SBI AEON ALPHA PMS

EQUITY MULTI CAP

+15.70%

3Y annualised returns

+11.20%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

21 Jan '22

Total AUM

₹681.64Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity95.0%

Cash5.0%

Equity market cap split

Small Cap58.2%

Large Cap22.5%

Mid Cap12.2%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

GM
Gaurav Mehta
CIO – Alternatives
View details

About

Gaurav Mehta joined SBI Funds Management (SBIFM) in November 2018 as an Equity Analyst in SBI Mutual Fund and subsequently moved to having fund management responsibilities as well. With effect from October 2021, Gaurav is now CIO – Alternatives where he is responsible for managing equity portion of the Portfolio Management Services & Alternative Investment Funds business. Gaurav has over 15 years’ experience in Indian Financial Markets having worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital. Gaurav has completed B.Tech (Chemical Engineering) from IIT, Bombay and holds a post graduate diploma in Management from IIM, Lucknow. Gaurav is also a Charter holder of the CFA Institute, USA

Experience

Over 15 years of experience in Indian Financial Markets.

Investment philosophy

Manages the equity portion of Portfolio Management Services & Alternative Investment Funds.

Previously worked at