Mutual Funds

Mutual Funds have emerged as one of the most preferred investment avenues, offering investors an opportunity to participate in capital markets through professionally managed and diversified portfolios. With increasing financial awareness and the growing popularity of Systematic Investment Plans (SIPs), more investors are choosing mutual funds to achieve their long-term financial goals.

Saraswat Bank, an AMFI-registered Mutual Fund Distributor, is currently associated with 7 leading Asset Management companies (AMCs) to offer a wide range of mutual fund schemes across equity, debt, hybrid and other categories. Through expert guidance, transparent processes and customer-centric service, the Bank helps investors select investment solutions that best suit their financial objectives and risk profile.

Mutual Fund distributors have also played a major role in popularizing Systematic Investment Plans (SIPs) over the years. Indian Mutual Funds currently have around 9.64 crore contributing SIP accounts, through which investors regularly invest in mutual fund schemes. The total amount collected through SIPs during May 2026 stood at ₹30,954 crore, while SIP Assets Under Management (AUM) reached approximately ₹17.12 lakh crore.

Our bank has entered into Mutual fund distribution business and today we have a successful tie up with few fund houses. The AUM of the Indian Mutual Fund Industry has grown from Rs.13.82 lakh crore as on May 31, 2016 to Rs.81.58 lakh crore as on May 31, 2026, more than 6-fold increase in a span of 10 years.

Total AUM of Industry AUM Crossed first time and as on May 31, 2026 is 81.58 lakh crore. The Mutual Fund industry currently has 51 Fund houses with more than 4,400 schemes spread across different categories.

Following are the list of Asset Management Companies wherein Bank has Tie up for Mutual Fund Distribution:

Commission and Other Disclosures

AMFI-Registered Mutual Fund Distributor:
Date of initial Registration – 04.01.2018
AMFI Registration Number – ARN-13831
Current validity of ARN – 03.01.2027


SID (SCHEME INFORMATION DOCUMENT)

The forms of the various schemes of the fund houses are available at all our branches. For any further assistance, you may visit our nearest branch or call the Customer Service Centre on Toll-Free Number 1800229999.