Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
1.41%
6 Months
2.63%
3.27%
1 Year
3.23%
7.91%
3 Years
9.96%
15.60%
5 Years
19.65%
—
Since Inception
21.25%
18.19%
Fund Age
7 yrs 4 mo
4 yrs 2 mo
AUM
₹877.78 Cr
—
Alpha – 1 Year
4.78%
8.34%
Alpha – 3 Years
2.69%
7.04%
Information Ratio – 3 Years
0.01
1.15
Volatility – 1 Year
2.24%
17.57%
Volatility – 3 Years
12.79%
14.47%
Beta – 1 Year
0.11
1.08
Beta – 3 Years
0.33
0.98
Sharpe Ratio – 1 Year
-0.98
0.21
Sharpe Ratio – 3 Years
0.37
0.70
Worst Rolling Year
9.97%
14.68%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−13.39%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
19.64%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · S 26%
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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