SBI Funds Optimal Equity AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.
It follows the benchmark Nifty 50 and has delivered a 1-year return of 4.20%. The strategy emphasises investing in high-quality businesses with long-term growth potential.
The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.
The SBI Funds Optimal Equity AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.
This disciplined, research-driven strategy aligns with SBI Funds’s philosophy of quality and conviction-based investing.
SBI Funds Optimal Equity AIF Strategy or Investment Approach - AIF Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
SBI Funds Optimal Equity Alternative Investment Fund - Fund Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
SBI Funds Optimal Equity AIF Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
SBI Funds Optimal Equity AIF Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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SBI Funds Optimal Equity Alternative Investment Fund Strategy - Top 5 Sectors
Retailing
Construction Materials
Utility non electric
Media, Entertainment & Publication
Cement