Alternative Investment Funds (AIF)Compare Schemes
SBI OPTIMAL EQUITY vs Skg India Small & Midcap Fund
Add SchemeGrowth of ₹1 Crore
SBI OPTIMAL EQUITY
Skg India Small & Midcap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.40%
7.42%
6 Months
12.80%
23.73%
1 Year
20.50%
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3 Years
15.30%
—
5 Years
—
—
Since Inception
15.60%
19.01%
Fund Age
19 mo
9 mo
AUM
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₹20.31 Cr
Alpha – 1 Year
20.90%
—
Alpha – 3 Years
6.80%
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
18.58%
—
Volatility – 3 Years
8.24%
—
Beta – 1 Year
1.00
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.75
—
Sharpe Ratio – 3 Years
1.72
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
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
L 3% · M 24% · S 35%
L 11% · M 29% · S 48%
Number of Stocks
—
35
Portfolio P/E
—
77.57
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%
OBSC Perfection Ltd · 18.19%
Sri Lotus Developers & Realty Ltd · 9.21%
YOGIJI DIGI LIMITED EQ · 8.60%
BHARAT Bond ETF - April 2030 · 8.34%
LG Electronics India Ltd · 7.41%
Top Sectors
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Automobile and Auto Components · 19.22%
Financial Services · 18.01%
Consumer Durables · 16.68%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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