Nifty 50 TRI
Jul 2022
1,00,00,000
UNDISC
SBI Optimal Equity is an Equity Plus Long-Short strategy that aims to reduce market risk and volatility. It focuses on high-conviction stock ideas, primarily in Large, Mid, and Small Cap sectors, with investments held for 3-4 years to capture India's growth potential. Managed by our CIO, Gaurav Mehta, the portfolio comprises 25-30 rigorously selected stocks, reflecting our commitment to quality and long-term growth.
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 11.40% | 13.80% |
| 1 Month | -7.10% | -5.80% |
| 1 Year | 1.40% | 1.90% |
| 2 Year | 14.10% | 14.38% |
| 3 Months | -11.70% | -8.10% |
| 6 Months | -10.80% | -12.00% |
