Equity and Debt Mutual fund schemes offered by SBI Mutual Fund have undergone change in attributes like investment objective, asset allocation, investment strategy etc. This PPT highlights the re-categorization of equity and debt funds as per SEBI's latest rules and regulations. View the presentation to know more.
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Long Term Advantage Fund Series V - A Close-Ended Equity Linked Savings S...SBI Mutual Fund
SBI Long Term Advantage Fund Series V aims to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit under 80C of the Income Tax Act, 1961. Key benefits of SBI Long Term Advantage Fund - Series V include Tax Savings, Potential Capital Appreciation and Tax Free Returns. Know more about this mutual fund at https://www.sbimf.com/en-us/sbi-long-term-advantage-fund-series-v
This document is a project report on creating awareness of mutual funds offered by Reliance mutual fund. The objectives of the study were to understand mutual funds and their benefits, assess customers' knowledge and behavior regarding mutual funds, and identify gaps between customers and Reliance mutual fund. The report discusses Reliance mutual fund's profile, objectives, and research methodology which included descriptive study of mutual funds and analyzing customers' perceptions. The findings show that less experienced investors were attracted to mutual funds for safety, income funds and tax-saving funds were popular, and customers valued advice from brokers and self-evaluation over other factors when making investment decisions.
This document provides information about a study analyzing the performance of SBI Mutual Fund's tax saving scheme. The study has two internal guides and one external guide overseeing it. It examines how mutual funds work, different types of mutual funds, and details about SBI's tax saving Magnum scheme. The objectives are to evaluate the scheme's performance against market benchmarks, analyze risks and returns, and identify benefits compared to other schemes.
Reliance Mutual Fund is one of India's leading mutual funds with over Rs. 2,22,964 crores in assets under management. It offers a variety of mutual fund schemes across equity, debt, and other categories to meet different investor needs. Some of its major schemes include Reliance Small Cap Fund, Reliance Retirement Fund, Reliance Diversified Power Sector Fund, Reliance Tax Saver Fund, and Reliance Money Manager Fund among others.
The document provides an overview of the mutual fund industry in India. It discusses the evolution of mutual funds in India from the establishment of Unit Trust of India in 1963 to the present scenario. Key developments include the entry of public sector funds in 1987, private sector funds in 1993, and the bifurcation of UTI in 2003. The document also defines what a mutual fund is, explains the working of mutual funds including the roles of various constituents like sponsors, trustees, asset management companies, custodians and more. It highlights the advantages of mutual funds like diversification, professional management, liquidity, and tax benefits. Finally, it touches upon the risk-return relationship with respect to mutual fund investments.
This document provides information about State Bank of India - Mutual Fund (SBI MF). It discusses the company profile, key personnel, risk management team, and products offered by SBI MF. Some key points:
- SBI MF is one of the largest mutual funds in India with over 4.6 million investors and assets under management of over Rs. 51,461 crores across 36 schemes.
- It is a joint venture between State Bank of India and Société General Asset Management.
- SBI MF offers various equity, debt, liquid and other schemes and has a track record of over 20 years of consistent performance.
- The risk management team is headed by a
Analytical Study of SBI Mutual Fund By Sachin KakdeSachin Kakde
The document provides an executive summary and introduction to mutual funds. It discusses key concepts like what a mutual fund is, how they are organized, advantages like professional management and diversification. It also covers types of mutual fund schemes based on structure, nature, investment objectives. The summary discusses scope and importance of mutual funds in providing return potential, low costs, liquidity, transparency and flexibility. It also notes some disadvantages like no control over costs and no tailor-made portfolio.
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Long Term Advantage Fund Series V - A Close-Ended Equity Linked Savings S...SBI Mutual Fund
SBI Long Term Advantage Fund Series V aims to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit under 80C of the Income Tax Act, 1961. Key benefits of SBI Long Term Advantage Fund - Series V include Tax Savings, Potential Capital Appreciation and Tax Free Returns. Know more about this mutual fund at https://www.sbimf.com/en-us/sbi-long-term-advantage-fund-series-v
This document is a project report on creating awareness of mutual funds offered by Reliance mutual fund. The objectives of the study were to understand mutual funds and their benefits, assess customers' knowledge and behavior regarding mutual funds, and identify gaps between customers and Reliance mutual fund. The report discusses Reliance mutual fund's profile, objectives, and research methodology which included descriptive study of mutual funds and analyzing customers' perceptions. The findings show that less experienced investors were attracted to mutual funds for safety, income funds and tax-saving funds were popular, and customers valued advice from brokers and self-evaluation over other factors when making investment decisions.
This document provides information about a study analyzing the performance of SBI Mutual Fund's tax saving scheme. The study has two internal guides and one external guide overseeing it. It examines how mutual funds work, different types of mutual funds, and details about SBI's tax saving Magnum scheme. The objectives are to evaluate the scheme's performance against market benchmarks, analyze risks and returns, and identify benefits compared to other schemes.
Reliance Mutual Fund is one of India's leading mutual funds with over Rs. 2,22,964 crores in assets under management. It offers a variety of mutual fund schemes across equity, debt, and other categories to meet different investor needs. Some of its major schemes include Reliance Small Cap Fund, Reliance Retirement Fund, Reliance Diversified Power Sector Fund, Reliance Tax Saver Fund, and Reliance Money Manager Fund among others.
The document provides an overview of the mutual fund industry in India. It discusses the evolution of mutual funds in India from the establishment of Unit Trust of India in 1963 to the present scenario. Key developments include the entry of public sector funds in 1987, private sector funds in 1993, and the bifurcation of UTI in 2003. The document also defines what a mutual fund is, explains the working of mutual funds including the roles of various constituents like sponsors, trustees, asset management companies, custodians and more. It highlights the advantages of mutual funds like diversification, professional management, liquidity, and tax benefits. Finally, it touches upon the risk-return relationship with respect to mutual fund investments.
This document provides information about State Bank of India - Mutual Fund (SBI MF). It discusses the company profile, key personnel, risk management team, and products offered by SBI MF. Some key points:
- SBI MF is one of the largest mutual funds in India with over 4.6 million investors and assets under management of over Rs. 51,461 crores across 36 schemes.
- It is a joint venture between State Bank of India and Société General Asset Management.
- SBI MF offers various equity, debt, liquid and other schemes and has a track record of over 20 years of consistent performance.
- The risk management team is headed by a
Analytical Study of SBI Mutual Fund By Sachin KakdeSachin Kakde
The document provides an executive summary and introduction to mutual funds. It discusses key concepts like what a mutual fund is, how they are organized, advantages like professional management and diversification. It also covers types of mutual fund schemes based on structure, nature, investment objectives. The summary discusses scope and importance of mutual funds in providing return potential, low costs, liquidity, transparency and flexibility. It also notes some disadvantages like no control over costs and no tailor-made portfolio.
