Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 15.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.84%
0.40%
6 Months
22.78%
12.80%
1 Year
17.46%
20.50%
3 Years
21.45%
15.30%
5 Years
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Since Inception
15.58%
15.60%
Fund Age
3 yrs
19 mo
AUM
₹42.68 Cr
—
Alpha – 1 Year
15.94%
20.90%
Alpha – 3 Years
5.92%
6.80%
Information Ratio – 3 Years
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Volatility – 1 Year
20.94%
18.58%
Volatility – 3 Years
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8.24%
Beta – 1 Year
1.02
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
0.75
Sharpe Ratio – 3 Years
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1.72
Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 3% · M 24% · S 35%
Number of Stocks
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Portfolio P/E
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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
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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