Alternative Investment Funds (AIF)Compare Schemes
Incred-Emerging Business Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Incred-Emerging Business Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
1.41%
6 Months
11.46%
3.27%
1 Year
2.58%
7.91%
3 Years
12.19%
15.60%
5 Years
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Since Inception
14.67%
18.19%
Fund Age
4 yrs 4 mo
4 yrs 2 mo
AUM
₹465 Cr
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Alpha – 1 Year
−0.40%
8.34%
Alpha – 3 Years
0.30%
7.04%
Information Ratio – 3 Years
0.09
1.15
Volatility – 1 Year
23.22%
17.57%
Volatility – 3 Years
18.88%
14.47%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
0.97
0.98
Sharpe Ratio – 1 Year
-0.02
0.21
Sharpe Ratio – 3 Years
0.51
0.70
Worst Rolling Year
11.07%
14.68%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−25.01%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.39%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 46% · M 24% · S 30%
L 82% · M 6% · S 8%
Number of Stocks
27
34
Portfolio P/E
37.00
28.34
Top 5 Holdings
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
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 · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
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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