Learn
PMS Services to PF and Institutional Treasuries (Hybrid)
SBI Funds Management Limited
1,054.13 CR AUM
PMS Services to PF and Institutional Treasuries (Hybrid)
SBI Funds Management Limited
1,054.13 CR AUM
Crisil Hybrid 50+50 Moderate Index
Benchmark
4yr 0mo
Age
HYBRID
Strategy
AMC Charges - Fixed Fes
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Crisil Hybrid 50+50 Moderate Index
Benchmark
4yr 0mo
Age
HYBRID
Strategy
AMC Charges - Fixed Fes
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
pankaj jain
Fund Manager
HYBRIDStrategies
Fund Manager for Fixed Income at SBI Mutual Fund and With over 14 years of experience in Indian fixed-income markets.
Purpose
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.
Investment Approach v/s Benchmark Metrics
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-2.39%
1M benchmark return
-6.35%
Alpha
3.96%
1M Wealth multiple
0.98x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-2.39%
1M benchmark return
-6.35%
Alpha
3.96%
1M Wealth multiple
0.98x
Similar Investment Approaches
Axis Hybrid Portfolio
Axis Asset Management Company Limited
₹9,797.78 Cr
H
Neo Club - Equity Advantage Products
Neo Asset Management Private Limited
₹666.29 Cr
H
Vedartha Trust Investment Solution Strategy
Bandhan Amc Limited
₹608.15 Cr
H
360 One Premium Mixed-Ultra Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹316.79 Cr
H
Dynamic Stock Allocation Portfolio Aggressive
Nj Asset Management Private Limited
₹263.84 Cr
H