Asset manager · Mumbai, India
SBI Funds Management Limited
SEC-registered investment adviser · CRD 142968 · SEC 801-67514
At a glance
SBI Funds Management Limited is an SEC-registered investment adviser based in Mumbai, India, with $219.9 billion in regulatory assets under management as of its Form ADV filed June 27, 2026. Its largest client group by assets is state or municipal government entities, and it reports 1,916 individual clients. By Form ADV it is a asset manager, ranked 68th of 3,218 asset managers and 115th of 17,210 SEC-registered advisers by assets.
Main office +912261793000sbifunds.comAs filed on Form ADV
- Regulatory AUM
- $220B
- Rank among asset managers
- #68 of 3,218
- Rank among all SEC RIAs
- #115 of 17,210
- Individual clients
- 1,916
- High-net-worth clients
- 1,916
- Accounts
- 1,993
- Discretionary
- 98% of AUM
- Employees
- 2,463
- Advisory staff
- 71
- Offices
- 1
Owners and executives on its Form ADV
- Srinivas J. SundarrajChief of Strategy, Digital, Technology and Head Investor Relations
- Vinaya DatarChief Compliance Officer, Company Secretary & Head Legal
- Devinder P. SinghJoint CEO
- Denys De CampigneullesExecutive Director and Deputy Chief Executive Officer
- Srinivasan Rama IyerChief Investment Officer - Equity
- Rajeev RadhakrishnanChief Investment Officer & Head of Reserach - Fixed Income
- Nand KishoreManaging Director and CEO
- Ramakrishna BalasubramanianChief Operating Officer
Custody and brokerage
2 custodians
- Standard Chartered Bank$122B80%
- Sbi-Sg Global Securities Services Private LimitedAffiliate of the firm$31B20%
Other RIAs using Standard Chartered BankOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 3 | $133B | 60% |
| Pooled investment vehicles | 2 | $46B | 21% |
| Pension and profit sharing plans | 23 | $38B | 17% |
| Banking or thrift institutions | 9 | $2.7B | 1% |
| Corporations or other businesses | 40 | $163M | <1% |
| High-net-worth individuals | 1,916 | $151M | <1% |
Disciplinary disclosures
SBI Funds Management Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sbifunds.com ↗
AtlasMembers
The full record on SBI Funds Management Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 139 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does SBI Funds Management Limited manage?
SBI Funds Management Limited reports $219.9 billion in regulatory assets under management across 1,993 accounts, 98% of it on a discretionary basis, on its Form ADV filed June 27, 2026.
What kind of firm is SBI Funds Management Limited?
SBI Funds Management Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are SBI Funds Management Limited’s clients?
By assets, its largest client types are state or municipal government entities ($133.0 billion, 3 clients); pooled investment vehicles ($46.3 billion, 2 clients); pension and profit sharing plans ($37.6 billion, 23 clients).
Does SBI Funds Management Limited have any disciplinary history?
SBI Funds Management Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is SBI Funds Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →