Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.27%
0.40%
6 Months
18.61%
12.80%
1 Year
6.60%
20.50%
3 Years
—
15.30%
5 Years
—
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Since Inception
70.59%
15.60%
Fund Age
19 mo
19 mo
AUM
₹589 Cr
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Alpha – 1 Year
0.33%
20.90%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.55%
18.58%
Volatility – 3 Years
—
8.24%
Beta – 1 Year
1.29
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.34
0.75
Sharpe Ratio – 3 Years
—
1.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.49%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
S 88%
L 3% · M 24% · S 35%
Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
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
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Fixed Fee
—
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Performance Fee / Plan
Variable Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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