Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
1.41%
6 Months
7.54%
3.27%
1 Year
10.79%
7.91%
3 Years
13.32%
15.60%
5 Years
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Since Inception
15.88%
18.19%
Fund Age
4 yrs 8 mo
4 yrs 2 mo
AUM
₹2,666.69 Cr
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Alpha – 1 Year
9.27%
8.34%
Alpha – 3 Years
3.22%
7.04%
Information Ratio – 3 Years
0.24
1.15
Volatility – 1 Year
21.79%
17.57%
Volatility – 3 Years
17.73%
14.47%
Beta – 1 Year
1.25
1.08
Beta – 3 Years
1.07
0.98
Sharpe Ratio – 1 Year
0.32
0.21
Sharpe Ratio – 3 Years
0.48
0.70
Worst Rolling Year
13.01%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−23.31%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 47% · M 25% · S 26%
L 82% · M 6% · S 8%
Number of Stocks
31
34
Portfolio P/E
23.45
28.34
Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
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 · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
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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