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Astratinvest Quant Long Short Fund vs SBI OPTIMAL EQUITY

Astratinvest Quant Long Short Fund

SBI OPTIMAL EQUITY

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Growth of ₹1 Crore

Astratinvest Quant Long Short Fund

SBI OPTIMAL EQUITY

Return for the risk

3 yrs return

10%

15%

20%

SBI OPTIMAL EQUITY

15.3% • vol 8.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.19%

0.40%

6 Months

12.39%

12.80%

1 Year

8.74%

20.50%

3 Years

—

15.30%

5 Years

—

Since Inception

8.86%

15.60%

Fund Age

16 mo

19 mo

AUM

—

Alpha – 1 Year

7.35%

20.90%

Alpha – 3 Years

—

6.80%

Information Ratio – 3 Years

—

Volatility – 1 Year

20.33%

18.58%

Volatility – 3 Years

—

8.24%

Beta – 1 Year

1.07

1.00

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.24

0.75

Sharpe Ratio – 3 Years

—

1.72

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 3% · M 24% · S 35%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

—

Fixed Fee

2.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / 0%

—

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