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SBI MF IPO Details
Issue Date
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Investment/lot
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Price Range
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Lot Size
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IPO Size
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About SBI MF IPO
While the IPO of SBI Mutual Fund is under consideration, no specific timeline has been set. Note that in December 2021, SBI announced its plan to offload a 6% stake in SBI MF through an IPO, aiming to raise around USD 1 billion. However, that plan was shelved without any specific reason being given.
The SBI MF IPO opens on TBA and closes on TBA. The price band is TBA. The lot size is TBA. The listing date is TBA. The allotment date is TBA. The initiation of refunds will take place on TBA.
SBI MF boasts of a rich legacy and is a joint venture between SBI and Amundi (France), one of the world’s largest asset management companies. Delivering value to investors, SBI MF is known for adopting global practices and maintaining international standards in its operations.
Objectives of SBI MF IPO
TBA
SBI MF IPO Lot Size
| Application | Lots | Shares | Amount in INR |
|---|---|---|---|
Individual Investors (Retail) (Min) | TBA | TBA | TBA |
Individual Investors (Retail) (Max) | TBA | TBA | TBA |
S-HNI (Min) | TBA | TBA | TBA |
S-HNI (Max) | TBA | TBA | TBA |
B-HNI (Min) | TBA | TBA | TBA |
Industry Outlook
The assets under management of the Indian mutual fund industry have grown at a rate of 20% CAGR in the past 10 years. Over the past 5 years, it has grown at a 24% CAGR, according to a note by Franklin Templeton India MF.
According to AMFI, the AUM of the Indian MF industry has grown from ₹11.87 trillion as of September 30, 2015, to ₹75.61 trillion as of September 30, 2025, which is more than a 6-fold increase in a span of 10 years. The growth trajectory remains strong, supported by enhanced financial awareness, improved digital access and favourable regulations.
SBI MF Company Information
SBI MF is an asset management company offering a wide range of mutual funds to investors. It's a joint venture between SBI and Amundi, a French asset management company. Incorporated in 1987, SBI MF has an operating history of over 3 decades. Growth through innovation is SBI MF's investment philosophy, and over the years, it has become one of the leading asset management companies in India.
Strengths of SBI MF
TBA
Risks of SBI MF
TBA
SBI MF Financials (in ₹ crores)
| Year | Revenue from Operations | Total equity and liabilities | Return on Net Worth (in %) |
|---|---|---|---|
FY25 | TBA | TBA | TBA |
FY24 | TBA | TBA | TBA |
FY23 | TBA | TBA | TBA |
Peer Comparison
| Company Name | Revenue from Operations (in ₹ crores) | EPS in ₹ | Return on Net Worth (in %) | NAV Per Equity Share (in ₹) |
|---|---|---|---|---|
SBI MF | TBA | TBA | TBA | TBA |
HDFC MF | TBA | TBA | TBA | TBA |
ICICI Prudential MF | TBA | TBA | TBA | TBA |
Axis MF | TBA | TBA | TBA | TBA |
Anchor Investor Bidding Date
TBA
IPO Registrar and Book Running Lead Manager
- IPO Registrar: TBA
- Book Running Lead Manager: TBA
SBI MF Business Model
SBI MF offers mutual funds across various categories, equity, hybrid, and debt, to investors. It earns revenues from the expense ratios charged for various schemes on offer. At the same time, it offers NFOs from time to time, which helps attract fresh money.
SBI MF Growth Trajectory
The AUM of SBI MF grew from ₹9.14 lakh crores in FY 24 to ₹10.73 lakh crores in FY 25. A strong product portfolio and diverse reach have helped the company grow over the years.
SBI MF Market Position
SBI MF is one of India’s leading asset management companies. It had the highest cash allocation of ₹31,272 crores in September 2025, which was 4.28% of its total AUM. The largest fund house by assets under management had equity AUM of ₹6.99 lakh crores in September 2025.
SBI MF Profit and Loss (in ₹ crores)
| Parameter | FY25 | FY24 | FY23 |
|---|---|---|---|
Total Revenue | TBA | TBA | TBA |
Profit Before Tax | TBA | TBA | TBA |
Profit After Tax | TBA | TBA | TBA |
EBITDA | TBA | TBA | TBA |
EPS in ₹ | TBA | TBA | TBA |
SBI MF Balance Sheet (in ₹ crores)
| Parameter | FY25 | FY24 | FY23 |
|---|---|---|---|
Profit Before Tax | TBA | TBA | TBA |
Net Cash from / (Used in) Operating Activities | TBA | TBA | TBA |
Net Cash from/(Used in) Investing Activities | TBA | TBA | TBA |
Net Cash from/ (Used in) Financing Activities | TBA | TBA | TBA |
Cash and Cash Equivalents (Closing Balance) | TBA | TBA | TBA |
How to Check Allotment Status of SBI MF IPO?
1. Visit the Registrar’s Website
Visit the official website of the registrar and find the IPO allotment status link. Click on it and enter your application number, DP ID or PAN. Click on ‘Submit’ to know the status.
2. Check on the National Stock Exchange Website
The National Stock Exchange (NSE) website has an IPO bid verification module. You can use it to check the allotment status of SBI MF IPO. Go to the NSE website and find the ‘Invest’ tab. Click on ‘Verify IPO Bids’ under ‘Resources & Tools’.
On the NSE IPO bid verification page, enter:
- Company name from dropdown
- Application number
- PAN
Then click ‘Submit’ to know the allotment status.
3. Check on the BSE Website
The Bombay Stock Exchange (BSE) also has an IPO allotment status page. Go to the BSE website and find the ‘Investors’ tab. Under ‘Investors’, click on ‘IPO’. This will take you to the IPO allotment status page. On the BSE IPO page, follow these steps:
- Select ‘Equity’ from the dropdown menu
- Choose ‘SBI MF’ in the next dropdown
- Enter your application number
- Enter your PAN
- Click ‘Search’ to know allotment status
How to Apply for the SBI MF IPO?
To apply for this IPO:
- Log in to your Kotak Securities Demat account: Log in to your Demat account to access IPO investments. Next, select the current IPO section.
- Specify IPO details: Enter the number of lots and the price you wish to apply for.
- Enter UPI ID: After entering your UPI ID, click submit. This will place your bid with the exchange.
- Mandate Notification: Your UPI app will receive a mandate notification to block funds.
- Approve Request: Your funds will be blocked once you approve the mandate request on your UPI.
This article is for informational purposes only and does not constitute financial advice. It is not produced by the desk of the Kotak Securities Research Team, nor is it a report published by the Kotak Securities Research Team. The information presented is compiled from several secondary sources available on the internet and may change over time. Investors should conduct their research and consult with financial professionals before making any investment decisions. Read the full disclaimer here.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Please read the SEBI-prescribed Combined Risk Disclosure Document before investing. Brokerage will not exceed SEBI’s prescribed limit.
SBI MF IPO FAQs
What is the SBI MF IPO?
The details of the SBI MF are yet to be out.
When is the IPO of SBI MF coming?
The exact dates of the IPO are yet to be known.
Who is the MD and CEO of SBI MF?
Nand Kishore is the MD and CEO of SBI MF.
What is the lot size of shares in the SBI MF IPO?
The lot size of shares in the SBI MF IPO is not known yet.
From where can I read more about SBI MF and its IPO?
You can read more about SBI MF and its IPO from the company’s draft red herring prospectus here.