Funds Managed by Rohit Shimpi
| Funds | AUM | Expense | |
|---|---|---|---|
| SBI Dividend Yield Fund Reg Gr Equity Dividend Yield Fund Very High Risk | ₹8,554.06 Cr | 2.00% | 0.90% |
| SBI ESG Exclusionary Strategy Reg Gr Equity ESG Very High Risk | ₹5,355.93 Cr | 1.96% | -4.19% |
| SBI PSU Reg Gr Equity Sectoral/ Thematic Very High Risk | ₹6,703.16 Cr | 1.87% | 4.19% |
| SBI Ret Benefit - Agrsv Hyb Pln Reg Gr Hybrid Retirement Fund Very High Risk | ₹1,671.55 Cr | 2.18% | 1.91% |
| SBI Ret Benefit - Agrsv Pln Reg Gr Hybrid Retirement Fund Very High Risk | ₹3,241.71 Cr | 2.07% | -0.87% |
| SBI Ret Benefit - Cnsrv Hyb Pln Reg Gr Hybrid Retirement Fund Moderately High risk | ₹254.85 Cr | 1.76% | 1.39% |
| SBI Ret Benefit - Cnsrv Pln Reg Gr Hybrid Retirement Fund Moderately High risk | ₹140.43 Cr | 1.43% | 2.27% |
| SBI US Specific Eq Actv FoF Reg Gr Equity FoF (Overseas/Domestic) Very High Risk | ₹1,227.41 Cr | 1.64% | 22.66% |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.