| Mutual Funds | Investment management through diversified mutual fund schemes. | Largest market share, strong brand, robust distribution, digital platforms, and regulatory compliance. | Retail and institutional investors (B2C and B2B). | Equity and passive category funds. | 4390 | 88 | Management fees based on assets under management. | Fee as a percentage of AUM, recurring revenue. | Strong investor inflows, product innovation, digital distribution, and systematic investment plans growth. | SBI Mutual Fund (Equity, Debt, Hybrid, Passive categories) |
| Portfolio Management Services and Advisory | Tailored portfolio management and advisory services for institutional and high net worth clients. | Experienced management team and integration with mutual fund ecosystem. | HNI, institutional investors (B2B). | Customized advisory services. | 379 | 8 | Management and performance fees. | Fees and commissions based on AUM and performance. | Growing demand among affluent investors and corporates for customized investment solutions. | Retail PMS, Corporate Advisory |
| Alternative Investment Funds and Offshore Funds | Alternative assets investment including category II and III AIFs and offshore fund management. | Regulatory approvals, specialized expertise, and international presence. | Institutional investors, accredited investors. | Alternative equity funds. | 97 | 2 | Management fees from fund AUM. | Annual fees based on assets managed. | Increasing investor interest in alternatives and offshore markets. | SBI Alternative Equity Fund, SBI Alternative Debt Fund, SBI Offshore Funds |
