Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.34%
1.41%
6 Months
3.47%
3.27%
1 Year
1.75%
7.91%
3 Years
13.37%
15.60%
5 Years
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Since Inception
15.09%
18.19%
Fund Age
3 yrs 2 mo
4 yrs 2 mo
AUM
₹565.02 Cr
—
Alpha – 1 Year
−0.83%
8.34%
Alpha – 3 Years
1.23%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
13.85%
17.57%
Volatility – 3 Years
14.55%
14.47%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.20
0.21
Sharpe Ratio – 3 Years
0.55
0.70
Worst Rolling Year
12.68%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−16.91%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 53% · M 25% · S 20%
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
Top 5 Holdings
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ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
—
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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