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SBI ALPHA EDGE

SBI Funds Management Limited

587.31 CR AUM

SBI ALPHA EDGE

SBI ALPHA EDGE

SBI Funds Management Limited

587.31 CR AUM

Nifty 50 TRI
Benchmark
0yr 4mo
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 4mo
Age
EQUITY
Strategy
Management Fees - 1 % to 2 %
Fixed Fees
NIL
Variable Fees
Upto 1 Year - 1% NIL after 1 Year
Exit Load
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.

Purpose

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

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
16.86%
1M benchmark return
7.49%
Alpha
9.37%
1M Wealth multiple
1.17x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
16.86%
1M benchmark return
7.49%
Alpha
9.37%
1M Wealth multiple
1.17x

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