
About SBI Mutual Fund
SBI Mutual Fund is a publicly listed company based in Mumbai (India) founded in 1987. It provides mutual funds management and financial advisory services. It operates on a B2C model. SBI Mutual Fund has completed 1 acquisition, including Lonza. Its website sbimf.com draws about 1.7 million monthly visits. Its Indian entity Sbi Funds Management Limited reported revenue of ₹4,990 Cr. Its focus areas include Asset Management, Mutual Funds and Financial Advisory. Its competitors include HDFC Mutual Fund, DSP Mutual Fund and ICICI Prudential Asset Management Company.
Company details
SBI Mutual Fund provides mutual funds management and financial advisory services, focusing on offering financial products and advice, managing assets, managing mutual funds, and providing financial advice. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
- Headquarters Mumbai, India
- Stage Public
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Website sbimf.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Sbi Funds Management Limited
- Date of Incorporation 07 Feb, 1992
- Jurisdiction Mumbai, Maharashtra, India
- Market Cap₹1,01,342 Cr
SBIFUNDS · NSE
- Share Price₹497.55
-2.44% today
- Revenue₹4,966 Cr
FY 2025-26 · +17.3% YoY
- EBITDA₹4,048 Cr
Margin 81.5%
- Net Profit₹3,067 Cr
FY 2025-26 · +20.8% YoY
- P/E (TTM)33.3x
P/B 13.5x
- ROE43.0%
ROCE 56.5%
- Investments & Acquisitions
Associated legal entities of SBI Mutual Fund
SBI Mutual Fund is associated with 2 registered companies on The Company Check; the primary company is Sbi Funds Management Limited, a listed company. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Sbi Funds Management Limited Listed CIN U65990MH1992PLC065289 | Active | 07 Feb 1992 | Mumbai, Maharashtra | ₹4,990 Cr | 1,405 | 14 | View details |
| Sbi Mutual Fund Trustee Company Private Limited CIN U65991MH2003PTC138496 | Active | 02 Jan 2003 | Mumbai, Maharashtra | ₹3.9 Cr | 1 | 5 | View details |
Apps and channels of SBI Mutual Fund
SBI Mutual Fund publishes 2 mobile apps with over 5M+ downloads; its YouTube channel SBI Mutual Fund has 77.3K subscribers.
Board of directors of Sbi Funds Management Limited (SBI Mutual Fund)
Sbi Funds Management Limited is the primary company behind SBI Mutual Fund. The boards of the 2 registered companies of SBI Mutual Fund currently have 18 directors; the longest-serving is Fathi Mohamed Jerfel, appointed in 2012. 62 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Fathi Mohamed Jerfel DIN 05225974 | Director | 26 Mar 2012 | 14 yrs 7 mo | Sbi Funds Management Limited |
| Sunil Satyapal Gulati DIN 00016990 | Director | 03 Oct 2019 | 7 yrs 1 mo | Sbi Mutual Fund Trustee Company Private Limited |
| Archana Niranjan Hingorani DIN 00028037 | Director | 09 Jul 2020 | 6 yrs 4 mo | Sbi Mutual Fund Trustee Company Private Limited |
| Moiz Mohsin Miyajiwala DIN 00026258 | Director | 29 Sep 2020 | 6 yrs 1 mo | Sbi Funds Management Limited |
| Achal Kumar Gupta DIN 02192183 | Director | 14 Jun 2021 | 5 yrs 4 mo | Sbi Mutual Fund Trustee Company Private Limited |
| Sudha Krishnan DIN 02885630 | Director | 25 Jun 2021 | 5 yrs 4 mo | Sbi Funds Management Limited |
