Alternative Investment Funds (AIF)Compare Schemes
NEXUS EQUITY GROWTH FUND SCH 1 vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
NEXUS EQUITY GROWTH FUND SCH 1
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.48%
0.40%
6 Months
19.10%
12.80%
1 Year
17.77%
20.50%
3 Years
—
15.30%
5 Years
—
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Since Inception
28.53%
15.60%
Fund Age
19 mo
19 mo
AUM
₹332.12 Cr
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Alpha – 1 Year
13.25%
20.90%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
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Volatility – 1 Year
23.73%
18.58%
Volatility – 3 Years
—
8.24%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.75
Sharpe Ratio – 3 Years
—
1.72
Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−13.24%
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Recovery Period
Not yet recovered
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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
S 61%
L 3% · M 24% · S 35%
Number of Stocks
50
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Portfolio P/E
28.50
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Top 5 Holdings
Vadilal Industries Ltd · 4.50%
Borana Weaves Ltd · 4.33%
Manorama Industries Ltd · 4.07%
Acutaas Chemicals Ltd · 3.97%
Rajesh Power Services Ltd · 3.59%
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 · 12.77%
Capital Goods · 11.22%
Automobile and Auto Components · 7.25%
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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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