Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
1.41%
6 Months
12.77%
3.27%
1 Year
16.87%
7.91%
3 Years
26.82%
15.60%
5 Years
20.86%
—
Since Inception
22.48%
18.19%
Fund Age
7 yrs 2 mo
4 yrs 2 mo
AUM
—
—
Alpha – 1 Year
15.35%
8.34%
Alpha – 3 Years
16.73%
7.04%
Information Ratio – 3 Years
1.48
1.15
Volatility – 1 Year
19.51%
17.57%
Volatility – 3 Years
18.47%
14.47%
Beta – 1 Year
1.09
1.08
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.62
0.21
Sharpe Ratio – 3 Years
1.03
0.70
Worst Rolling Year
11.32%
14.68%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−16.69%
−18.89%
Recovery Period
92 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 30% · M 42% · S 28%
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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