SBI Mutual Fund is one of India’s largest and most trusted Asset Management Companies (AMCs), sponsored by State Bank of India (SBI). It is managed by SBI Funds Management Pvt. Ltd., a joint venture between SBI and Amundi (France). The AMC offers a wide variety of mutual fund schemes to suit different investor goals.

Yes. SBI Mutual Fund is registered with the Securities and Exchange Board of India (SEBI) and complies with all Indian mutual fund regulations.

SBI Mutual Fund offers:

• Equity Funds

• Debt Funds

• Hybrid Funds

• Index Funds

• ELSS (Tax-Saving Funds)

• International Funds

• Liquid & Overnight Funds

• Exchange-Traded Funds (ETFs)

You can invest via:

• SBI Mutual Fund Website

• SBI YONO App

• Mutual fund distributors or banks

• CAMS/KFinTech service portals

• Direct plans via AMC for lower expense ratio

• Lump Sum: ₹1,000 to ₹5,000 (varies by scheme)

• SIP (Systematic Investment Plan): Starts from ₹500/month

Yes. SIP is available in almost all schemes and is ideal for long-term, disciplined investing with small regular contributions.

Yes. Open-ended schemes allow redemption at any time. The redemption proceeds are typically credited within 1–3 working days.

Yes. Capital gains are taxable as follows:

• Equity Funds:

  • STCG (<1 year): 15%

  • LTCG (> ₹1 lakh/year): 10%

• Debt Funds:

  • Taxed at your income slab rate (post-April 2023 rules)

Yes. SBI Long Term Equity Fund (ELSS) qualifies for Section 80C tax deductions (up to ₹1.5 lakh/year) with a 3-year lock-in.

Yes. You must complete KYC (Know Your Customer) before investing. You can complete e-KYC online with PAN, Aadhaar, and OTP.

Yes. NRIs can invest in SBI Mutual Funds, subject to FEMA and RBI guidelines. Some schemes may not be available for USA and Canada-based NRIs due to compliance issues.

Matrixx FinCorp is a trusted mutual fund distributor and financial advisory firm specializing in investment planning, tax-saving strategies, and portfolio management. It partners with leading AMCs like ABSLMF to offer handpicked schemes for clients.

• Mutual Fund Investments (SIP/Lump Sum)

• Tax-saving (ELSS) Planning

• Retirement Planning

• Children’s Education Funds

• Portfolio Reviews & Risk Analysis

• Customer Support & Documentation Assistance

• Expert guidance by experienced professionals

• Tailored investment suggestions

• One-stop support for KYC, SIP, withdrawals, and tracking

• No hidden charges – commission-based AMC model

You can reach us via:

• 📞 Phone: +91 9304530421

• 📧 Email: financefuture@matrixxfincorp.com

• 🌐 Website: matrixxfincorp.com

• 🏢 Office Location: Ramdas Bunglow, Road No. 03, Contrator Area, Back side of Time Out Restaurant, Bistupur, Jamshedpur, Jharkhand, Pincode – 831001 , India.

No. Matrixx FinCorp offers free advisory and support, as revenue is generated via trail commission from AMCs like ABSLMF.

Yes. From KYC to SIP auto-debit setup and fund monitoring, Matrixx FinCorp provides end-to-end investment support.