SBI Loan Against Mutual Fund Units

Financial emergencies can come anytime, but selling your investments is not always the best option. To help customers raise funds quickly and safely, State Bank of India (SBI) offers a 100% digital Loan Against Mutual Fund (LAMF) through seamless integration with CAMS.

This service allows you to borrow money instantly by pledging your Mutual Fund units—without selling them and without any physical documentation. Let’s understand how this digital facility works, what it costs, and which mutual funds are eligible.


Why Choose SBI Loan Against Mutual Funds?

SBI’s LAMF facility is designed to be simple, transparent, and customer-friendly.
Here’s why it stands out:

🔹 100% Digital Process

No paperwork, no branch visits. Everything—from loan request to MF unit pledge—is completed online.

🔹 No Documentation Required

Your KYC and Mutual Fund details are automatically verified via CAMS integration.

🔹 Instant Liquidity

Get funds quickly without redeeming your MF units. Your investment continues to earn returns.

🔹 Low Processing Fee

Only 0.50% of the loan amount (min. ₹500 + GST, max. ₹5,000 + GST).

🔹 Flexible Repayment

You can repay anytime and release your mutual fund pledge.


Fees, Charges & Rates for SBI Loan Against Mutual Funds

SBI keeps the pricing simple and affordable so customers can access funds without stress.

Rate of Interest

1-year MCLR + 250 basis points (bps)
This means your interest rate stays competitive and transparent.

Processing Fee

  • 0.50% of the loan amount
  • Minimum: ₹500 + GST
  • Maximum: ₹5,000 + GST

Stamp Duty & Statutory Charges

As per the applicable state laws.

Documentation

No documentation required – the entire process is digital.


Mutual Fund AMCs Eligible Under SBI–CAMS Integration

The loan facility covers schemes serviced by CAMS. Currently, the following 17 Asset Management Companies (AMCs) are supported:

  1. Aditya Birla Sun Life AMC
  2. DSP Investment Managers Pvt. Ltd
  3. HDFC Asset Management Co. Ltd
  4. HSBC Asset Management (India) Pvt. Ltd
  5. ICICI Prudential Asset Management Co. Ltd
  6. Bandhan Mutual Fund
  7. 360 ONE Asset Management Ltd
  8. Kotak Mahindra Asset Management Co. Ltd
  9. Mahindra Asset Management Co. Pvt. Ltd
  10. PPFAS Asset Management Pvt. Ltd
  11. SBI Funds Management Pvt. Ltd
  12. Shriram Asset Management Co. Ltd
  13. Tata Asset Management Ltd
  14. Union Asset Management Co. Pvt. Ltd
  15. White Oak Capital Asset Management Ltd
  16. Franklin Templeton Asset Management (India) Pvt. Ltd
  17. Navi Asset Management Ltd

(Note: The list may change over time as communicated by CAMS to SBI.)


How the Digital Loan Against Mutual Funds Works

Although the full step-by-step process depends on SBI’s application interface, the general flow is:

  1. Log in to SBI’s digital platform (YONO or Internet Banking).
  2. Select Loan Against Mutual Funds.
  3. Authenticate via CAMS to view your MF portfolio.
  4. Choose the MF units you want to pledge.
  5. The system shows your eligible loan amount.
  6. Approve the pledge digitally.
  7. Loan amount is credited directly to your account.

Who Should Use SBI’s Loan Against Mutual Fund Facility?

This product is ideal for customers who:

  • Need quick cash for emergency or short-term expenses
  • Want to avoid selling their mutual fund investments
  • Prefer a hassle-free 100% digital process
  • Need a loan with flexible repayment options

Also read-SBI Pre-Approved Personal Loan: Get Instant Loan on YONO in Just 4 Clicks


Final Thoughts

SBI’s 100% digital Loan Against Mutual Fund Units is a smart, secure, and fast way to get liquidity without disturbing your long-term investments. With low fees, instant processing, and coverage across the top AMCs through CAMS, this facility is a great choice for customers looking for convenience and financial flexibility.

If you want instant money with minimal effort and zero paperwork, SBI’s LAMF facility is one of the best options available today.

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