SBI MUTUAL FUND

Inflation during 1970’s is the decade everyone references, but few truly understand. Namrata Mittal, Chief Economist at SBI Mutual Fund, unpacks the policy mistakes, the parallels to today, and the real risks ahead, including financial repression. Read the blog: https://lnkd.in/dp7GQfrs Full episode here: https://lnkd.in/dpTXRrN7 Namrata Mittal, CFA #Inflation #FinancialRepression #EconomicHistory #MacroEconomics #SBIMutualFund

One team. One mission. To be the Fund Manager to every Indian. Our Annual Convention 2026 brought us together to reflect on the journey so far, celebrate our collective achievements and look ahead to the opportunities that lie ahead. Here’s to our people, their ideas and collaborative spirit that continue to move us forward. #SBIMF SBI Funds Management Limited #AnnualConvention2026 #Amundi

KYC is more than a compliance requirement. It is the starting point of an informed investment journey. Here’s what you should know about KYC, from verification and KYC statuses to keeping your details up to date. #KYC #Investing #MutualFund #FinancialAwareness #SBIMutualFund

From little moments of laughter to memories we carry for life, some bonds only grow stronger with time. Celebrating the love, laughter and togetherness that make the sibling bond so special. Happy Raksha Bandhan! #RakshaBandhan #SiblingBond #Togetherness #SBIMutualFund

Rooted in cherished traditions, brought alive by togetherness, and filled with the joy of sharing and abundance. Happy Onam! #Onam #Togetherness #Abundance #Traditions #SBIMutualFund

From access to allocation: how Indian investing is evolving For many years, one of the industry’s biggest tasks was to widen participation: bring more Indians into formal financial markets, expand mutual fund adoption and make investing accessible beyond a relatively small group of savers and cities. That journey is far from complete. But alongside it, another shift is becoming visible. A growing number of investors are moving from simply asking, “How do I participate in the market?” to asking a more nuanced question: “How should I construct my portfolio?” The response to the New Fund Offer of our SBI MUTUAL FUND Magnum Equity Ex-Top 100 Long Short Fund is one indication of that change. The NFO closed with a mobilisation of ₹1,154 crore, the highest so far in NFO of Equity SIF category. For all of us at SBI Funds Management Limited, this is certainly a matter of pride, and I am grateful to our investors, distribution partners and colleagues for the confidence they have placed in us. But what interests me equally is what this tells us about the market - Investors are beginning to look beyond familiar long-only strategies and understand how different approaches may behave across market conditions. They are thinking more carefully about diversification, portfolio roles and the use of greater flexibility within an overall investment plan. This is where Specialized Investment Funds (SIF) can play an interesting role. They create more space between conventional mutual funds and highly bespoke investment structures, giving suitable investors access to a broader range of strategies within a regulated investment framework. We saw an early indication of this with our first SIF strategy. The Magnum Hybrid Long Short Fund mobilised about ₹1,100 crore during its NFO in October 2025. By June 30, 2026, its assets under management had grown to ₹3,654.82 crore. For me, that growth after the NFO is as important as the response at launch. It suggests that investors and advisers are not merely exploring a new category, but are beginning to understand where such strategies may fit within portfolios. We hope to build the Magnum Equity Ex-Top 100 Long Short Fund with the same patience and discipline. ₹1,154 crore is a strong beginning, but the real test is whether the strategy continues to remain relevant to investors well beyond the NFO period. A mature investment market is not one that simply creates more products or more complexity. It is one where investors, advisers and institutions develop the understanding to use a wider range of strategies with clarity and judgment. India’s first investment journey was about widening participation. That journey is far from complete, but the next one is already taking shape: moving from participation towards better portfolio construction. https://lnkd.in/dNDFGnTq

Still thinking about it? Get the benefit of Equity and Debt in one portfolio with SBI Balanced Hybrid Fund. NFO closes today - https://lnkd.in/dQaC3vqA #BalancedHybridFund #MutualFund #NFO #Investing #SBIMutualFund

Discover 3 reasons to consider the SBI Balanced Hybrid Fund for a balanced approach to investing. NFO closes tomorrow – https://lnkd.in/dQaC3vqA #SBIMutualFund #BalancedHybridFund #MutualFund #NFO #Investing

In the August 2026 edition of Market Mosaic, explore the key shifts shaping global and Indian markets, from commodity and currency movements to changing interest-rate expectations and mixed economic signals. #GlobalMarkets #MarketOutlook #MarketTrends #EconomicOutlook #SBIMutualFund

SBI Balanced Hybrid Fund brings together the growth potential of Equity and relative stability of Debt in a balanced portfolio. NFO closes on 24th August, 2026 https://lnkd.in/dQaC3vqA #SBIMutualFund #BalancedHybridFund #MutualFund #NFO #Investing