Alternative Investment Funds (AIF)Compare Schemes
Generational Capital Breakout Fund 1 vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Generational Capital Breakout Fund 1
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−6.22%
1.41%
6 Months
−4.90%
3.27%
1 Year
−15.01%
7.91%
3 Years
—
15.60%
5 Years
—
—
Since Inception
4.98%
18.19%
Fund Age
1 yr 10 mo
4 yrs 2 mo
AUM
₹122.88 Cr
—
Alpha – 1 Year
−22.72%
8.34%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
21.19%
17.57%
Volatility – 3 Years
—
14.47%
Beta – 1 Year
1.18
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.92
0.21
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−25.89%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 48%
L 82% · M 6% · S 8%
Number of Stocks
30
34
Portfolio P/E
35.47
28.34
Top 5 Holdings
Other Funds · 24.83%
PNGS Gargi Fashion Jewellery Ltd · 9.07%
Womancart Ltd · 6.32%
Beta Drugs Ltd. 0.65% DB CONVERT 26/05/2026 INR 1653.40 · 6.22%
Sirca Paints India Ltd · 5.32%
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
Consumer Durables · 18.56%
Consumer Services · 17.65%
Healthcare · 12.53%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
5% / 3% / 0%
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