Alternative Investment Funds (AIF)Compare Schemes
Alchemy - Leaders of Tomorrow vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
1.41%
6 Months
20.58%
3.27%
1 Year
11.33%
7.91%
3 Years
17.97%
15.60%
5 Years
17.37%
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Since Inception
15.42%
18.19%
Fund Age
8 yrs 6 mo
4 yrs 2 mo
AUM
₹935.28 Cr
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Alpha – 1 Year
9.38%
8.34%
Alpha – 3 Years
7.32%
7.04%
Information Ratio – 3 Years
0.66
1.15
Volatility – 1 Year
24.59%
17.57%
Volatility – 3 Years
19.99%
14.47%
Beta – 1 Year
1.25
1.08
Beta – 3 Years
1.13
0.98
Sharpe Ratio – 1 Year
0.32
0.21
Sharpe Ratio – 3 Years
0.65
0.70
Worst Rolling Year
6.04%
14.68%
Value at Worst Rolling Year
₹1.06 Cr
₹1.15 Cr
Deepest Drawdown
−22.30%
−18.89%
Recovery Period
91 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 34% · M 25% · S 45%
L 82% · M 6% · S 8%
Number of Stocks
31
34
Portfolio P/E
63.61
28.34
Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
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 · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
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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