- Q1. What is the business of SBI Funds Management Limited?
It is India’s largest AMC managing mutual funds, ETFs, and portfolio services with ₹12+ lakh crore AUM, serving millions across retail and institutional investors. - Q2. Why is the company raising funds via IPO?
The IPO is purely an Offer for Sale, allowing promoters like SBI and Amundi to partially exit and unlock value; company will receive no fresh capital. - Q3. What is the size of the issue and where will it list?
The IPO is 100% Offer for Sale (OFS) of ~20.37 Cr Equity shares. It will be listed on NSE and BSE platform. - Q4. What are the key risks to an investor?
Key risks include revenue depends on market-linked AUM performance, intense AMC competition, regulatory fee caps, and rising shift toward low-cost passive investing affecting margins. - Q5. What are the potential upsides?
Potential upsides include market leader with strong brand backing, high profitability, scalable asset-light model, and growth from increasing mutual fund penetration in India. - Q6. How to apply for the IPO?
Investors can apply for the IPO through ASBA via net banking or using UPI through registered stock brokers once the IPO opens for subscription.
Upcoming
SBI Funds Management Limited
0
IPO Score
0
*Score varies on actual price
SBI Funds Management Limited is a leading asset management company engaged in managing mutual funds and providing portfolio management and investment advisory services to institutional and retail investors. It operates as the investment manager to SBI Mutual Fund, handling a wide range of equity, debt, and hybrid investment schemes.
SBI Funds Management Limited was incorporated on 7 February 1992 & currently Mr. Devinder Pal Singh serves as the CEO of the company.
SBI Funds Management Limited filed its DRHP with SEBI on March 19, 2026. The IPO features 100% Offer for Sale of ~ 20.37 Cr equity shares.
It offers a wide range of investment products including equity, debt, hybrid mutual funds, ETFs, index funds, and alternative investment products, along with portfolio management and advisory services for institutional and HNI clients.It has a strong nationwide distribution network (via SBI branches & partners) and serves millions of investors (50+ lakh+) across India, with a leading ~15.5%-16% market share, making it the largest AMC in India.
Subscription date to apply for SBI Funds Management Limited is yet to be announced. Price band for the IPO is yet to be declared.
Revenue, PAT, EBITDA
Year |
2025 |
|---|---|
Networth
|
₹ 8297.53 Cr
|
Revenue
|
₹ 3597.75 Cr
|
EBITDA
|
₹ 3412.94 Cr
|
PAT
|
₹ 2540.15 Cr
|
EBITDA Margin
|
~94.86%
|
PAT Margin
|
~ 70.60%
|
Face Value
|
Rs.01 per Equity Share
|
IPO Important Dates
# |
Date |
|---|---|
Open Date
|
TBA
|
Close Date
|
TBA
|
Anchor Investor Bidding
|
TBA
|
Allotment Date
|
TBA
|
Refunds& Demat Credit
|
TBA
|
Tentative Listing Date
|
TBA
|
Use Of Proceeds
Purpose |
Amount |
|---|---|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
General Corporate Purpose
|
Balance
|
Financial Data
# |
2023 |
2024 |
2025 |
|---|---|---|---|
Revenue (₹ Cr)
|
2161.58
|
2690.55
|
3597.75
|
PAT (₹ Cr)
|
1339.71
|
2072.78
|
2540.15
|
Asset (₹ Cr)
|
4984.23
|
7106.93
|
8771.85
|
Net Worth (₹ Cr)
|
4751.38
|
6747.74
|
8297.53
|
IPO Grey Market Premium
Date |
IPO Price |
IPO GMP |
Profit Per Lot |
|---|---|---|---|
23-Aug
|
₹ –
|
₹ –
|
₹ –
|
22-Aug
|
₹ –
|
₹ –
|
₹ –
|
21-Aug
|
₹ –
|
₹ –
|
₹ –
|
20-Aug
|
₹ –
|
₹ –
|
₹ –
|
19-Aug
|
₹ –
|
₹ –
|
₹ –
|
Promoters – Pre offer equity (Approx)
Promoters |
% Shares |
|---|---|
State Bank of India
|
~ 61.76 %
|
Amundi India Holding
|
~ 36.26 %
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Lot Size details
Application Type |
Lot Size |
No. of Lot |
No. of Shares |
Investment Amount |
|---|---|---|---|---|
Retail (Min)
|
–
|
1
|
–
|
₹ –
|
Retail (Max)
|
–
|
13
|
–
|
₹ –
|
HNI (Min)
|
–
|
14
|
–
|
₹ –
|
HNI (Max)
|
–
|
66
|
–
|
₹ –
|
Big HNI (Min)
|
–
|
67
|
–
|
₹ –
|
Key Performance Index (KPI)
ROE |
00 |
|---|---|
ROCE
|
00
|
RoNW
|
00
|
Lead / Book Running Lead Managers
Kotak Mahindra Capital Company Limited Axis Capital Limited HSBC Securities and Capital Markets (India) Private Limited BofA Securities India Limited SBI Capital Markets Limited Jefferies India Private Limited, ICICI Securities Limited JM Financial Limited, Motilal Oswal Investment Advisors Limited
Registrar (RTA)
KFin Technologies Limited
JOIN OUR SOCIAL-MEDIA PLATFORMS TO STAY UPDATED
Checkout more upcoming IPO's
Pioneer Fil-Med Limited
Pioneer Fil-Med Limited is engaged in manufacturing railway, metro and renewable energy components, including traction...
Read More
SBI Funds Management Limited
SBI Funds Management Limited is a leading asset management company engaged in managing mutual funds...
Read More
OnEMI Technology Solutions Limited
OnEMI Technology Solutions Limited is a technology-enabled digital lending company that operates the Kissht platform,...
Read More
Supreet Chemicals Limited
Supreet Chemicals Limited is a specialty chemical intermediates manufacturer serving industries such as textiles, pharmaceuticals,...
Read More
Executive Centre India Limited
Executive Centre India Limited provides premium flexible workspace and serviced office solutions by leasing Grade-A...
Read More