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SBI OPTIMAL EQUITY vs ValueQuest S.C.A.L.E. Fund II

SBI OPTIMAL EQUITY

ValueQuest S.C.A.L.E. Fund II

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Growth of ₹1 Crore

SBI OPTIMAL EQUITY

ValueQuest S.C.A.L.E. Fund II

Return for the risk

3 yrs return

10%

15%

20%

NIFTY 50 Total Return Index · 8.5%

SBI OPTIMAL EQUITY

15.3% • vol 8.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.40%

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6 Months

12.80%

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1 Year

20.50%

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3 Years

15.30%

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5 Years

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Since Inception

15.60%

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Fund Age

19 mo

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AUM

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Alpha – 1 Year

20.90%

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Alpha – 3 Years

6.80%

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Information Ratio – 3 Years

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Volatility – 1 Year

18.58%

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Volatility – 3 Years

8.24%

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Beta – 1 Year

1.00

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Beta – 3 Years

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Sharpe Ratio – 1 Year

0.75

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Sharpe Ratio – 3 Years

1.72

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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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