Fund house

SBI

Its schemes hold 647 companies worth ₹8,92,669 Cr in Sept 2026.

AUM
₹13,25,972 CrSBI's AUM averaged over Aug 2026, as AMFI reports it. Up 1.0% on Jul 2026, ₹13,12,433 Cr.
Largest holding
HDFC BankHDFC Bank is 4.5% of SBI's AUM.
Largest sector
BanksCompanies in Banks make up 15.9% of SBI's AUM.
Top 10 holdings
24.4% of AUMThe 10 largest holdings together make up 24.4% of SBI's AUM.

Fund managers^{(Sept 2026)}

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.

Raviprakash Sharma	Chief Dealer (Equity) & Fund Manager	B.Com	5	–	3,20,944	+11.3%	26 years	Mar '13
Rajeev Radhakrishnan	Chief Investment Officer & Head of Research (Fixed Income)	MMS B.E.	15	–	2,61,264	+7.3%	22 years	Jun '08
R Srinivasan	Chief of Strategy, Digital & Technology and Head – Investor Relations	B.Com	5	–	1,85,533	+17.4%	31 years	Jan '12
Dinesh Balachandran	Fund Manager, Head – Investments, Head of Research (Equity)	CFA B.Tech	6	–	1,60,000	+10.6%	23 years	Sep '16
Mansi Sajeja	Fund Manager	CFA PGDM	5	–	1,35,970	+8.9%	17 years	Jun '21
Saurabh Pant	Fund Manager	B.Com	3	–	1,02,979	+8.1%	18 years	Sep '16
Ardhendu Bhattacharya	Fixed Income Dealer & Fund Manager	PGDM	12	–	96,762	+6.9%	15 years	Jun '21
Anup Upadhyay	Fund Manager	PGDM B.Tech	4	–	65,479	+2.7%	14 years	Apr '18
Vandna Soni	Fund Manager	MBA	4	–	58,740	+22.9%	11 years	Jan '24
Neeraj Kumar	Dealer (Equity) & Fund Manager	CA B.Com	2	–	51,722	+8.3%	27 years	May '15
Viral Chhadva	Equity Dealer & Fund Manager	CFA	27	–	49,050	−1.6%	19 years	Jan '24
Ranjana Gupta	Dealer and Fund Manager	B.Com	7	–	38,005	+7.2%	29 years	May '19
Bhavin Vithlani	Fund Manager	MMS B.Com	2	–	27,983	+10.2%	21 years	Jan '22
Rohit Shimpi	Fund Manager	CFA PGDM B.Com	7	–	25,356	+10.1%	22 years	Mar '13
Ruchit Mehta	Fund Manager	CFA B.Com	1	–	23,456	–	20 years	Jun '26
Milind Agrawal	Fund Manager	CFA PGDM B.Tech	2	–	20,528	+9.2%	16 years	Aug '19
Tanmaya Desai	Fund Manager	MBA B.E.	4	–	20,301	+9.7%	20 years	Jun '11
Lokesh Mallya	Fund Manager & Credit Analyst	CFA FRM MBA	4	–	16,702	+7.6%	18 years	Feb '17
Mohit Jain	(Fund Manager & Credit Analyst)	CFA B.E.	13	–	10,577	+6.3%	13 years	Mar '19
Sudhir Agarwal	Fund Manager	CFA PGDM M.Com	2	–	9,568	+2.1%	19 years	Jul '25
Vivek Gedda	Fund Manager	MBA B.Tech	2	–	9,280	+7.2%	15 years	Apr '24
Raj Gandhi	Fund Manager	CFA MMS	1	–	7,966	+14.7%	18 years	Feb '22
Nidhi Chawla	Fund Manager	CFA	3	–	7,874	+0.4%	17 years	Jan '22
Ashit Desai	Fund Manager	FRM PGDM B.Com	1	–	2,642	−0.3%	19 years	Apr '24
Sukanya Ghosh	Fund Manager	CA FRM B.Com	1	–	2,600	−5.7%	21 years	Dec '24
Mohan Lal			1	–	366	+15.2%	–	May '24
Jignesh Shah	Dealer – Fixed Income & Fund Manager	CFA B.Com	2	–	82.6	+2.5%	25 years	Aug '25

AUM by lead manager^{(Sept 2026)}

Raviprakash Sharma25%₹3,20,944 Cr
R Srinivasan15%₹1,85,533 Cr
Rajeev Radhakrishnan13%₹1,63,864 Cr
Dinesh Balachandran11%₹1,38,956 Cr
Saurabh Pant7%₹92,871 Cr
Neeraj Kumar4%₹51,722 Cr
Viral Chhadva4%₹49,050 Cr
Ranjana Gupta3%₹38,005 Cr
Vandna Soni3%₹32,283 Cr
Mansi Sajeja2%₹31,152 Cr

Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. 0.0% has no manager on record. Source: AMFI.

