Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.40%
6 Months
−6.89%
12.80%
1 Year
−7.76%
20.50%
3 Years
4.56%
15.30%
5 Years
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Since Inception
−0.23%
15.60%
Fund Age
4 yrs 9 mo
19 mo
AUM
₹60.72 Cr
—
Alpha – 1 Year
−7.69%
20.90%
Alpha – 3 Years
−8.90%
6.80%
Information Ratio – 3 Years
-0.99
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Volatility – 1 Year
16.44%
18.58%
Volatility – 3 Years
15.44%
8.24%
Beta – 1 Year
0.87
1.00
Beta – 3 Years
0.83
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Sharpe Ratio – 1 Year
-0.74
0.75
Sharpe Ratio – 3 Years
0.01
1.72
Worst Rolling Year
-1.67%
—
Value at Worst Rolling Year
₹0.98 Cr
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Deepest Drawdown
−22.80%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
91.63%
—
Median Rolling Year
4.61%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 80%
L 3% · M 24% · S 35%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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