SBI MF IPO

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

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

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.

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 Neo 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.