Invest With Your Goals. Build Your Future.

SBI Mutual Fund offers a wide range of investment solutions across equity, debt, hybrid, index and solution-oriented categories. These funds are designed to cater to different financial goals, investment horizons and risk profiles.

At Shreedha Investments, we help you understand available SBI Mutual Fund solutions and explore suitable options according to your financial objectives, investment horizon and risk appetite.

Explore SBI Mutual Fund

WHY CHOOSE SBI MUTUAL FUND?

Wide Range of Investment Solutions

SBI Mutual Fund offers different categories of mutual funds designed for various investment objectives and financial requirements.

Goal-Based Investing

Different fund categories can be considered for goals such as children’s education, long-term wealth creation, retirement planning and other financial objectives.

Professional Fund Management

The funds are managed by professional investment teams according to the respective scheme’s investment objective and strategy.

SIP & Lump-Sum Options

Depending on the selected scheme, investors can choose between systematic investments through SIP and lump-sum investment options.

Diversification Opportunities

Mutual funds can provide diversification across companies, sectors, asset classes or market segments depending on the scheme.

OUR SBI MUTUAL FUND SOLUTIONS

01. SBI Magnum Children’s Benefit Fund

SBI Magnum Children’s Benefit Fund is a solution-oriented mutual fund scheme designed for children’s financial goals, such as education and other important future milestones.

The scheme currently offers Investment Plan and Savings Plan, allowing investors to choose an approach based on their investment horizon and risk appetite. The Investment Plan is equity-oriented, while the Savings Plan follows a debt-oriented approach with an equity component.

Key Features

Designed for Children’s Future

The fund can be considered for building a financial corpus for important future goals such as higher education and other major expenses.

Investment & Savings Options

Investors can choose between the Investment Plan and Savings Plan, depending on their preferred asset allocation and risk profile.

Long-Term Investment Approach

The scheme has a lock-in period of at least 5 years or until the child attains the age of majority, whichever is earlier, helping encourage disciplined long-term investing.

SIP & Lump-Sum Investment

Investors can start with SIP or lump-sum investment, subject to the applicable scheme requirements. SBI Mutual Fund currently mentions a minimum SIP of ₹500 and minimum lump-sum investment of ₹5,000 for the Children’s Fund.

Who Can Consider It?

This fund may be considered by parents and guardians who want to start planning financially for their child’s future education and other long-term goals.

02. SBI BSE PSU Bank Index Fund

SBI BSE PSU Bank Index Fund is an open-ended index fund designed to replicate or track the BSE PSU Bank Index.

The fund follows a passive investment strategy and aims to provide returns that closely correspond to the total returns of the underlying index, subject to tracking error.

Key Features

Index-Based Investing

The fund invests in the stocks that form part of the BSE PSU Bank Index, broadly following the index’s composition.

Focus on PSU Banking Sector

The fund provides focused exposure to public-sector banking companies represented in the underlying index.

Passive Investment Approach

Instead of actively selecting individual stocks, the fund aims to track the performance of its underlying index.

Long-Term Investment Approach

This type of sector-focused index fund may be considered by investors who understand the risks associated with concentrated exposure to the PSU banking sector and have an appropriate investment horizon.

SIP & Lump-Sum Options

The scheme offers investment options through SIP and lump-sum modes, subject to the applicable scheme conditions.

Who Can Consider It?

This fund may be considered by investors looking for focused exposure to PSU banking companies through an index-based investment strategy and who are comfortable with the associated equity and sector concentration risks.

03. SBI Automotive Opportunities Fund

SBI Automotive Opportunities Fund is an open-ended equity scheme following the automotive and allied business activities theme.

The fund aims to generate long-term capital appreciation by investing in equity and equity-related instruments of companies engaged in, or associated with, the automotive and allied business activities theme.

Key Features

Automotive-Focused Investment

The fund focuses on companies connected with India’s automotive ecosystem, including automobile manufacturers, auto components and other allied businesses.

Exposure to the Automotive Ecosystem

The investment universe can include areas such as Original Equipment Manufacturers (OEMs), auto ancillaries, auto exports and electric mobility.

Active Investment Strategy

The fund follows an active investment approach, with stock selection focused on company fundamentals and opportunities within the automotive sector.

Long-Term Capital Appreciation

The scheme’s investment objective is focused on long-term capital appreciation through investments in automotive and allied businesses.

SIP & Lump-Sum Options

The fund offers both SIP and lump-sum investment options. SBI Mutual Fund currently lists a minimum investment of ₹5,000 and a minimum monthly SIP of ₹500, subject to scheme terms.

Who Can Consider It?

This fund may be considered by investors who have a long-term investment horizon and are comfortable with the higher risks associated with thematic and sector-focused equity investments.

HOW SHREEDHA INVESTMENTS HELPS YOU

01. Understand

We explain the fund’s objective, investment approach, risk level and important scheme-related information in simple language.

02. Assess

We understand your financial goals, investment horizon and risk appetite.

03. Explore

We help you explore suitable SBI Mutual Fund options according to your requirements.

04. Compare & Decide

We help you understand the differences between available fund categories so you can make an informed investment decision.

05. Ongoing Support

We can assist you with investment-related requirements and help you review your investment approach over time.

WHO CAN CONSIDER SBI MUTUAL FUND SOLUTIONS?

SBI Mutual Fund solutions may be considered by:

 

• • Individuals starting their investment journey

• • Salaried professionals

• • Business owners and self-employed individuals

• • Parents planning for children’s future

• • Long-term wealth creation investors

• • Investors looking for sector or theme-based opportunities

• • Individuals planning for specific financial goals

• • Investors looking for SIP or lump-sum investment options

The suitability of a particular fund depends on the investor’s financial goals, investment horizon and risk profile.

IMPORTANT INFORMATION

 

• • Mutual Fund investments are subject to market risks.

• • Different mutual fund schemes carry different levels of risk.

• • The value of investments can go up or down depending on market conditions.

• • Past performance does not guarantee future results.

• • Sectoral and thematic funds may involve higher concentration risk compared with diversified funds.

• • Investors should consider their financial goals, investment horizon and risk appetite before investing.

• • Scheme-related documents, including the Scheme Information Document, should be read carefully before making an investment decision.

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

START YOUR INVESTMENT JOURNEY

Your Goals. Your Plan. Your Investment Journey.

Whether you are planning for your child’s future, looking for index-based exposure to the PSU banking sector or exploring opportunities in the automotive theme, SBI Mutual Fund offers different investment solutions for different financial objectives.

At Shreedha Investments, we help you understand the available options and explore suitable investment solutions according to your financial goals and risk profile.

Talk to an Expert
Shreedha Investments

Plan Today. Protect Tomorrow. Build Your Future.