| Amar Jit Chopra DIN 00043355 | Director | 23 Feb 2022 | 4 yrs 8 mo | Sbi Mutual Fund Trustee Company Private Limited |
| Shekhar Bhatnagar DIN 01865541 | Director | 21 Mar 2022 | 4 yrs 7 mo | Sbi Funds Management Limited |
| Inderjeet Ghuliani DIN 10496809 | CFO | 26 Apr 2022 | 4 yrs 6 mo | Sbi Funds Management Limited |
| Devinder Pal Singh DIN 08778465 | CEO | 19 Oct 2023 | 3 yrs | Sbi Funds Management Limited |
| Ashwini Kumar Tewari DIN 08797991 | Director | 10 Jan 2024 | 2 yrs 10 mo | Sbi Funds Management Limited |
| Olivier Philippe Mariee DIN 10449060 | Director | 20 Jan 2024 | 2 yrs 9 mo | Sbi Funds Management Limited |
| Ashutosh Khajuria DIN 05154975 | Director | 10 May 2024 | 2 yrs 6 mo | Sbi Mutual Fund Trustee Company Private Limited |
| Challa Sreenivasulu Setty DIN 08335249 | Director | 11 Nov 2024 | 1 yr 11 mo | Sbi Funds Management Limited |
| Denys Charles Jean Marie Fougeroux De Campigneulles DIN 08716335 | Alternate Director | 15 Feb 2025 | 1 yr 8 mo | Sbi Funds Management Limited |
| Hemant Ratnakar Adarkar DIN 03127893 | Director | 29 Aug 2025 | 1 yr 2 mo | Sbi Funds Management Limited |
| Nand Kishore DIN 10237736 | Managing Director | 26 Sep 2025 | 1 yr 1 mo | Sbi Funds Management Limited |
| Sanjay Prakash DIN 00005601 | Additional Director | 23 Oct 2025 | 1 yr | Sbi Funds Management Limited |
People of SBI Mutual Fund
44 people are tracked at SBI Mutual Fund (18 in leadership, 26 in team).
| Name | Role | Group |
|---|---|---|
Jashpal Parekh | Branch Head | Leadership |
Yogita Parpelli | Chief Manager | Leadership |
Amit Gupta | President & National Head - Wholesale Business | Leadership |
| Deputy Ceo, State Bank Of India FM | Leadership | |
Ajinkya Kanekar | Chief Manager | Leadership |
Shreyas Kurkure | Chief Manager - Digital Investment Solutions | Leadership |
Vikas Babel | Vice President | Leadership |
Prashant Sarangi | Vice President & Head - Marketing & Corporate Communications | Leadership |
Abhishek Pankaj | Head- IFA & ND Channel | Gujarat | Leadership |
Sunil U | Head Institutional Business Karnataka | Leadership |
Chandrakant Wasnik | Chief Manager - Information Technology | Leadership |
Subramanyam Mahadevan | Assistant Vice President - Head National Distributor Channel | Leadership |
Rahul Tongaria | Senior Manager - Head Of Institutional Business (ncr) | Leadership |
Ritesh Jadwani | Channel Head | Leadership |
Alok Bhatnagar | Vice President | Leadership |
Saumitra Manohar | Deputy Vice President | Leadership |
Munish Sabharwal | Zonal HEAD | Leadership |
Dharmang Shah | Head - Digital Sales | Leadership |
Amogha Sriteja | Manager - Institutional Business | Team |
Madhu Saxena | Institutional Business | Team |
24 more people are available in the full profile.
Complete people profiles for SBI Mutual Fund
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
IPO & Listings of SBI Mutual Fund
SBI Mutual Fund is a publicly listed company on the NSE with ticker symbol SBIFUNDS in India. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- Listed onNSE: SBIFUNDS
- Listed entitySbi Funds Management Limited
Financials of SBI Mutual Fund
Exchange-reported figures of Sbi Funds Management Limited, the listed company behind SBI Mutual Fund (NSE: SBIFUNDS).
