Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
0.40%
6 Months
7.02%
12.80%
1 Year
12.60%
20.50%
3 Years
17.44%
15.30%
5 Years
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Since Inception
20.23%
15.60%
Fund Age
3 yrs 7 mo
19 mo
AUM
₹2,497.88 Cr
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Alpha – 1 Year
9.62%
20.90%
Alpha – 3 Years
5.55%
6.80%
Information Ratio – 3 Years
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—
Volatility – 1 Year
17.96%
18.58%
Volatility – 3 Years
14.91%
8.24%
Beta – 1 Year
1.01
1.00
Beta – 3 Years
0.90
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Sharpe Ratio – 1 Year
0.45
0.75
Sharpe Ratio – 3 Years
0.78
1.72
Worst Rolling Year
18.59%
—
Value at Worst Rolling Year
₹1.19 Cr
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Deepest Drawdown
−15.14%
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Recovery Period
122 days
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.43%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 56% · M 20% · S 20%
L 3% · M 24% · S 35%
Number of Stocks
37
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Portfolio P/E
24.82
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Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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
2.00% / 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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