SBI Funds Management Limited • Equity
SBI Aeon Alpha Portfolio is an equity portfolio management service (PMS) strategy run by SBI Funds Management Limited, launched on 21 Jan 2022. As of 30 Sep 2026, it manages ₹845 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +24.64% over 1 year and +12.34% over 3 years (+14.97% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.28 percentage points ahead of its benchmark. Its 3-year return ranks 49th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mohal Lal.
Ranked nearby on 3-year return: Kotak India Focus Portfolio Investment Approach (+12.41%), Infinity Core Equity Approach (+12.37%), Bonanza Value (+12.29%), India Indices (+12.28%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +1.54% |
| 3 Months | +3.58% |
| 1 Year | +24.64% |
| 3 Years | +12.34% |
| Since Inception | +14.97% |
| management fee | Fixed Fees: Management Fees - upto 2.5% |
| performance fee | Variable Fees: Hurdle Rate : Annualized Benchmark performance Profit Sharing : 33% of the excess return generated over and above the hurdle rate |
| exit load | 1st Year : 1% 2nd year onwards : NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSBI Aeon Alpha Portfolio has a 1-year return of +24.64%, a 3-year return of +12.34% and +14.97% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, SBI Aeon Alpha Portfolio returned +12.34% against +6.06% for the Nifty 50 TRI, 6.28 percentage points ahead. Over 1 year it returned +24.64% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, SBI Aeon Alpha Portfolio's 3-year return of +12.34% ranks 49th as of 30 Sep 2026.
SBI Aeon Alpha Portfolio is managed by Mohal Lal at SBI Funds Management. The strategy manages ₹845 Cr of client assets as of 30 Sep 2026.
SBI Aeon Alpha Portfolio manages ₹845 Cr of client assets as of 30 Sep 2026.
The fee structure for SBI Aeon Alpha Portfolio includes: management fee: Fixed Fees: Management Fees - upto 2.5%; performance fee: Variable Fees: Hurdle Rate : Annualized Benchmark performance Profit Sharing : 33% of the excess return generated over and above the hurdle rate; exit load: 1st Year : 1% 2nd year onwards : NIL.
The minimum investment for SBI Aeon Alpha Portfolio is ₹50 Lakhs.
SBI Aeon Alpha Portfolio was launched on 21 Jan 2022. It has a 4-year track record.
Description
All SBI Funds Management PMS strategies →Browse all PMS strategies in India →