Financial Highlights
FY 2025-26 · ConsolidatedRevenue vs Net Profit ₹ Cr
Margin trends
Financial summary ₹ Cr
| Metrics | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Income statement | |||||||
| Revenue | 4,966 | 4,235 | 3,424 | 2,405 | 1,985 | 1,619 | 1,317 |
| Revenue growth | +17.3% | +23.7% | +42.4% | +21.2% | +22.6% | +22.9% | - |
| EBITDA | 4,048 | 3,411 | 2,716 | 1,802 | 1,451 | 1,173 | 826 |
| EBITDA margin | +81.5% | +80.6% | +79.3% | +74.9% | +73.1% | +72.4% | +62.7% |
| Profit before tax | 4,020 | 3,379 | 2,686 | 1,782 | 1,440 | 1,139 | 794 |
| Net profit | 3,067 | 2,540 | 2,073 | 1,340 | 1,082 | 863 | 606 |
| Net profit margin | +61.8% | +60.0% | +60.5% | +55.7% | +54.5% | +53.3% | +46.0% |
| EPS (₹) | 15.06 | 50.02 | 40.98 | 26.62 | 21.51 | 17.22 | 12.12 |
| Balance sheet | |||||||
| Total assets | 5,963 | 8,298 | 6,748 | 4,751 | 3,587 | 2,643 | 1,989 |
| Net worth | 5,963 | 8,298 | 6,748 | 4,751 | 3,587 | 2,579 | 1,989 |
| Total debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 64.87 | 0.00 |
| Cash & bank | 108 | 92.35 | 58.40 | 31.09 | 32.83 | 85.50 | 29.58 |
| Net working capital | (26.99) | (54.31) | (80.55) | (80.98) | (28.32) | 28.93 | 7.64 |
| Cash flow | |||||||
| Cash from operations | 2,488 | 1,992 | 1,438 | 1,199 | 1,008 | 718 | 745 |
| Cash from investing | 2,974 | (938) | (1,305) | (973) | (841) | (484) | (623) |
| Cash from financing | (5,458) | (1,043) | (132) | (228) | (172) | (232) | (121) |
| Particulars | Sep 2026 | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 |
|---|---|---|---|---|---|---|
| Revenue | 1,193 | 1,153 | 1,139 | 1,155 | 1,095 | 1,001 |
| Revenue growth (YoY) | +8.9% | +15.2% | - | - | - | - |
| Other income | 49.51 | 242 | (42.58) | 204 | 108 | 331 |
| EBITDA | 913 | 923 | 918 | 901 | 866 | 787 |
| EBITDA margin | +76.5% | +80.1% | +80.6% | +78.0% | +79.1% | +78.7% |
| Depreciation | 15.46 | 12.23 | 11.76 | 10.90 | 10.64 | 10.54 |
| Interest | 5.73 | 2.45 | 2.30 | 2.17 | 2.35 | 2.30 |
| Profit before tax | 941 | 1,151 | 861 | 1,092 | 961 | 1,106 |
| Tax | 240 | 270 | 227 | 254 | 215 | 257 |
| Net profit | 701 | 880 | 634 | 838 | 746 | 849 |
| EPS (₹) | 3.43 | 4.31 | 3.11 | 0.00 | 3.66 | 4.18 |
| Metrics | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Income statement | |||||||
| Revenue | 4,970 | 4,232 | 3,423 | 2,404 | 1,981 | 1,617 | 1,316 |
| Revenue growth | +17.4% | +23.6% | +42.4% | +21.4% | +22.5% | +22.9% | - |
| EBITDA | 4,056 | 3,418 | 2,719 | 1,804 | 1,450 | 1,174 | 826 |
| EBITDA margin | +81.6% | +80.8% | +79.4% | +75.1% | +73.2% | +72.6% | +62.8% |
| Profit before tax | 4,003 | 3,370 | 2,676 | 1,773 | 1,427 | 1,139 | 794 |
| Net profit | 3,051 | 2,531 | 2,063 | 1,331 | 1,071 | 863 | 606 |
| Net profit margin | +61.4% | +59.8% | +60.3% | +55.4% | +54.1% | +53.4% | +46.0% |
| EPS (₹) | 14.98 | 49.81 | 40.74 | 26.43 | 21.27 | 17.22 | 12.11 |
| Balance sheet | |||||||
| Total assets | 5,902 | 8,282 | 6,757 | 4,768 | 3,571 | 2,575 | 1,985 |
| Net worth | 5,902 | 8,282 | 6,757 | 4,768 | 3,571 | 2,575 | 1,985 |
