SBI Funds Management Private Ltd. has emerged as one of the largest players in India advising various financial institutions, pension funds, local and international asset management companies. It now brings experience in wealth management to offer exquisite retail services to High Net-worth Investors. Through years of experience, they have excelled by understanding investor’s requirements and terms of risk / return expectations, based on which they design PMS products and even suggest customized asset portfolio recommendations.
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| SBI ESG Portfolio | 11 Jul 2016 | 712 | 33.43% | 20.07% | 19.98% | 26.42% | 17.59% | |
| SBI Aeon Alpha PMS | 21 Jan 2022 | 617 | 29.22% | 30.56% | 23.58% |
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