Mutual Funds Managed by Rohit Shimpi
Updated June 2026 · 7 active funds · data from AMFI NAVs
Rohit Shimpi manages or co-manages 7 mutual fund schemes tracked on FindMF, across SBI. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | SBI PSU Fund SBI | +5.42% | +29.53% | +23.36% | 0.92 | -24.1% | 0.91% | ₹6.1K Cr |
| 2 | SBI US Specific Equity Active FoF SBI | +40.16% | +28.07% | +18.00% | 0.70 | -21.8% | 0.92% | ₹1.1K Cr |
| 3 | SBI ESG Exclusionary Strategy Fund SBI | -5.09% | +10.25% | +9.92% | 0.37 | -19.5% | 1.34% | ₹5.4K Cr |
| 4 | SBI Retirement Benefit Fund - Aggressive Hybrid SBI | -1.44% | +10.07% | +12.15% | 0.59 | -14.5% | 1.14% | ₹1.6K Cr |
| 5 | SBI Retirement Benefit Fund - Aggressive SBI | -5.21% | +9.38% | +12.58% | 0.55 | -17.9% | 1.01% | ₹3.0K Cr |
| 6 | SBI Retirement Benefit Fund - Conservative Hybrid SBI | -1.42% | +7.32% | +8.29% | 0.28 | -6.9% | 1.22% | ₹272 Cr |
| 7 | SBI Retirement Benefit Fund - Conservative SBI | -0.14% | +6.70% | +7.02% | 0.02 | -4.4% | 0.97% | ₹164 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.