Alternative Investment Funds (AIF)Compare Schemes
Enigma Small Opportunities Fund vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Enigma Small Opportunities Fund
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.26%
0.40%
6 Months
43.35%
12.80%
1 Year
17.36%
20.50%
3 Years
—
15.30%
5 Years
—
—
Since Inception
22.71%
15.60%
Fund Age
19 mo
19 mo
AUM
₹355 Cr
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Alpha – 1 Year
12.37%
20.90%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
33.43%
18.58%
Volatility – 3 Years
—
8.24%
Beta – 1 Year
1.20
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.47
0.75
Sharpe Ratio – 3 Years
—
1.72
Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
−25.37%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
S 100%
L 3% · M 24% · S 35%
Number of Stocks
21
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Portfolio P/E
—
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Top 5 Holdings
Others · 56.14%
United Foodbrands Ltd · 10.32%
Garware Hi Tech Films Ltd · 9.79%
Shankara Buildpro Ltd · 8.32%
Vadilal Industries Ltd · 8.16%
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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