Fund has been able to generate better returns than other funds in same sector
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Stocks in portfolio are not in ASM/GSM lists, not a lot of promoter holding is pledged and default probability is low
Thematic funds are the equity mutual funds. They invest in stocks of multinational companies linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity
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.