Market risk and investment performance of equity mutual funds in indiaSubhodeep Bandopadhyay
This study analyzes the performance of 21 Indian equity mutual funds compared to the BSE Sensex stock market index over 5 years. Statistical analysis was conducted on the funds' average returns, absolute returns, risk levels, and how closely their performance correlated with the market. Most funds showed similar returns to the market, except during late 2005/early 2006. A statistical test found one fund's returns varied significantly from the market. Funds were also classified into clusters based on their characteristics. The study aims to compare fund and market performance and determine if returns were driven by market movements or individual fund management.
This document provides a summary of a report on customer perception of Reliance Mutual Funds. It begins with an introduction to mutual funds, describing them as professionally managed collective investment vehicles that pool money from investors. It then discusses the different types of mutual fund schemes based on their asset mixes and structures. The key concepts of NAV, SIP, STP and SWP are explained. The organizational structure of mutual funds is outlined, identifying the roles of sponsors, trustees, asset management companies, custodians and registrars. The chapter concludes with advantages of mutual funds such as diversification, professional management and tax benefits.
The document discusses research methodology for analyzing the past performance of various mutual fund schemes in India. The objectives are to understand fund performance in terms of risk and return through statistical tools. A sample of 5 schemes from 5 fund types - diversified, large cap, mid cap, small cap and sector funds - will be analyzed over the last 5 years using Sharpe ratio, beta, standard deviation and annualized return. The analysis will provide insight into the Indian mutual fund industry, fund investment patterns, and scheme performance. Limitations include a small sample size and past performance not guaranteeing future returns.
This document provides an introduction and overview of a research project on comparative analysis of mutual fund schemes. It includes sections on the certificate, declaration, acknowledgement, index, and beginning of the introduction. The introduction provides background on mutual funds in India, including the structure of the Indian financial system and history of the mutual fund industry. It discusses advantages of mutual fund investment, importance of mutual funds, types of mutual funds, and risks associated with mutual funds.
BMA Asset Management Company Limited (BMA FUNDS) established in 1992 is a Non Banking Finance Company (NBFC) and a wholly owned subsidiary of BMA Capital Management Limited. The firm is an approved Investment Advisor and Asset Manager by the Securities and Exchange Commission of Pakistan (SECP) with a proven track record and intimate knowledge of Pakistan's capital markets over the past 15 years. BMA Capital is the parent company of BMA FUNDS and a leading investment firm involved in the domestic capital markets, investment banking, asset management and private equity. In June 2004, BMA entered into a joint venture with Abraaj Capital, the leading private equity firm in the Middle East and have launched Pakistan's first private equity fund of US $300 million for inward investment in Pakistan.
The document is a report submitted for a Master's degree that studies the performance of equity schemes of HDFC Mutual Fund compared to other companies. It includes an introduction to mutual funds and HDFC Mutual Fund, as well as sections on analysis techniques, findings, and acknowledgements. The objective is to evaluate the risk and returns of HDFC equity schemes versus two other competitors over a 5-year period.
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
The document provides an overview of HDFC Mutual Fund, explaining that it is a mutual fund operated by HDFC Asset Management Company and offers various types of funds for investors. It also discusses the concepts and operations of mutual funds generally, describing how mutual funds pool money from investors and invest it in securities to generate income and capital appreciation for investors. Key products, pricing, promotion, distribution channels and the mutual fund industry in India are also summarized.
Full Project Report on SBI mutual funds.AKSHAY TYAGI
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
This document summarizes a study on investors' perceptions of mutual funds. It discusses how mutual funds pool investor money and invest in securities to generate profits or losses distributed to investors proportionally. The study aims to analyze how demographic factors impact investor attitudes toward mutual funds and determine which types and distribution channels investors prefer. It also reviews past literature on mutual fund performance evaluation and discusses India's growing financial services sector and prominent mutual fund companies. The researcher seeks to identify the key parameters like liquidity and returns that shape investor perceptions of mutual funds.
The document is a project report on analyzing and comparing mutual funds in India. It includes an executive summary and sections on the company profile of HDFC Asset Management, the history and regulatory framework of the Indian mutual fund industry, concepts of mutual funds, types of mutual funds, advantages of mutual funds, methodology, findings and analysis, and conclusions. The mutual fund industry in India has grown significantly since the establishment of the first fund in 1963 and now has over Rs. 639,000 crore in assets under management.
Mutual funds pool money from investors and invest in stocks, bonds, or other assets. This document analyzes specific mutual funds like HDFC Equity Fund and Franklin Templeton Short Term Income Fund. It discusses the advantages of mutual funds like diversification and professional management. The HDFC fund invests in sectors like banks, oil and gas, software, and pharmaceuticals. Performance data shows the HDFC funds providing returns above 24% annually since 2006.
The document summarizes a panel discussion on asset classes of equity, debt, and gold. It provides biographies of two speakers: Sorbh Gupta, a fund manager for equity, and Chirag Mehta, a senior fund manager for alternative investments. The discussion covered various asset classes and their investment opportunities.
The presentation covers all the details about Reliance AMC. It gives an investor a clear overview about the given AMC. The presentation covers the the most relevant topics of Reliance Mutual Fund that an investor wants to know, like - SWOT Analysis, Investment philosophy, types of funds along with the top performing funds of the AMC, the experience of the investors and the team which comprises of the management team as well as the team of fund mangers.
This document provides information on mutual funds, including their definition and types. It discusses the different categories of mutual funds according to ownership, scheme of operation, portfolio, and location. Specific mutual fund schemes are also described such as SBI funds, ULIPs, Dhanraksha, and Dhanshree. Performance issues facing mutual funds are outlined. In conclusion, it is noted that mutual funds are subject to market risk and there are no guarantees of achieving objectives or positive returns.
This document provides a comparative analysis of mutual fund schemes. It discusses types of mutual funds according to maturity period and investment objective. The facilities provided by mutual funds to investors are also outlined. The document analyzes the performance of various mutual fund schemes of different companies using metrics like beta, alpha, and standard deviation. Key findings are that ICICI PRU and Franklin Templeton funds have strong stock picking styles and risk management. Reliance funds can provide high returns but are not suitable for conservative investors. HDFC funds provide stability through large cap exposure. In conclusion, mutual funds provide a good investment option for committed, long term investors.
This document summarizes a study on mutual funds in India with a focus on Reliance Mutual Fund. It discusses what mutual funds are, their advantages, types, investment strategies and the growth of the industry in India. It also provides an overview of Reliance Mutual Fund, including its profile, schemes, findings from the study and conclusions. The study found that many investors remain unaware of mutual funds and their benefits compared to other investment options. It suggests that advisors should focus on educating investors, especially younger ones, to increase awareness and uptake of mutual funds.
