Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.52%
1.41%
6 Months
−5.84%
3.27%
1 Year
−9.36%
7.91%
3 Years
−0.81%
15.60%
5 Years
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Since Inception
1.31%
18.19%
Fund Age
3 yrs 2 mo
4 yrs 2 mo
AUM
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Alpha – 1 Year
−8.74%
8.34%
Alpha – 3 Years
−8.21%
7.04%
Information Ratio – 3 Years
-0.92
1.15
Volatility – 1 Year
7.34%
17.57%
Volatility – 3 Years
12.42%
14.47%
Beta – 1 Year
0.25
1.08
Beta – 3 Years
0.67
0.98
Sharpe Ratio – 1 Year
-2.04
0.21
Sharpe Ratio – 3 Years
-0.44
0.70
Worst Rolling Year
-0.81%
14.68%
Value at Worst Rolling Year
₹0.99 Cr
₹1.15 Cr
Deepest Drawdown
−13.98%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
58.97%
100.00%
Median Rolling Year
1.91%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 82% · M 6% · S 8%
Number of Stocks
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34
Portfolio P/E
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28.34
Top 5 Holdings
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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