Question 1

1. What is the minimum SIP amount for SBI Mutual Fund?

Accepted Answer

While the amount you can invest in an SIP is unlimited, you must invest a minimum of Rs. 500 per month.

Question 2

2. Is SBI Mutual Fund suitable for conservative investors?

Accepted Answer

SBI debt funds and the SBI Conservative Hybrid Fund suit conservative investors. They are designed to provide low-risk, long-term capital growth.

Question 3

3. How does the SBI Mutual Fund allocate assets across sectors?

Accepted Answer

SBI Mutual Fund, particularly in their "Multi Asset Allocation Fund, invests in a mix of equity, debt and gold instruments. The mix of these three asset classes results in good diversification and a better risk profile for a portfolio.

Question 4

4. What is the AUM of the SBI Mutual Fund?

Accepted Answer

In the September quarter (Q2 FY25), SBI Mutual Fund had an average asset under management (AAUM) of ₹10.99 lakh crore.

Question 5

5. Can we Invest SIP and Lumpsum in the same SBI Mutual Fund?

Accepted Answer

Yes, you can make additional lumpsum investments in an SBI Mutual Fund for which you already have an ongoing SIP.