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Invest in Mutual Funds

Seamless MF Investments through Netbanking / Mobile Banking

SBM Bank offers state of the art online platform for investment in mutual funds which can be used to build your wealth across asset classes. The platform offers a seamless investment experience and empowers customers with interactive analytics and a comprehensive view of your portfolio performance. Enjoy a quick and hassle-free investment process with access to a multitude of Mutual Funds along with effortless portfolio tracking.

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Key highlights of SBM Bank India’s Mutual Fund Investment platform

Allow us to help you build a strong investment portfolio.

Paperless Process

Access a hassle-free digital onboarding experience and start investing in less than 5 minutes to enjoy a secure and intuitive investing experience.

Omni Channel access

Invest seamlessly via SBM Mobile app or Internet banking, or with support from your SBM Relationship Manager (via RM assisted journey).

Unbiased Smart Insights

Make informed investment decisions with access to integrated Morningstar ratings, helping you compare and evaluate funds with ease.

Advanced Portfolio & Analytics

Real time portfolio views, transaction history, detailed analytics, and MIS dashboards for better decision making.

Wide Investment Choice

Choose from a broad range of options, including Equity, Debt, New Fund Offers (NFOs), and SIPs/lump-sum, aligned to your financial goals and risk appetite.

Hassle-Free Fund Management

The online platform provides the option to pause or cancel the Systematic Investment Plan (SIP) for convenient cash flow management

Quick Withdrawal

You have complete control over your Mutual Fund investments. You can redeem your Mutual Fund units any time, within a few clicks.

How Mutual Funds Help You
Grow Your Wealth

Mutual Funds have the potential to proliferate your wealth. Here’s why they should be an important component in your wealth creation journey.

Diversification
Diversification

Spreading your investment in varied asset classes helps in balancing your risks and achieving distinct financial goals.

investment-options
Investment Options

Mutual Fund investments offer the option to invest at uniform intervals via SIP or in lumpsum.

Tax Benefits
Tax Benefits

Investments in Equity Linked Savings Schemes (ELSS) are eligible for a tax deduction of up to ₹1.5 lakh under Section 80C of the Income-tax Act, 1961, for taxpayers opting for the old tax regime.

Compounding Benefit
Compounding Benefit

With long term Mutual Funds, your returns also earn returns, potentially amplifying your investments.

Professional Expertise
Professional Expertise

An expert fund manager tracks the market and allocates funds on your behalf so that your investments earn potentially maximum returns.

FAQs

The minimum investment amount required for Mutual Funds can vary across Asset Management Companies (AMC) with the lowest being INR 500.

When you invest in Mutual Funds, your money is pooled with other investors who share a common investment objective. Your corpus is spread across diverse assets such as stocks, bonds, debt instruments, and securities.

An open-ended Mutual Fund allows investors to enter and exit the fund whenever they desire. For close-ended Funds, investors can enter and exit the fund for a fixed timeline. Close-ended funds are typically launched via New Fund Offering (NFO).

ELSS stands for Equity Linked Savings Scheme. It is a tax-saving Mutual Fund that has a lock-in period of three years. The fund is eligible for tax benefits under Section 80C of the Income Tax Act, 1961.

Expense ratio refers to the cost of managing a Mutual Fund. The cost is levied by the AMC, and it includes registrar fees, brokerage, fees to trustees, listing and depository fees, advisory fees and storage and handling costs (in case of Gold ETFs), to name a few.

Simply log in to SBM Mobile Banking or Internet Banking and go to the Investment tab. From there, you can browse funds, compare them using integrated Morningstar ratings, and invest via SIP or lump sum in a few clicks - no external app required.

Yes. Along with Equity and Debt funds, you can also invest in New Fund Offers (NFOs) directly through the Investment tab on SBM Mobile Banking and Internet Banking.

Morningstar is a globally recognised investment research provider that rates Mutual Funds based on historical, risk-adjusted performance. These ratings, integrated directly into the SBM Bank India’s investment platform, help you compare funds, evaluate risk versus return, and invest with more confidence. Note: Morningstar Ratings are one of several factors to consider, and past performance may not indicate future results.

Yes. Alongside the self-service option on SBM Mobile/Internet Banking Apps, you can choose the RM-Assisted Journey, where your SBM Relationship Manager guides you through journey and the entire investment process at your nearest branch.

Yes. Mutual Fund investing on SBM Mobile Banking and Internet Banking runs within your existing, secure banking login - there's no need to access a separate external platform. SBM Bank (India) Ltd is an AMFI-registered Mutual Fund Distributor (Registration Number 236447).

Yes. SBM Mobile Banking and Internet Banking give you real-time portfolio views, complete transaction history, and detailed analytics/MIS dashboards, so you can track gains, losses, and overall performance at any time.

No. Mutual Fund investing is built directly into your existing SBM Mobile Banking app and Internet Banking portal - just log in and go to the Investment tab. No external investment app or platform is required.

Disclaimer:

SBM BANK (INDIA) LIMITED is a AMFI registered Mutual Fund Distributor (AMFI Registration Number – 236447). Mutual fund investments are subject to market risks, read all scheme-related documents carefully. Past performance is not indicative of future results. No returns, compounding targets, or capital protections are promised or implied. The Bank does not offer guaranteed returns or advisory services. Please invest as per your risk appetite and consult your financial advisor.

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