Alternative Investment Funds (AIF)Compare Schemes
Mastergrowth 369 Alternate Investment Trust vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Mastergrowth 369 Alternate Investment Trust
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
11.03%
0.40%
6 Months
19.68%
12.80%
1 Year
—
20.50%
3 Years
—
15.30%
5 Years
—
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Since Inception
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15.60%
Fund Age
10 mo
19 mo
AUM
₹21 Cr
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Alpha – 1 Year
—
20.90%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
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Volatility – 1 Year
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18.58%
Volatility – 3 Years
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8.24%
Beta – 1 Year
—
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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0.75
Sharpe Ratio – 3 Years
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1.72
Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 10% · S 88%
L 3% · M 24% · S 35%
Number of Stocks
16
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Portfolio P/E
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Top 5 Holdings
Optiemus Infracom Ltd · 10.10%
HP Telecom India Ltd · 9.93%
Dixon Technologies (India) Ltd · 9.81%
Kajaria Ceramics Ltd · 8.37%
Sumeet Industries Ltd · 8.30%
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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