SBIFUNDS vs WEALTH: Stock Comparison

SBI FUNDS MANAGEMENT vs WEALTH FRST PORT. MG.Updated 2 Sept 26, 4:08 PM ISTNSE & company filings

SBI FUNDS MANAGEMENT is the larger company by market capitalisation. WEALTH FRST PORT. MG. shows a higher dividend yield and a higher net margin. These are relative readings on individual metrics — weigh valuation against growth, margins, leverage and capital efficiency rather than treating any single number as decisive.

Metric snapshot

SBIFUNDS leads 1; WEALTH leads 4 of 7

Not a rating

Interactive comparison

Compare the numbers that shape the decision

Every row uses its own scale. Switch lenses to compare like with like.

SBIFUNDSWEALTH

Valuation lens

What price are you paying?

Market CapContext only
₹1.15 L Cr
₹888 Cr
P/E RatioSame reading
28.35x
P/B RatioSame reading
6.22x
EPSWEALTH has the higher reading
₹4.32
₹9.69
Book ValueContext only
₹159.64
Dividend YieldWEALTH has the higher reading
0%
0.96%

✓ marks the usual favourable reading; it is not a recommendation.

Key Differences

Market Cap
SBIFUNDS is the larger company
₹1.15 L Cr vs ₹888 Cr
EPS
WEALTH has higher earnings per share
₹9.69 vs ₹4.32
Dividend Yield
WEALTH has a higher dividend yield
0.96% vs 0%
Qtr Sales Growth
WEALTH has stronger quarterly sales growth
1.74% vs 0.35%
Qtr Profit Growth
SBIFUNDS has stronger quarterly profit growth
0.85% vs 0.74%
Net Margin
WEALTH has a higher net margin
56.54% vs 0%

Each difference is a single, relative reading — StockeZee does not name an overall winner.

Profile

MetricSBIFUNDSWEALTH
SectorFinancial Services
IndustryOther Financial Services

Price

MetricSBIFUNDSWEALTH
Live Price₹564.7₹846.6
Day Change-0.4%-0.89%
Volume7.72 L2,362
52-Week High₹624.95₹1,294.8
52-Week Low₹536.5₹774.95
Distance from 52W High-9.64%-34.62%

Valuation

MetricSBIFUNDSWEALTH
Market Cap₹1.15 L Cr₹888 Cr
P/E Ratio28.35x
P/B Ratio6.22x
EPS₹4.32₹9.69
Book Value₹159.64
Dividend Yield0%0.96%

Growth

MetricSBIFUNDSWEALTH
Revenue Growth (TTM YoY)0%0%
EPS Growth (TTM YoY)0%0%
Qtr Sales Growth0.35%1.74%
Qtr Profit Growth0.85%0.74%

Profitability & Leverage

Debt-to-equity is shown for reference only — it is not a like-for-like metric for banks and financials.
MetricSBIFUNDSWEALTH
ROE26.68%
ROCE26.88%
Net Margin0%56.54%
Operating Margin82.8%
Debt to Equity0x

Shareholding

As of Jun 2026 • change vs previous quarter
MetricSBIFUNDSWEALTH
Promoter Holding55.56%74.04%
FII Holding1.43%0%
DII Holding2.97%0.1% 0.01 pp
Public Holding7.41%25.85% 0.01 pp

How to Read This Comparison

Valuation ratios (P/E, P/B) use the latest consolidated figures where available; growth numbers compare against the same period last year; shareholding percentages come from the most recent quarterly filings, with the change shown against the prior quarter. A "more favourable" highlight is relative between these two companies only — it is not a rating, a recommendation, or a comparison against the wider sector. Rows with no reported data for either company are hidden rather than shown empty.

Deep-dive each company on its stock page for quarterly results, technicals, filings and the full peer set: SBI FUNDS MANAGEMENT and WEALTH FRST PORT. MG..

Data source: NSE and company filings via StockeZee. This comparison is informational — it is not investment advice, and StockeZee is not a SEBI-registered investment adviser.