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PMS Services to PF and Institutional Treasuries (Debt)
SBI Funds Management Limited
466.66 CR AUM
PMS Services to PF and Institutional Treasuries (Debt)
SBI Funds Management Limited
466.66 CR AUM
CRISIL Composite Bond Index
Benchmark
8yr 4mo
Age
DEBT
Strategy
AMC Charges - Fixed or upto 0.10% of AUM / Incremental Incvestment
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
8yr 4mo
Age
DEBT
Strategy
AMC Charges - Fixed or upto 0.10% of AUM / Incremental Incvestment
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
pankaj jain
Fund Manager
DEBTStrategies
Fund Manager for Fixed Income at SBI Mutual Fund and With over 14 years of experience in Indian fixed-income markets.
Purpose
The objective of the portfolio management process is to provide income along with diversification by investing in a basket of fixed income securities. Equity securities and mutual fund schemes in line with the risk profile of the PMS Clients.
Investment Approach v/s Benchmark Metrics
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Wealth Creation Calculator
1M IA return
0.59%
1M benchmark return
0.87%
Alpha
-0.28%
1M Wealth multiple
1.01x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
0.59%
1M benchmark return
0.87%
Alpha
-0.28%
1M Wealth multiple
1.01x
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