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PMS Services to PF and Institutional Treasuries (Hybrid)
SBI Funds Management Limited
1,078.91 CR AUM
PMS Services to PF and Institutional Treasuries (Hybrid)
SBI Funds Management Limited
1,078.91 CR AUM
Crisil Hybrid 50+50 Moderate Index
Benchmark
4yr 1mo
Age
HYBRID
Strategy
AMC Charges - Fixed Fes
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Crisil Hybrid 50+50 Moderate Index
Benchmark
4yr 1mo
Age
HYBRID
Strategy
AMC Charges - Fixed Fes
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
pankaj jain
Fund Manager
HYBRIDStrategies
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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1M IA return
2.35%
1M benchmark return
3.91%
Alpha
-1.56%
1M Wealth multiple
1.02x
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
2.35%
1M benchmark return
3.91%
Alpha
-1.56%
1M Wealth multiple
1.02x
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