.

SBI Magnum Midcap Fund – Risk Ratios

Ratio	SBI Magnum Midcap Fund	Category Average
Standard Deviation	11.84	12.84
Beta	0.79	0.88
Sharpe Ratio	1.35	1.29
Treynor’s Ratio	0.20	0.19
Jensen’s Alpha	0.69	-0.26

The fund exhibits lower volatility compared to the category average, as indicated by its lower standard deviation and beta. Additionally, its risk-adjusted returns, measured by Sharpe, Treynor’s, and Jensen’s Alpha, are superior to the category average.

SBI Magnum Midcap Fund – Comparative Performance

When compared to its benchmark, Nifty Midcap 150 TRI, and category peers, the SBI Magnum Midcap Fund has demonstrated robust performance over the long term, though it has lagged behind recently. The fund’s rankings within its category highlight the need for potential improvement in shorter-term periods.

SBIs Blue Chip Fund reports below category average returns, gains 26% in last one year

Sadhika — Thu, 20 Jun 2024 10:43:35 +0000

The SBI Blue Chip Fund is a notable fund that predominantly invests in large-cap stocks. It aims to provide long-term capital growth through a diversified portfolio of established and well-performing companies.

Since its inception on February 14, 2006, the SBI Blue Chip Fund has aimed to deliver long-term growth through active management and a diversified portfolio. The fund has consistently provided competitive returns, though it has faced fluctuations, particularly in comparison to its benchmark and category averages.

SBI Blue Chip Fund – Details

Type: Open-ended equity scheme
NAV (as of June 12, 2024): ₹85.5156
Fund Size: ₹46124.17 Cr
Expense Ratio: 1.53%
Benchmark: S&P BSE 100 TRI
Risk Level: Very High

SBI Blue Chip Fund – Performance

Period	Absolute Returns	Annualized Returns	Category Avg	Rank within Category
1 Week	1.60%	–	1.98%	29/33
1 Month	3.06%	–	3.44%	23/33
3 Months	6.49%	–	5.76%	12/33
6 Months	15.76%	–	21.41%	29/32
1 Year	26.36%	26.28%	35.31%	30/32
3 Years	55.55%	15.85%	16.86%	20/29
5 Years	106.22%	15.56%	15.65%	15/27
10 Years	296.07%	14.74%	13.50%	5/25
Since Inception	733.75%	12.30%	15.85%	27/33

SBI Blue Chip Fund – Portfolio Composition

The SBI Blue Chip Fund maintains a diversified portfolio, heavily weighted towards large-cap stocks, with smaller allocations to mid-cap and small-cap stocks, as well as a minimal allocation to debt instruments.

SIP Performance

Period Invested for	Investments (₹)	Latest Value (₹)	Absolute Returns	Annualized Returns
1 Year	13,000	14,999.94	15.38%	29.14%
2 Year	25,000	31,755.44	27.02%	24.60%
3 Year	37,000	49,252.70	33.12%	19.34%
5 Year	61,000	100,545.36	64.83%	19.98%
10 Year	121,000	265,881.14	119.74%	15.00%

SBI Blue Chip Fund – Top Holdings

Stock	Sector	% of Total Holdings
HDFC Bank Ltd.	Private sector bank	8.37%
ICICI Bank Ltd.	Private sector bank	8.12%
Larsen & Toubro Ltd.	Civil construction	5.72%
ITC Limited	Diversified FMCG	4.83%
Bajaj Finance Ltd.	Non-banking financial company	4.29%

SBI Blue Chip Fund – Investment Strategy

The fund employs a blend of growth and value investing styles, utilizing both top-down and bottom-up approaches for stock selection. This strategy allows the fund to capitalize on the growth potential of large-cap companies while maintaining the flexibility to invest in mid-cap, small-cap, and debt instruments up to 20% of the portfolio.

