Alternative Investment Funds (AIF)Compare Schemes
SBI OPTIMAL EQUITY vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
SBI OPTIMAL EQUITY
WHITESPACE FUND 3 - HYBRID PLUS
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%
1.88%
6 Months
12.80%
2.95%
1 Year
20.50%
8.33%
3 Years
15.30%
—
5 Years
—
—
Since Inception
15.60%
7.07%
Fund Age
19 mo
2 yrs
AUM
—
—
Alpha – 1 Year
20.90%
4.13%
Alpha – 3 Years
6.80%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.58%
11.52%
Volatility – 3 Years
8.24%
—
Beta – 1 Year
1.00
0.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.75
-0.82
Sharpe Ratio – 3 Years
1.72
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.22%
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 50%
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%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%