SBI ALPHA EDGE
SBI ALPHA EDGE is a Equity Portfolio Management Service launched by SBI Funds Management Limited on December 2025. Managed by Mohal Lal, the fund holds ₹830 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Management Fees - 1 % to 2 %% fixed fee and NIL% performance fee. Trailing returns: 27.91% since inception. Performance data as of July 2026.
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SBI ALPHA EDGE
SBI Funds Management Limited
830.02 CR AUM
SBI ALPHA EDGE
SBI Funds Management Limited
830.02 CR AUM
Nifty 50 TRI
Benchmark
0yr 6mo
Age
EQUITY
Strategy
Management Fees - 1 % to 2 %
Fixed Fees
NIL
Variable Fees
Upto 1 Year - 1%
NIL after 1 Year
Exit Load
Nifty 50 TRI
Benchmark
0yr 6mo
Age
EQUITY
Strategy
Management Fees - 1 % to 2 %
Fixed Fees
NIL
Variable Fees
Upto 1 Year - 1%
NIL after 1 Year
Exit Load
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.
What is this fund's investment objective?
To benefit from underpriced opportunities available in equity markets from time to time , either due to investor apathy / sector being out of favor / short term mangement errors/ extraordinary events for any other reasons
How has SBI ALPHA EDGE performed?
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1M IA return
10.01%
1M benchmark return
1.67%
Alpha
8.34%
1M Wealth multiple
1.10x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
10.01%
1M benchmark return
1.67%
Alpha
8.34%
1M Wealth multiple
1.10x
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