Risk Ratios

Ratio	SBI Blue Chip Fund	Category Average
Standard Deviation	11.08	11.53
Beta	0.91	0.94
Sharpe Ratio	0.84	0.89
Treynor’s Ratio	0.10	0.11
Jensen’s Alpha	-0.76	0.22

The fund exhibits lower volatility compared to the category average, as indicated by its lower standard deviation and beta. However, its risk-adjusted returns, measured by Sharpe, Treynor’s, and Jensen’s Alpha, are below the category average.

SBI Blue Chip Fund – Comparative Performance

Compared to its benchmark, S&P BSE 100 TRI, and category peers, the SBI Blue Chip Fund has shown consistent performance over the long term but has underperformed recently. The fund’s rankings within its category indicate room for improvement, particularly in shorter-term periods.

Mutual Fund Comparison: SBI Funds: Long Term Equity vs Magnum Comma Fund

Sadhika — Tue, 18 Jun 2024 11:30:03 +0000

SBI Mutual Fund‘s SBI Long Term Equity Fund is designed for long-term capital appreciation with the added benefit of tax savings under Section 80C. It has a diversified portfolio across large, mid, and small-cap stocks and is suitable for investors looking for tax-efficient investment options with a mandatory 3-year lock-in period.

SBI Magnum COMMA Fund focuses on the commodities sector, offering potential high returns but with higher risk due to its concentrated bets in specific sectors like refineries, metals, and energy. It is suitable for investors with advanced knowledge of macro trends who are willing to accept moderate to high volatility for potentially higher returns.

Fund	Description
SBI Long Term Equity Fund	An open-ended Equity Linked Saving Scheme (ELSS) with a statutory lock-in period of 3 years, offering tax benefits under 80C.
SBI Magnum COMMA Fund	A sectoral/thematic fund focused on commodities, offering potential high returns with a high risk due to concentrated bets.

Fund Details

Characteristic	SBI Long Term Equity Fund	SBI Magnum COMMA Fund
Risk Level	Very High	Very High
AUM (as of May 31, 2024)	₹23,892.75 Cr	₹596.51 Cr
Expense Ratio	1.62%	2.53%
Inception Date	March 31, 1993	August 8, 2005
Benchmark	S&P BSE 500 TRI, S&P BSE Sensex TRI	Nifty Commodities TRI
Investment Objective	Long-term capital appreciation and tax planning	Higher returns through investments in commodities

Performance Comparison

Metric	SBI Long Term Equity Fund	SBI Magnum COMMA Fund
1 Year Return	60.35%	52.38%
3 Year Return	107.17%	54.12%
5 Year Return	175.25%	169.75%
10 Year Return	359.05%	303.51%
Since Inception Return	3898.65%	891.83%

Portfolio Composition

Composition	SBI Long Term Equity Fund	SBI Magnum COMMA Fund
Equity	91.99%	95.33%
Debt	0%	0%
Others	8.01%	4.67%
Large Cap Stocks	52.94%	43.84%
Mid Cap Stocks	12.74%	7.85%
Small Cap Stocks	12.34%	22.92%
Number of Stocks	65	23

Risk and Volatility

Metric	SBI Long Term Equity Fund	SBI Magnum COMMA Fund
Standard Deviation	11.52	15.38
Beta	0.92	0.88
Sharpe Ratio	1.68	0.72
Treynor’s Ratio	0.21	0.13
Jensen’s Alpha	7.56	-3.97

Suitability

Suitable For	SBI Long Term Equity Fund	SBI Magnum COMMA Fund
Investors seeking tax benefits	Investors seeking long-term capital appreciation and tax benefits	Investors with advanced knowledge of macro trends and willing to take selective bets for higher returns

Both funds cater to different investment needs and risk appetites, making them suitable for different types of investors. The Long Term Equity Fund is ideal for those looking for tax savings and diversified equity exposure, while the COMMA Fund is better suited for those looking to capitalize on specific sectoral trends within the commodities market.

Note: Data as on June 15, 2024

Mutual Fund Comparison: SBI Funds: PSU vs Infrastructure Fund

Sadhika — Tue, 18 Jun 2024 10:30:01 +0000

The SBI PSU Fund primarily invests in the equities of Public Sector Undertakings (PSUs) in India, focusing on leveraging the potential growth of government-owned companies. It’s a thematic fund aimed at capturing the growth prospects of India’s public sector enterprises.

