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SBI MUTUAL FUNDS LTD
Last Traded Price
₹2725.00 ( 0.00 % )
Principles
Company Name
SBI MUTUAL FUNDS
Market Cap
₹ 138024.00
ISIN No.
INE640G01020
No. of Outstanding Shares
511199410
PAN No.
AAACS7339D
PE ratio
54.35
CIN
U65990MH1992PLC065289
Book value
₹ 162.30
Sector
ASSET MANAGEMENT
P/BV
16.63
DRHP Filed?
No
P/S Ratio
32.60
Available on
NSDL CDSL
EPS
₹ 49.70
Registration Date
June 29, 1987
Face Value
₹ 1.00
Stock Performance
Company Details
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.
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.
LATEST SHAREHOLDING
| Shareholder | Current Holding (%) |
|---|---|
| State Bank of India | 63.00% |
| Amundi India Holding | 37.00% |
| Total | 100.00% |
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