AIF · Equity · CAT III - LONG SHORT - AGGRESSIVE
SBI OPTIMAL EQUITY
IRRSince inception15.60%
1Y return20.50%
3Y return15.30%
Fund age19 mo
Fund Manager
Mohan Lal
Mohan Lal
Fund Manager, AIF, SBI MF
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.
Managing AUM₹1,768 Cr
Growth of₹Cr
SBI OPTIMAL EQUITY
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
SBI OPTIMAL EQUITY—20.50%10.50%15.30%—15.60%
NIFTY 50 TRI−11.86%−0.40%0.10%8.50%—11.90%
Excess over benchmark—20.90%10.40%6.80%—3.70%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 29 Feb 2024.
Risk : What you take on to earn the return
Volatility
8.24%
A standard deviation reflecting historical swings.
Risk-reward
1.72
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Avg market cap
₹58,311 Cr
Asset class
Equity
Market cap
Large cap2.80%
Mid cap24.00%
Small cap34.90%
Cash & others38.30%
As on 31 Jul 2026
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