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About Us

37 YEARS OF COMMITMENT TO WEALTH CREATION FOR EVERY INDIAN

About Us
  • Corporate Profile
  • Fund House Expertise
  • Our People
  • Registrars

Our Identity

With 37 years of rich experience in fund management, we at SBI Funds Management Ltd. (SBIFML) bring forward our expertise by consistently delivering value to our investors. We have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. We are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies. A shareholder agreement in this regard has been entered on April 13, 2011 between SBI & AMUNDI Asset Management. Accordingly, SBI currently holds 61.98% stake in SBIFML, 36.40% stake is held by AMUNDI Asset Management through a wholly owned subsidiary, Amundi India Holding and 1.62% stake is held by others. Initially Amundi India Holding’s stake was held by Societe Generale Asset Management S.A. (“SGAM”), a subsidiary of Societe Generale S.A (“SG”) which was transferred to Amundi in June 2011 with due approval of SEBI pursuant to SEBI (Mutual Funds) Regulations, 1996. AMUNDI Asset Management shall provide strategic support to the Company. SBI & AMUNDI Asset Management shall jointly develop the Company as an asset management company of international repute by adopting global best practices and maintaining international standards.

Our Vision

"To be the most trusted and respected Asset Manager."

Our Mission

"Ethical, Responsive and Innovative Partner in Investment Solutions"

Our Services

Investors are our priority. Our mission has been to establish Mutual Funds as a viable investment option to the masses in the country. Working towards it, we developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds. Today, we have been actively managing our investors' assets not only through our investment expertise in domestic mutual funds, but also offshore funds, Alternate Investment Funds and portfolio management advisory services for institutional investors.

Expertise

Investment Experience

 

The best investment strategies put together by the best minds, our Fund Managers. With a sharp eye to monitor, gauge and understand the changes in the market, our fund managers and analysts gear up to meet new challenging environments. Their ability to capture the growth potential of Indian securities and manage complex portfolios as well as the drive to deliver optimum results is their forte. With optimum securities selection, incisive research, intensive coverage including internal forecasts, active monitoring and regular tracking, our dedicated team seeks to ensure minimization of risks while protecting our investor's interest always.

Objective

Investment Objective

Setting Benchmarks Time and Again. For Our Investors

Our objective is to endeavor to outperform our benchmarks through well researched investments in Indian equities and debt markets. This is achieved by implementing an active management style based on fundamental analysis, leading to the construction of a portfolio. It could be blended, large cap, mid cap, or specific sector oriented - which aims at capturing the growth potential of Indian equities.

Optimal Risk management

Optimal Risk Management

 

Risk Management is an inherent part of any business. As one of the core focus areas, each of our strategies is subject to close scrutiny on a continuous basis. Regulatory agencies around the world are placing increasing pressure on institutions to measure and manage risk better. At SBI Funds Management, we follow enterprise wide approach to risk management with a dedicated, experienced and professional risk management team covering significant functions of the organization.

Philosophy

Investment Philosophy

Growth through Innovation

 

Our expert team of experienced and market savvy researchers prepare comprehensive analytical and informative reports on diverse sectors and identify stocks that promise high performance in the future. What is innovation? Innovation is the process of turning ideas into concrete plans for progressive growth. We always seek to provide our investors with opportunities for progressive growth through our innovative products, stock selection and active portfolio management. Accordingly, we also enhance and optimize asset allocation and stock selection based on internal and external research.

  • Management Team


Computer Age Management Services


Tel. No.:

044-30407236

Fax:

044-30407101

Address:

Unit – SBI Mutual Fund, Rayala Towers,158, Anna Salai, Chennai – 600 002.


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