Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
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
1.67%
1.41%
6 Months
25.48%
3.27%
1 Year
12.76%
7.91%
3 Years
21.04%
15.60%
5 Years
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Since Inception
23.65%
18.19%
Fund Age
4 yrs 3 mo
4 yrs 2 mo
AUM
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—
Alpha – 1 Year
10.81%
8.34%
Alpha – 3 Years
10.39%
7.04%
Information Ratio – 3 Years
0.59
1.15
Volatility – 1 Year
24.72%
17.57%
Volatility – 3 Years
22.61%
14.47%
Beta – 1 Year
1.24
1.08
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.38
0.21
Sharpe Ratio – 3 Years
0.65
0.70
Worst Rolling Year
19.92%
14.68%
Value at Worst Rolling Year
₹1.20 Cr
₹1.15 Cr
Deepest Drawdown
−24.89%
−18.89%
Recovery Period
122 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 7% · M 28% · S 64%
L 82% · M 6% · S 8%
Number of Stocks
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34
Portfolio P/E
—
28.34
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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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