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PMS Services to PF and Institutional Treasuries (Hybrid)

PMS Services to PF and Institutional Treasuries (Hybrid) is a Hybrid Portfolio Management Service launched by SBI Funds Management Limited on March 2022. Managed by Pankaj Jain, the fund holds ₹711 Cr in AUM and benchmarks against Crisil Hybrid 50+50 Moderate Index. Minimum investment is ₹5000000 lakh, with a AMC Charges - Fixed Fes% fixed fee. Trailing returns: 4.02% (1Y), 7.16% CAGR (3Y), 6.82% since inception. Performance data as of July 2026.

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PMS Services to PF and Institutional Treasuries (Hybrid)

SBI Funds Management Limited

711.21 CR AUM

PMS Services to PF and Institutional Treasuries (Hybrid)

PMS Services to PF and Institutional Treasuries (Hybrid)

SBI Funds Management Limited

711.21 CR AUM

Crisil Hybrid 50+50 Moderate Index
Benchmark
4yr 3mo
Age
HYBRID
Strategy
AMC Charges - Fixed Fes
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Crisil Hybrid 50+50 Moderate Index
Benchmark
4yr 3mo
Age
HYBRID
Strategy
AMC Charges - Fixed Fes
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

Fund Manager for Fixed Income at SBI Mutual Fund and With over 14 years of experience in Indian fixed-income markets.

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 (Hybrid) performed?

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Wealth Creation Calculator

1M IA return
0.91%
1M benchmark return
1.96%
Alpha
-1.05%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.91%
1M benchmark return
1.96%
Alpha
-1.05%
1M Wealth multiple
1.01x

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