Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
0.40%
6 Months
12.77%
12.80%
1 Year
16.87%
20.50%
3 Years
26.82%
15.30%
5 Years
20.86%
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Since Inception
22.48%
15.60%
Fund Age
7 yrs 2 mo
19 mo
AUM
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Alpha – 1 Year
15.35%
20.90%
Alpha – 3 Years
16.73%
6.80%
Information Ratio – 3 Years
1.48
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Volatility – 1 Year
19.51%
18.58%
Volatility – 3 Years
18.47%
8.24%
Beta – 1 Year
1.09
1.00
Beta – 3 Years
1.08
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Sharpe Ratio – 1 Year
0.62
0.75
Sharpe Ratio – 3 Years
1.03
1.72
Worst Rolling Year
11.32%
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Value at Worst Rolling Year
₹1.11 Cr
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Deepest Drawdown
−16.69%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.67%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
L 3% · M 24% · S 35%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
—
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Exit Load (Y1 / Y2 / Y3)
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