Fund has outperformed its benchmark index
Less expense ratio implies better returns over the long term
Stocks in portfolio are not in ASM/GSM lists, not a lot of promoter holding is pledged, ratings of debt instruments is high and default probability is low
Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Expected growth rate
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.
₹ 3,53,848.00 Cr.