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SBI Mutual Fund - Fund Manager

Anup Upadhyay

Anup Upadhyay

Qualification: B.Tech (Hons),PGDM.,. Experience:He has over 7 years of experience with over 4 year experience in financial services. He joined SBIFMPL in may,2007 as an analyst and currently he is a Fund Manager.

Fund Name
Classification
Fund AUM (Cr.)
SBI Balanced Advantage Fund - Direct (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
38628.37
SBI Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
38628.37
SBI Flexi Cap Fund - Direct (G)
Equity: Flexi Cap
23168.43
SBI Flexi Cap Fund (G)
Equity: Flexi Cap
23168.43
SBI Flexi Cap Fund (IDCW)
Equity: Flexi Cap
23168.43
SBI Flexi Cap Fund - Direct (IDCW)
Equity: Flexi Cap
23168.43
SBI Balanced Advantage Fund (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
38628.37
SBI Balanced Advantage Fund - Direct (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
38628.37
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd6.29%
Reliance Industries Ltd5.53%
ICICI Bank Ltd3.16%
Reverse Repo / Treps / CCIL3.04%
Larsen & Toubro Ltd2.99%
Fund Name1M3M6M1Y3Y5YSince Inception
SBI Balanced Advantage Fund - Direct (G)
0.68%
4.1%
3.69%
8.12%
14.81%
N/A
12.6%
SBI Balanced Advantage Fund (G)
0.61%
3.89%
3.26%
7.22%
13.79%
N/A
11.51%
SBI Flexi Cap Fund - Direct (G)
0.83%
2.68%
3.73%
1.67%
13.65%
15.52%
15.7%
SBI Flexi Cap Fund (G)
0.76%
2.47%
3.3%
0.85%
12.7%
14.51%
12.68%
SBI Flexi Cap Fund (IDCW)
0.76%
2.47%
3.3%
0.85%
12.7%
14.51%
12.76%
SBI Flexi Cap Fund - Direct (IDCW)
0.83%
2.68%
3.73%
1.67%
13.65%
15.52%
15.68%
SBI Balanced Advantage Fund (IDCW)
0.61%
3.89%
3.26%
7.21%
13.79%
N/A
11.51%
SBI Balanced Advantage Fund - Direct (IDCW)
0.68%
4.1%
3.69%
8.12%
14.8%
N/A
12.6%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History