Joined and left^{(Jul 2023 – now)}

Moves, Sept 2026

Fig. 1.Moves a month, Jul 2023 – Sept 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Sept 2026

25 moves

Anup Upadhyay took on 3 schemes
30 SeptSBI Long Term Advantage Fund Series VI, SBI Flexicap Fund and 1 more
Ardhendu Bhattacharya took on 8 schemes
30 SeptSBI Retirement Benefit Fund Aggressive Plan, SBI Income Plus Arbitrage Active FoF and 6 more
Ashit Desai joined
30 SeptSBI Consumption Opportunities Fund
Bhavin Vithlani took on 1 scheme
30 SeptSBI Midcap Fund
Dinesh Balachandran took on 5 schemes
30 SeptSBI Contra Fund, SBI Multi Asset Allocation Fund and 3 more
Lokesh Mallya joined
30 SeptSBI Credit Risk Fund, SBI Children s Fund Investment Plan and 2 more
Mansi Sajeja took on 2 schemes
30 SeptSBI Multi Asset Allocation Fund, SBI Aggressive Hybrid Fund
Milind Agrawal took on 1 scheme
30 SeptSBI Banking And Financial Services Fund
Mohan Lal joined
30 SeptSBI Long Term Advantage Fund Series V
Mohit Jain took on 4 schemes
30 SeptSBI Fixed Maturity Plan FMP Series 60, SBI Fixed Maturity Plan FMP Series 34 and 2 more
Nidhi Chawla took on 2 schemes
30 SeptSBI Long Term Advantage Fund Series VI, SBI Dynamic Asset Allocation Active FoF
R Srinivasan joined
30 SeptSBI Smallcap Fund, SBI Long Term Advantage Fund Series IV and 3 more
Raj Gandhi took on 1 scheme
30 SeptSBI Energy Opportunities Fund
Raj Gandhi handed over 1 scheme
30 SeptSBI Gold Fund
Rajeev Radhakrishnan took on 12 schemes
30 SeptSBI Corporate Bond Fund, SBI Liquid Fund and 10 more
Ranjana Gupta took on 4 schemes
30 SeptSBI CRISIL IBX SDL Index Sept 2027 Fund, SBI Overnight Fund and 2 more
Rohit Shimpi took on 6 schemes
30 SeptSBI Dividend Yield Fund, SBI ESG Exclusionary Strategy Fund and 4 more
Ruchit Mehta joined
30 SeptSBI MultiCap Fund
Saurabh Pant took on 2 schemes
30 SeptSBI Large and Midcap Fund, SBI Large Cap Fund
Sudhir Agarwal took on 1 scheme
30 SeptSBI Gilt Fund
Tanmaya Desai took on 3 schemes
30 SeptSBI MNC Fund, SBI Healthcare Opportunities Fund and 1 more
Vandna Soni took on 1 scheme
30 SeptSBI Multi Asset Allocation Fund
Viral Chhadva took on 9 schemes
30 SeptSBI BSE PSU Bank Index Fund, SBI Nifty Bank Index Fund and 7 more
Vivek Gedda took on 1 scheme
30 SeptSBI Technology Opportunities Fund
Sudhir Agarwal joined
29 SeptSBI 10 year Constant Maturity Gilt Fund

Aug 2026

9 moves

Viral Chhadva took on 9 schemes
27 AugSBI Nifty Private Bank ETF, SBI Nifty IT ETF and 7 more
Ardhendu Bhattacharya took on 1 scheme
26 AugSBI Nifty 10 yr Benchmark G Sec ETF
Jignesh Shah joined
26 AugSBI Nifty 1D Rate Liquid ETF IDCW, SBI Nifty 1D Rate Liquid ETF Growth
Mansi Sajeja took on 1 scheme
26 AugSBI Conservative Hybrid Fund
Milind Agrawal joined
26 AugSBI Conservative Hybrid Fund
Rajeev Radhakrishnan took on 1 scheme
26 AugSBI CRI IBX SDL Index June 2034 Ind Fund
Raviprakash Sharma took on 1 scheme
26 AugSBI BSE 100 ETF
Saurabh Pant joined
26 AugSBI Conservative Hybrid Fund
Viral Chhadva took on 3 schemes
26 AugSBI BSE PSU Bank ETF, SBI Nifty Bank ETF and 1 more

Jul 2026

15 moves

Anup Upadhyay joined
30 JulSBI Quality Fund
Ardhendu Bhattacharya took on 1 scheme
30 JulSBI Banking and PSU Debt Fund
Bhavin Vithlani joined
30 JulSBI Infrastructure Fund
Dinesh Balachandran joined
30 JulSBI ELSS Tax Saver Fund
Mansi Sajeja took on 1 scheme
30 JulSBI Equity Savings Fund
Mohit Jain took on 4 schemes
30 JulSBI Fixed Maturity Plan FMP Series 61, SBI Fixed Maturity Plan FMP Series 1 and 2 more
Neeraj Kumar took on 1 scheme
30 JulSBI Equity Savings Fund
Nidhi Chawla joined
30 JulSBI Equity Savings Fund
Rajeev Radhakrishnan took on 1 scheme
30 JulSBI Banking and PSU Debt Fund
Ranjana Gupta took on 1 scheme
30 JulSBI CPSE Bond Plus SDL Sep 2026 50 50 Index Fund
Sukanya Ghosh joined
30 JulSBI Quant Fund
Tanmaya Desai joined
30 JulSBI Automotive Opportunities Fund
Vandna Soni took on 1 scheme
30 JulSBI Equity Savings Fund
Viral Chhadva took on 5 schemes
30 JulSBI BSE Sensex Index Fund, SBI Nifty Midcap 150 Index Fund and 3 more
Vivek Gedda joined
30 JulSBI Innovative Opportunities Fund