Funds managed
| Fund name | Asset Class | License |
| Alternative Equity Fund | SEBI AIF Cat 3 | |
| Growth with Values | PMS |
About the AMC
- Joint Venture between SBI and AMUNDI (France), one of the world’s leading fund management companies.
- SBI Funds Management has emerged as one of the largest player in India advising various financial institutions, pension funds, and local and international asset management companies.
- SBI Funds Management has been successfully managing and advising India’s dedicated offshore funds since 1988.
- As part of the various asset management bouquets of products offered by the SBI Funds Management Private Limited, they additionally offer alternate asset investment products through Alternative Investment Funds. They launched the first alternative investment fund in 2015 and more funds are on the anvil as the space is still nascent and a lot of opportunities exist. With a defined regulatory framework in place, they see AIFs growing faster and boosting investments in the country with participation from domestic as well as foreign investors.
- Something about the key fund manager
Fund Manager Name: Ms Aparna Shankar
Fund Manager Experience: Total Exp – 29 Years, With SBI – 11 Years
Fund Manager Qualification: MBA Finance and PGDM focused in Treasury & Forex Mgmt from ICFAI University
No further information can be found on CAT 3 Funds.
Investment Philosophy (Specific to fund)
Investing in companies as per ESG framework i.e. Meeting positive standards of Environmental, Social, Governance responsibility. Focuses on niche businesses having a conducive universe for multi-fold growth with longevity. Invest in companies which are disproportionately high beneficiaries of Economic Growth.
• GOOD CORPORATE GOVERNANCE: Respecting the interests of all stakeholders
• SOCIAL RESPONSIBILITY: Company’s dealing with employees, customers and communities are cordial
• ENVIRONMENT FRIENDLY: Avoid Environment destructing businesses
Analyst questions –
Prepared by – Ridhima Jaisinghani
Date – 5th May 2020
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