SBI Funds Management Limited — PMS strategies

SBI Funds Management Limited is a SEBI-registered portfolio manager running 8 strategies in our tracker, holding ₹3,545 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 8 strategies from SBI Funds Management Limited

• SBI ALPHA EDGE₹912 CrAUM—3Y
• SBI Aeon Alpha Portfolio₹752 CrAUM13.8%3Y
• PMS Services to PF and Institutional Treasuries (Hybrid)Hybrid₹719 CrAUM7.1%3Y
• SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio)₹666 CrAUM13.1%3Y
• PMS Services to PF and Institutional Treasuries (Debt)Hybrid₹478 CrAUM7.5%3Y
• SBI Liquid PortfolioHybrid₹15 CrAUM4.4%3Y
• SBI Sunrise GoldHybrid₹2 CrAUM11.8%3Y
• SBI Sunrise SilverHybrid₹0 CrAUM11.2%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.