Alternative Investment Funds (AIF)Compare Schemes
BCAD vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
BCAD
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
1.41%
6 Months
7.97%
3.27%
1 Year
3.52%
7.91%
3 Years
10.44%
15.60%
5 Years
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Since Inception
10.90%
18.19%
Fund Age
4 yrs 11 mo
4 yrs 2 mo
AUM
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Alpha – 1 Year
0.54%
8.34%
Alpha – 3 Years
−1.45%
7.04%
Information Ratio – 3 Years
-0.09
1.15
Volatility – 1 Year
16.33%
17.57%
Volatility – 3 Years
15.51%
14.47%
Beta – 1 Year
0.89
1.08
Beta – 3 Years
0.92
0.98
Sharpe Ratio – 1 Year
-0.06
0.21
Sharpe Ratio – 3 Years
0.37
0.70
Worst Rolling Year
8.48%
14.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−16.99%
−18.89%
Recovery Period
518 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.54%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 82% · M 6% · S 8%
Number of Stocks
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34
Portfolio P/E
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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
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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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