SBI Funds AIF offers investors access to specialised investment strategies beyond traditional mutual funds.

These funds are structured under AIF regulations of SEBI and focus on high-growth opportunities in equity, private credit, and real estate.

SBI Funds Alternative Investment Funds are designed for high-net-worth individuals seeking long-term capital appreciation and diversification.

With strong research backing and sectoral expertise, this Fund aims to deliver consistent returns by identifying emerging trends and quality businesses.

Total AUM Rs.1518453.79 Cr.
Avg. 1 Year Return 4.20%
Active Clients 1918
No. of Strategies 1
Minimum Investment Rs.1 Crore
Experience 9 Years

SBI Funds AIF - Company Overview

Category

AIF

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Ashwani Bhatia

Founded In (year)

1993

SBI Funds Alternative Investment Funds Performance or Returns

1 Year

4.20%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

SBI Funds AIF Charges or Fees

Fixed Fees

2.50% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by SBI Funds Alternative Investment Funds

Check out various strategies or Investment approaches provided by SBI Funds AIF.

Strategy Name Optimal Equity
Start Date Monday, July 11, 2022
Category CAT III – LONG SHORT – AGGRESSIVE
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 4.20%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Gaurav Mehta

Top Fund Managers of SBI Funds AIF

#1

Mr. Gaurav Mehta

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Investment Facilities provide by SBI Funds Alternate Investment Funds

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

SBI Funds Alternative Investment Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

SBI Funds AIF Dashboard Link

Web Platform


SBI Funds AIF Review or Ratings by Finec.in

Overall Rating

9.34 / 10

Portfolio Performance

9.57 / 10

Support

9.20 / 10

Facilities

9.29 / 10

Charges

9.11 / 10

Experience

9.53 / 10

SBI Funds Alternative Investment Funds - SEBI Details

SEBI Reg. No.

INP000000852

Contact Person

Vinaya Datar

Telephone No.

022-6179-3091

Address

9th floor, Crescenzo, C 38 and 39, G Block, Bandra Kurla Complex, Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Jan 16, 2016

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SBI Funds AIF - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest with SBI Funds Alternate Funds

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of SBI Funds AIF

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