Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
0.40%
6 Months
8.18%
12.80%
1 Year
3.90%
20.50%
3 Years
—
15.30%
5 Years
—
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Since Inception
28.15%
15.60%
Fund Age
3 yrs
19 mo
AUM
₹169 Cr
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Alpha – 1 Year
−2.45%
20.90%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
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Volatility – 1 Year
29.52%
18.58%
Volatility – 3 Years
41.58%
8.24%
Beta – 1 Year
—
1.00
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.09
0.75
Sharpe Ratio – 3 Years
0.66
1.72
Worst Rolling Year
29.06%
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Value at Worst Rolling Year
₹1.29 Cr
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Deepest Drawdown
−16.43%
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Recovery Period
122 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
29.06%
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5-Year Rolling Windows Positive
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Market-Cap Mix
S 34%
L 3% · M 24% · S 35%
Number of Stocks
27
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Portfolio P/E
17.10
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Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
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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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