SBI Mutual Fund

The key highlights about the SBI Mutual Fund are listed in the table below: 

List of SBI Mutual Funds in India 2026

The table below highlights the top SBI mutual funds in India in 2026:

Documents required for investing in SBI Mutual Fund

To invest in the schemes of SBI Mutual Fund, the investor has to complete the Know Your Customer (KYC) process. The KYC process is a one-time process which means that if the investor has completed the process earlier in the securities market, he/she need not do it again.

However, if the investor has not completed the process, he/she needs to fill up the KYC application form available at the official website of the fund house or AMFI (Association of Mutual Funds of India), and from mutual fund advisors/brokers. Once the application form is filled, it needs to be submitted at any of the SEBI registered intermediaries with the below documents:

Identity Proof 

1. Aadhaar Card

1. PAN Card (Mandatory)

1. Voter ID Card

1. Passport

1. Driving License

1. Any other valid identity card issued by the Central or State Government

Address Proof

1. Aadhaar Card

1. Voter ID Card

1. Passport

1. Driving License

1. Ration Card

1. Bank account statement or bank passbook

1. Utility bills (e.g., electricity or gas bills)

Once the KYC process is completed, the investor can start investing in the schemes of SBI Mutual Fund provided that he/she has a Permanent Account Number (PAN) and a bank account.

SBI Mutual Fund Account Statement

The status of your account statement under the SBI Mutual Fund can be checked online. The following steps are required to be followed to check the status of the account statement:

• You need to visit the official website of the SBI Mutual Fund at www.sbimf.com.
• On the homepage of SBI Mutual Fund click on the ‘Investor Corner’ option from the top menu.
  
• From the drop-down menu, select the ‘Statement of Account’ option. This will take you to a new webpage.
• On the ‘Mutual Fund Statement of Account’ page, select the option of ‘Folio’ or ‘PAN’.
• Under this option, you have to enter your Folio Number or your Permanent Account Number (PAN) to proceed.
• You can tick the checkbox next to the ‘Schedule Statement of Account’ and select a frequency from ‘Weekly’, ‘Monthly’, or ‘Quarterly’.
• Click on ‘SUBMIT’ and an email will be sent to the email ID which is registered with the SBI Mutual Fund. In case you have not registered your email ID, an option is provided on the same page where you can register your email ID. It is important to register your email ID as the statement of account will be sent to the email ID.

How to Invest in SBI Mutual Fund?

How to Invest in SBI Mutual Fund Online?

There are 4 ways through which investors can invest in SBI Mutual Fund - online, offline, mobile, and m-Easy app. To invest through the online mode, investors need to follow the below steps:

1. Visit the official site of SBI Mutual Fund - www.sbi.mf.com
2. Click on the ‘Invest Now’ button and then on the ‘New User’ button.
3. The investor then needs to enter his/her PAN, email ID, mobile number, and select a password.
4. Select the ‘Register’ button.
5. Once the registration is complete, investors can use the ‘New Investment’ button and start investing.

How to Invest in SBI Mutual Fund Via YONO App

The steps to invest in SBI Mutual Funds via YONO application are mentioned below:

1. Use your credentials to log in to the YONO SBI mobile app.

1. Navigate to the ‘Investment’ section or tap on ‘JanNiveshSIP’ from the landing page.

1.  Tap on JanNiveshSIP to invest in it.

1. Tap on ‘Invest in Mutual Funds (MF)’ to explore other options.

1. Choose your preferred mutual fund scheme for investment.

1. Tap on ‘Invest Now’.

1. Follow the on-screen instructions to complete the transaction.

Types of funds offered by SBI Mutual Fund

SBI Mutual Fund offers 61 schemes across the categories - equity, debt, hybrid, solution-oriented and index funds.

Equity Funds

1. SBI Healthcare Opportunities Fund Direct Plan Growth
   1. Category: Equity
   2. NAV: 488.74
   3.  3-Year Return: 30.65%
   4. 5-Year Return: 18.6%
   5.  Minimum Investment: Rs.500 (Lump Sum and SIP)

1. SBI ELSS Tax Saver Fund Direct Growth
   1. Category: Equity
   2. NAV: 486.65
   3. 3-Year Return: 23.3%
   4. 5-Year Return: 23.1%
   5. Minimum Investment: Rs.500 (Lump Sum and SIP)

Commodity Fund

1. SBI Gold Fund
   1. Category: Equity
   2. NAV: 40.43
   3. 3-Year Return: 33.4%
   4. 5-Year Return: 20.8%
   5. Minimum Investment: Rs.500 (Lump Sum and SIP)

Hybrid Fund

1. SBI Multi Asset Allocation Fun
   1. Category: Hybrid
   2. NAV: 72.11
   3. 3-Year Return: 18.6%
   4. 5-Year Return: 15.8%
   5. Minimum Investment: Rs.500 (Lump Sum and SIP)
2. SBI Conservative Fund
   1. Category: Hybrid
   2. NAV: 81.11
   3. 3-Year Return: 10.2%
   4. 5-Year Return: 10.4%
   5. Minimum Investment: Rs.500 (Lump Sum and SIP)

Customer Care Details

For queries related to SBI Mutual Fund schemes, please contact using the details below:

1. Registered Office Address: 9th Floor, Crescenzo Building, C-38 & 39, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051 Branch Timings: 9:00 AM to 6:00 PM

1. Phone Numbers: 022-61793000 / 1800-425-5425 (Toll-Free)

1. Email: Not Available (N.A.)

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