Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund - II vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund - II
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
1.41%
6 Months
13.07%
3.27%
1 Year
6.96%
7.91%
3 Years
18.80%
15.60%
5 Years
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Since Inception
19.50%
18.19%
Fund Age
3 yrs
4 yrs 2 mo
AUM
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—
Alpha – 1 Year
1.48%
8.34%
Alpha – 3 Years
1.90%
7.04%
Information Ratio – 3 Years
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1.15
Volatility – 1 Year
22.08%
17.57%
Volatility – 3 Years
18.54%
14.47%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.16
0.21
Sharpe Ratio – 3 Years
0.73
0.70
Worst Rolling Year
18.38%
14.68%
Value at Worst Rolling Year
₹1.18 Cr
₹1.15 Cr
Deepest Drawdown
−19.34%
−18.89%
Recovery Period
122 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.38%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 1% · M 5% · S 89%
L 82% · M 6% · S 8%
Number of Stocks
37
34
Portfolio P/E
12.80
28.34
Top 5 Holdings
Karnataka Bank Ltd · 7.45%
Redington Ltd · 6.12%
Jindal Saw Ltd · 5.93%
Steel Strips Wheels Ltd · 5.90%
IIFL Finance Ltd · 5.50%
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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