SBI FUNDS MANAGEMENT LIMITED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $219.93B |
| Discretionary | $215.19B98% of AUM |
| Non-Discretionary | $4.74B |
| Client Accounts | 1,993 |
| Avg Account Size | $110.4M |
| Employees | 2,463 |
| Peak AUM | $219.93BJun 2026 |
| AUM CAGR | +24.8% /yrover 19 yrs · 22 filings |
AUM by Client Type
Total AUM
$219.9B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $219.9B | +25.7% | +16.1% | +16.2% | |
| Discretionary AUM | $215.2B | +28.0% | +17.6% | +15.8% | |
| Non-Disc. AUM | $4.7B | 30.4% | 17.2% | +73.3% | |
| Total Accounts | 2k | +4.5% | +35.3% | +53.2% | |
| Avg Account Size | $110M | +20.3% | 14.2% | 24.1% | |
| Employees | 2k | +10.5% | +7.8% | +6.0% | |
| AUM / Employee | $89M | +13.8% | +7.7% | +9.7% | |
Client AUM Segments | |||||
| Wealth AUM | $151M | +9.7% | +37.8% | +54.1% | |
| Institutional AUM | $170.8B | +0.5% | +8.8% | +10.5% | |
| Fund / Pooled AUM | $46.3B | +141212.9% | +1040.6% | — | |
Client Count Segments | |||||
| Institutional | 66 | 12.0% | +12.8% | +14.9% | |
| Pooled / Fund | 2 | +100.0% | +26.0% | — | |
| Individuals | 2k | +5.4% | +37.4% | +56.7% | |
Key Metrics
| Total AUM | $219.93B |
| Discretionary | $215.19B |
| Employees | 2463 |
| Client Accounts | 1993 |
| Client Range | 0 |
Contact & Location
Address
9TH FLOOR, CRESCENZO, C- 38 & 39, G BLOCK,
MUMBAI 400 051
India
Phone
9122-6179-3000
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$215.2B
97.8% of AUM
Non-Discretionary
$4.7B
2.2% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported