SBI AEON ALPHA PMS

Gaurav Mehta

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

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

Active Cash Management

Core Holdings

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

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.