Alternative Investment Funds (AIF)Compare Schemes
Abakkus Emerging Opportunities Fund-1 vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Abakkus Emerging Opportunities Fund-1
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
1.41%
6 Months
11.36%
3.27%
1 Year
7.23%
7.91%
3 Years
14.59%
15.60%
5 Years
14.62%
—
Since Inception
27.46%
18.19%
Fund Age
7 yrs 1 mo
4 yrs 2 mo
AUM
₹3,193.67 Cr
—
Alpha – 1 Year
5.28%
8.34%
Alpha – 3 Years
3.93%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
21.99%
17.57%
Volatility – 3 Years
23.90%
14.47%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.17
0.21
Sharpe Ratio – 3 Years
-0.15
0.70
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−20.78%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 11% · M 21% · S 61%
L 82% · M 6% · S 8%
Number of Stocks
25
34
Portfolio P/E
24.41
28.34
Top 5 Holdings
Cash & Cash Equivalent · 7.14%
Federal Bank Ltd · 6.64%
Dynamatic Technologies Ltd · 6.14%
Carysil Ltd · 5.82%
Sarda Energy & Minerals Ltd · 5.70%
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 · 23.62%
Capital Goods · 17.05%
Metals & Mining · 10.75%
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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