Alternative Investment Funds (AIF)Compare Schemes
D&B - India Opportunities Multicap Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
D&B - India Opportunities Multicap Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Index · 7.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.06%
1.41%
6 Months
11.89%
3.27%
1 Year
7.39%
7.91%
3 Years
13.60%
15.60%
5 Years
11.50%
—
Since Inception
13.94%
18.19%
Fund Age
6 yrs 8 mo
4 yrs 2 mo
AUM
₹134.68 Cr
—
Alpha – 1 Year
8.81%
8.34%
Alpha – 3 Years
5.90%
7.04%
Information Ratio – 3 Years
0.41
1.15
Volatility – 1 Year
19.90%
17.57%
Volatility – 3 Years
17.79%
14.47%
Beta – 1 Year
1.00
1.08
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
0.18
0.21
Sharpe Ratio – 3 Years
0.47
0.70
Worst Rolling Year
7.35%
14.68%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−20.98%
−18.89%
Recovery Period
488 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 38% · M 18% · S 37%
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
Top 5 Holdings
—
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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