Alternative Investment Funds (AIF)Compare Schemes
KLAY GROWTH FUND vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
KLAY GROWTH FUND
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.86%
1.41%
6 Months
2.50%
3.27%
1 Year
4.92%
7.91%
3 Years
8.35%
15.60%
5 Years
—
—
Since Inception
6.31%
18.19%
Fund Age
4 yrs 9 mo
4 yrs 2 mo
AUM
₹28.32 Cr
—
Alpha – 1 Year
3.40%
8.34%
Alpha – 3 Years
−1.74%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
17.29%
17.57%
Volatility – 3 Years
17.14%
14.47%
Beta – 1 Year
0.99
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.05
0.21
Sharpe Ratio – 3 Years
-0.20
0.70
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−12.62%
−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
L 92% · M 4% · S 2%
L 82% · M 6% · S 8%
Number of Stocks
21
34
Portfolio P/E
20.30
28.34
Top 5 Holdings
Larsen & Toubro Ltd · 8.50%
Titan Company Ltd · 7.70%
Kotak Mahindra Bank Ltd · 7.40%
Divis Laboratories Ltd · 6.90%
HDFC Bank Ltd · 6.40%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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