Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
1.41%
6 Months
8.18%
3.27%
1 Year
3.90%
7.91%
3 Years
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15.60%
5 Years
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Since Inception
28.15%
18.19%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹169 Cr
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Alpha – 1 Year
−2.45%
8.34%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
29.52%
17.57%
Volatility – 3 Years
41.58%
14.47%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.09
0.21
Sharpe Ratio – 3 Years
0.66
0.70
Worst Rolling Year
29.06%
14.68%
Value at Worst Rolling Year
₹1.29 Cr
₹1.15 Cr
Deepest Drawdown
−16.43%
−18.89%
Recovery Period
122 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
S 34%
L 82% · M 6% · S 8%
Number of Stocks
27
34
Portfolio P/E
17.10
28.34
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
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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