Archive · 26 Jul 2026
SBI Funds' Alternative Assets Seen as Growth Driver
SBI Funds Management is known for its mutual funds, but analysts are excited about its growing business in alternative assets like PMS, AIFs, and SIFs.
These services cater to wealthy investors and offer higher revenue and better profits.
The company leads in these areas, with significant market shares.
This diversification helps SBI Funds manage challenges in the traditional mutual fund market and supports long-term growth.
Analysts predict strong revenue and profit growth in the coming years.
SBI Funds Management is expanding into alternative assets like PMS, AIFs, and SIFs.
These services target high-net-worth individuals and offer higher revenue yields.
SBI Funds leads in PMS and SIF segments with significant market shares.
Alternative assets are growing faster than traditional mutual funds.
Analysts predict strong revenue and profit growth for SBI Funds in the coming years.
- Who
- SBI Funds Management
- What
- Expansion into alternative assets like PMS, AIFs, and SIFs
- When
- FY24-FY29
- Where
- India
- Why
- To diversify revenue and improve profitability
Traditional Mutual Funds
Alternative Assets
Investor Base
Traditional Mutual Funds
Caters to retail investors with standardized products.
Alternative Assets
Targets high-net-worth individuals, family offices, and institutional investors with customized strategies.
Revenue Growth
Traditional Mutual Funds
Faces fee compression and pricing pressure.
Alternative Assets
Offers higher revenue yields and supports profitability.
Market Share
Traditional Mutual Funds
Dominant in the mutual fund segment.
Alternative Assets
Leads in PMS and SIF segments with significant market shares.
- Company
- SBI Funds Management
- PMS Market Share
- 39.7%
- SIF Market Share
- 28.2%
- AIF Growth Rate
- 29% CAGR (FY24-FY26)
- Non-Mutual Fund Revenue Growth
- 24% CAGR (FY24-FY26)
- Expected Revenue CAGR (FY26-FY29)
- 14%
- Expected EBITDA CAGR (FY26-FY29)
- 15%