PMS Services to PF and Institutional Treasuries (Debt)
PMS Services to PF and Institutional Treasuries (Debt) is a Debt Portfolio Management Service launched by SBI Funds Management Limited on December 2017. Managed by Pankaj Jain, the fund holds ₹490 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹5000000 lakh, with a AMC Charges - Fixed or upto 0.10% of AUM / Incremental Incvestment% fixed fee. Trailing returns: 7.42% (1Y), 7.5% CAGR (3Y), 7.59% since inception. Performance data as of July 2026.
PMS Services to PF and Institutional Treasuries (Debt)
490.33 CR AUM
PMS Services to PF and Institutional Treasuries (Debt)
490.33 CR AUM
pankaj jain
What is this fund's investment objective?
The objective of the portfolio management process is to provide income along with diversification by investing in a basket of fixed income securities. Equity securities and mutual fund schemes in line with the risk profile of the PMS Clients.
How has PMS Services to PF and Institutional Treasuries (Debt) performed?
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