Security Analysis & Portfolio Management Assignment on Mutual Fund Of SBIYamini Kahaliya
This is the project report on SBI mutual fund.
it contains following topics -
Meaning of Mutual Fund
Types of Mutual Fund
Introduction of Organisation
Key information of SBI mutual funds
Different types of SBI mutual fund
Conclusion
Bibliography
this is for BBA/B.com/MBA students
This document discusses mutual funds and stock markets in India. It provides background on mutual funds, describing them as investment vehicles that pool money from investors to purchase a variety of securities. The document then discusses the objectives of the study, which are to analyze returns from investing in stock markets and examine how well mutual fund schemes attract investor confidence. It also describes the methodology used, including collecting performance data on mutual funds and market indices from 2009-2012 and analyzing two mutual funds and two index funds.
This document provides information on various mutual funds offered by SBI Mutual Fund. It describes the investment objectives and strategies of equity funds like Magnum Equity Fund and MFSU Emerging Businesses Fund, debt funds like Dynamic Bond Fund and Magnum Income Fund, hybrid funds like Monthly Income Plan and SBI EDGE Fund, and the gold fund of funds SBI Gold Fund. It also provides performance data for various periods for some of these funds. The document notes that SBI Funds Management is a joint venture between SBI and Amundi.
This document provides information about a project report on portfolio management and mutual fund analysis conducted for SBI Mutual Fund & Securities Ltd. It includes the company profile of SBI Mutual Fund, which is one of the largest mutual funds in India. It also lists the objectives of the study, which were to understand portfolio management and mutual funds, compare and evaluate the performance of different equity fund schemes, identify outperformers and laggards, and create an ideal portfolio. The document further includes details about SBI Mutual Fund's products and schemes, awards received, risk management team, and key personnel.
Market risk and investment performance of equity mutual funds in indiaSubhodeep Bandopadhyay
This study analyzes the performance of 21 Indian equity mutual funds compared to the BSE Sensex stock market index over 5 years. Statistical analysis was conducted on the funds' average returns, absolute returns, risk levels, and how closely their performance correlated with the market. Most funds showed similar returns to the market, except during late 2005/early 2006. A statistical test found one fund's returns varied significantly from the market. Funds were also classified into clusters based on their characteristics. The study aims to compare fund and market performance and determine if returns were driven by market movements or individual fund management.
This document provides a summary of a report on customer perception of Reliance Mutual Funds. It begins with an introduction to mutual funds, describing them as professionally managed collective investment vehicles that pool money from investors. It then discusses the different types of mutual fund schemes based on their asset mixes and structures. The key concepts of NAV, SIP, STP and SWP are explained. The organizational structure of mutual funds is outlined, identifying the roles of sponsors, trustees, asset management companies, custodians and registrars. The chapter concludes with advantages of mutual funds such as diversification, professional management and tax benefits.
The document discusses research methodology for analyzing the past performance of various mutual fund schemes in India. The objectives are to understand fund performance in terms of risk and return through statistical tools. A sample of 5 schemes from 5 fund types - diversified, large cap, mid cap, small cap and sector funds - will be analyzed over the last 5 years using Sharpe ratio, beta, standard deviation and annualized return. The analysis will provide insight into the Indian mutual fund industry, fund investment patterns, and scheme performance. Limitations include a small sample size and past performance not guaranteeing future returns.
This document provides an introduction and overview of a research project on comparative analysis of mutual fund schemes. It includes sections on the certificate, declaration, acknowledgement, index, and beginning of the introduction. The introduction provides background on mutual funds in India, including the structure of the Indian financial system and history of the mutual fund industry. It discusses advantages of mutual fund investment, importance of mutual funds, types of mutual funds, and risks associated with mutual funds.
BMA Asset Management Company Limited (BMA FUNDS) established in 1992 is a Non Banking Finance Company (NBFC) and a wholly owned subsidiary of BMA Capital Management Limited. The firm is an approved Investment Advisor and Asset Manager by the Securities and Exchange Commission of Pakistan (SECP) with a proven track record and intimate knowledge of Pakistan's capital markets over the past 15 years. BMA Capital is the parent company of BMA FUNDS and a leading investment firm involved in the domestic capital markets, investment banking, asset management and private equity. In June 2004, BMA entered into a joint venture with Abraaj Capital, the leading private equity firm in the Middle East and have launched Pakistan's first private equity fund of US $300 million for inward investment in Pakistan.
The document is a report submitted for a Master's degree that studies the performance of equity schemes of HDFC Mutual Fund compared to other companies. It includes an introduction to mutual funds and HDFC Mutual Fund, as well as sections on analysis techniques, findings, and acknowledgements. The objective is to evaluate the risk and returns of HDFC equity schemes versus two other competitors over a 5-year period.
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
The document provides an overview of HDFC Mutual Fund, explaining that it is a mutual fund operated by HDFC Asset Management Company and offers various types of funds for investors. It also discusses the concepts and operations of mutual funds generally, describing how mutual funds pool money from investors and invest it in securities to generate income and capital appreciation for investors. Key products, pricing, promotion, distribution channels and the mutual fund industry in India are also summarized.
Full Project Report on SBI mutual funds.AKSHAY TYAGI
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
This document summarizes a study on investors' perceptions of mutual funds. It discusses how mutual funds pool investor money and invest in securities to generate profits or losses distributed to investors proportionally. The study aims to analyze how demographic factors impact investor attitudes toward mutual funds and determine which types and distribution channels investors prefer. It also reviews past literature on mutual fund performance evaluation and discusses India's growing financial services sector and prominent mutual fund companies. The researcher seeks to identify the key parameters like liquidity and returns that shape investor perceptions of mutual funds.
The document is a project report on analyzing and comparing mutual funds in India. It includes an executive summary and sections on the company profile of HDFC Asset Management, the history and regulatory framework of the Indian mutual fund industry, concepts of mutual funds, types of mutual funds, advantages of mutual funds, methodology, findings and analysis, and conclusions. The mutual fund industry in India has grown significantly since the establishment of the first fund in 1963 and now has over Rs. 639,000 crore in assets under management.
Mutual funds pool money from investors and invest in stocks, bonds, or other assets. This document analyzes specific mutual funds like HDFC Equity Fund and Franklin Templeton Short Term Income Fund. It discusses the advantages of mutual funds like diversification and professional management. The HDFC fund invests in sectors like banks, oil and gas, software, and pharmaceuticals. Performance data shows the HDFC funds providing returns above 24% annually since 2006.
The document summarizes a panel discussion on asset classes of equity, debt, and gold. It provides biographies of two speakers: Sorbh Gupta, a fund manager for equity, and Chirag Mehta, a senior fund manager for alternative investments. The discussion covered various asset classes and their investment opportunities.
The presentation covers all the details about Reliance AMC. It gives an investor a clear overview about the given AMC. The presentation covers the the most relevant topics of Reliance Mutual Fund that an investor wants to know, like - SWOT Analysis, Investment philosophy, types of funds along with the top performing funds of the AMC, the experience of the investors and the team which comprises of the management team as well as the team of fund mangers.
This document provides information on mutual funds, including their definition and types. It discusses the different categories of mutual funds according to ownership, scheme of operation, portfolio, and location. Specific mutual fund schemes are also described such as SBI funds, ULIPs, Dhanraksha, and Dhanshree. Performance issues facing mutual funds are outlined. In conclusion, it is noted that mutual funds are subject to market risk and there are no guarantees of achieving objectives or positive returns.
This document provides a comparative analysis of mutual fund schemes. It discusses types of mutual funds according to maturity period and investment objective. The facilities provided by mutual funds to investors are also outlined. The document analyzes the performance of various mutual fund schemes of different companies using metrics like beta, alpha, and standard deviation. Key findings are that ICICI PRU and Franklin Templeton funds have strong stock picking styles and risk management. Reliance funds can provide high returns but are not suitable for conservative investors. HDFC funds provide stability through large cap exposure. In conclusion, mutual funds provide a good investment option for committed, long term investors.
This document summarizes a study on mutual funds in India with a focus on Reliance Mutual Fund. It discusses what mutual funds are, their advantages, types, investment strategies and the growth of the industry in India. It also provides an overview of Reliance Mutual Fund, including its profile, schemes, findings from the study and conclusions. The study found that many investors remain unaware of mutual funds and their benefits compared to other investment options. It suggests that advisors should focus on educating investors, especially younger ones, to increase awareness and uptake of mutual funds.
Security Analysis & Portfolio Management Assignment on Mutual Fund Of SBIYamini Kahaliya
This is the project report on SBI mutual fund.
it contains following topics -
Meaning of Mutual Fund
Types of Mutual Fund
Introduction of Organisation
Key information of SBI mutual funds
Different types of SBI mutual fund
Conclusion
Bibliography
this is for BBA/B.com/MBA students
This document discusses mutual funds and stock markets in India. It provides background on mutual funds, describing them as investment vehicles that pool money from investors to purchase a variety of securities. The document then discusses the objectives of the study, which are to analyze returns from investing in stock markets and examine how well mutual fund schemes attract investor confidence. It also describes the methodology used, including collecting performance data on mutual funds and market indices from 2009-2012 and analyzing two mutual funds and two index funds.
This document provides information on various mutual funds offered by SBI Mutual Fund. It describes the investment objectives and strategies of equity funds like Magnum Equity Fund and MFSU Emerging Businesses Fund, debt funds like Dynamic Bond Fund and Magnum Income Fund, hybrid funds like Monthly Income Plan and SBI EDGE Fund, and the gold fund of funds SBI Gold Fund. It also provides performance data for various periods for some of these funds. The document notes that SBI Funds Management is a joint venture between SBI and Amundi.
This document provides information about a project report on portfolio management and mutual fund analysis conducted for SBI Mutual Fund & Securities Ltd. It includes the company profile of SBI Mutual Fund, which is one of the largest mutual funds in India. It also lists the objectives of the study, which were to understand portfolio management and mutual funds, compare and evaluate the performance of different equity fund schemes, identify outperformers and laggards, and create an ideal portfolio. The document further includes details about SBI Mutual Fund's products and schemes, awards received, risk management team, and key personnel.
A mutual fund pools money from many investors to purchase stocks, bonds, and other securities. It is managed by a professional fund manager who invests the money on behalf of the investors. A mutual fund provides diversification, affordable investment options, and convenience for investors. It allows individuals to hold a diversified portfolio of securities by investing small amounts of money alongside other investors. The first mutual fund in India was launched in 1964 by the Unit Trust of India (UTI).
Evaluation of mutual fundportfolio @ sbi project report mba financeBabasab Patil
This document discusses evaluating the portfolio performance of mutual funds. It analyzes the performance of three growth-oriented mutual funds offered by SBI Mutual Fund over a three year period using risk-adjusted measures. The three funds analyzed are the Magnum Contra Fund, Magnum Global Fund, and Magnum Tax Gain Scheme. The document outlines the objectives, scope, methodology, and conclusions of the performance analysis.
This document discusses portfolio management and mutual fund analysis for SBI Group. It provides an overview of the project objectives, which were to understand the role of banks in investment solutions, compare different investment options available at SBI Group, and create an ideal portfolio. It also provides background on SBI Group as one of the largest mutual funds in India with over 3.8 million investors. The document outlines the research methodology used and discusses findings from analyzing different mutual fund schemes to select an ideal portfolio.
This document is a project report submitted to Sikkim Manipal University for a Masters in Business Administration (Finance) degree. It analyzes portfolio management and mutual funds at SBI Mutual Fund. The report includes an acknowledgements section thanking those who helped with the project. It then outlines the contents and provides an overview of the research objectives, scope, methodology, findings, limitations, and conclusion. It also includes a company profile section describing SBI Mutual Fund.
Looking for top SBI schemes to invest online then this piece of content is suitable for you. Look at the complete investment details of SBI schemes and invest your money according to your goals.
This document discusses SBI Gold Fund, a mutual fund scheme offered by SBI Mutual Fund. It provides an overview of the fund, including its objectives to track returns of SBI Gold Exchange Traded Fund, asset allocation of 95-100% in SBI GETS and 0-5% in money market instruments, and features like no requirement for a demat account, liquidity, and availability of systematic investment plans starting from Rs. 100 per month. The document also covers details like net asset value calculations, historical NAV data, and commissions disclosed to distributors for selling various SBI MF schemes.
1) The document discusses a study on the risk-return profile of mutual funds in India, specifically looking at funds offered by SBI Mutual Fund.
2) It analyzes 10 SBI mutual fund schemes using various risk metrics like beta, Sharpe ratio, Treynor ratio, and Jensen ratio to evaluate their performance over 5 years.
3) The results show that SBI Focused Equity Fund had the lowest risk as measured by beta and highest returns as measured by Sharpe, Treynor, and Jensen ratios, indicating it performed better than other funds in managing risk and return.
SBI Funds Management Pvt. Ltd. is a joint venture between SBI and Amundi focusing on managing mutual funds in India with over 30 years of experience. The document proposes a research project analyzing the Indian mutual funds industry with a focus on SBI Mutual Fund. The objectives are to study the growth and types of mutual funds in India, examine the benefits of SBI Mutual Funds, and identify new prospective customers. Primary data will be collected through questionnaires of SBI MF managers and employees, and secondary data sources will include publications, reports, and SBI Mutual Fund fact sheets. The scope is to help SBI Mutual Fund channel funds productively and protect small investors while attracting new
This document provides information on various mutual fund schemes offered by ICICI Prudential Mutual Fund, including the name of each scheme, what type of investors it is suitable for, the investment objective for each scheme, and a risk label for each scheme. There are various types of schemes, including open ended equity schemes, open ended income schemes, open ended liquid/money market schemes, open ended hybrid schemes, and open ended equity linked savings schemes. Each scheme is labeled with the type of investors it is most suitable for and its investment objective.
This document summarizes a presentation about increasing brand awareness of DBS Chola Mutual Fund. It provides an overview of DBS Chola Mutual Fund and its parent company, Murugappa Group. It then discusses concepts of mutual funds, their organization structure and advantages. Finally, it analyzes strategies for increasing DBS Chola's brand value through sales promotion, distribution channels, and market penetration using independent financial advisors.
