Alternative Investment Funds (AIF)Compare Schemes
SBI OPTIMAL EQUITY vs Sundaram Alternative Opportunities Series - ACORN
Add SchemeGrowth of ₹1 Crore
SBI OPTIMAL EQUITY
Sundaram Alternative Opportunities Series - ACORN
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.40%
−0.89%
6 Months
12.80%
29.38%
1 Year
20.50%
43.41%
3 Years
15.30%
26.47%
5 Years
—
17.82%
Since Inception
15.60%
22.57%
Fund Age
19 mo
6 yrs 8 mo
AUM
—
—
Alpha – 1 Year
20.90%
33.80%
Alpha – 3 Years
6.80%
7.88%
Information Ratio – 3 Years
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0.70
Volatility – 1 Year
18.58%
23.30%
Volatility – 3 Years
8.24%
18.62%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.75
1.44
Sharpe Ratio – 3 Years
1.72
1.07
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
L 3% · M 24% · S 35%
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Number of Stocks
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Portfolio P/E
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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%
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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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