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SBI Funds Management Limited
Nand Kishore · Asset Manager · Multi-Strategy
SBI Funds Management Limited (SBIFML) is a leading Indian asset management company and a joint venture between the State Bank of India, the country's largest public sector bank, and Amundi, Europe's largest asset manager. Established in 1992 and headquartered in Mumbai, the firm serves as the investment manager for SBI Mutual Fund, which was originally launched in 1987 as the first non-UTI mutual fund in India. SBIFML offers a comprehensive range of investment solutions, including domestic mutual funds, portfolio management services (PMS), and alternative investment funds (AIF). It also manages offshore funds for international investors seeking exposure to the Indian markets. The institution is recognized for its extensive distribution network, robust risk management framework, and its status as a pioneer in the Indian financial services sector.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -24.2% |
| YTD return | -28.9% |
| Sharpe ratio | -4.24 |
| Win rate | 8% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sbifunds.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| HDB | HDFC Bank Limited ADR | 52.5% | -31.5% |
| IBN | ICICI Bank Limited | 23.5% | -7.8% |
| INFY | Infosys Ltd ADR | 16.0% | -33.0% |
| GOOGL | Alphabet Inc Class A | 2.7% | +42.8% |
| EPAM | EPAM Systems Inc | 2.2% | -25.1% |
| WIT | Wipro Limited ADR | 1.4% | -36.9% |
| CTSH | Cognizant Technology Solutions Corp Class A | 0.8% | -9.6% |
| RDY | Dr. Reddy’s Laboratories Ltd ADR | 0.7% | -14.2% |
| MSFT | Microsoft Corporation | 0.2% | -4.8% |
| RNW | Renew Energy Global PLC | 0.0% | -16.5% |
| GRRR | Gorilla Technology Group Inc. | 0.0% | -30.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | IBN | 23.5% → 37.7% |
| Sep 14, 2026 | SELL | GRRR | 0.0% → 0.0% |
| Sep 14, 2026 | BUY | ITCTY | 0.0% → 2.6% |
| Sep 14, 2026 | SELL | GOOGL | 2.7% → 2.6% |
| Sep 14, 2026 | SELL | WIT | 1.4% → 0.6% |
Investment Style Analysis
SBI Funds Management Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Information Technology Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, SBI Funds Management Limited made a significant move by increasing exposure to IBN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of SBI Funds Management Limited is centered on an active management approach driven by rigorous fundamental research and bottom-up stock selection. The firm seeks to identify sustainable growth opportunities within the Indian economy, aiming to provide superior risk-adjusted returns across various market cycles. By leveraging its deep internal research capabilities and institutional expertise, SBIFML constructs diversified portfolios that balance risk and return. The institution emphasizes ethical investment practices and continuously innovates its product suite to meet the evolving needs of both retail and institutional investors, ranging from equity and fixed income to multi-asset and alternative strategies.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with SBI Funds Management Limited.
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Frequently asked questions
How is the simulated portfolio for SBI Funds Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is SBI Funds Management Limited's largest holding?
As of the latest filing, SBI Funds Management Limited's top position is HDFC Bank Limited ADR (HDB), representing 52.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is SBI Funds Management Limited's historical performance and risk profile?
Our simulation indicates a total return of -24.2% with a win rate of 8%. Notably, the portfolio maintains a Sharpe Ratio of -4.24, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does SBI Funds Management Limited primarily invest in?
SBI Funds Management Limited has a strong preference for the Banks - Regional sector, which makes up 75.9% of their disclosed assets. The portfolio also has exposure to Information Technology Services, indicating a specific thematic focus.
Is SBI Funds Management Limited's portfolio concentrated or diversified?
SBI Funds Management Limited runs a highly concentrated portfolio with 11 disclosed positions. The top 3 holdings alone account for 91.9% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has SBI Funds Management Limited performed in 2026?
Our AI-simulated model portfolio for SBI Funds Management Limited tracks a Year-to-Date (YTD) return of -28.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nand Kishore manage SBI Funds Management Limited directly?
Yes, Nand Kishore serves as the key portfolio manager for SBI Funds Management Limited, overseeing the investment strategy and final capital allocation decisions.