- The document discusses a mutual fund newsletter that introduces new portfolio analysis and goal tracking features on the FundsIndia investment platform.
- The new features allow investors to view the asset allocation of each portfolio, set goals for portfolio values at future dates, and track progress towards goals.
- The newsletter explains that these features are aimed at helping investors develop financial plans and track their progress towards different goals over time.
The document is a presentation on an internship project report analyzing the relationship between mutual fund scheme ratings and assets under management (AUM). It includes sections on the structure and types of mutual funds, industry overview, company overview, literature review, introduction of the topic, research methodology, data analysis, findings, and conclusions. The presentation outlines the objectives, design, data sources, and limitations of the research analyzing the ratings and AUM of 10 selected equity mutual fund schemes over the period of 2003-2015. The data analysis section includes graphs and tables showing the AUM and ratings for various mutual fund schemes over time.
There are almost 7 types of SIPs in mutual funds which would help investors to grow their money with discipline. #TypesSIPmutualfunds #SIPMutualFunds
https://tinyurl.com/y4sa92lv
In this article we would provide some of the Best Balanced Advantage mutual funds to invest in 2020 in India for the medium to long term #Balancedadvantagemutualfunds #Balancedadvantagefunds
City Union Bank (CUB) is recommended as a buy investment, with a core investment thesis that it is a well-run regional bank that has consistently generated healthy returns and shareholder wealth creation. CUB focuses on lending to the MSME segment, which is expected to see strong growth over the next decade as manufacturing and global trade increases in India. CUB has a strong track record over 15 years of delivering high returns through earnings growth, and its focus on MSME lending, strong execution, and conservative culture position it for continued outperformance going forward at its current attractive valuation.
The document discusses mutual funds in India. It provides an overview of what mutual funds are, how they help with financial planning objectives, the important phases in the history of mutual funds in India, different types of mutual funds based on structure and investment objectives, factors to consider when investing in mutual funds, benefits of investing in mutual funds, potential disadvantages, and industry growth projections.
- A mutual fund is a collection of stocks, bonds, and other securities that are owned by many investors. Investors own shares of the fund that represent their portion of the holdings.
- The document discusses the objectives of studying the performance of mutual funds during the financial crisis, including analyzing the impact on debt vs equity funds and changes in portfolio over one year.
- The methodology section outlines collecting primary data through surveys and secondary data from fund websites to analyze performance based on factors like NAV, AUM, risk measures, and returns over time.
Similar to New Mutual Fund Scheme Categorization for Equity & Debt Funds | SBI Mutual Fund (20)
SBI Equity Savings Fund: A Hybrid Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Equity Savings Fund is an open-ended equity scheme which involves low risk hybrid strategies.This fund operates in a tax-efficient manner. SBI Equity Savings Fund aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market. It also aims to generate capital appreciation through a moderate exposure in equity. Learn more about SBI Equity Savings Fund at https://www.sbimf.com/en-us/hybrid-schemes/sbi-equity-savings-fund
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
- SBI Magnum Equity Fund is a focused large cap equity fund that invests in 25-40 stocks following a top-down investment approach.
- As of October 2017, its top holdings were in financial, energy, and IT sectors, with HDFC Bank, Reliance Industries, and ICICI Bank as the top individual stocks.
- The fund is managed by SBI Funds Management, India's largest asset manager, with over Rs. 1.68 lakh crore in assets under management.
SBI Magnum Balanced Fund: An Hybrid Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Magnum Balanced Fund aims to provide investors long term capital appreciation, along with the liquidity of an open-ended mutual fund scheme by investing in a mix of debt and equity funds. The balanced mutual fund scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt funds. To know more about SBI Magnum Balanced Fund, please visit https://www.sbimf.com/en-us/hybrid-schemes/sbi-magnum-balanced-fund
SBI Magnum Equity Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Equity Fund aims to provide the investor long – term capital appreciation by investing in high growth companies along with the liquidity of an open-ended mutual fund scheme through investments primarily in equities and the balance in debt and money market instruments. SBI Magnum Equity Fund is positioned as large cap mutual fund. The fund is suitable for investors who are looking for long term capital appreciation with relatively lower risk. To know more about this fund, please visit SBI Mutual Fund website https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
SBI Magnum Balanced Fund: An Hybrid Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Balanced Fund aims to provide investors long term capital appreciation, along with the liquidity of an open-ended mutual fund scheme by investing in a mix of debt and equity funds. The balanced mutual fund scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt funds. To know more about SBI Magnum Balanced Fund, please visit https://www.sbimf.com/en-us/hybrid-schemes/sbi-magnum-balanced-fund
SBI Magnum Multicap Fund: An Open-Ended Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Magnum Multicap Fund invests across various market caps and sectors for long-term capital appreciation. This fund invests 50-90% in large cap, 10-40% in midcap and 0-10% in small cap. SBI Magnum Multicap Fund is ideal for investors looking for capital appreciation with a long term investment horizon. Know more about this mutual fund at https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Equity Savings Fund: A Hybrid Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Equity Savings Fund is an open-ended equity scheme which involves low risk hybrid strategies.This fund operates in a tax-efficient manner. SBI Equity Savings Fund aims to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market. It also aims to generate capital appreciation through a moderate exposure in equity. Learn more about SBI Equity Savings Fund at https://www.sbimf.com/en-us/hybrid-schemes/sbi-equity-savings-fund"
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - May 17SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Magnum Equity Fund: An Open-ended Equity Scheme - May 17SBI Mutual Fund
SBI Magnum Equity Fund is an equity scheme that seeks capital appreciation through investment in diversified portfolio of equities of high growth companies, along with liquidity of an open ended scheme. To know more about this mutual fund check the SBI Mutual Fund Page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - March 17SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Magnum Equity Fund: An Open-ended Equity Scheme - March 17SBI Mutual Fund
SBI Magnum Equity Fund is an equity scheme that seeks capital appreciation through investment in diversified portfolio of equities of high growth companies, along with liquidity of an open ended scheme. To know more about this mutual fund check the SBI Mutual Fund Page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
SBI Dual Advantage Fund - Series XIX - Feb 2017SBI Mutual Fund
SBI Dual Advantage Fund - Series XIX is a 1150 Days close-ended hybrid scheme. The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in equity & equity related instruments. However, there can be no assurance that the investment objective of the Scheme will be realized.
