Alternative Investment Funds (AIF)Compare Schemes
SBI OPTIMAL EQUITY vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
SBI OPTIMAL EQUITY
Swyom India Alpha 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%
1.30%
6 Months
12.80%
18.99%
1 Year
20.50%
4.33%
3 Years
15.30%
—
5 Years
—
—
Since Inception
15.60%
33.83%
Fund Age
19 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
20.90%
1.95%
Alpha – 3 Years
6.80%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.58%
17.37%
Volatility – 3 Years
8.24%
—
Beta – 1 Year
1.00
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.75
-0.03
Sharpe Ratio – 3 Years
1.72
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.66%
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%
L 47% · M 38% · S 37%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
India Glycols Ltd · 8.40%
Orient Cement Ltd · 7.70%
Axis Bank Ltd · 7.70%
Shriram Finance Ltd · 7.70%
Bliss GVS Pharma Ltd · 7.60%
Top Sectors
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—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%