www.sbismart.com

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To start applying for mutual fund, click on the MF icon here.

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A new window opens to facilitate mutual fund application.

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Similarly, any new update regarding a particular fund will appear here.

All new updates regarding Mutual Funds will appear here from time to time.

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To search for any particular scheme, type the first few letters and select the required scheme from the list displayed.

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Detailed demo on Mutual Fund is available in the Demo option here.

Frequently asked questions on Mutual Fund can be viewed in the FAQ field here.

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Select your desired Mutual Fund from the drop down. E.g. SBI Mutual Fund.

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Select your preferred category from the drop down. E.g. Equity.

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Select your preferred scheme from the list of all available schemes.

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Click on Go to view the particular scheme details.

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Click on the scheme name to know more about the chosen scheme.

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Specific scheme can also be searched by clicking on Scheme Research in the Market drop down.

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In the snapshot tab, you can view the details of the scheme like its returns, fund manager, benchmark returns etc.

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NAV history will give you the chart of the scheme in terms of returns for a period ranging from 1 month till 2 years.

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Scheme returns tab displays the returns of the scheme as compared to its benchmark.

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Risk and Rating tab displays the scheme’s risk and rating details for 3, 5 and 10 years.

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In this tab you can see the fund manager’s profile.

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In the portfolio tab, details like asset allocation, top holdings and sector-wise weightage are displayed.

Also, you can view the morning star style box in the box here , which displays the growth of fund. E.g., Large Growth

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After seeing all the details, if you wish to buy the scheme, click on Buy option in the Action drop down.

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You can compare the scheme with other schemes by clicking on Add to Compare.

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You can alternatively compare schemes by clicking on Scheme Compare in the Market drop down.

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Select the AMC you wish to compare your scheme with from the drop down.

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After comparing the schemes, you can buy the desired scheme by clicking on the buy option from Action drop down.

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Set of top performing schemes can be viewed in the Top Performers tab here.

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Select the desired category as Commodities, Debt, Equity or Hybrid.

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Filter the top performers based on returns by selecting the desired period from the drop down.

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To display schemes based on percentage return, select < or > 10% and Click on Go.

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You can even view these schemes in ascending or descending order based on rating or returns.

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You can buy or apply for SIP in your desired scheme by selecting appropriate option from Action drop down.

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You have an option to add a particular scheme to your watchlist by clicking on Add to option here.

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All the schemes added in your watchlist can be viewed in the My Watchlist option in the Market tab.

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All your favourite schemes will appear here. To remove any particular scheme from your watchlist, click on Remove.

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You can also view schemes which are top rated by clicking here.

Select your desired category and Type (SIP or Purchase) and click on Go to view the filtered schemes.

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Here also you can sort the schemes based on various criterion like Ranking etc.

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Here is the transaction panel which is available on all the Mutual fund pages. Type the first few letters of the scheme you wish to transact in and select it from the suggestions.

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Select the transaction type as purchase or redeem.

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Select from your previous folio numbers or a new folio number.

Put amount you wish to invest or redeem in the field provided.

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Select the dividend type from the drop down and click on Terms and Conditions..

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Click on Accept to accept the terms and conditions.

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EUIN number will be asked. Click on OK.

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You will receive the order status and your order reference number will be generated.

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All your transaction details can be viewed in Order Book available in the Books drop down.

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Order Book allows you to view orders as per your preference. Select the preferred AMC, Scheme and Transaction Type and click on Go.

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Your order status will be displayed here. Click on Transaction details to view all the details of your transaction.

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All the details of the transaction appears here.

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Once the order has been accepted, you can view it in MF Holdings which appears in the HOLDINGS drop down.

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Individual schemes which you hold will appear here giving you the details of units held, invested cost etc.

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You also have an option to buy more, apply for SIP or redeem the units held by choosing the desired option from the Action drop down. E.g. Redeem.

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Transaction entry will be populated with the scheme details and redeem transaction type.

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Redemption can be done in terms of units or amount. Select the desired option from the drop down. E.g. Amount

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Put the amount in the field provided. Accept the terms & conditions and click on Submit.

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Order reference number will be displayed.

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You can also export the details of your holding to excel by clicking on this icon.

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To place SIP orders, select SIP from the Transaction Type drop down.

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Select your existing folio number (if any) or new from the drop down.

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SIP frequency can be selected from the drop down.

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Select the desired start date of your SIP from the drop down.

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Desired number of total investments can be selected from this drop down.

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End date will be calculated as per your SIP frequency, start date and total investments.

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Enter your desired investment amount in the field provided, accept the terms & conditions and click on Submit.

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Status of your SIP request will appear here and SIP reference number will be generated.

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SIP orders can be viewed in SIP BOOK appearing in the BOOKS drop down.

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All your SIP orders will be displayed here, along with status. You can click on Cancel to cancel a particular order.

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Add remarks (if any) in the field provided and click on OK.

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Status of the order will be updated to Cancelled.

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You can view and place orders in NFO by clicking on NFO option from Market drop down.

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To view the active NFO schemes, click on Active radio button.

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Click on Closed radio button to view closed NFO schemes.

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To apply for a particular NFO scheme, select Buy from the drop down against your desired scheme.

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The details will be populated in the order entry panel here. Select your existing folio number or a new folio number from the drop down.

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Put the desired amount in the field provided, accept the terms & conditions and submit.

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Status of your order will appear here and order reference number will be generated.

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Your order details will be displayed in BOOKS.

Transaction details can be viewed by clicking here.

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Transaction details will be displayed here.

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News headlines pertaining to any mutual fund can be viewed by clicking on NEWS option from Market drop down.

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Clicking on a particular news headline will give a detailed insight on the same.

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News and its source will appear here. You can click on Back to view the previous page.

For more information kindly write to us on helpdesk@sbicapsec.com or call us on 1800-209-9345.