Fundalysisby DARKHORSESTOCKS

Fund manager · SBI

Rohit Shimpi

Fund Manager at SBI. Runs 7 schemes worth ₹25,356 Cr.

  • Fund house

    SBIThey run their schemes at SBI.

  • AUM they run

    ₹25,356 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

    7 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Apr 2026.

  • Experience

    22 years22 Years

Profile(SBI's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
B. Com, PGDBM, CFA Charter holder
Age
46 years
Experience
22 Years

Schemes now7

  1. SBI Dividend Yield Fund₹8,059 Cr
  2. SBI PSU Fund₹6,354 Cr
  3. SBI ESG Exclusionary Strategy Fund₹4,984 Cr
  4. SBI Retirement Benefit Fund Aggressive Plan₹3,066 Cr
  5. SBI Retirement Benefit Fund Aggressive Hybrid Plan₹1,587 Cr
  6. SBI US Specific Equity Active FoF₹1,168 Cr
  7. and 1 more, all below

AUM they run(Jan 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202625,356−5.7%
Aug 202626,894−0.2%
Jul 202626,943+1.2%
Jun 202626,616+1.8%
May 202626,150−0.7%
Apr 202626,329+9.6%
Mar 202624,022−11.3%
Feb 202627,086+2.4%
Jan 202626,463−1.1%
Dec 202526,755−0.3%
Nov 202526,842+0.2%
Oct 202526,782+2.6%
AUM at month end, Sept 2026
₹25,356 Cr
−5.3% since Oct 2025
Fig. 1.The AUM of the schemes Rohit Shimpi 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 2013 – now)

  1. Dividend Yield Fund
  2. ESG Exclusionary Strategy Fund
  3. Retirement Benefit Fund Aggressive Plan
  4. Retirement Benefit Fund Aggressive Hybrid Plan
  5. Retirement Benefit Fund Conservative Plan
  6. PSU Fund
  7. US Specific Equity Active FoF
SBI2014201620182020202220242026
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 2013 – now)

SBI

7 now · since Mar 2013
  1. SBI Dividend Yield Fund
    Fund managerMar 2013—13y 8m₹8,059 CrDividend YieldTER 0.75%

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

Performance(7 schemes)

Growth · Direct plans

Return as manager
+10.08%
Beat peers
2 of 7
vs peers
−2.85 pt
Longest run
5.8 years
Beat benchmark
Upcoming
Each scheme Rohit Shimpi ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
SBI ESG Exclusionary Strategy Fund
Jan '21–now · 5.8y
+10.60%+15.16%−4.55 pt––
SBI Retirement Benefit Fund Aggressive Plan
Oct '21–now · 5.0y
+10.08%+7.84%+2.24 pt––
SBI Retirement Benefit Fund Conservative Plan
Oct '21–now · 5.0y
+6.67%+8.31%−1.64 pt––
SBI Retirement Benefit Fund Aggressive Hybrid Plan
Oct '21–now · 5.0y
+10.05%+7.84%+2.21 pt––
SBI Dividend Yield Fund
Mar '23–now · 3.6y
+12.51%+15.36%−2.85 pt––
SBI PSU Fund
Jun '24–now · 2.4y
+0.66%+5.25%−4.59 pt––
SBI US Specific Equity Active FoF
Feb '25–now · 1.7y
+25.89%+29.08%−3.19 pt––
Fig. 1.Each scheme Rohit Shimpi ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(1 now)

  1. Ardhendu BhattacharyaRetirement Benefit Fund Aggressive Plan · Retirement Benefit Fund Aggressive Hybrid Plan · Retirement Benefit Fund Conservative Plan3 schemes