Alternative Investment Funds (AIF)Compare Schemes
360 One - High Growth Companies Fund vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
360 One - High Growth Companies Fund
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.21%
0.40%
6 Months
2.67%
12.80%
1 Year
−6.02%
20.50%
3 Years
15.84%
15.30%
5 Years
11.35%
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Since Inception
15.09%
15.60%
Fund Age
7 yrs 8 mo
19 mo
AUM
₹423.01 Cr
—
Alpha – 1 Year
−8.62%
20.90%
Alpha – 3 Years
4.46%
6.80%
Information Ratio – 3 Years
0.46
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Volatility – 1 Year
13.75%
18.58%
Volatility – 3 Years
13.79%
8.24%
Beta – 1 Year
0.74
1.00
Beta – 3 Years
0.78
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Sharpe Ratio – 1 Year
-0.78
0.75
Sharpe Ratio – 3 Years
0.72
1.72
Worst Rolling Year
9.77%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−17.17%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.92%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 59% · M 1% · S 38%
L 3% · M 24% · S 35%
Number of Stocks
31
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Portfolio P/E
31.22
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Top 5 Holdings
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Aequs Ltd · 10.50%
Lenskart Solutions Ltd · 9.30%
Kingfa Science & Technology (India) Ltd · 8.70%
Billionbrains Garage Ventures Ltd · 8.40%
Meesho Ltd · 7.20%
Top Sectors
Others · 23.58%
Financial Services · 19.42%
Capital Goods · 12.32%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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