

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| SBI AEON ALPHA PMS | 18.10% | 15.63% | 3.29% | 13.76% | — | 14.77% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | — | 8.58% |
| Excess over benchmark | 24.03% | 16.06% | 3.23% | 5.19% | — | 6.19% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 16 Oct 2024 | 03 Mar 2025 | −21.60% | 138 days | 22 Jun 2026 | 476 days |
| Benchmark | 30 Aug 2024 | 03 Mar 2025 | −15.29% | 185 days | – | – |