IN VIEW OF ALL THE FOREGOING

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Company Profile

SBI Funds Management Pvt. Ltd. is one of the leading fund houses in

the country with an investor base of over 4.6 million and over 20 years

of rich experience in fund management consistently delivering value to

its investors. SBI Funds Management Pvt. Ltd. is a joint venture between

'The State Bank of India one of India's largest banking enterprises, and

Society General Asset Management (France), one of the world's leading

fund management companies that manages over US$ 500 Billion

worldwide.

Today the fund house manages over Rs 28500 cores of assets and has a

diverse profile of investors actively parking their investments across 36

active schemes. In 20 years of operation, the fund has launched 38

schemes and successfully redeemed 15 of them, and in the process, has

rewarded our investors with consistent returns. Schemes of the Mutual

Fund have time after time outperformed benchmark indices, honored us

with 15 awards of performance and have emerged as the preferred

investment for millions of investors. The trust reposed on us by over 4.6

million investors is a genuine tribute to our expertise in fund

management.

SBI Funds Management Pvt. Ltd. serves its vast family of investors

through a network of over 130 points of acceptance, 28 Investor Service

Centers, 46 Investor Service Desks and 56 District Organizers.SBI

Mutual is the first bank-sponsored fund to launch an offshore fund –

Resurgent India Opportunities Fund.

INTRODUCTION TO MUTUAL FUND

A Mutual Fund is a trust that pools the savings of a number of investors who

share a common financial goal. The money thus collected is invested by the

fund manager in different types of securities depending upon the objective of

the scheme.These could range from shares to debentures to money market

instruments. The income earned in these investments and the capital

appreciation realized by the scheme is shared by its unit holders in proportion

to the number of units owned by them. Thus a Mutual Fund is the most

suitable investment for the common man as it offers an opportunity to invest

in a diversified, professionally managed portfolio at a relatively low cost.

Anybody with an invest able surplus of a few thousand rupees can invest in

Mutual Funds. Each Mutual Fund scheme has a defined investment objective

and strategy.

A mutual fund is the ideal investment vehicle for today’s complex and modern

financial scenario. Markets for equity shares, bonds and other fixed income

instruments, real estate, derivatives and other assets have become mature and

information driven. Price changes in these assets are driven by global events

occurring in faraway places. A typical individual is unlikely to have the

knowledge, skills, inclination and time to keep track of events, understand

their implications and act speedily.

A mutual fund is answer to all these situations. It appoints professionally

qualified and experienced staff that manages each of these functions on a

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Company Profile SBI Funds Management Pvt. Ltd. is one of the leading fund houses in the country with an investor base of over 4.6 million and over 20 years of rich experience in fund management consistently delivering value to its investors. SBI Funds Management Pvt. Ltd. is a joint venture between 'The State Bank of India one of India's largest banking enterprises, and Society General Asset Management (France), one of the world's leading fund management companies that manages over US$ 500 Billion worldwide. Today the fund house manages over Rs 28500 cores of assets and has a diverse profile of investors actively parking their investments across 36 active schemes. In 20 years of operation, the fund has launched 38 schemes and successfully redeemed 15 of them, and in the process, has rewarded our investors with consistent returns. Schemes of the Mutual Fund have time after time outperformed benchmark indices, honored us with 15 awards of performance and have emerged as the preferred investment for millions of investors. The trust reposed on us by over 4.6 million investors is a genuine tribute to our expertise in fund management. SBI Funds Management Pvt. Ltd. serves its vast family of investors through a network of over 130 points of acceptance, 28 Investor Service Centers, 46 Investor Service Desks and 56 District Organizers.SBI Mutual is the first bank-sponsored fund to launch an offshore fund – Resurgent India Opportunities Fund. INTRODUCTION TO MUTUAL FUND A Mutu ...
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