SBI Funds Management Private Limited Mutual Funds Investments

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About SBI Mutual Fund

Under the Trust Act of 1882, a trust named SBI Mutual Fund Trustee Company Private Limited was set up. SBI is India’s oldest and largest Mutual Fund. SBI Mutual fund (SBIMF) is a joint venture between State Bank of India and Amundi, a French asset management company.

SBI Mutual Fund was set up in 1987 and incorporated on February 7, 1992. It is India’s second mutual fund following Unit Trust of India (UTI), which started in 1963.

In July 2004, SBI divested 37% of the fund, and Amundi joined as a partner. SBI mutual fund has been a pioneer in the industry. SBIMF is the first Indian mutual fund to launch a Contra Fund. It is also first in India to launch the ESG Fund. Environment, Social, and Governance fund that provides resources for sustainable investments in major markets.

In 2013, SBIMF acquired the Daiwa Mutual Fund, which is part of the Daiwa Group of Japan. SBIMF is the primary beneficiary of Employees’ Provident Fund of India with steady equity inflows. EPFO started its first Mutual Fund invested in 2015 via SBIMF Sensex ETFs.

SBI Mutual Fund is registered with SEBI. In January 2020, SBIMF emerged as India’s biggest AMC with a total of INR 3.82 lakh crore assets under management.  

Key Information about SBI Mutual Fund

Mutual fund

SBI Mutual Fund

Founded

June 30, 1987

Incorporated

February 7, 1992

Sponsor

State Bank of India

Trustee

SBI Mutual Fund Trustee Company Private Limited

Chairman

Mrs. Arundhati Bhattacharya

MD and CEO

Mrs. Anuradha Rao

CIO

Mr. Navneet Munot

Compliance Officer

Ms. Vinaya Datar

Investor Service

Mr. Rohidas Nakashe

AUM

Rs. 3.82 lakh crore (Jan 2020)

SBI Mutual Fund Contact Details

Auditors

C N K & ASSOICATES LLP

Custodians

Bank of Nova Scotia / HDFC Bank / SBI-SG Global Securities Services Private Limited

Banker

State Bank of India

Address

9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051

Telephone No.

022-61793000

Fax No.

022–67425687

E-mail

customer.delight@sbimf.com

Website

www.sbimf.com