• Divestment roadmap: The IPO comprises a 10% stake sale—6.3% from State Bank of India and 3.67% from Amundi—as part of a 10-year plan to divest 25% alongside a 2% ESOP allocation.
• Asset scale and reach: The firm manages approximately ₹29 lakh crore in total assets (including ₹13.5 lakh crore in mutual funds) and reaches over 98% of pin codes via 23,000 SBI branches, with 90% of transactions conducted digitally.
• Active and passive mix: While managing ₹4 lakh crore in passive assets at a 30% market share with a 2 bps TER on its Nifty fund, active funds and a ₹4,000 crore monthly SIP book have driven a 3–5 basis point margin expansion over the last three years.
• Fixed income portfolio: SBI Funds Management oversees roughly ₹17 lakh crore in fixed income via portfolio management services for major institutional entities, including EPFO, Coal India, SBI, and Infosys.
• Future growth engines: The company is targeting at least 10% of incremental profit from emerging segments, including Alternate Investment Funds (AIFs), new SEBI-approved categories, and international investments through its GIFT City subsidiary in partnership with Amundi.