Dun & Bradstreet India’s Leading BFSI Companies 2017

India’s Leading BFSI Companies 2017

SBI Funds Management Private Limited 9th Floor, Crescenzo, C-38 & 39, G Block, BKC, Bandra (E), Mumbai - 400051, Maharashtra Website: www.sbimf.com Business Profile

87-178-4308

Dun & Bradstreet D-U-N-S® No

Fund, SBI Magnum Midcap Fund, SBI Blue Chip Fund, SBI Contra Fund, SBI Nifty Index Fund, SBI Magnum Income Fund, SBI Ultra Short Term Debt Fund, SBI Corporate Bond Fund, SBI Magnum Balanced Fund, SBI Dynamic Asset Allocation Fund, SBI - ETF GOLD, and SBI - ETF Sensex .

SBI Funds Management Pvt Ltd (SBIFMPL) was incorporated in 1992 for managing the schemes of SBI Mutual Fund. The company is a wholly owned subsidiary of State Bank of India (SBI) and is presently a JV between SBI and AMUNDI France. SBIFMPL offers range of schemes in categories like equity, hybrid, debt, fixed maturity plans, liquid and ETFs. As of 31st January 2017, some of its offerings include; SBI Magnum Equity Fund, SBI Magnum Global

Financial Performance ( ` mn)

5,524.0 1,653.5 29.9

Total Income Net Profit NPM (%) AAUM (Q1) AAUM (Q2) AAUM (Q3) AAUM (Q4)

842,737.7 891,759.7 1,005,845.4 1,073,273.7

(As on Mar 31, 2016)

Sundaram Asset Management Company Limited No. 21, Patullos Road, Chennai – 600002, TN Website: www.sundarammutual.com Business Profile

72-549-5621

Dun & Bradstreet D-U-N-S® No

Sundaram Global Advantage Fund, Sundaram Money Fund, Sundaram Ultra Short Term Fund, Sundaram Income Plus, Sundaram Gilt Fund, Sundaram Fixed Term Plan, Sundaram Select Mid Cap, Sundaram Select Focus, and Sundaram S.M.I.L.E Fund .

Sundaram Asset Management Company Ltd (Sundaram AMC) was incorporated in 1996 and is the investment manager to SundaramMutual Fund (SMF). SMF is the wholly owned subsidiary of Sundaram Finance Ltd. Sundaram AMC offers various schemes in equity fund schemes and fixed income fund schemes.As of 31st January 2017, some of the equity fund products offered by the company include; Sundaram Tax Saver, Sundaram Balanced Fund, Sundaram Top 100,

Financial Performance ( ` mn)

2,298.8 44.1 1.9

Total Income Net Profit NPM (%) AAUM (Q1) AAUM (Q2) AAUM (Q3) AAUM (Q4)

209,956.0 221,238.2 218,769.7 236,637.1

(As on Mar 31, 2016)

Tata Asset Management Limited 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400021, Maharashtra Website: www.tatamutualfund.com Business Profile

65-053-5250

Dun & Bradstreet D-U-N-S® No

income, dynamic, gilt and other funds. As of 31st January 2017 some of the schemes offered were Tata Large Cap Fund, Tata Dividend Yield Fund, Tata Equity Opportunities Fund, Tata Ethical Fund, Tata Mid Cap Growth Fund, Tata Infrastructure Fund, Tata Consumer Fund, and Tata Index Fund .

Tata Asset Management Ltd (Tata Asset Management) was incorporated in Mar 1994. The company acts as an investment manager of TataMutualFund(TMF).TataAssetManagement offers wide range of schemes under equity fund scheme, debt fund scheme, hybrid scheme and close ended fund scheme. Under equity fund schemes, it offers funds in large cap, diversified, mid cap, sectoral, ELSS and index categories. Its debt fund schemes include; liquid, short term,

Financial Performance ( ` mn)

1,443.4 52.5 3.6

Total Income Net Profit NPM (%) AAUM (Q1) AAUM (Q2) AAUM (Q3) AAUM (Q4)

280,451.6 288,571.9 315,559.0 318,622.3

(As on Mar 31, 2016)

UTI Asset Management Company Limited UTI Tower, GN Block, BKC, Bandra (E), Mumbai - 400051, Maharashtra Website: www.utimf.com Business Profile

91-585-5423

Dun & Bradstreet D-U-N-S® No

January 2017, some of its schemes include; UTI Mastershare Unit Scheme, UTI Equity Fund, UTI Top 100 Fund, UTI Children’s Career Balanced Plan, UTI Money Market Fund, and UTI Bond Fund .

UTI Asset Management Company Ltd (UTI AMC) was incorporated in Nov 2002 to provide investment management services to schemes of UTI Mutual Fund. The company has four wholly owned subsidiaries, UTI Venture Funds Management Company Pvt Ltd, UTI Retirement Solutions Ltd, UTI International Ltd and UTI Capital Pvt Ltd. The company offers various fund schemes such as equity fund schemes, balance fund schemes, debt fund schemes. As of 31st

Financial Performance ( ` mn)

7,495.8 2,320.5 31.0 927,302.3 1,040,774.0 1,061,290.4 1,063,092.2

Total Income Net Profit NPM (%) AAUM (Q1) AAUM (Q2) AAUM (Q3) AAUM (Q4)

(As on Mar 31, 2016)

103

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