Year of Inception | 2016 |
Number of Stocks | 23 |
Investment Horizon | Long Term |
Fund Managers | Ms Aparna Shankar |
Fund Snapshot
Year of Inception | 2016 |
Number of Stocks | 23 |
Investment Horizon | Long Term |
Fund Managers | Ms Aparna Shankar |
Invest Now
By submitting the form you authorize AIF & PMS Experts India to call or email you.
About Fund Manager
Aparna Shanker ( Portfolio Manager )
Aparna began her career with SBIFM in 2007 as a research analyst before being promoted to Portfolio Manager. She spent four years as a research analyst at Sahara Asset Management and Birla Global Finance before joining SBI Funds Management.
Aparna Shanker has more than 32 years of expertise in the Indian mutual fund business. In 1989, she began her work at Unit Trust of India.
She was named one of the ‘Top 100 Women in Finance’ by the Association of International Wealth Management in India in March 2019.
Aparna has a bachelor’s degree in science and general law, as well as an MBA in finance and a postgraduate diploma in forex and Treasury management. She is an IIM Ahmedabad alumna who finished the Management Development Program.
Investment Philosophy
Here’s more about the ESG framework followed by SBI Growth and Value PMS:
Unique Feature
SBI Growth with Values PMS Funds Management Limited has become one of India’s top players, offering advice to several financial institutions, pension funds, and domestic and foreign asset management firms. We also utilise our wealth management expertise to provide opulent retail services to High Net-worth Investors. They built their PMS solutions after learning about investors’ needs and anticipated returns. They are a joint venture between SBI and one of the top investment management firms in the world, AMUNDI (France).
Management: Seeking businesses with honesty, long-term planning, a solid track record, effective capital allocation, and openness and accountability
Business: Companies that can benefit from the magnitude of the opportunity, the return on capital, the pricing power, the capital intensity, and the risk of disruption are chosen.
Valuation: Examine discounted cash flow and comparable valuations to find firms.
SBI Growth with Values is a multi-cap-focused strategy that primarily searches for businesses using predetermined ESG criteria. They want to purchase outstanding companies run by wonderful people for a fair price.
Fund Overview
Related Products
Uncover Your Investment Potential with Process-Driven Insights
Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.