| Total debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash & bank | 90.88 | 71.88 | 56.87 | 29.40 | 30.44 | 83.53 | 27.83 |
| Net working capital | (43.59) | (74.05) | (81.60) | (81.74) | (30.75) | (36.95) | 5.70 |
| Cash flow | |||||||
| Cash from operations | 2,481 | 2,006 | 1,409 | 1,195 | 986 | 716 | 742 |
| Cash from investing | 3,009 | (937) | (1,276) | (1,009) | (840) | (482) | (620) |
| Cash from financing | (5,489) | (1,058) | (131) | (187) | (151) | (232) | (121) |
| Particulars | Sep 2026 | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 1,187 | 1,149 | 1,135 | 1,162 | 1,091 | 997 | 956 |
| Revenue growth (YoY) | +8.8% | +15.2% | +18.8% | - | - | - | - |
| Other income | 42.67 | 236 | (37.37) | 212 | 105 | 327 | 84.14 |
| Total expenses | 276 | 227 | 218 | 259 | 226 | 211 | 211 |
| EBITDA | 911 | 921 | 917 | 903 | 865 | 786 | 745 |
| EBITDA margin | +76.8% | +80.2% | +80.8% | +77.7% | +79.3% | +78.8% | +78.0% |
| Depreciation | 15.42 | 12.18 | 11.71 | 10.98 | 10.60 | 10.51 | 10.62 |
| Interest | 5.72 | 2.44 | 2.29 | 2.19 | 2.34 | 2.28 | 2.33 |
| Profit before tax | 933 | 1,143 | 866 | 1,101 | 957 | 1,101 | 816 |
| Tax | 239 | 270 | 227 | 254 | 216 | 256 | 209 |
Financial Statements
| Particulars | Sep 2026 | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 |
|---|---|---|---|---|---|---|
| Revenue | 1,193 | 1,153 | 1,139 | 1,155 | 1,095 | 1,001 |
| Revenue growth (YoY) | +8.9% | +15.2% | - | - | - | - |
| Other income | 49.51 | 242 | (42.58) | 204 | 108 | 331 |
| EBITDA | 913 | 923 | 918 | 901 | 866 | 787 |
| EBITDA margin | +76.5% | +80.1% | +80.6% | +78.0% | +79.1% | +78.7% |
| Depreciation | 15.46 | 12.23 | 11.76 | 10.90 | 10.64 | 10.54 |
| Interest | 5.73 | 2.45 | 2.30 | 2.17 | 2.35 | 2.30 |
| Profit before tax | 941 | 1,151 | 861 | 1,092 | 961 | 1,106 |
| Tax | 240 | 270 | 227 | 254 | 215 | 257 |
| Net profit | 701 | 880 | 634 | 838 | 746 | 849 |
| EPS (₹) | 3.43 | 4.31 | 3.11 | 0.00 | 3.66 | 4.18 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Revenue | 4,966 | 4,235 | 3,424 | 2,405 | 1,985 | 1,619 | 1,317 |
| Revenue growth | +17.3% | +23.7% | +42.4% | +21.2% | +22.6% | +22.9% | - |
| Other income | 24.73 | 16.24 | 14.65 | 18.64 | 25.97 | 1.83 | 2.15 |
| Total expenses | 918 | 823 | 708 | 603 | 533 | 446 | 491 |
| Employee cost | 441 | 421 | 368 | 326 | 289 | 240 | 232 |
| EBITDA | 4,048 | 3,411 | 2,716 | 1,802 | 1,451 | 1,173 | 826 |
| EBITDA margin | +81.5% | +80.6% | +79.3% | +74.9% | +73.1% | +72.4% | +62.7% |
| Depreciation | 43.84 | 40.00 | 37.00 | 33.84 | 33.18 | 31.69 | 30.25 |
| Interest | 9.12 | 8.60 | 7.71 | 5.25 | 4.44 | 3.99 | 3.63 |
| Profit before tax | 4,020 | 3,379 | 2,686 | 1,782 | 1,440 | 1,139 | 794 |
| Tax | 952 | 839 | 613 | 442 | 357 | 276 | 188 |
| Net profit | 3,067 | 2,540 | 2,073 | 1,340 | 1,082 | 863 | 606 |
| Net profit margin | +61.8% | +60.0% | +60.5% | +55.7% | +54.5% | +53.3% | +46.0% |
| EPS (₹) | 15.06 | 50.02 | 40.98 | 26.62 | 21.51 | 17.22 | 12.12 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Equity & liabilities | |||||||
| Share capital | 204 | 50.79 | 50.58 | 50.32 | 50.33 | 50.09 | 50.00 |
| Reserves & surplus | 5,759 | 8,247 | 6,697 | 4,701 | 3,536 | 2,528 | 1,939 |
