Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.91%
1.41%
6 Months
7.02%
3.27%
1 Year
12.60%
7.91%
3 Years
17.44%
15.60%
5 Years
—
—
Since Inception
20.23%
18.19%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹2,497.88 Cr
—
Alpha – 1 Year
9.62%
8.34%
Alpha – 3 Years
5.55%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
17.96%
17.57%
Volatility – 3 Years
14.91%
14.47%
Beta – 1 Year
1.01
1.08
Beta – 3 Years
0.90
0.98
Sharpe Ratio – 1 Year
0.45
0.21
Sharpe Ratio – 3 Years
0.78
0.70
Worst Rolling Year
18.59%
14.68%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−15.14%
−18.89%
Recovery Period
122 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
19.64%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 20% · S 20%
L 82% · M 6% · S 8%
Number of Stocks
37
34
Portfolio P/E
24.82
28.34
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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)
0% / 0% / 0%
—