SBI Mutual Fund - Fund Manager
Qualification: B. Com, PGDBM, CFA Charterholder . Experience:Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
SBI Dividend Yield Fund - Direct (G) | Equity: Dividend Yield | 9278.89 |
SBI Dividend Yield Fund - Regular (G) | Equity: Dividend Yield | 9278.89 |
SBI ESG Exclusionary Strategy Fund - Direct (G) | Equity: Sectoral : Thematic | 5719.57 |
SBI ESG Exclusionary Strategy Fund (G) | Equity: Sectoral : Thematic | 5719.57 |
SBI PSU Fund - Direct (G) | Equity: Sectoral : Thematic | 5714.14 |
SBI PSU Fund (G) | Equity: Sectoral : Thematic | 5714.14 |
SBI Retirement Benefit Fund-Aggressive Plan (G) | Solution Oriented: Retirement | 3124.46 |
SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) | Solution Oriented: Retirement | 3124.46 |
SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) | Solution Oriented: Retirement | 1679.35 |
SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) | Solution Oriented: Retirement | 1679.35 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 6.74% |
| State Bank of India | 6.71% |
| ICICI Bank Ltd | 4.80% |
| Amundi Funds US Pioneer Fund -I15 USD CAP | 3.95% |
| Infosys Ltd | 3.72% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| SBI Dividend Yield Fund - Direct (G) | 0.4% | 2.61% | 2.54% | 0.05% | N/A | N/A | 18.38% |
| SBI Dividend Yield Fund - Regular (G) | 0.32% | 2.36% | 2.04% | -0.92% | N/A | N/A | 17.17% |
| SBI ESG Exclusionary Strategy Fund - Direct (G) | 1.11% | 3.27% | 2.63% | 2.23% | 14.01% | 15.42% | 14.19% |
| SBI ESG Exclusionary Strategy Fund (G) | 1.06% | 3.12% | 2.32% | 1.63% | 13.31% | 14.65% | 12.2% |
| SBI PSU Fund - Direct (G) | -3.32% | 4.04% | 0.64% | 0.73% | 27.26% | 29.64% | 11.88% |
| SBI PSU Fund (G) | -3.4% | 3.78% | 0.13% | -0.31% | 25.87% | 28.26% | 7.97% |
| SBI Retirement Benefit Fund-Aggressive Plan (G) | 0.17% | 2.47% | 1.02% | -0.86% | 12.47% | N/A | 15.84% |
| SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) | 0.26% | 2.73% | 1.54% | 0.19% | 13.77% | N/A | 17.32% |
| SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) | 0.46% | 3.21% | 2.74% | 2.29% | 12.33% | N/A | 14.65% |
| SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) | 0.54% | 3.47% | 3.26% | 3.33% | 13.52% | N/A | 15.99% |
