SBI Funds PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, SBI Funds Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.12,95,090.50 Cr.
Avg. 1 Year Return 23.20%
Active Clients 1694
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 31 Years

SBI Funds PMS - Company Overview

Category

Portfolio Management

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Ashwani Bhatia

Founded In (year)

1993

SBI Funds Portfolio Management Service Performance or Returns

1 Year Return

23.20%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

26.30%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

16.38%

Nifty 50 - 5 Year Return

11.52%

SBI Funds PMS Commission, Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by SBI Portfolio Management Services

Check out various strategies or Investment approaches provided by SBI PMS.

Strategy Name ESG Portfolio Aeon Alpha Pms
Start Date 08-Jul-16 21-Jan-22
Category Multi Cap Multi Cap
Benchmark Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 28 26
1 Yr. Return 26.75% 42.77%
3 Yr. Return 25.89% NA
5 Yr. Return 24.05% NA
Fund Manager Mr. Gaurav Mehta Not Disclosed

Top Fund Managers of SBI Funds PMS

#1

Mr. Gaurav Mehta

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by SBI Funds Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

SBI Funds Portfolio Management 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 PMS Dashboard Link

Web Platform


SBI Funds PMS Review or Ratings by Finec.in

Overall Rating

8.22 / 10

Portfolio Performance

8.43 / 10

Support

8.10 / 10

Facilities

8.18 / 10

Charges

8.01 / 10

Experience

8.38 / 10

SBI Funds Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000000852

Contact Person

Vinaya Datar

Email ID

customer.delight@sbimf.com

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 PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with SBI Funds Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of SBI Funds PMS

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