Status Check, Procedures, Facilities

Organization : SBI Mutual Fund
Service Name : Check Mutual Fund Statement Online
Applicable State/UT: All India

Website : https://www.sbimf.com/

Check Mutual Fund Statement :

Please enter your folio number in the box provided below and then click submit. A latest Statement of Account will be sent on the registered email ID with us.

Related : SBI Mutual Gold Fund : www.statusin.in/20919.html

Check Status: https://www.sbimf.com/

Note:
Please note that you will not be able to use this facility if your email ID is not registered with us. We request you to update your email ID i.e. by submitting the form for registration of email ID to our Registrars or at any of our Investor Service Centers/Investor Service Desk.

Mutual Funds:
Investors are our priority. Our mission has been to establish Mutual Funds as a viable investment option to the masses in the country. Working towards it, we developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds.

Today, we have been actively managing our investor’s assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

This makes us one of the largest investment management firms in India, managing investment mandates of over 5.4 million investors.

About Us :
With 30​ years of rich experience in fund management, we at SBI Funds Management Pvt. Ltd. bring forward our expertise by consistently delivering value to our investors. We have a strong and proud lineage that traces back to the State Bank of India (SBI) – India’s largest bank. We are a Joint Venture between SBI and AMUNDI (France), one of the world’s leading fund management companies.

FAQs :
Why should I consider investing in mutual funds?
Mutual funds are a vital tool to ensure your financial well-being. They help you to get better returns even from relatively smaller investment amounts, and are quite flexible in nature.

Whether you want to invest a small amount at regular intervals or a big lumpsum amount at once, you will find a mutual fund product suitable for your needs.

With options like SIP (Systematic Investment Plan) and SWP (Systematic Withdrawal Plan), mutual funds can help you plan for short-term as well as long-term goals and financial liabilities.

What are the advantages of Mutual Fund? ​
Expert Guidance – Your funds are invested by a professional manager who studies financial markets, analyses trends and understands the potential of companies in different sectors. So you can be assured that your money is being invested thoughtfully, to maximise returns.

Returns and Risk analysis – When you invest in a single security, your profit depends on how that company fares. However, mutual funds invest in a group of companies, so the performance gets averaged.

Even if one of them does not do well, performance of the other companies makes up for it. And because mutual funds invest a large pool of resources together, even the returns are significantly higher than individual investments.

Availability of money – If you invest in an open ended mutual scheme, your money continues to earn you returns and is still available for use when you need it.

You can withdraw your money any time you want to. And if you have invested in a close ended scheme, you can sell off the units, at current market rates, on the stock exchange where they have been listed.

Affordability – Mutual funds are affordable financial investment tools as you can invest in them and create wealth even if you have relatively smaller amounts of money to begin with.

Transparency – When you invest in a mutual fund, you have a right to know every detail of where and how your money is being invested and can track the performance of the fund on a periodic basis.

Tax Benefits – There are some mutual fund schemes whose returns, in the form of dividends, are tax free. So you can invest and create wealth without needing to pay a tax on that income.

However, since this may not be the case for all schemes, it is important to understand the tax benefits of a fund before you invest in it.

Regulated by SEBI – All mutual funds are regulated by the Securities and Exchange Board of India. They function in accordance with the provisions and regulations that protect the interests of investors and prohibit fraudulent and unfair practices.

Corporate Office:
SBI Funds Management Pvt Ltd.
A joint venture between SBI and AMUNDI
(CIN – U65990MH1992PTC065289)
9th Floor, Crescenzo, C-38 & 39, G Block,
Bandra-Kurla Complex,
Bandra (East), Mumbai – 400051.

Board Line: +91 22 61793000