SBI FUNDS IN GIFT CITY

SBI Funds Management Ltd. has emerged as a leading player in asset management space providing investment solutions across investor category through our rich investment expertise. We are in our journey to build a brand of international repute by adopting global best practices and maintaining international standards.

WHAT IS GIFT CITY?

GIFT City a.k.a. Gujarat International Financial-Tec City, is India's first IFSC, or International Financial Services Centre. It is approved and regulated by the government under the Special Economic Zones Act, 2005. GIFT City is a jurisdiction that provides financial services to both residents and non-residents in foreign currency.

The International Financial Services Centre (IFSC) was established to attract overseas financial institutions and the overseas branches/subsidiaries of Indian financial institutions to India. The IFSC provides a compelling ecosystem for conducting financial services business, including a favourable regulatory environment and a world-class infrastructure. IFSC units are treated as non-residents under extant Foreign Exchange Management regulations. The International Financial Services Centres Authority (IFSCA) is a unified regulator for securities markets, banking, insurance, and pension funds in the IFSC.

International Hub Of India

SBIFM at Gift City

With evolving needs of investors and the ever-changing dynamics of the financial industry, we have made our presence in GIFT City Gujarat through our wholly-owned subsidiary operation. With our strong pedigree fund management expertise, we are committed to offer investment solutions to across client segments operating through our GIFT City set-up.

We started with a branch set-up initially through “SBI Funds Management Ltd (IFSC) Branch” and later the FME operations were taken over by SBI Funds International (IFSC) Ltd. (wholly owned subsidiary of SBI Funds Management Ltd.) from 12th August 2024 onwards.

SBI Funds International (IFSC) Limited (SBI Funds International) is registered with the International Financial Services Centres Authority (IFSCA) as a Registered Fund Management Entity (Registered FME - Retail) bearing registration number: IFSCA / FME/ III/ 2022-23/010. SBI Funds International is engaged in Portfolio Management services and Investment Management activities / services for pooled assets in IFSC.

We endeavour to develop our GIFT City operations as a one-stop destination for all international financial services and innovations in this regard.

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Investment Portfolio

SBI Investment
Opportunities Fund (IFSC)

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About the Fund

The fund is an open-ended restricted Scheme classified as Category III Alternate Investment Fund under the International Financial Services Centre Authority (IFSCA) Regulations and is registered with IFSCA bearing registration no. IFSC/AIF3/2023-24/0010. The fund aims to provide long term capital appreciation by investing primarily in equity and equity linked investments including the use of derivatives, debt related instruments and other permissible securities as per applicable laws.

Strategy of the fund

The fund will be manged with a combination of long only strategy & derivative strategy intended for better risk adjusted returns.

1. Long Only Strategy
  • high-convictHigh conviction focused portfolio 
  • stock-pickingBottom-up stock picking 
  • long-term-earningLong-term earning compounders 
  • agnosticStyle, Sector & Market cap agnostic 
  • quality-growthFocus on Quality & Growth 
  • research-arbitrageValuation & research arbitrage 
2. Derivatives Strategy
  • The derivative strategy may be used for both hedging purposes and for enhancing return depending upon opportunities as may be available. 

With a combination of above 2 strategies, the fund will endeavour to invest in stocks that offer long term appreciation potential and the same time, cushion the downside from market falls, thereby focusing on delivering superior risk-adjusted returns.

  • Category of AIF(s) : Cat III
  • IFSCA Scheme Registration Number : IFSC/AIF3/2023-24/0010
  • Name of the Fund Manager : Vishal Saraf
  • Any other relevant registration details : N.A.


FPI Registration

The Fund is also registered as a Category I Foreign Portfolio Investment (FPI) bearing registration number INIGFP057323 under the FPI Regulations.

The above information is given for general purposes only. Prospective investors are advised to read Private Placement Memorandum and Contribution agreement and obtain professional advice before investing.

SBI Funds International (IFSC) Ltd. Advantage

Strong Pedigree

  • Over 36 years of Investment management experience

  • JV between India's largest bank SBI, and Europe's largest asset manager, the French player Amundi

  • Investors can leverage on strength of both stakeholders to achieve best of both domestic and global investment practices

Investment Expertise

  • Proven expertise in managing strategies across asset classes

  • Strong research provides depth and breadth of coverage resulting in superior stock selection

Rigorous Investment Process

  • Focus on innovation to build smarter investment strategies, robust internal framework through technology adoption and global expertise.

  • Structured and disciplined processes to ensure effective execution of strategies

  • Rigorous investment templates in place for each strategy

  • Flexibility to tailor solutions and advisory assignments

Robust Risk Management Framework

  • Emphasis on coherence in risk monitoring & transparency in reporting

Get in Touch

Contact details for SBI Funds International (IFSC) Limited

  • name

    Mr. Yashpal Sharma

  • phone-icon

    +91 84510 48593 | +91 (0)79-68320700

  • address

    SBI Funds International (IFSC) Limited
    Unit 209, 2nd floor,
    Signature Building, Block 13B,
    Zone-1, GIFTSEZ,
    Gandhinagar-382355 (Gujarat),
    India

  • email-icon

    yashpal.sharma@sbifundsgift.com