Alternative Investment Funds (AIF)Compare Schemes
SBI OPTIMAL EQUITY vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
SBI OPTIMAL EQUITY
Steptrade Revolution 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%
1.11%
6 Months
12.80%
12.07%
1 Year
20.50%
−10.50%
3 Years
15.30%
—
5 Years
—
—
Since Inception
15.60%
10.88%
Fund Age
19 mo
2 yrs 2 mo
AUM
—
₹167 Cr
Alpha – 1 Year
20.90%
−15.69%
Alpha – 3 Years
6.80%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.58%
34.34%
Volatility – 3 Years
8.24%
—
Beta – 1 Year
1.00
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.75
-0.25
Sharpe Ratio – 3 Years
1.72
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−31.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 24% · S 35%
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
—
22.59
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%
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%