Learn more at -https://www.sbimf.com/en-us/pages/sbi-dual-advantage-fund-series-xix.aspx
SBI Magnum Multicap Fund: An Open-ended Growth Scheme - Jan 16SBI Mutual Fund
SBI Magnum Multicap Fund provides investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. To learn more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-multicap-fund
SBI Magnum Equity Fund: An Open-ended Equity Scheme - Jan 17SBI Mutual Fund
SBI Magnum Equity Fund is an equity scheme that seeks capital appreciation through investment in diversified portfolio of equities of high growth companies, along with liquidity of an open ended scheme. To know more about this mutual fund check the SBI Mutual Fund Page
https://www.sbimf.com/en-us/equity-schemes/sbi-magnum-equity-fund
SBI Emerging Businesses Fund: An Open-ended Equity Fund - Jan 17SBI Mutual Fund
This document provides information on an investment product suitable for long-term capital appreciation by investing in emerging companies with export orientation or outsourcing opportunities. It discusses the fund's bottom-up stock picking approach, with a focus on management quality, growth, business model, profitability, and valuations. The fund takes a flexible approach to market capitalization, and currently has a portfolio skewed toward mid-cap stocks, with higher concentration in services, consumer goods, and financial services sectors. It seeks to generate long-term returns through a high-conviction, focused portfolio of 20-30 stocks.
SBI Mutual Fund provides you with the complete overview of the Union Budget 2017-18.
This presentation mainly focuses on the equity market and fixed income market conditions post the Budget.
Visit https://www.sbimf.com to learn more!
SBI Magnum Balanced Fund: An Open-ended Balanced Scheme - Dec 16SBI Mutual Fund
SBI Magnum Balanced Fund invests in a mix of equity and debt investments. It provides a good investment opportunity to investors who do not wish to be completely exposed to equity markets, but are looking for relatively higher returns than those provided by debt funds. The scheme invests in a diversified portfolio of equities of high growth companies and balances the risk through investing the rest in a relatively safe portfolio of debt.To know more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/Products/HybridSchemes/Magnum_Balanced_Fund.aspx
SBI Dynamic Asset Allocation Fund: An Open-ended Dynamic Asset Allocation Sch...SBI Mutual Fund
SBI Dynamic Asset Allocation Fund is an open-ended dynamic asset allocation scheme which aims to provide investors an opportunity to invest in a portfolio of a mix of equity and equity-related securities and fixed-income instruments which will be managed dynamically so as to provide investors with long-term capital appreciation.To know more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/Products/HybridSchemes.aspx
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
Understanding how timely GST payments influence a lender's decision to approve loans, this topic explores the correlation between GST compliance and creditworthiness. It highlights how consistent GST payments can enhance a business's financial credibility, potentially leading to higher chances of loan approval.
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...AntoniaOwensDetwiler
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfcoingabbar
Introducing BONKMILLON - The Most Bonkers Meme Coin Yet
Let's be real for a second – the world of meme coins can feel like a bit of a circus at times. Every other day, there's a new token promising to take you "to the moon" or offering some groundbreaking utility that'll change the game forever. But how many of them actually deliver on that hype?
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
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May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
New Mutual Fund Scheme Categorization for Equity & Debt Funds | SBI Mutual Fund
1. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)SBI FUNDS AMANGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Welcome
the change
2. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)SBI FUNDS AMANGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Equity
Funds
3. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Risk Return CurveReturns
Risk
Arbitrage
Fund
Equity
Savings
Fund
Equity
Hybrid
Fund
Large
Cap
Fund
Large &
Mid Cap
Fund
Multicap
Fund
Contra
Fund
Focused
Fund
Mid Cap
Fund
Small
Cap
Fund
Sector
Funds
ELSS
4. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Note
• Our schemes have undergone change in the fundamental attributes (like investment
objective, Asset Allocation, & strategies etc.) in order to align with the guidelines on
scheme Categorization and Rationalization of Mutual Fund Schemes as specified by
SEBI. The changes are applicable from May 16, 2018.
• Since many schemes were following the same or similar investment style/positioning
earlier also, therefore ‘No Change’ is mentioned in fund positioning but please note
that there were changes made in fundamental attributes (investment objective, Asset
Allocation, & strategies etc.) in such schemes in order to comply with SEBI Circular.
Investors are requested to refer SID / addendum for details in this regard.
5. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Equity Schemes Positioning
Scheme Name Revised Scheme Name
SBI Bluechip Fund SBI Bluechip Fund
SBI Magnum Equity Fund SBI Magnum Equity ESG Fund
SBI Magnum Multiplier Fund SBI Large & Mid Cap Fund
SBI Magnum Multicap Fund SBI Magnum Multicap Fund
SBI Magnum Taxgain Scheme SBI Magnum Taxgain Scheme
SBI Emerging Businesses Fund SBI Focused Equity Fund
SBI Magnum Midcap Fund SBI Magnum Midcap Fund
SBI Small & Midcap Fund SBI Small Cap Fund
SBI Contra Fund SBI Contra Fund
SBI Magnum Global Fund SBI Magnum Global Fund
Positioning
No Change. Remains a Large Cap Fund
Changes from Diversified Equity (Large Cap oriented)
to Thematic Fund (ESG)
Changes from Multicap to Large & Mid Cap Fund
No Change. Remains a Multi Cap Fund
No Change. Remains ELSS
Changes from Mutlicap Fund to Focused Fund with
maximum 30 stocks across Multicap space
No Change. Remains a Mid Cap Fund
Changes from Small & Midcap to Small Cap Fund
No Change. Remains a Contra Fund
Changes from Multicap to Thematic Fund (MNC)
6. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Equity Schemes Positioning
Scheme Name Revised Scheme Name
SBI FMCG Fund SBI Consumption Opportunities Fund
SBI IT Fund SBI Technology Opportunities Fund
SBI Pharma Fund SBI Healthcare Opportunities Fund
SBI Magnum COMMA Fund SBI Magnum COMMA Fund
SBI Infrastructure Fund SBI Infrastructure Fund
SBI PSU Fund SBI PSU Fund
SBI Banking & Financial Services Fund SBI Banking & Financial Services Fund
SBI Magnum Balanced Fund SBI Equity Hybrid Fund
SBI Equity Savings Fund SBI Equity Savings Fund
SBI Arbitrage Opportunities Fund SBI Arbitrage Opportunities Fund
Revised Positioning
No Significant Change. Universe broadened,
becomes a thematic fund
No Significant Change. Universe broadened
No Significant Change. Universe broadened
No Significant Change. Universe broadened
No Significant Change. Universe broadened
No Significant Change. Universe broadened
No Change. Remains a Sector Fund
No Change. Remains an Aggressive Hybrid Fund
No Change. Remains an Equity Savings Fund
No Change. Remains an Arbitrage Fund
7. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Equity Schemes Positioning - Diversified Funds
1Erstwhile SBI Magnum Multiplier Fund. 2Erstwhile SBI Small & Mid Cap Fund
Index
Fund
Large
Cap
Large &
Mid Cap
Multi
Cap
Small
CapELSS Mid
Cap
SBI Nifty
Index Fund
SBI Bluechip
Fund
SBI Magnum
Multicap Fund
SBI Small Cap
Fund2
SBI Magnum
Taxgain Scheme
SBI Magnum
Midcap Fund
SBI Large & Mid
Cap Fund1
8. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Equity Schemes Positioning - Theme/Sector/Style
1Erstwhile SBI Emerging Businesses Fund. 2Erstwhile SBI Magnum Equity Fund.
