SBI Mutual Fund - InvesTap

September 28, 2024

1. Provision for cancellation of e-NACH mandate 2. Ability for investor to create a folio with a different tax status as compared to last created folio 3. Renew SIP button will not be shown to investors who have a top up already setup on the existing SIP 4. Ability to update the PAN provided during registration 5. Bug Fixes, Journey Enhancements and UI Improvements

August 27, 2024

1. Dedicated section for tracking investments in Passive Funds 2. Ability to setup a Goal, SIP linked to it and also track the goal performance 3. Allowing investors in restricted countries to perform redemption and SWP 4. Showing of Exit Load Information in the Portfolio section as well 5. Bug Fixes, Journey Improvements and UI Enhancements

July 26, 2024

1.Option to setup default payment mode for lumpsum transactions 2.Adding enhanced communication to inform users about lock in schemes 3.Informing users about benefits of creation of mandate during SIP registration journey. 4.Journey Optimizations, UI Enhancements and Production Issue Fixes

June 28, 2024

1. Quick SIP feature on dashboard for investors with existing mandates to  setup SIP with just one click 2. Showing Summary of Systematic Transactions (SIP/STP/SWP) on relevant page 3. Ability to setup Scheduled Redemptions 4. Modify/Top Up SIP to be allowed for offline transactions as well 5. Improvement of handling of Smart Switch transactions through Retry Payment option 6. Bug Fixes, Journey Enhancements and UI Optimizations 

June 4, 2024

1. Provision of a revamped Learning Section for investors. 2. Capturing reason for failure of the lumpsum/SIP transaction 3. Facility to Switch into Liquid Fund instead of doing a Redemption 4. Nudge to the user to create a mandate in case none has been registered 5. Showing Recommended Biller Amount considering all the top ups of the user to ensure that no debits fail in the future 6. Bug Fixes , Journey and UI Enhancements. 

April 28, 2024

1. PAN Related Regulatory Change - Need to check whether Name and DOB on PAN match with NSDL records 2. Showing of detailed status for Pending transactions as well 3. Next SIP Top Up Information (in case applicable) will be shown along with original SIP 4. Bug Fixes, Journey Changes and UI Enhancements 

April 27, 2024

1. PAN Related Regulatory Change - Need to check whether Name and DOB on PAN match with NSDL records 2. Showing of detailed status for Pending transactions as well 3. Next SIP Top Up Information (in case applicable) will be shown along with original SIP 4. Bug Fixes, Journey Changes and UI Enhancements 

March 31, 2024

* Regulatory Changes - Capture of IP Address, Increase in e-NACH Mandate Duration to 40 years, Provision of Reason of Cancellation of SIP, Penny Drop to done for all tax statuses during folio creation. * Bug Fixes, UI Improvements and  Journey Enhancements

March 1, 2024

1. Simplified journey within app for redirections from Whatsapp campaigns. 2. Insights about investment in Trending Funds on dashboard as well as nudge in case any schemes are pending in cart. 3. Ability to filter out Systematic Transactions as Active, In-Active & Yet To Start. 4. Changes to the Portfolio section to show more meaningful insights to the investor. 5. UI Enhancements to the Payment Mode Selection page for easier selection. 6. Bug Fixes and Journey Enhancements.

February 8, 2024

We have launched a bunch of new Features added to make investing in our latest fund easier- SBI Energy Opportunities fund along with journey enhancements to make managing SIPs easier