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I Wealth - I Wealth Fund 1 vs SBI OPTIMAL EQUITY

I Wealth - I Wealth Fund 1

SBI OPTIMAL EQUITY

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Growth of ₹1 Crore

I Wealth - I Wealth Fund 1

SBI OPTIMAL EQUITY

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

35%

NIFTY 50 Index · 19.1%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

SBI OPTIMAL EQUITY

15.3% • vol 8.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.40%

0.40%

6 Months

10.60%

12.80%

1 Year

55.60%

20.50%

3 Years

27.08%

15.30%

5 Years

—

Since Inception

24.03%

15.60%

Fund Age

3 yrs 6 mo

19 mo

AUM

—

Alpha – 1 Year

19.50%

20.90%

Alpha – 3 Years

7.95%

6.80%

Information Ratio – 3 Years

—

Volatility – 1 Year

18.93%

18.58%

Volatility – 3 Years

15.34%

8.24%

Beta – 1 Year

1.03

1.00

Beta – 3 Years

0.30

—

Sharpe Ratio – 1 Year

2.27

0.75

Sharpe Ratio – 3 Years

1.40

1.72

Worst Rolling Year

21.02%

—

Value at Worst Rolling Year

₹1.21 Cr

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

25.36%

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 3% · M 24% · S 35%

Number of Stocks

—

Portfolio P/E

0.00

—

Top 5 Holdings

—

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

—

Fixed Fee

1.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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