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SBI Funds AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by SBI Funds AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The SBI Funds Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, SBI Funds Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

SBI Funds AIF - Business Summary

Total AUM

Rs.1518453.79 Cr.

Avg. 1 Year Return

4.20%

Active Clients

1918

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

9 Years

Compounded Annual Returns of SBI Funds Alternative Investment Fund

1 Year

4.20%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

SBI Funds AIF Charges or Fees

Fixed Fees

2.50% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


SBI Funds AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Sbi Funds Optimal Equity AIF Strategy
Not Disclosed
4.20%

Top Fund Managers of SBI Funds Alternative Investment

#1

Mr. Gaurav Mehta

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Investment Solutions offered by SBI Funds Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by SBI Funds Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

SBI Funds AIF Dashboard or Backoffice Platform

Web Platform


SBI Funds Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in SBI Funds AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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SBI Funds Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000008066

Contact Person

Amit Gupta

Email ID

agupta@askinvestmentmanagers.com

Telephone No.

022-6652-0000

Address

Birla Aurora, 16 level, Office Floor 9, , Dr Annie Besant Road, Worli,, MUMBAI, MAHARASHTRA, 400030

Starting Date

Jan 01, 2016

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