Fund manager · SBI

Mohit Jain

(Fund Manager & Credit Analyst) at SBI. Runs 13 schemes worth ₹10,577 Cr.

Fund house
SBIThey run their schemes at SBI.
AUM they run
₹10,577 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.
Schemes
13 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2026.
Experience
13 years13 years

Profile^{(SBI's SAI, 30 Jun 2026)}

About

Role: (Fund Manager & Credit Analyst)
Studied: B.E (Engineering), CFA
Age: 37 years
Experience: 13 years

Schemes now13

SBI Medium Term Fund₹6,419 Cr
SBI Medium to Long Term Fund₹2,036 Cr
SBI Fixed Maturity Plan FMP Series 61₹366 Cr
SBI Fixed Maturity Plan FMP Series 53₹337 Cr
SBI Fixed Maturity Plan FMP Series 51₹325 Cr
SBI Fixed Maturity Plan FMP Series 55₹277 Cr
and 7 more, all below

AUM they run^{(Apr 2020 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	10,577	−1.9%
Aug 2026	10,781	0.0%
Jul 2026	10,786	+0.4%
Jun 2026	10,747	+1.1%
May 2026	10,625	−0.1%
Apr 2026	10,638	−1.6%
Mar 2026	10,807	−2.5%
Feb 2026	11,089	0.0%
Jan 2026	11,094	−1.1%
Dec 2025	11,212	−0.5%
Nov 2025	11,268	+0.6%
Oct 2025	11,202	+1.6%

AUM at month end, Sept 2026

₹10,577

−5.6% since Oct 2025

Fig. 1.The AUM of the schemes Mohit Jain ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time^{(Mar 2019 – now)}

SBI2020202120222023202420252026

Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes^{(Mar 2019 – now)}

SBI

13 now · since Mar 2019

SBI Medium Term Fund
Fund managerDec 2023—2y 11m₹6,419 CrMedium Term

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance^{(12 schemes)}

Growth · Direct plans

Return as manager: +6.28%
Beat peers: 3 of 12
vs peers: −0.14 pt
Longest run: 7.5 years
Beat benchmark: Upcoming

Each scheme Mohit Jain ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

SBI Fixed Maturity Plan FMP Series 1	Apr '19–now · 7.5y	+7.99%	+8.02%	−0.04 pt	–	–
SBI Fixed Maturity Plan FMP Series 34	May '20–now · 6.4y	+6.30%	+6.58%	−0.29 pt	–	–
SBI Fixed Maturity Plan FMP Series 51	Sep '21–now · 5.1y	+6.01%	+6.41%	−0.40 pt	–	–
SBI Fixed Maturity Plan FMP Series 52	Oct '21–now · 5.0y	+6.14%	+6.50%	−0.36 pt	–	–
SBI Fixed Maturity Plan FMP Series 53	Nov '21–now · 4.9y	+6.25%	+6.52%	−0.27 pt	–	–
SBI Fixed Maturity Plan FMP Series 54	Nov '21–now · 4.9y	+6.27%	+6.44%	−0.17 pt	–	–
SBI Fixed Maturity Plan FMP Series 55	Nov '21–now · 4.9y	+6.20%	+6.31%	−0.11 pt	–	–
SBI Fixed Maturity Plan FMP Series 58	Jan '22–now · 4.8y	+6.47%	+6.45%	+0.01 pt	–	–
SBI Fixed Maturity Plan FMP Series 60	Feb '22–now · 4.6y	+6.46%	+6.46%	+0.00 pt	–	–
SBI Fixed Maturity Plan FMP Series 61	Mar '22–now · 4.5y	+6.47%	+6.52%	−0.04 pt	–	–
SBI Medium Term Fund	Dec '23–now · 2.9y	+7.63%	+8.07%	−0.44 pt	–	–
SBI Medium to Long Term Fund	Jul '25–now · 1.3y	+3.32%	+2.81%	+0.52 pt	–	–

Fig. 1.Each scheme Mohit Jain ran, against its peers and benchmark over the same months. Source: AMFI.

Works with^{(1 now)}

Lokesh MallyaMedium Term Fund1 scheme