About SBI Mutual Funds Unlisted Equity

SBI Fund Management Co., Ltd. (SBIFML), with 36 years of experience, is a joint venture between the State Bank of India (SBI) and AMUNDI, a global fund management company. SBI holds a 63% stake, and AMUNDI holds the remaining 37%. The partnership, which was formally signed in April 2011, aims to develop SBIFML into an internationally acclaimed asset management company that adopts global best practices and maintains international standards.

SBIFML prioritizes investors and focuses on mutual funds as a viable investment option for the Indian masses. The company offers a wide range of services, including management of domestic, offshore, and alternative investment funds as well as portfolio management advisory services to institutional investors. Innovative and need-specific products are developed to educate investors on the benefits of investing in capital markets through mutual funds. The company's investment strategies are developed by a team of experienced fund managers and analysts who monitor market changes and manage complex portfolios. Their approach involves optimal security selection, intensive research, and active monitoring aimed at minimizing risk while protecting investor interest. The objective is to create portfolios that outperform benchmarks with well-researched investments in the Indian equity and debt markets and can be large-cap, mid-cap, or sector-focused blends. SBIFML's research team prepares comprehensive analytical reports on various sectors to identify high-performing stocks. They focus on innovative products, stock selection, and active portfolio management to improve and optimize asset allocation and stock selection based on internal and external research.

Since November 2022, Shamsher Singh, a veteran of over 32 years with the State Bank of India, has been serving as Deputy Managing Director of SBIFML. Previously, he served as Chief General Manager of Ahmedabad Circle, SBI, responsible for business growth and regulatory compliance across 1,400+ branches.

SBIFML offers various mutual fund categories such as:

1. Equity Funds: Designed for long-term capital growth with an investment horizon of 5 years or more.

2. Settlement Plans: Targeted towards retirement and child benefits.

3. Debt Funds: Designed for regular income generation and suitable for investment horizons ranging from 1 day to 3 years.

4. Other Funds: This category includes Index Funds, ETFs (Exchange Traded Funds), and FOFS (Funds of Funds).

5. Hybrid Investment Funds: Aiming to provide both regular income and capital appreciation, with an investment horizon of 3-5 years.

In summary, SBIFML is a significant player in the Indian asset management space, leveraging its vast experience, strong heritage, and innovative strategies to offer a diversified range of investment products and services.



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