What we do SBI Funds Management Ltd is India's largest asset management company, managing a diversified portfolio including mutual funds, alternative investments, and offshore funds. |
Founded in 1,992 |
Market share Holds a 15.4% mutual fund market share with QAAUM of Rs 12,499.70 billion as of Dec 2025, leading in equity and passive fund management. |
Problem solved Provides accessible investment management solutions to help individuals and institutions grow wealth systematically and efficiently. |
Top clients or who we serve Serves retail investors, corporates, foreign portfolio investors with B2C and B2B segments through mutual funds, PMS, and alternative investment funds. |
Key management Mr. Nand Kishore (MD & CEO), Mr. Denys Fougeroux De Campigneulles (Executive Director & Deputy CEO) |
Our journey and innovations Founded in 1992, first in India to cross Rs 12,000 billion AUM; pioneered digital platforms including AI-powered assistants and integrated mobile apps. |
Where we operate Primarily India, with offshore funds managed via subsidiaries in Mauritius and IFSC-GIFT City, Gandhinagar, and overseas presence in Dubai. |
Top products or what we offer Mutual Funds (Equity, Debt, Hybrid, Passive funds), Alternative Investment Funds, Portfolio Management Services, Offshore Funds. |
Top brands SBI Mutual Fund - #1 in equity and passive ETFs; SBI Alternative Equity & Debt Funds; SBI Pension Funds; SBI US Specific Equity FOF. |
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Recurring vs cyclical contribution Revenue is mainly recurring, derived from management fees on assets under management providing steady cash flows. |
Our industry position Market leader in Indian mutual fund industry with a stronghold in passive funds and sustained growth in AUM and investor base. |
Financial highlights Total revenue Rs 49.7 billion and profit Rs 30.7 billion for FY 2025-26 with 16.6% AUM growth and 18% increase in unique investors. |
Geographical revenue split Majority of revenue from India (Rs 1399.61 Cr), with smaller contribution from outside India (Rs 37.91 Cr). |
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Whats driving growth Sustained AUM growth driven by expanding investor base, digital initiatives, and fund innovations including ETFs and systematic investment plans. |
Our future plans IPO planned to raise equity capital; expand product offerings and digital capabilities; growth of offshore and alternative investments. |
Our green promise Committed to social welfare through CSR focusing on economic upliftment of disadvantaged groups; adopts energy conservation and digital security measures. |
Our people and values Employee-centric culture promoting diversity, training, and welfare; comprehensive POSH and whistleblower policies in place. |
Key challenges ahead Navigating regulatory changes, intense competition, and market volatility while maintaining investor trust and operational excellence. |
Interesting facts First AMC in India to cross Rs 12 trillion in AUM; robust digital ecosystem with AI-powered investor platforms and wide distributor network. |
Risks and strategy Risks include market fluctuations and regulatory shifts; mitigated by robust risk management, diversified offerings, and strong governance. |
