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SBI Funds Management Pvt Ltd
SBI Funds Management Pvt Ltd

SBI Funds Management Pvt Ltd

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AUM ₹ 14,92,897.90 Cr (As on Jan, 2025)
No. of schemes 2
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About SBI Funds Management Pvt Ltd

SBI Funds Management Pvt Ltd manages assets worth Rs 1492897.90 crores. Its current offering of PMS schemes includes 2 Multi Cap schemes.

Portfolio MANAGERS

Gaurav Mehta
Gaurav Mehta
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +13.27 %
Profile

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst in SBI Mutual Fund and subsequently moved to having fund management responsibilities as well. With effect from October 2021, Gaurav is now CIO – Alternatives where he is responsible for managing equity portion of the Portfolio Management Services & Alternative Investment Funds business. Gaurav has over 15 years’ experience in Indian Financial Markets having worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. Gaurav has completed B.Tech (Chemical Engineering) from IIT, Bombay and holds a post graduate diploma in Management from IIM, Lucknow. Gaurav is also a Charter holder of the CFA Institute, USA

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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SBI MF - ESG Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
98 Out of 177
Fixed Fee
2.50%
SBI MF - Aeon Alpha Pms
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NIFTY 50 TRI
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
134 Out of 177
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
SBI MF - ESG Portfolio
98Out of 2
-6.73%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
No Option
2.50%
SBI MF - Aeon Alpha Pms
134Out of 2
-9.57%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
NIFTY 50 TRI
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by SBI Funds Management Pvt Ltd ?
The total AUM managed by SBI Funds Management Pvt Ltd is ₹1492897.90 crores
What is the total number of schemes managed by SBI Funds Management Pvt Ltd ?
The total number of schemes managed by SBI Funds Management Pvt Ltd is 2
What is the best performing PMS scheme of SBI Funds Management Pvt Ltd in 1 year ?
The best performing PMS scheme of SBI Funds Management Pvt Ltd in 1 year is SBI MF - ESG Portfolio.
What is the best performing PMS scheme of SBI Funds Management Pvt Ltd in 3 years?
The best performing PMS scheme of SBI Funds Management Pvt Ltd in 3 years is SBI MF - Aeon Alpha Pms
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