The SBI Infrastructure Fund targets investments in companies involved in infrastructure development, such as construction, cement, and power. It aims to capitalize on the growth opportunities within the infrastructure sector, driven by increased government spending and private investments.

Investment Strategy

Attribute	SBI PSU Fund	SBI Infrastructure Fund
Primary Investment Strategy	Equities of PSU companies	Stocks of companies in infrastructure
Flexibility	Up to 20% in non-PSU equities/debt	Up to 20% in non-infrastructure equities/debt

Basic Information

Fund Attribute	SBI PSU Fund	SBI Infrastructure Fund
Fund Type	Sectoral/Thematic	Sectoral/Thematic
Fund House	SBI Mutual Fund	SBI Mutual Fund
NAV (as of 24th May 2024)	₹32.9357	₹48.8039
Expense Ratio	2.03%	2.03%
Risk	Very High	Very High
Inception Date	7th July 2010	6th July 2007

Performance Comparison

Period Invested For	SBI PSU Fund (₹10,000 Invested)	SBI Infrastructure Fund (₹10,000 Invested)
1 Week	₹10,379.20 (3.79%)	₹10,147.40 (1.47%)
1 Month	₹10,837.20 (8.37%)	₹10,275.60 (2.76%)
3 Months	₹11,373.40 (13.73%)	₹10,952.90 (9.53%)
6 Months	₹16,003.20 (60.03%)	₹12,994.50 (29.95%)
Year-to-Date (YTD)	₹13,231.40 (32.31%)	₹11,779.30 (17.79%)
1 Year	₹20,780.10 (107.80%)	₹16,694.70 (66.95%)
2 Years	₹25,840.80 (158.41%)	₹20,460.10 (104.60%)
3 Years	₹27,578.10 (175.78%)	₹23,388.20 (133.88%)
5 Years	₹30,882.30 (208.82%)	₹30,792.90 (207.93%)
10 Years	₹32,775.40 (227.75%)	₹49,204.40 (392.04%)
Since Inception	₹32,706.80 (227.07%)	₹48,803.90 (388.04%)

SIP Returns Comparison

Period Invested For	SBI PSU Fund (₹1,000 SIP)	SBI Infrastructure Fund (₹1,000 SIP)
1 Year	₹19,557.99 (50.45%)	₹15,910.56 (32.59%)
2 Years	₹47,012.56 (88.05%)	₹38,259.62 (59.42%)
3 Years	₹78,358.99 (111.78%)	₹63,041.99 (75.12%)
5 Years	₹163,510.09 (168.05%)	₹140,770.58 (134.62%)
10 Years	₹359,613.63 (197.20%)	₹374,210.14 (211.84%)

Portfolio Allocation

Attribute	SBI PSU Fund	SBI Infrastructure Fund
Equity	90.60%	88.85%
Debt	0%	0%
Others	9.4%	11.15%
Large Cap Investments	33.65%	37.66%
Mid Cap Investments	26.57%	14.07%
Small Cap Investments	21.14%	19.54%
No of Stocks	24	42
Portfolio Turnover Ratio	52.00%	42.00%

Top Holdings

SBI PSU FUND

State Bank Of India (9.76%)
Power Grid Corporation of India Ltd. (7.55%)
National Thermal Power Corporation Ltd. (6.71%)
Hindustan Copper Ltd. (5.08%)
Steel Authority Of India Ltd. (4.54%)

SBI INFRASTRUCTURE FUND

Reliance Industries Ltd. (8.40%)
Bharti Airtel Ltd. (6.15%)
Larsen & Toubro Ltd. (4.12%)
Shree Cement Ltd. (3.94%)
Torrent Power Ltd. (3.76%)

