SBI Funds PMS or Portfolio Management – Performance, Cost, Support & more
SBI Funds PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The SBI Funds Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
SBI Funds PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
SBI Funds Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of SBI Funds Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
SBI Funds PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
SBI Funds PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
SBI Funds PMS Investment Strategies
| Strategy Name | ESG Portfolio | Aeon Alpha Pms |
| Start Date | 08-Jul-16 | 21-Jan-22 |
| Category | Multi Cap | Multi Cap |
| Benchmark | Nifty 50 | Nifty 50 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | 28 | 26 |
| 1 Yr. Return | 33.32% | 34.36% |
| 3 Yr. Return | 17.56% | NA |
| 5 Yr. Return | 24.28% | NA |
| Fund Manager | Mr. Gaurav Mehta | Mr. Gaurav Mehta |
Top Portfolio Managers of SBI Funds Portfolio Management Services
#1
SBI Funds Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
SBI Funds Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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SBI Funds PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
SBI Funds Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
SBI Funds Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
SBI Funds PMS Backoffice or Dashboard Link
Web Platform
