Mohan Lal
Mohan Lal runs 4 strategies on our shelf at SBI — graded on the same seven pillars as every other manager we track.
About Mohan Lal
Mohan Lal manages 4 strategies at SBI and other houses, spanning 2 PMS · 2 AIF. Across the strategies PMS Sahi Hai tracks, Mohan oversees ₹48 Cr with an average Nyra Score of 6.3.
The tracked book spans 2 PMS · 2 AIF strategies, and its strongest three-year run is +17.1% CAGR on SBI OPTIMAL EQUITY. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Mohan's record can be read side by side against any other manager on the platform.
Investment philosophy — a — discipline
Across the 4 strategies PMS Sahi Hai tracks, Mohan's portfolios share a — approach — here is the shape of it.
— at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 10-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Mohan Lal
How Mohan's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
SBI OPTIMAL EQUITY AIF · — | +18.3% | +17.1% | — | +15.6% | — | 7.1 |
SBI MF - ESG Portfolio Equity: Multi Cap · ₹23 Cr | +3.6% | +13.7% | +14.4% | +14.7% | — | 6.5 |
SBI AEON ALPHA PMS Equity: Multi Cap · ₹26 Cr | +13.7% | +16.4% | — | +15% | — | 6.5 |
SBI Emergent AIF · — | +48.8% | — | — | +34.7% | — | 5.0 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A solid manager worth a closer look.
Mohan's tracked strategies average 6.3 on the Nyra scale across ₹48 Cr, primarily at SBI. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Mohan Lal — FAQ
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Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Mohan Lal or SBI. This is not investment advice.