Tuesday, March 8, 2022

SBI MUTUAL FUNDS | STATE BANK OF INDIA MUTUAL FUNDS


Systematic Investment Plan (SIP) allows

you to invest a fixed amount a t regular

intervals in a Mutual Fund scheme.


Power of compounding- Regular investments in a scheme leads to

compounding which means you can earn returns not only on your

principal investment but also on your gains. 


Flexibility- You have the flexibility to choose the amount, duration

and the inter val of the SIP .


Disciplined investing- Investment via SIP inculcates the value of

disciplined investing as you are committed to investing for a fixed

period of time which is essential for long term wealth creation.





Market can fluctuate, Your Peace of Mind Shouldn't. 

SBI BALANCE ADVANTAGE FUND 

An open ended dynamic assets allocation fund


FLEXIBILITY - Optimal mix of long equity, arbitrage

and fixed income based on current economic &

market conditions.

LOWER VOLATILITY - Dynamically managed debt

and equity portion

TAX EFFICIENCY - Endeavors to provide benefits

of equity taxation*



Plan your retirement with SBI






SWP-A
Additional facility allowing regular
cash ow on a quarterly basis

SIP Insure
Get Term Life Insurance Cover
on your SIP investment

Auto Transfer
Option to automatically move between
investment plans based on your age

My Choice
Option to invest in Investment Plans
based on your choice




Magnum Children's Benefit Fund

SAVINGS PLAN | INVESTMENT PLAN

An open-ended fund for investment for children
having a lock-in for at least 5 years or till the child
attains age of majority (whichever is earlier)




The Scheme is Equity-oriented with the flexibility to invest
the equity component in the range of 65%-100% of the
total net assets.

Assimilation of best ideas, high conviction, blend of small
and midcaps and macro views to construct the final
portfolio.

Ideal for child aged 1-14 years, for growth opportunities
over the long-term.



The scheme is Debt-oriented with the flexibility to invest
the debt component in the range of 75%-100% of the total
net assets.

Debt component is actively managed with predominant
investment in high quality papers rated AAA/Sovereign
and equivalent.

Ideal for a child aged 14-18 years.



An open-ended Equity Scheme following
contrarian investment strategy



Focuses on companies and sectors that are currently not
in favor of the markets and attempts to find companies
that have the potential to revert back and grow in the
long-term

Invests in neglected stocks which have strong asset value
and fundamental attributes as well as focusing on
under-owned sectors which have high potential

Invests across market cap and sectors, wherever there
might be opportunities





Convenient- Gold is perceived as one of the
most convenient, pure and secure form of
storing wealth.

Diversification- Easy and convenient way to
diversify one's portfolio.

Hedge against other asset class- Gold has
low correlation with equity & bonds,
economic downturn and inflation.





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1 comment:

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    ReplyDelete

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