SBI Fund Management Unlisted Shares
SBI MF assets top Rs 10 trn; becomes first fund house to achieve milestone
Business Standard
2 min read
SBI Mutual Fund Becomes First in India to Achieve Rs 10 Trillion AUM Milestone.
Expert Analysis:
Milestone Achievement: SBI Mutual Fund (SBI MF) has become the first fund house in the country to achieve Rs 10 trillion in assets under management (AUM).
Growth Drivers: This milestone was driven by the post-pandemic equity boom and increased awareness of mutual fund investing.
AUM Composition (April 2024):
As of April 2024, SBI's contribution to the AUM was Rs 2 trillion.
Rs 5 trillion of the AUM is in direct plans, while Rs 2.2 trillion linked to other distributors.
Institutional investors held nearly Rs 5 trillion of the total AUM, with a substantial portion belonging to the Employees’ Provident Fund Organisation.
AUM Growth and Market Trends:
The average AUM was Rs 3.7 trillion in March 2020, when SBI MF first claimed the top spot in the AUM ranking.
SBI MF's AUM growth has consistently outpaced the industry average for three of the past four financial years.
The mutual fund industry's AUM surged 2.6x to Rs 57 trillion, and the Nifty 50 index rising 2.6x between March 2020 and April 2024.
AUM Breakdown:
Passive and international funds constitute largest share 36% of SBI MF's total AUM.
Active equity schemes account for 29% of the total AUM.
Active debt schemes hold an 18% share of the total AUM.
Industry Leadership:
SBI Mutual Fund's AUM milestone of Rs 10 trillion underscores its industry leadership, achieved through strategic product launches, expanded distribution, and effective leveraging of SBI's network.
Institutional Investor Trust:
Institutional investors, especially the Employees’ Provident Fund Organisation, play a pivotal role in showcasing trust in SBI MF’s management.
AUM Composition:
Passive and international funds make up 36% of AUM, followed by active equity at 29% and active debt at 18%.
Consistent Outperformance:
SBI MF's diversified portfolio and consistent outperformance highlight its robust growth and market adaptability since 2020.
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