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SBI Aeon Alpha Portfolio

SBI Aeon Alpha Portfolio is a Equity Portfolio Management Service launched by SBI Funds Management Limited on January 2022. Managed by Gaurav Mehta, the fund holds ₹736 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Management Fees - upto 2.5%% fixed fee and Hurdle Rate : Annualized Benchmark performance Profit Sharing : 33% of the excess return generated over and above the hurdle rate% performance fee. Trailing returns: 13.72% (1Y), 16.37% CAGR (3Y), 14.97% since inception. Performance data as of July 2026.

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SBI Aeon Alpha Portfolio

SBI Funds Management Limited

735.68 CR AUM

SBI Aeon Alpha Portfolio

SBI Aeon Alpha Portfolio

SBI Funds Management Limited

735.68 CR AUM

Nifty 50 TRI
Benchmark
4yr 6mo
Age
EQUITY
Strategy
Management Fees - upto 2.5%
Fixed Fees
Hurdle Rate : Annualized Benchmark performance Profit Sharing : 33% of the excess return generated over and above the hurdle rate
Variable Fees
1st Year : 1% 2nd year onwards : NIL
Exit Load
Nifty 50 TRI
Benchmark
4yr 6mo
Age
EQUITY
Strategy
Management Fees - upto 2.5%
Fixed Fees
Hurdle Rate : Annualized Benchmark performance Profit Sharing : 33% of the excess return generated over and above the hurdle rate
Variable Fees
1st Year : 1% 2nd year onwards : NIL
Exit Load
Fund manager

gaurav mehta

Fund Manager
EQUITYStrategies

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst at SBI Mutual Fund and subsequently took on fund management responsibilities. With effect from October 2021, Gaurav serves as CIO – Alternatives, where he is responsible for managing the equity component of the Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) business. Gaurav has over 15 years of experience in Indian financial markets, having previously worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. He holds a B.Tech in Chemical Engineering from Indian Institute of Technology Bombay and a Post Graduate Diploma in Management from Indian Institute of Management Lucknow. Gaurav is also a CFA charterholder from the CFA Institute, USA.

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst at SBI Mutual Fund and subsequently took on fund management responsibilities. With effect from October 2021, Gaurav serves as CIO – Alternatives, where he is responsible for managing the equity component of the Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) business. Gaurav has over 15 years of experience in Indian financial markets, having previously worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. He holds a B.Tech in Chemical Engineering from Indian Institute of Technology Bombay and a Post Graduate Diploma in Management from Indian Institute of Management Lucknow. Gaurav is also a CFA charterholder from the CFA Institute, USA.
Fund manager

mohal lal

Fund Manager
EQUITYStrategies

Mohan Lal, based in Mumbai, MH, IN, is currently a Investment Analyst at SBI MUTUAL FUND. Mohan Lal brings experience from previous roles at Elara Capital, Ambit Capital Pvt Ltd and Kotak Securities. Mohan Lal holds a 2008 - 2010 CFA Level 2 in Finance @ CFA.

Mohan Lal, based in Mumbai, MH, IN, is currently a Investment Analyst at SBI MUTUAL FUND. Mohan Lal brings experience from previous roles at Elara Capital, Ambit Capital Pvt Ltd and Kotak Securities. Mohan Lal holds a 2008 - 2010 CFA Level 2 in Finance @ CFA.
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What is this fund's investment objective?

Investment objective of the portfolio is been to generate long term capital growth through investment in well researched stocks.

How has SBI Aeon Alpha Portfolio performed?

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Wealth Creation Calculator

1M IA return
10.50%
1M benchmark return
1.67%
Alpha
8.83%
1M Wealth multiple
1.10x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
10.50%
1M benchmark return
1.67%
Alpha
8.83%
1M Wealth multiple
1.10x

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