Report Presented as on 14th June 2023
Thank you for providing information about SBI Mutual Fund. It is indeed an asset management company in India and is a joint venture between the State Bank of India (SBI) and Amundi, a European asset management company. The company was incorporated in 1987 and is headquartered in Mumbai.
SBI Mutual Fund offers a range of investment products and services, including:
1. Equity Funds: These funds invest in stocks and offer a variety of options, including diversified funds, thematic funds, and sector-based funds.
2. Debt Funds: SBI Mutual Fund provides a range of debt funds that cater to different maturity profiles and cash management needs. The investment philosophy of these funds focuses on liquidity and the quality of the securities held in the portfolio.
3. Hybrid Funds: Hybrid schemes invest in a mix of asset classes, such as debt, equity, and gold, in varying proportions based on the investment objective. SBI Mutual Fund offers hybrid funds across the risk spectrum, including multi-asset offerings that include gold in addition to the traditional mix of equity and debt.
Today, as on 14th June 2023, we are evaluating the scheme performances of Equity Schemes of SBI Mutual Fund, so that you can take informed decision on your existing investments in SBI MF schemes. Please note that the evaluation report presented here is prepared by an investment expert and it is not a direct recommendation for investments or switch or redemptions. One should check their respective Risk profile and investment Objective before taking the final decision.
A. Let us first See the Long Term performance of SBI Equity schemes (sorted on 3 Yrs basis) : All returns shown here are Annualised %age
B . Let us first See the Short Term performance of SBI Equity schemes (sorted on 1 Yrs basis) : All returns shown here are Annualised %age
Based upon the above Long term and Short Term performance, our evaluation presented following action output ( Buy , Sell or Hold) :
Please talk to your respective Relationship Manager or Call us at : 9307218766 or 0522-4101666 to get your investments rebalanced or restructured at a click.
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Disclaimer
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.