3Erstwhile SBI FMCG Fund. 4Erstwhile SBI Pharma Fund. 5Erstwhile SBI IT Fund.
Focused
SBI Focused
Equity Fund1
SBI Contra
Fund
SBI Magnum Equity ESG Fund2
SBI Magnum Global Fund
SBI Consumption Opportunities
Fund3
ThematicContra Sector
SBI Healthcare Opportunities Fund4
SBI Technology Opportunities Fund5
SBI Infrastructure Fund
SBI Magnum COMMA Fund
SBI PSU Fund
SBI Banking & Financial
Services Fund
9. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)SBI FUNDS AMANGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Debt
Funds
10. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Scheme Name
Debt Schemes Positioning
Revised Scheme Name
SBI Magnum InstaCash Fund-Liquid
Floater Plan SBI Overnight Fund
SBI Premier Liquid Fund SBI Liquid Fund
SBI Magnum InstaCash Fund SBI Magnum Ultra Short Duration Fund
SBI Ultra Short Term Debt Fund SBI Magnum Low Duration Fund
SBI Savings Fund SBI Savings Fund
SBI Short Term Debt Fund SBI Short Term Debt Fund
SBI Regular Savings Fund SBI Magnum Medium Duration Fund
SBI Magnum Income Fund SBI Magnum Income Fund
SBI Dynamic Bond Fund SBI Dynamic Bond Fund
SBI Corporate Bond Fund SBI Credit Risk Fund
Revised Positioning
Changes from Liquid Fund to Overnight Fund
No Change. Remains a Liquid Fund
Changes from Liquid Fund to Ultra Short Duration Fund
Changes from Ultra Short Fund to Low Duration Fund
Changes from Ultra Short Term Fund to Money
Market Fund
No Change. Remains a Short Duration Fund
No Change. Remains a Medium Duration Fund
No Change. Remains a Medium to Long Duration Fund
No Change. Remains a Dynamic Bond Fund
No Significant Change. Name of the scheme changed as
per investment strategy of the fund
11. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Scheme Name
Debt Schemes Positioning
Revised Scheme Name Revised Positioning
SBI Treasury Advantage Fund SBI Banking and PSU Fund
SBI Magnum Gilt Fund – Long Term Plan SBI Magnum Gilt Fund
SBI Magnum Gilt Fund - Short Term Plan SBI Magnum Constant Maturity Fund
SBI Magnum Children's Benefit Plan SBI Magnum Children's Benefit Fund
SBI Dynamic Asset Allocations Fund SBI Dynamic Asset Allocations Fund
SBI Magnum Monthly Income Plan SBI Debt Hybrid Fund
SBI Magnum Monthly Income -
Floater Plan SBI Multi Asset Allocation Fund
Changes from Ultra Short to Banking and PSU Debt Fund
Remains a Gilt Fund. Can invest across maturities
Changes from Gilt Short Term to Gilt Fund with
10 Year Constant Maturity
No Significant Change, lock in changed to 5 years.
Remains a Solutions Oriented Scheme - Childrens Fund
No Change. Remains a Dynamic Asset Allocation Fund
No Change. Remains a Conservative Hybrid Fund
Changes from MIP to Multi Asset Allocation Fund
12. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Duration/ Credit based debt schemes
1Erstwhile SBI Magnum Instacash Fund - Liquid Floater. 2Erstwhile SBI Premier Liquid Fund. 3Erstwhile SBI Magnum Instacash Fund. 4Erstwhile SBI Ultra Short Term Debt Fund.
5Erstwhile SBI Regular Savings Fund. 6Erstwhile SBI Corporate Bond Fund.
Up to
91 days
3-6
months
Up to 12
months
1-3
years
6-12
months
3-4
years
SBI Overnight Fund
Overnight Fund
SBI Liquid Fund2 –
Liquid
SBI Magnum Ultra Short
Duration Fund3 –
Ultra Short Duration Fund
SBI Short Term Debt Fund –
Short Term Fund
SBI Magnum Low
Duration Fund4 –
Low Duration Fund
SBI Magnum Medium
Duration Fund5 –
Medium Duration Fund
SBI Savings Fund –
Money Market Fund
4-7
years
SBI Magnum Income Fund –
Medium to Long Term Fund
SBI Credit Risk Fund6
- Credit Risk
SBI Dynamic Bond Fund
- Dynamic Bond
13. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Risk Return Curve – Debt Funds
Returns
Risk
Liquid
Fund
Overnight
Fund
Ultra
Short
Duration
Low
Duration
Money
Market
Fund
Short
Duration
Fund
Medium
Duration
Fund
Medium to
Long Duration
Fund
Dynamic
Duration
Fund
Credit
Risk
Fund
Gilt
Fund
Gilt Fund
with Constant
Maturity
Banking
& PSU
Fund
14. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Hybrid/Solution Oriented Schemes
Equity
Savings
Conservative
Hybrid
Aggressive
Hybrid
Multi Asset
Allocation
Dynamic
Asset
Allocation
Childrens’
Benefit
SBI Equity
Savings Fund
SBI Debt Hybrid
Fund1
SBI Multi Asset
Allocation Fund3
SBI Dynamic Asset
Allocation Fund
SBI Magnum Childrens’
Benefit Plan
SBI Equity
Hybrid Fund2
1Erstwhile SBI Magnum Monthly Income Plan. 2Erstwhile SBI Magnum Balanced Fund. 3Erstwhile SBI Magnum Monthly Income Plan - Floater
15. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Risk Return Curve - Debt Oriented Hybrid Funds
Returns
Risk
Conservative
Hybrid
Fund
Multi Asset
Allocation
Fund
Solution
Oriented
Funds
Dynamic
Asset Allocation
Fund
16. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Equity
SBI Bluechip Fund
SBI Large & Mid Cap Fund
SBI Magnum Taxgain Scheme
SBI Magnum Multiplier Fund
SBI Magnum Midcap Fund
SBI Focused Equity Fund
SBI Small Cap Fund
SBI Contra Fund
SBI Magnum Equity ESG Fund
SBI Magnum Global Fund
SBI Consumption Opportunities Fund
SBI Healthcare Opportunities Fund
SBI Technology Opportunities Fund
SBI Infrastructure Fund
SBI Magnum COMMA Fund
SBI PSU Fund
SBI Banking & Financial
Services Fund
Comprehensive Product Bouquet
Fixed Income
SBI Overnight Fund
SBI Liquid Fund
SBI Low Duration Fund
SBI Ultra Short Duration
Fund
SBI Savings Fund
SBI Short Term Debt Fund
SBI Medium Duration Fund
SBI Magnum Income Fund
SBI Banking & PSU Fund
SBI Dynamic Bond Fund
SBI Credit Risk Fund
SBI Magnum Gilt Fund
SBI Magnum Constant
Maturity Fund
Solution Oriented
SBI Magnum Children’s
Benefit Fund
Index / ETFs
SBI Nifty Index Fund
SBI –ETF Nifty 50
SBI –ETF SENSEX
SBI –ETF Nifty Next 50
SBI – ETF Nifty Bank
SBI – ETF BSE 100
SBI ETF Gold
SBI ETF 10 Year Gilt
Hybrid
SBI Equity Savings Fund
SBI Debt Hybrid Fund
SBI Equity Hybrid Fund
SBI Dynamic Asset
Allocation Fund
SBI Multi Asset Allocation
Fund
17. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
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18. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
These products are suitable for investors who are seeking*:
Long term capital appreciation
SBI Blue Chip Fund: Investment in equity and equity-related instruments of large cap companies.
