How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.25 | 7.51 | 2.12 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.48 | 10.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
CRISIL Money Market Index |
Money market funds are debt funds. They invest in short-term sebt securities such as treasury bills and commercial papers. They generally maintain high levels of liquidity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
SBI Savings Fund(W-IDCW) | 6.31% | 6.34% | 2.36% |
ICICI Pru Money Market Fund(IDCW-Payout) | 7.81% | 5.46% | 4.94% |
HDFC Money Market Fund(W-IDCW Reinv) | 0.06% | 0.02% | 0.00% |
Tata Money Market Fund(DD-IDCW) | 0.00 | 0.00 | 0.00 |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
4.53 %
Holdings
3.61 %
Holdings
3.46 %
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their 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.
No.of Schemes
108
Total AUM
₹ 7,58,321.48 Cr.
Rajeev Radhakrishnan
AUM: ₹2,73,719.07 Cr.
|
Exp: 10yrs
B.E (Production), MMS (Finance) & CFA
Mr. Rajeev has joined SBI Funds Management Pvt. Ltd. in June 2008 and manages various Fixed Income schemes. He brings with him over 10 years of experience in funds management including around 2 years in equity funds and research and 8 years in Fixed Income Funds. He was earlier associated with UTI Mutual Fund as a Co-Fund Manager, managing fixed income funds and debt portion of balanced schemes.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%