AIF · Equity · CAT III - LONG ONLY - LARGE CAP
SOHUM INDIA OPPORTUNITIES FUND
IRRSince inception18.19%
Alpha (3Y)6.38%
3Y return15.60%
Fund age4 yrs 2 mo
Fund Manager
Growth of₹Cr
SOHUM INDIA OPPORTUNITIES
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
SOHUM INDIA OPPORTUNITIES0.09%7.91%3.42%15.60%—18.19%
NIFTY 50 TRI−5.93%−0.43%0.06%8.56%—11.49%
Excess over benchmark6.02%8.34%3.36%7.04%—6.70%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
14.47%
Benchmark approx 13.29%
A standard deviation reflecting historical swings.
Sensitivity
0.98
Beta vs benchmark 1.00 · 2% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.70
Sharpe
Excess return gained per unit of volatility.
Capture ratio
123 / 93
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −18.89% from its 26 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 29 Oct 2025 after 243 days.
Max drawdowns
−18.89%
Recovery period
243 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme26 Sep 202428 Feb 2025−18.89%155 days29 Oct 2025243 days
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak26 Sep 2024
Trough28 Feb 2025
Depth−18.89%
Fell over155 days
Recovered29 Oct 2025
Recovery took243 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
34
P/E ratio
28.34
P/B ratio
3.02
Dividend yield
0.43%
Avg market cap
₹5.16 L Cr
Median market cap
₹1.78 L Cr
Asset class
Equity
Market cap
Large cap82.07%
Mid cap6.03%
Small cap8.01%
Cash & others3.89%
As on 31 Jul 2026
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