SBI Mutual Fund – Investor Services Hub

About SBI Mutual Fund

SBI Mutual Fund is one of the oldest and most trusted asset management companies in India, sponsored by the State Bank of India (SBI) – the country’s largest bank with a vast network and strong legacy. Established in 1987, it is managed by SBI Funds Management Pvt. Ltd., which is a joint venture between SBI and Amundi Asset Management (Europe’s leading fund management company).

With decades of experience, strong governance, and wide investor reach, SBI Mutual Fund offers an extensive range of schemes across equity, debt, hybrid, index, ETF, and solution-oriented categories, catering to varied investor goals such as wealth creation, income generation, and tax saving. It is widely regarded for its trust, transparency, and commitment to long-term value creation.

Funds Information

Equity Funds

Scheme Name	Investment Link
SBI PSU Fund	INVEST NOW
SBI Banking & Financial Services Fund	INVEST NOW
SBI Focused Fund	INVEST NOW
SBI Contra Fund	INVEST NOW
SBI Infrastructure Fund	INVEST NOW
SBI Consumption Opportunities Fund	INVEST NOW
SBI Large & Midcap Fund	INVEST NOW
SBI Equity Minimum Variance Fund-Reg(G)	INVEST NOW
SBI Small Cap Fund	INVEST NOW
SBI Midcap Fund	INVEST NOW
SBI Technology Opportunities Fund	INVEST NOW
SBI Multicap Fund-Reg(G)	INVEST NOW
SBI Comma Fund	INVEST NOW
SBI Large Cap Fund	INVEST NOW

Hybrid Funds

Scheme Name
SBI Equity Hybrid Fund	INVEST NOW
SBI Balanced Advantage Fund	INVEST NOW
SBI Equity Savings Fund	INVEST NOW
SBI Multi Asset Allocation Fund	INVEST NOW
SBI Arbitrage Opportunities Fund	INVEST NOW
SBI Magnum Children’s Benefit Fund – Investment Plan	INVEST NOW

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞 Phone: +91 9315120004
📧 Email: sushilbajaj23@sushilbajaj

💡 Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

📅 Last Updated on: November 28, 2025

• Sushil Bajaj
• September 4, 2025