TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Mohan Lal is a Fund Manager – Alternatives at SBI Funds Management Limited, bringing over 17 years of experience in equity markets. Effective July 1, 2025, he transitioned to the Alternatives business, where he manages the equity component of the firm’s PMS and AIF offerings. He joined the organisation in 2017 as an Equity Analyst within the mutual fund business and progressively assumed fund management responsibilities. Prior to joining SBI Funds Management, he was associated with leading brokerage firms such as Kotak Securities, Elara Securities, and Ambit Capital. Mohan holds a PGDM from the Indian Institute of Management, Bangalore.
FUND SUMMARYINVESTMENT PHILOSOPHYOur objective is to endeavor to outperform our benchmarks through well researched investments in Indian equities and debt markets. This is achieved by implementing an active management style based on fundamental analysis, leading to the construction of a portfolio. It could be blended, large cap, mid cap, or specific sector oriented - which aims at capturing the growth potential of Indian equities.
Investors are our priority. Our mission has been to establish Mutual Funds as a viable investment option to the masses in the country. Working towards it we developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds. Today, we have been actively managing our investors' assets not only throughour investment expertise in domestic mutual funds, but also offshore funds, Alternate Investment Funds and portfolio management advisory services for institutional investors
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