| Shareholders' funds (net worth) | 5,963 | 8,298 | 6,748 | 4,751 | 3,587 | 2,579 | 1,989 |
| Minority interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Secured loans | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Unsecured loans | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 64.87 | 0.00 |
| Total debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 64.87 | 0.00 |
| Total liabilities | 5,963 | 8,298 | 6,748 | 4,751 | 3,587 | 2,643 | 1,989 |
| Assets | |||||||
| Gross block | 645 | 489 | 438 | 383 | 347 | 304 | 297 |
| Net block | 391 | 270 | 257 | 231 | 223 | 224 | 236 |
| Capital work in progress | 0.00 | 110 | 0.00 | 1.88 | 2.83 | 0.00 | 0.00 |
| Investments | 5,704 | 8,111 | 6,645 | 4,609 | 3,395 | 2,408 | 1,749 |
| Inventories | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sundry debtors | 88.22 | 123 | 108 | 56.55 | 48.20 | 41.74 | 40.32 |
| Cash & bank balances | 108 | 92.35 | 58.40 | 31.09 | 32.83 | 85.50 | 29.58 |
| Loans & advances | 128 | 65.05 | 38.20 | 53.43 | 94.86 | 73.27 | 106 |
| Total current assets | 325 | 280 | 204 | 141 | 176 | 201 | 176 |
| Total current liabilities | 352 | 335 | 285 | 222 | 204 | 172 | 169 |
| Net working capital | (26.99) | (54.31) | (80.55) | (80.98) | (28.32) | 28.93 | 7.64 |
| Total assets | 5,963 | 8,298 | 6,748 | 4,751 | 3,587 | 2,643 | 1,989 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Opening cash | 15.46 | 3.68 | 2.01 | 4.11 | 9.21 | 7.83 | 6.07 |
| Net cash from operating activities | 2,488 | 1,992 | 1,438 | 1,199 | 1,008 | 718 | 745 |
| Net cash from investing activities | 2,974 | (938) | (1,305) | (973) | (841) | (484) | (623) |
| Net cash from financing activities | (5,458) | (1,043) | (132) | (228) | (172) | (232) | (121) |
| Net change in cash | 4.28 | 11.78 | 1.68 | (2.10) | (5.10) | 1.38 | 1.76 |
| Closing cash | 108 | 92.35 | 58.40 | 31.09 | 32.83 | 85.50 | 29.58 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Growth | |||||||
| Sales growth | +17.3% | +23.7% | +42.4% | +21.2% | +22.6% | +22.9% | - |
| EBITDA growth | +18.7% | +25.6% | +50.7% | +24.2% | +23.8% | +42.0% | - |
| PBT growth | +19.0% | +25.8% | +50.8% | +23.8% | +26.4% | +43.4% | +57.8% |
| Net income growth | +20.8% | +22.6% | +54.7% | +23.8% | +25.5% | +42.4% | - |
| Revenue CAGR (3Y) | +27.4% | +28.7% | +28.4% | +22.2% | +16.0% | +27.7% | +33.7% |
| EBITDA CAGR (3Y) | +31.1% | +33.0% | +32.3% | +29.7% | +41.0% | +50.9% | +47.2% |
| Profitability & leverage | |||||||
| Net income margin | +61.7% | +60.0% | +60.5% | +55.7% | +54.5% | +53.3% | +46.0% |
| Return on capital employed | +56.5% | +45.0% | +46.9% | +42.9% | +46.4% | +49.3% | +40.1% |
| Return on net worth | +43.0% | +33.8% | +36.1% | +32.1% | +35.1% | +37.8% | +30.5% |
| Debt / equity | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 |
| Long-term debt / equity | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 |
| Interest cover | 0.23 | 0.26 | 0.29 | 0.30 | 0.31 | 0.35 | 0.46 |
| Efficiency & per share | |||||||
| Fixed asset turnover | 8.80 | 9.17 | 8.37 | 6.64 | 6.18 | 5.39 | 4.44 |
