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SBI Funds Management Pvt Ltd – Portfolio Management Services (PMS)

With 37 years of rich experience in fund management, we at SBI Funds Management Ltd. (SBIFML) bring forward our expertise by consistently delivering value to our investors. We have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. We are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies. A shareholder agreement in this regard has been entered on April 13, 2011 between SBI & AMUNDI Asset Management. Accordingly, SBI currently holds 61.98% stake in SBIFML, 36.40% stake is held by AMUNDI Asset Management through a wholly owned subsidiary, Amundi India Holding and 1.62% stake is held by others. Initially Amundi India Holding’s stake was held by Societe Generale Asset Management S.A. (“SGAM”), a subsidiary of Societe Generale S.A (“SG”) which was transferred to Amundi in June 2011 with due approval of SEBI pursuant to SEBI (Mutual Funds) Regulations, 1996. AMUNDI Asset Management shall provide strategic support to the Company. SBI & AMUNDI Asset Management shall jointly develop the Company as an asset management company of international repute by adopting global best practices and maintaining international standards

AUM (₹ Cr)

1622385.15

Clients

1626

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

SBI Funds Management Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
ESG Multi Cap & Flexi Cap -6.60% 12.65% 18.01% Jul 2016
Aeon Alpha Pms Multi Cap & Flexi Cap -10.38% 15.61% — Jan 2022

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

SBI Funds Management Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Optimal Equity

Long Short - Aggressive 3.80% 15.60% — Jul 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Gaurav Mehta

CIO - Alternatives

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst in SBI Mutual Fund and subsequently moved to having fund management responsibilities as well. With effect from October 2021, Gaurav is now CIO – Alternatives where he is responsible for managing equity portion of the Portfolio Management Services & Alternative Investment Funds business. Gaurav has over 15 years’ experience in Indian Financial Markets having worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. Gaurav has completed B.Tech (Chemical Engineering) from IIT, Bombay and holds a post graduate diploma in Management from IIM, Lucknow. Gaurav is also a Charter holder of the CFA Institute, USA

Interested in SBI Funds Management Pvt Ltd?

Get in touch with our investment advisors to learn more about SBI Funds Management Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000000852

Registered Office: 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)