Risk Ratios

Risk Ratio	SBI PSU Fund	SBI Infrastructure Fund
Standard Deviation	17.65 (High volatility)	11.37 (Low volatility)
Beta	0.99 (High volatility)	0.77 (Low volatility)
Sharpe Ratio	1.73 (Better risk adjusted returns)	2.13 (Better risk adjusted returns)
Treynor’s Ratio	0.31 (Better risk adjusted returns)	–
Jensen’s Alpha	-4.52 (Poor risk adjusted returns)	–

Both funds cater to investors with a high-risk appetite looking for sector-specific investments. The PSU Fund has demonstrated higher recent returns, while the Infrastructure Fund has shown consistent long-term growth. Investors should choose based on their risk tolerance, investment horizon, and sector preference.

Note: Data as on June 15, 2024

SBI Mutual Fund is the first mutual fund house to cross Rs. 10 Lakh crore AAUM milestone

News Desk — Mon, 10 Jun 2024 11:48:40 +0000

SBI Mutual Fund, the leading mutual fund house in the country, has achieved yet another milestone by becoming the first mutual fund house in India to cross Rs. 10 lakh crore of Average Asset Under Management (AAUM) as on June 3, 2024.

In the last FY, the AAUM had grown to Rs 9.14 lakh crore from Rs 7.17 lakh crore recording a healthy growth of 27 %. Its AAUM growth has been approx. 26% CAGR from FY19-FY24.
The AAUM growth has been achieved on the back of an increase in the SIP book (Rs. 3,007 crore as on March 31, 2024) and penetration in T30 and B30 locations. The fund house continues to see keen interest from investors and distribution partners in its existing and New Fund Offers of its thematic offerings – SBI Energy Opportunities Fund (Rs. 6,800 crore with 1.7 lakh new investors) and SBI Automotive Opportunities Fund (Rs. 5,710 crore with over 1.11 lakh new investors).

On the occasion, Mr. Shamsher Singh, Managing Director & Chief Executive Officer, said ‘In a journey spanning over 36 years, there have been many milestones for SBI Mutual Fund as we have evolved over time with a dynamic industry. We are part of a strong lineage of State Bank of India and AMUNDI which places on us a greater responsibility to ensure that we offer solutions that are in our investor’s interests. This achievement is indeed a testament to the trust of our investors, distribution partners and all other stakeholders.

NFO Alert: SBI Mutual Fund launches SBI Automotive Opportunities Fund

Markets Desk — Thu, 16 May 2024 11:48:38 +0000

SBI Mutual Fund, India’s largest fund house, announces the launch of the SBI Automotive Opportunities Fund, an open-ended equity scheme following automotive & allied business activities theme. The investment objective would be to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme from the domestic as well as global universe. However, there can be no assurance that the investment objective of the Scheme will be realized. The fund would be benchmarked to the Nifty Auto TRI.

Shamsher Singh, Managing Director & Chief Executive Officer, SBI Funds Management Limited, said, “Today India is the world’s 3rd largest automobile market. The Indian Automotive sector presents an attractive opportunity as domestic demand and auto exports have been drivers of growth. Electric mobility and rise of logistics & passenger transportation provide inflection points for the industry. The SBI Automotive Opportunities Fund is a wonderful opportunity for investors who would like to benefit from the growth of the entire automotive ecosystem as this sector is poised to take India to new places.”

D P Singh, Deputy MD & Joint CEO, SBI Funds Management Limited, said, “I am pleased to present the SBI Automotive Opportunities Fund to investors who are keen to add a thematic offering to the satellite portion of their portfolios. The Indian Automotive Industry is running in top gear as our country is a force to be reckoned in terms of production of vehicles and auto exports while our burgeoning domestic market, demands safer and premium vehicles. In addition, manufacturing of auto parts and ancillaries contribute to almost 30 percent of the manufacturing ecosystem providing wealth creation opportunities for investors in the long-term. I believe policy reforms and a defined roadmap with the industry provide momentum and an opportunity for investors to benefit from India’s growing automotive ecosystem.”