| Inventory turnover | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Debtors turnover | 47.28 | 36.87 | 41.87 | 46.27 | 44.71 | 39.50 | 32.71 |
| EPS (₹) | 15.06 | 50.02 | 40.98 | 26.62 | 21.51 | 17.22 | 12.12 |
| Dividend per share (₹) | 0.00 | 0.00 | 4.00 | 3.50 | 3.00 | 3.00 | 3.00 |
| Book value per share (₹) | 29.28 | 163.38 | 133.40 | 94.42 | 71.26 | 51.48 | 39.79 |
| Particulars | Sep 2026 | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 1,187 | 1,149 | 1,135 | 1,162 | 1,091 | 997 | 956 |
| Revenue growth (YoY) | +8.8% | +15.2% | +18.8% | - | - | - | - |
| Other income | 42.67 | 236 | (37.37) | 212 | 105 | 327 | 84.14 |
| Total expenses | 276 | 227 | 218 | 259 | 226 | 211 | 211 |
| EBITDA | 911 | 921 | 917 | 903 | 865 | 786 | 745 |
| EBITDA margin | +76.8% | +80.2% | +80.8% | +77.7% | +79.3% | +78.8% | +78.0% |
| Depreciation | 15.42 | 12.18 | 11.71 | 10.98 | 10.60 | 10.51 | 10.62 |
| Interest | 5.72 | 2.44 | 2.29 | 2.19 | 2.34 | 2.28 | 2.33 |
| Profit before tax | 933 | 1,143 | 866 | 1,101 | 957 | 1,101 | 816 |
| Tax | 239 | 270 | 227 | 254 | 216 | 256 | 209 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Revenue | 4,970 | 4,232 | 3,423 | 2,404 | 1,981 | 1,617 | 1,316 |
| Revenue growth | +17.4% | +23.6% | +42.4% | +21.4% | +22.5% | +22.9% | - |
| Other income | 0.00 | 0.00 | 1.88 | 7.70 | 14.90 | 0.64 | 1.33 |
| Total expenses | 914 | 814 | 704 | 600 | 531 | 443 | 489 |
| Employee cost | 437 | 419 | 368 | 326 | 289 | 240 | 232 |
| EBITDA | 4,056 | 3,418 | 2,719 | 1,804 | 1,450 | 1,174 | 826 |
| EBITDA margin | +81.6% | +80.8% | +79.4% | +75.1% | +73.2% | +72.6% | +62.8% |
| Depreciation | 43.68 | 39.91 | 37.00 | 33.84 | 33.18 | 31.69 | 30.25 |
| Interest | 9.07 | 8.57 | 7.71 | 5.25 | 4.44 | 3.99 | 3.63 |
| Profit before tax | 4,003 | 3,370 | 2,676 | 1,773 | 1,427 | 1,139 | 794 |
| Tax | 952 | 838 | 613 | 442 | 357 | 276 | 188 |
| Net profit | 3,051 | 2,531 | 2,063 | 1,331 | 1,071 | 863 | 606 |
| Net profit margin | +61.4% | +59.8% | +60.3% | +55.4% | +54.1% | +53.4% | +46.0% |
| EPS (₹) | 14.98 | 49.81 | 40.74 | 26.43 | 21.27 | 17.22 | 12.11 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Equity & liabilities | |||||||
| Share capital | 204 | 50.82 | 50.63 | 50.37 | 50.33 | 50.09 | 50.00 |
| Reserves & surplus | 5,698 | 8,231 | 6,706 | 4,718 | 3,521 | 2,525 | 1,935 |
| Shareholders' funds (net worth) | 5,902 | 8,282 | 6,757 | 4,768 | 3,571 | 2,575 | 1,985 |
| Secured loans | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Unsecured loans | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total liabilities | 5,902 | 8,282 | 6,757 | 4,768 | 3,571 | 2,575 | 1,985 |
| Assets | |||||||
| Gross block | 644 | 489 | 438 | 383 | 347 | 304 | 297 |
| Net block | 390 | 269 | 257 | 231 | 223 | 224 | 236 |
| Capital work in progress | 0.00 | 110 | 0.00 | 1.88 | 2.83 | 0.00 | 0.00 |
| Investments | 5,661 | 8,082 | 6,609 | 4,585 | 3,382 | 2,405 | 1,747 |
| Inventories | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sundry debtors | 87.33 | 121 | 107 | 56.00 | 46.43 | 41.14 | 40.00 |
| Cash & bank balances | 90.88 | 71.88 | 56.87 | 29.40 | 30.44 | 83.53 | 27.83 |
