COMPANY SNAPSHOT

SBI Mutual Fund is India’s leading bank-sponsored asset manager with a robust legacy, strategic partnership, and extensive product range. With an AUM of ₹11–12 lakh crore and over 70+ active schemes, it delivers consistent performance, innovative solutions, and vast reach across the country. Backed by SBI’s strong network and Amundi’s global expertise, it’s a top choice for both retail and institutional investors.

• Established on 29 June 1987 and incorporated on 7 February 1992, SBI Mutual Fund is one of India's oldest and largest AMCs.

• A joint venture between State Bank of India (holding ~63%) and Amundi (37%).
• Headquartered in Mumbai, with a widespread presence through SBI’s massive distribution network.

Assets Under Management (AUM)

• As of Q2 FY25 (Sept 2024), the AUM hit a record ₹10.99 lakh crore, well ahead of peers ICICI and HDFC.
• Other estimates as of March–April 2025 put total AUM in the range of ₹11–12 lakh crore.

Key Product Offerings

• Offers 70–80+ schemes overall, spanning equity (~44), debt (~22), hybrids (~11), along with ETFs, FOFs, and offshore or thematic products.

Leadership & Team

• Current MD & CEO: Mr. Nand Kishore
• Equity operations led by CIO Mr. R. Srinivasan, fixed income by Mr. Rajeev Radhakrishnan.

Performance & Reach

• Serves a vast investor base—over 5–6 million unique investors, via 200+ branches and SBI’s enormous banking network.
• Offers strong long-term performance: for example, SBI Contra Fund delivered 3 year CAGR ~22–23% and 5 year ~27–37%, while Healthcare Opportunities delivered ~29–30% 5 year returns.
• Retail inflows via SIPs have been a key driver of growth .

INDUSTRY OUTLOOK

Current Landscape

• Assets Under Management (AUM):Reached ₹72.2 lakh crore as of May 2025 – a 22% YoY increase, driven largely by equity inflows and SIPs.
• Investor Base: Over 23 crore folios, up 32% in FY25, with strong growth from Tier 2 and Tier 3 cities (B30 regions).
• SIPs (Systematic Investment Plans): Monthly inflows have crossed ₹27,000 crore, indicating rising financial discipline among retail investors.

Future Outlook (2025–2030)

• AUM Projection: Expected to reach ₹100 lakh crore (~$1.2 trillion) by 2030, growing at ~10–13% CAGR.
• Growth Drivers:
  • Retail SIPs & financial inclusion
  • Tech-driven distribution channels
  • Geographic expansion into Tier 2/3/4 cities
  • Improved regulatory clarity and transparency
• Long-Term Themes: Passive investing, ESG-aligned funds, goal-based products, and AI-based advisory platforms.

Peer Comparison

Conclusion

India’s mutual fund industry is poised for sustained growth, backed by rising investor confidence, digitization, and a young, savings-oriented population. The long-term outlook is structurally strong, making mutual funds a core vehicle for wealth creation.

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