SBI Mutual Fund Mutual Fund – NAV, Returns, Top Schemes

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List of Top SBI Mutual Fund

About SBI Mutual Fund

SBI Mutual Fund is managed by SBI Funds Management Limited, registered with SEBI under Registration No. MF/009/93/3, and it actually goes back further than most on this list. The fund was set up in June 1987, making it India's first non-UTI mutual fund. State Bank of India sponsors it and holds 63%, while the remaining 37% belongs to Amundi, the French asset manager, which picked up its stake back in 2011 when it acquired Société Générale's holding. As of August 2026, the AMC was managing somewhere around ₹9.2 to 9.5 lakh crore, spread across 84 schemes covering equity, debt, and hybrid categories, which puts it among the top three fund houses in India by assets, right in the mix with HDFC and ICICI Prudential.

There's a fair bit that sets SBI apart beyond its age and size. In July 2026, SBI Funds Management listed on both the NSE and BSE. Its shares are listed at a premium of around 6%-7% over the IPO issue price, depending on the exchange. It also has a long history in responsible investing. SBI Magnum Equity ESG Fund was repositioned as an ESG-focused scheme in May 2018, making it one of India's early ESG fund offerings. And then there's SBI Small Cap Fund, which restricted fresh lump-sum investments in 2020. Investors should check the scheme's latest notice for current investment limits and permitted transaction options. Whether you are drawn to its long track record, its early focus on ESG investing, or a small cap scheme popular enough to cap its own inflows, SBI Mutual Fund's range is available to browse and invest in through Motilal Oswal.

How to Invest in SBI Mutual Funds through Motilal Oswal?

You can invest in SBI Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. The SBI Mutual Fund investment process is simple and can be completed online.

Log in to the Motilal Oswal platform.
Go to the Mutual Funds section and search for SBI Mutual Fund.
Browse the available SBI Mutual Fund schemes and review the relevant scheme details.
Select the SBI Mutual Fund scheme you want to invest in.
Choose SIP or lumpsum investment, based on the applicable scheme requirements.
Enter the investment amount and complete the payment process.

The applicable minimum investment amount and other scheme-specific requirements may vary across SBI Mutual Fund schemes. Review the respective scheme page on Motilal Oswal for the latest details before investing.

Why Invest in SBI Mutual Funds Through Motilal Oswal?

Motilal Oswal provides access to mutual fund schemes from multiple AMCs through a single platform. Investors can browse SBI mutual fund schemes, review relevant scheme information and invest through available SIP or lumpsum options, subject to the applicable scheme requirements.

SBI Mutual Fund FAQs

How can I invest in SBI Mutual Fund through Motilal Oswal?

You can invest in SBI Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. Log in to the Motilal Oswal platform, go to the Mutual Funds section, search for SBI Mutual Fund, select a scheme, and choose SIP or lumpsum investment based on the applicable scheme requirements.

What is the minimum investment amount for SBI Mutual Fund?

The minimum investment amount for SBI Mutual Fund varies across schemes and may differ for SIP and lumpsum investments. Investors should check the individual scheme page for the latest minimum investment requirement.

How can I redeem SBI Mutual Fund investments?

You can redeem eligible SBI Mutual Fund investments through Motilal Oswal, subject to the applicable scheme terms. Select the relevant investment, initiate the redemption request and follow the instructions to complete the process. Applicable exit loads and other scheme-specific conditions should be checked before placing a redemption request.

What are the exit load charges for SBI Mutual Fund schemes?

Exit load charges for SBI Mutual Fund schemes vary depending on the scheme and the period for which the investment is held. Investors should check the respective scheme's exit load before investing or redeeming their units.

How are returns from SBI Mutual Fund calculated?

Returns from SBI Mutual Fund schemes depend on the scheme's NAV movement and the investment period. For investments held for more than one year, returns are generally expressed as CAGR, while absolute returns may be used for shorter periods. Investors can use the Motilal Oswal Mutual Fund Returns Calculator to estimate returns based on the investment amount and duration.

What should I consider before investing in SBI Mutual Fund schemes?

Before investing in SBI Mutual Fund schemes, consider the scheme's investment objective, investment horizon, risk level, asset allocation, portfolio, expense ratio, exit load and historical performance. The suitability of a scheme depends on an investor's individual financial goals and risk profile. Mutual fund investments are subject to market risks, so investors should read the scheme-related documents carefully before investing.

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The information provided here is for informational purposes only and does not constitute financial advice..