| Loans & advances | 128 | 65.09 | 38.21 | 53.32 | 95.03 | 73.49 | 105 |
| Total current assets | 306 | 258 | 202 | 139 | 172 | 198 | 173 |
| Total current liabilities | 350 | 332 | 284 | 220 | 203 | 235 | 167 |
| Net working capital | (43.59) | (74.05) | (81.60) | (81.74) | (30.75) | (36.95) | 5.70 |
| Total assets | 5,902 | 8,282 | 6,757 | 4,768 | 3,571 | 2,575 | 1,985 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Opening cash | 12.83 | 2.15 | 0.32 | 1.72 | 7.24 | 6.09 | 4.47 |
| Net cash from operating activities | 2,481 | 2,006 | 1,409 | 1,195 | 986 | 716 | 742 |
| Net cash from investing activities | 3,009 | (937) | (1,276) | (1,009) | (840) | (482) | (620) |
| Net cash from financing activities | (5,489) | (1,058) | (131) | (187) | (151) | (232) | (121) |
| Net change in cash | 1.31 | 10.68 | 1.84 | (1.40) | (5.53) | 1.16 | 1.62 |
| Closing cash | 90.88 | 71.88 | 56.87 | 29.40 | 30.44 | 83.53 | 27.83 |
| Particulars | FY 2025-26 | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 | FY 2019-20 |
|---|---|---|---|---|---|---|---|
| Growth | |||||||
| Sales growth | +17.4% | +23.6% | +42.4% | +21.4% | +22.5% | +22.9% | - |
| EBITDA growth | +18.7% | +25.7% | +50.7% | +24.4% | +23.5% | +42.0% | - |
| PBT growth | +18.8% | +25.9% | +50.9% | +24.2% | +25.3% | +43.5% | +9997.0% |
| Net income growth | +20.5% | +22.7% | +55.0% | +24.3% | +24.1% | +42.5% | - |
| Revenue CAGR (3Y) | +27.4% | +28.8% | +28.4% | +22.3% | - | - | - |
| EBITDA CAGR (3Y) | +31.0% | +33.1% | +32.3% | +29.7% | - | - | - |
| Profitability & leverage | |||||||
| Net income margin | +61.4% | +59.8% | +60.3% | +55.4% | +54.1% | +53.4% | +46.0% |
| Return on capital employed | +56.6% | +44.9% | +46.6% | +42.6% | +46.6% | +50.1% | +47.5% |
| Return on net worth | +43.0% | +33.7% | +35.8% | +31.9% | +34.8% | +37.8% | +36.1% |
| Debt / equity | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Long-term debt / equity | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Interest cover | 0.23 | 0.25 | 0.29 | 0.30 | 0.31 | 0.35 | 0.46 |
| Efficiency & per share | |||||||
| Fixed asset turnover | 8.78 | 9.14 | 8.34 | 6.60 | 6.13 | 5.38 | 5.22 |
| Inventory turnover | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Debtors turnover | 47.77 | 37.17 | 42.03 | 47.09 | 45.58 | 39.87 | 39.46 |
| EPS (₹) | 14.98 | 49.81 | 40.74 | 26.43 | 21.27 | 17.22 | 12.11 |
| Dividend per share (₹) | 79.60 | 22.00 | 4.00 | 3.50 | 3.00 | 3.00 | 3.00 |
| Book value per share (₹) | 28.97 | 162.97 | 133.45 | 94.66 | 70.95 | 51.40 | 39.70 |
Investments & Acquisitions by SBI Mutual Fund
SBI Mutual Fund has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Lonza.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
CDMO services for pharma, biotech, and specialty ingredients are provided. | lonza.com | Basel, Switzerland | 1897 | Feb 2024 | •••• |
Complete acquisition details for SBI Mutual Fund
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of SBI Mutual Fund
2 dated milestones of SBI Mutual Fund across 37 years, from founding to its latest funding, stage changes and deals.
