Alternative Investment Funds (AIF)Compare Schemes
Brighter Mind Inevitable Fortune Fund vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Brighter Mind Inevitable Fortune Fund
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−2.36%
0.40%
6 Months
15.27%
12.80%
1 Year
−11.22%
20.50%
3 Years
—
15.30%
5 Years
—
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Since Inception
5.05%
15.60%
Fund Age
15 mo
19 mo
AUM
₹47.59 Cr
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Alpha – 1 Year
−13.60%
20.90%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
36.51%
18.58%
Volatility – 3 Years
—
8.24%
Beta – 1 Year
1.82
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.32
0.75
Sharpe Ratio – 3 Years
—
1.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−32.59%
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Recovery Period
Not yet recovered
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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
S 100%
L 3% · M 24% · S 35%
Number of Stocks
32
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Portfolio P/E
55.00
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Top 5 Holdings
FlySBS Aviation Ltd · 5.97%
Beta Drugs Ltd · 4.58%
E2E Networks Ltd · 4.55%
Ceinsys Tech Ltd · 4.00%
Afcom Holdings Ltd · 3.96%
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
15% of profit
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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