SBI AEON ALPHA PMS


Key Attributes

Gaurav Mehta

Number of Stocks: 15-20

Portfolio Manager & CIO, Alternatives: Mr. Gaurav Mehta

Portfolio Manager’s Experience: 15+ years’ experience in Indian Financial Markets having worked with Ambit Investment Advisors, Ambit Capital, and Edelweiss Capital.

Portfolio Manager’s Qualification: 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.

Investment Objective

The investment objective of SBI AEON ALPHA PMS is to generate long-term capital growth through investment in well-researched stocks.

Portfolio Strategy

The investment strategy of SBI AEON ALPHA PMS is to lay the foundation on 3 pillars:

Active Cash Management

• A recourse available in case of inadequate opportunities
• Aims to reduce drawdown
• Helps to avoid forced buying
• Allocation range to be 0% – 35% of the overall portfolio

Core Holdings

• Focus on long-term earnings compounders
• Absolute return portfolio with low churn
• Allocation range: 50% or more of the equity portion

Satellite Holdings

• Focus on medium-term tactical opportunities
• Relative return with a “high risk – high reward” expectation
• Clearly defined exit strategy resulting in a higher churn ratio
• Allocation range: Upto 50% of the equity portion

While there will be no sectoral bias, a stock exposure limit of 10% will be there at the time of investment

Investment Philosophy

SBI AEON ALPHA PMS is an all-weather portfolio strategy; a 3-in-1 portfolio aiming to have 15 – 20 stocks which will be a combination of long-term structural ideas, medium-term tactical opportunities and active cash calls.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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