- Category
- III
- Strategy
- Long-only
- Fund house
- SBI Funds Management
SBI Emergent
+48.40%
1-year return, after expenses, before tax
Benchmark NIFTY 50 TRI · data as of 30 Sep 2026
SBI Emergent, a Category III long-only AIF from SBI Funds Management, returned 48.40% (after expenses, before tax) in the year to 30 Sep 2026. It began on 20 Sep 2024.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 50 TRI
- Launched
- 20 Sep 2024
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 50 TRI |
|---|---|---|
| 1 month | +1.90% | −6.00% |
| 3 months | +7.00% | −3.60% |
| 6 months | +35.60% | +8.10% |
| 1 year | +48.40% | −2.30% |
| 2 years | +34.40% | −3.90% |
| Since inception | +34.20% | −3.80% |
After expenses, before tax, as SBI Funds Management reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- —
- Asset type
- —
- Benchmark
- NIFTY 50 TRI
- Fund manager
- Mohan Lal
Investment approach
SBI Emergent
About the fund manager
Mr. Mohan Lal — Fund Manager
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.
As the fund house describes it.
FAQs
What has SBI Emergent returned?
48.40% (1-year return) to 30 Sep 2026, after expenses, before tax, as SBI Funds Management reports it. 1 month: 1.90%; 3 months: 7.00%; 6 months: 35.60%; 1 year: 48.40%; 2 years: 34.40%; Since inception: 34.20%.
What kind of AIF is SBI Emergent?
A Category III AIF following a long-only strategy. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). SBI Emergent’s stated minimum is ₹1 crore.
Who manages SBI Emergent?
SBI Funds Management runs it; the fund manager is Mohan Lal.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: SBI Emergent’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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