Rohit Shimpi
Fund Manager at SBI
Rohit Shimpi is named on 7 schemes at SBI. Of the 7 ranked with a three-year record, 3-year CAGR runs from 18.5% (SBI PSU FUND - Direct Plan - Growth) down to 6.4% (SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth), across Sectoral/ Thematic, Dividend Yield Fund, Retirement Fund. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from SBI's SEBI filings.
Background
- Qualifications
- CFA Charter Holder
- Experience
- Rohit has been with SBI Funds Management since 2006. He has been engaged with our International Fund Management since March 2011. Rohit has also been a member of our research team. Before joining SBI funds Management, he worked with Television Eighteen Gro up as a research analyst for the firm’s flagship financial news channel, CNBC TV18. Prior to that, he was an analyst with JP Morgan’s offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance. Rohit is a Commerce graduate from Mumbai University and has completed his Post Graduate Diploma in Business Management (PGDBM) with specialization in Finance from Sydenham Institute of Management Studies. He is also a Charter holder of the CFA Institute, USA. Currently he is managing SBI ESG Exclusionary Strategy Fund, SBI Dividend Yield Fund, SBI PSU Fund, and equity portion of SBI Retirement Benefit Fund - Aggressive Plan, SBI Retirement Benefit Fund - Aggressive Hybrid Plan, SBI Retirement Benefit Fund - Conservative Hybrid Plan, SBI International Access – US Equity FoF and SBI Retirement Benefit Fund - Conservative Plan.
Funds Rohit Shimpi manages
7Ranked by 3Y CAGR. Schemes without a three-year record yet are not listed. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | SBI PSU Fund | ★★★☆☆ | +0.2% | +18.5% | +20.7% | 0.98% | ₹6,480Cr |
| 2 | SBI Dividend Yield Fund | ★★☆☆☆ | -0.1% | +10.0% | — | 1.12% | ₹8,349Cr |
| 3 | SBI Retirement Benefit Fund - Aggressive Hybrid | ★★★★☆ | +0.6% | +8.8% | +10.1% | 1.18% | ₹1,564Cr |
| 4 | SBI Retirement Benefit Fund - Aggressive | ★★★☆☆ | -1.8% | +7.9% | +10.1% | 1.13% | ₹2,988Cr |
| 5 | SBI ESG Exclusionary Strategy Fund | ★★☆☆☆ | -4.8% | +7.8% | +7.2% | 1.49% | ₹4,732Cr |
| 6 | SBI Retirement Benefit Fund - Conservative Hybrid | ★★☆☆☆ | +0.7% | +6.6% | +7.4% | 1.27% | ₹249.79Cr |
| 7 | SBI Retirement Benefit Fund - Conservative | ★★☆☆☆ | +1.7% | +6.4% | +6.8% | 0.98% | ₹143.50Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from SBI’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.