SBI Funds Management PMS strategies
SBI Funds Management runs 9 portfolio management strategies listed with APMI, managing ₹4,014 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| PMS Services to PF and Institutional Treasuries (Hybrid) | Hybrid | — | ₹1,079 Cr | +7.78% | — | — | ₹50 Lakhs | — |
| SBI Alpha Edge | Equity | Mohal Lal | ₹1,004 Cr | — | — | See strategy | ₹50 Lakhs | Aug 2026 |
| SBI Aeon Alpha Portfolio | Equity | Mohal Lal | ₹794 Cr | +12.10% | +3.10 pts | up to 2.5% fixed or 33% of profits | ₹50 Lakhs | Aug 2026 |
| SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) | Equity | Mohal Lal | ₹665 Cr | +12.82% | +3.82 pts | See strategy | ₹50 Lakhs | Aug 2026 |
| PMS Services to PF and Institutional Treasuries (Debt) | Debt | — | ₹467 Cr | +7.50% | — | — | ₹50 Lakhs | — |
| SBI Liquid Portfolio | Debt | — | ₹3.57 Cr | — | — | — | ₹50 Lakhs | — |
| SBI Sunrise Gold | Multi Asset | — | ₹2.1 Cr | +12.91% | — | — | ₹5 Lakhs | — |
| SBI Sunrise Silver | Multi Asset | — | ₹0.35 Cr | +11.74% | — | — | ₹5 Lakhs | — |
| SBI Pure Aplha Portfolio | Equity | — | — | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS