SBI Funds Management Ltd. వార్షిక వృద్ధి వివరాలు ఆధారంగా కంపెనీ చరిత్ర

Our Company was originally incorporated as ‘SBI Funds Management Private Limited’ as a private limited company under the Companies Act, 1956, at Mumbai, Maharashtra, pursuant to a certificate of incorporation dated February 7, 1992 (“Original COI”) issued by the Registrar of Companies, Maharashtra. Pursuant to an intimation made by our Company under Section 43A(2) of the Companies Act, 1956, our Company was converted to a public limited company and the name of our Company changed to ‘SBI Funds Management Limited’. Consequently, the Original COI was amended by the Registrar of Companies, Maharashtra to reflect such change in our name w.e.f. June 30, 1992. Following the subsequent deletion of Section 43A(2) of the Companies Act, 1956, our Company was converted to a private limited company pursuant to the resolutions of our Board and our Shareholders each dated May 16, 2001, and the name of our Company was changed to ‘SBI Funds Management Private Limited’. Consequently, the Original COI was amended by the Registrar of Companies, Maharashtra to reflect such change in our name w.e.f. August 24, 2001. Subsequently, our Company was converted to a public limited company and the name of our Company changed to ‘SBI Funds Management Limited’ pursuant to a resolution of our Board dated October 22, 2021 and our Shareholders dated November 23, 2021, and a fresh certificate of incorporation dated December 16, 2021 was issued by the Registrar of Companies, Maharashtra at Mumbai.

1992

- Incorporation of our Company as ‘SBI Funds Management Private Limited’

2004

- Registered as a portfolio manager under SEBI Portfolio Manager Regulations

2006

- Launch of offshore products through SBI Resurgent India Opportunities Fund, an offshore fund

2012

- SBI Mutual Fund completes 25 years of operations

2013

- Acquisition of Daiwa Mutual Fund schemes

2014

- Inauguration of 51 branches across B-15 cities in India (cities beyond the top 15 cities in India)

2015

- Launch of alternative investment fund business through registration of ‘SBI Alternative Equity Fund’

- Became the first asset management company in India to adopt CFA Institute’s Asset Manager Code of Professional Conduct in India

- Crossed ?100,000.00 million in AUM

2018

- Became a signatory to the United Nations-supported Principles for Responsible Investment (UN-PRI)

2019

- Employees’ Provident Fund Organization appoints our Company as its portfolio manager to manage its portfolio of investments

2020

-Became the largest mutual fund company in India in passive QAAUM (quarterly average assets under management by market share)

- Became the first asset management company in India to adopt and publish the Stewardship Code

2021

- Collected the largest amount in a new fund offer with SBI Balanced Advantage Fund, an open-ended dynamic asset allocation fund launched by our Company

2022

- Highest fund-raising in a new fund offer in the multicap fund category with SBI Multicap Fund, an openended equity scheme investing across large, mid and small cap stocks, launched by our Company

2024

- Crossed ?1,000,000.00 million in AUM

2025

- Launched ‘Jannivesh SIP’, which provides investments starting at ?250.00, in partnership with fintech platforms

- Launched the Magnum Hybrid Long Short Fund under Magnum SIF, within the new Specialized Investment Fund (SIF) framework

2026

- Crossed ?1,200,000.00 million in AUM