The fund would predominantly invest i.e., 80%-100% of its assets in Equity and Equity-related instruments of companies engaged in automotive & allied business activities theme (including equity derivatives), with the balance assets as per the following allocation: a) 0 – 20% in Equity and Equity-related instruments of companies other than above (including equity derivatives) b) 0 – 20% in Debt and Debt-related instruments (including securitized debt {upto 20%} & debt derivatives) and money market instruments including tri-party repos c) 0 – 10% in Units issued by REITs and InvITs, with the exposure in line with SEBI limits specified from time to time. The fund may seek investment opportunities in foreign securities including ADR/GDR/Foreign equity and debt securities and overseas ETFs subject to Regulations. Such investment may not exceed 35% of the net assets of the scheme and will be in line with the maximum limits available from time to time.

SBI Mutual Fund collects Rs 12,000 crore in new fund offer: Report

Sneha Sengupta — Wed, 25 Aug 2021 13:27:07 +0000

SBI Mutual Fund has gathered a corpus of ₹12,000 crore from the new fund offer (NFO) ground of its Balanced Advantage Fund, a source associated with the activity told Mint, a media outlet as an anonymous reporter. The NFO programme commenced on 12 August and ended today.

Since the fund is open and liberalised for all, investors can also subscribe to the fund as per their convenience. The massive collection surpassed the last record by gaining ₹10,000 crore gathered by ICICI Prudential Asset Management Company in relation to its Flexi-cap fund NFO.

A balanced advantage fund has the potential to rectify its allocation to equity and debt by ascertaining the market status. It is probable to amplify the appeal of the fund for investors through market valuations.

According to this feature, investors can choose to withdraw 0.5% of the invested amount per month, 3% for every six months or 6% per annum. But, if the fund couldn’t deliver returns above the threshold rates, the withdrawals would come out of the investors capital amount.

“The NFO got more than 3 lakh applications from around the country. However the ticket size was also quite high suggesting that this may not be as mass-market as might be expected,” the person told Mint.

SBI Mutual Fund | Business Upturn

Paytm join hands with SBI Mutual Fund to launch JanNivesh Rs 250 SIP

Flexible Investment Options

Benefits for Merchants and Individuals

How to Start Your JanNivesh SIP on Paytm

Torrent Power successfully completes ₹3,500 Crore QIP, oversubscribed 4x

SBI Mutual Fund launches SBI Innovative Opportunities Fund

Performance, Risk Ratios and more of SBIs Magnum COMMA Fund That Moved Up With A CRISIL Rank of ONE

SBI Magnum COMMA Fund – Performance Overview

SBI Magnum COMMA Fund –Comparative Performance

SBI Magnum COMMA Fund – Risk Analysis

SBI Long Term Equity Fund: Performance, Portfolio Analysis, CRISIL Ranking and More Since Its Inception In 1993

SBI Long Term Equity Fund – Details

SBI Long Term Equity Fund – Investment Strategy

Performance Overview

SBI Long Term Equity Fund – Risk Ratios

SBI Long Term Equity Fund – Top Stocks

SBI Infrastructure Fund Reports Impressive 66% Returns This Year

SBI Infrastructure Fund – Details

SBI Infrastructure Fund – Investment Strategy

Performance Analysis

SIP Returns

SBI Infrastructure Fund – Portfolio Analysis

SBI Infrastructure Fund – Risk Ratios

SBI PSU Funds Shows Impressive Growth Despite Low CRISIL Rank

SBI PSU Fund – Details

SBI PSU Fund – Historical NAV and Returns

SBI PSU Fund – Comparative Performance

Category

1 D

1 M

3 M

6 M

YTD

1 Y

2 Y

3 Y

5 Y

This Fund

0.74%

8.47%

22.63%

41.94%

32.66%

99.36%

60.82%

37.40%

25.35%

Nifty 50

0.33%

5.86%

6.37%

11.82%

7.67%

24.94%

21.76%

13.95%

14.44%

Benchmark: BSE PSU TRI

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

Category Average

0.53%

7.85%

14.55%

21.36%

17.56%

44.95%

33.18%

20.54%

20.80%

Category Rank

53/176