Alternative Investment Funds (AIF)Compare Schemes
SBI OPTIMAL EQUITY vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
SBI OPTIMAL EQUITY
White Oak Capital Equity 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%
3.22%
6 Months
12.80%
21.79%
1 Year
20.50%
13.76%
3 Years
15.30%
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5 Years
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Since Inception
15.60%
14.87%
Fund Age
19 mo
17 mo
AUM
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₹300.61 Cr
Alpha – 1 Year
20.90%
10.78%
Alpha – 3 Years
6.80%
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Information Ratio – 3 Years
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Volatility – 1 Year
18.58%
19.93%
Volatility – 3 Years
8.24%
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Beta – 1 Year
1.00
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.75
0.47
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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−12.96%
Recovery Period
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Not yet recovered
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%
M 8% · S 88%
Number of Stocks
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88
Portfolio P/E
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34.73
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%
Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
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Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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