SBI Contra Fund: Investments in a diversified portfolio of equity and equity related securities following a contrarian
investment strategy.
SBI Focused Equity Fund: Investment in equity and equity related instruments with maximum 30 stocks across multicap
space.
SBI Equity Hybrid Fund: Investments primarily in equity and equity related instruments, with exposure in debt and money
market instruments.
SBI Magnum Multicap Fund: Investments in a diversified basket of equity stocks spanning the entire market capitalization
spectrum to provide both long term growth opportunities and liquidity.
SBI Large & Midcap Fund: Investments in a diversified portfolio of large and midcap companies.
SBI Magnum Midcap Fund: Investments predominantly in a well diversified equity stocks of midcap companies.
SBI Nifty Index Fund: Passive Investment in stocks comprising the Nifty 50 Index in the same proportion as in the index to
achieve returns equivalent to the Total returns Index of Nifty 50 Index.
SBI Small Cap Fund: Investment in equity and equity-related securities predominantly of small cap companies.
SBI Magnum Taxgain Scheme: Investment in a portfolio of equity shares, while offering deduction under section 80C of
Income‐tax Act, 1961
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Labels
19. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
These products are suitable for investors who are seeking*:
Long term capital appreciation
SBI Banking & Financial Services Fund: Investment predominantly in a portfolio of equity & equity related instruments
of companies engaged in banking & financial services sector.
SBI Magnum Comma Fund: Equity investments in a portfolio of stocks of companies in the commodity and commodity
related sectors.
SBI Consumption Opportunities Fund: Equity investments in stock of companies following consumption theme.
SBI Infrastructure Fund: Equity investments in stocks of companies directly or indirectly involved in the infrastructure
growth of the Indian economy.
SBI Technology Opportunities Fund: Equity investments in stock of companies in the technology and technology related
sectors.
SBI Magnum Equity ESG Fund: Investments in companies following the ESG theme.
SBI Magnum Global Fund: Investments in equity stocks of MNC companies.
SBI Healthcare Opportunities Fund: Equity investments in stocks of companies in the healthcare sector.
SBI PSU Fund: Investments in diversified basket of equity stocks of domestic Public Sector Undertakings and their
subsidiaries.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Labels
20. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
SBI Arbitrage Opportunities Fund
This product is suitable for investors who are
seeking*:
Short-term investment
Investments to exploit profitable arbitrage
opportunities between the spot and derivative
market segments to provide capital
appreciation and regular income
SBI Equity Savings Fund
This product is suitable for investors who are
seeking*:
Regular income & capital appreciation
To generate income by investing in arbitrage
opportunities in the cash and derivatives
segment of the equity market, and capital
appreciation through a moderate exposure in
equity.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Labels
These products are suitable for investors who are seeking*:
Regular income for short term
SBI Magnum Ultra Short Duration Fund : Investment in Debt and
Money Market instruments.
SBI Overnight Fund : Investment in overnight securities.
SBI Liquid Fund : Investment in Debt and Money Market
securities with residual maturity upto 91 days only.
These products are suitable for investors who are seeking*:
Regular income for short term
SBI Savings Fund: Investment in money market instruments.
SBI Short Term Debt Fund: Investment in Debt and Money
Market securities.
SBI Magnum Low Duration Fund : Investment in Debt and Money
Market instruments.
These products are suitable for investors who are seeking*:
Regular income for medium term
SBI Credit Risk Fund : Predominantly investment in corporate
debt securities rated AA and below.
SBI Magnum Medium Duration Fund : Investment in Debt and
Money Market securities.
21. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
These products are suitable for investors who are
seeking*:
Regular income for medium to long term
SBI Dynamic Bond Fund: Investment in high quality debt
securities of varying maturities.
SBI Magnum Income Fund: Investment in Debt and
Money Market Instruments.
These products are suitable for investors who are
seeking*:
Regular income and capital growth for medium to long
term
SBI Magnum Constant Maturity Fund : Investment in
government securities having a constant maturity of
around 10 years.
SBI Magnum Gilt Fund : Investment in government
securities.
SBI Banking and PSU Fund
This product is suitable for investors who are seeking*:
Regular income over medium term
Investment in Debt instruments predominantly issued
by Banks, PSUs, PFIs and Municipal bodies.
Product Labels
SBI Debt Hybrid Fund
This product is suitable for investors who are seeking*:
Regular income and capital growth.
Investment primarily in Debt and Money market instruments
and secondarily in equity and equity related instruments.
These products are suitable for investors who are seeking*:
Regular income and capital growth
SBI Dynamic Asset Allocation Fund: Dynamic Asset allocation
between equity and equity related Instruments and fixed income
instruments so as to provide with long term capital appreciation.
SBI Multi Asset Allocation Fund: Investment in actively managed
portfolio of multiple asset classes viz, equity, debt, gold and gold
related instruments.
SBI Magnum Children’s Benefit Fund
This product is suitable for investors who are seeking*:
Regular income and capital appreciation.
Investment primarily in debt and money market instruments
and secondarily in actively managed equity and equity related
instruments.
22. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Product Labels
These products are suitable for investors who are seeking*:
Long-term capital appreciation
SBI -ETF Nifty 50: Investment in securities covered by Nifty 50 Index.
SBI - ETF SENSEX: Investment in securities covered by S&P BSE SENSEX.
SBI - ETF Nifty Next 50: Investment in securities covered by Nifty Next 50 Index
SBI – ETF BSE 100: Investment in securities covered by S&P BSE 100 Index
SBI-ETF Gold: Investment in Gold, gold bullion and gold related securities
SBI – ETF Nifty Bank
This product is suitable for investors who are seeking*:
Long-term capital appreciation
Investment in securities covered by Nifty Bank Index..
SBI – ETF 10 Year Gilt
This product is suitable for investors who are seeking*:
Medium to long-term investment
Investment in securities covered by Nifty 10 yr Benchmark
G-Sec index
23. SBI FUNDS MANAGEMENT PRIVATE LIMITED (A Joint Venture between SBI & AMUNDI)
Mutual Fund investments are subject to market risks, read all scheme related
documents carefully.
With effect from May 16, 2018 product suite of SBI Mutual Fund has been aligned in line with SEBI’s circular
on Rationalization and Categorization.
Disclaimer