Sbi Funds Management Limited
- Regulatory AUM
- $220B
- Discretionary
- $215B
- Clients
- 1,993
- Avg AUM / client
- $110M
- Accounts
- 1,993
- Employees
- 2,463
AUM over time
Annual snapshots from Form ADV filings · as of Jun 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1,916 | $151M | 0.07% |
| Banking or thrift institutions | 9 | $2.7B | 1.22% |
| Pooled investment vehicles (non-investment companies) | 2 | $46.3B | 21.1% |
| Pension and profit sharing plans | 23 | $37.6B | 17.1% |
| State or municipal government entities | 3 | $133B | 60.5% |
| Corporations and other businesses | 40 | $163M | 0.07% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Datar, Vinaya | Chief Compliance Officer & Company Secretary | Jan 2009 (18y) | Less than 5% | |
| Singh, Devinder, Pal | Deputy Managing Director And Joint Ceo | Nov 2012 (14y) | Less than 5% | |
| Sundarraj, Srinivas, Jain Ramapura | Chief Of Strategy, Digital And Technology | Nov 2012 (14y) | Less than 5% | |
| De Campigneulles, Denys | Deputy Chief Executive Officer | Mar 2020 (6y) | Less than 5% | |
| Sonaimuthu, Ganesan | Chief Operating Officer | Jun 2020 (6y) | Less than 5% | |
| Radhakrishnan, Rajeev | Chief Investment Officer Fixed Income | Feb 2021 (6y) | Less than 5% | |
| Rama Iyer, Srinivasan | Chief Investment Officer Equity | Feb 2021 (6y) | Less than 5% | |
| Singh, Shamsher | Managing Director And Ceo | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| State Bank Of India | Beneficial Owner | Jan 1989 | A | 50% – 75% |
| Amundi India Holding | Beneficial Owner | May 2011 | A | 25% – 50% |
| Amundi | Shareholder | May 2011 | B | ≈ 14.06% – 50% via Amundi Asset Management |
| Amundi Asset Management | Shareholder | May 2011 | B | ≈ 18.75% – 50% via Amundi India Holding |
| Government Of India | Indirect Owner | Jan 1989 | B | ≈ 25% – 56.25% via State Bank Of India |
| Credit Agricole Sa | Shareholder | May 2011 | B | ≈ 7.03% – 37.5% via Amundi |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Amundi: 75% – 100% of Amundi Asset Management × 75% – 100% of Amundi India Holding × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Amundi Asset Management: 75% – 100% of Amundi India Holding × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Government Of India: 50% – 75% of State Bank Of India × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Credit Agricole Sa: 50% – 75% of Amundi × 75% – 100% of Amundi Asset Management × 75% – 100% of Amundi India Holding × 25% – 50% direct ≈ 7.03% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/27/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Standard Chartered Plc $122B (56% of AUM) Jun 2026
- Hdfc Bank Limited $93.5B (100% of AUM) Jun 2020
- Sbi Sg Global Securities Services Private Limited $31.2B (14% of AUM) Jun 2026
- Deutsche Bank India $5.1B (4% of AUM) Jun 2023
- Axis Bank $59.0M (0% of AUM) Jun 2023
- Citibank $30.2M (0% of AUM) Jun 2023
- Ilfs Securities Services Limited $1.1M (0% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 27, 2026.
View current Form ADV (SEC/IAPD) ↗