- Founded SBI Mutual Fund is founded.
- Acquisition Acquires Lonza.
Competitors of SBI Mutual Fund
SBI Mutual Fund has 3 listed competitors in our database. They include HDFC Mutual Fund, DSP Mutual Fund and ICICI Prudential Asset Management Company.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hdfcfund.com | 1999 | Mumbai, India | 1,634 | Mutual fund services are provided with focus on investment management. | ||
| dspim.com | 1996 | Mumbai, India | 508 | Delivers comprehensive investment management services for funds. | ||
| icicipruamc.com | 1993 | Mumbai, India | 3,570 | Real estate funds are managed through multiple investment strategies. |
Detailed competitors of SBI Mutual Fund
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of SBI Mutual Fund
The website of SBI Mutual Fund (sbimf.com) receives about 1.7M visits a month and ranks #32,811 among all websites worldwide, #2,101 in Investing.
- Monthly visits1.7M
▲ 13.3% vs previous month
- Unique visitors626.9K
per month
- Global rank#32,811
among all websites
- Category rank#2,101
Finance · Investing
- Bounce rate52%
- Pages per visit4.2
- Average visit4 min 46 sec
- DevicesDesktop 37% · Mobile 63%
Websites whose visitors overlap most with SBI Mutual Fund. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| hdfcfund.com | 100% | 1.6M | #37,449 | View details | |
| utimf.com | 88% | 501.9K | #93,267 | View details | |
| icicipruamc.com | 87% | 1.2M | #47,186 | View details | |
| tatamutualfund.com | 84% | #77,126 | View details | ||
| franklintempletonindia.com | 84% | #102,663 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for SBI Mutual Fund
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
2 companies that operate in the same segment as SBI Mutual Fund (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Sbi Mutual Fund
Complete news archive for SBI Mutual Fund
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Articles about SBI Mutual Fund on our blog
Frequently Asked Questions about SBI Mutual Fund
SBI Mutual Fund was founded in 1987.
SBI Mutual Fund is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind SBI Mutual Fund, Sbi Funds Management Limited, reported revenue of ₹4,990 Cr for FY 2026, up 17% year on year.
SBI Mutual Fund provides mutual funds management and financial advisory services, focusing on offering financial products and advice, managing assets, managing mutual funds, and providing financial advice. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets.
SBI Mutual Fund's top competitors include HDFC Mutual Fund, ICICI Prudential Asset Management Company and DSP Mutual Fund.
Yes, SBI Mutual Fund is publicly traded on NSE under the ticker symbol SBIFUNDS.
SBI Mutual Fund has made 1 acquisition, including Lonza.
SBI Mutual Fund is associated with 2 legal entities: Sbi Funds Management Limited, Sbi Mutual Fund Trustee Company Private Limited.
The legal entities of SBI Mutual Fund currently have 19 directors, including Moiz Mohsin Miyajiwala, Shekhar Bhatnagar, Sudha Krishnan and others.
Yes. SBI Mutual Fund publishes SBI Mutual Fund - InvesTap and 1 more app, with over 5 million downloads.
The website of SBI Mutual Fund receives about 1.7 million visits a month and ranks #32,811 among all websites worldwide.
