Alternative Investment Funds (AIF)Compare Schemes
Motilal Oswal Founders Fund Series I vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Motilal Oswal Founders Fund Series I
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.41%
6 Months
16.54%
3.27%
1 Year
4.93%
7.91%
3 Years
20.02%
15.60%
5 Years
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Since Inception
24.01%
18.19%
Fund Age
3 yrs 5 mo
4 yrs 2 mo
AUM
₹1,778.6 Cr
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Alpha – 1 Year
1.95%
8.34%
Alpha – 3 Years
8.14%
7.04%
Information Ratio – 3 Years
0.49
1.15
Volatility – 1 Year
17.28%
17.57%
Volatility – 3 Years
21.44%
14.47%
Beta – 1 Year
0.84
1.08
Beta – 3 Years
1.05
0.98
Sharpe Ratio – 1 Year
-0.21
0.21
Sharpe Ratio – 3 Years
0.67
0.70
Worst Rolling Year
20.04%
14.68%
Value at Worst Rolling Year
₹1.20 Cr
₹1.15 Cr
Deepest Drawdown
−26.50%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.33%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 27% · M 38% · S 35%
L 82% · M 6% · S 8%
Number of Stocks
27
34
Portfolio P/E
48.87
28.34
Top 5 Holdings
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
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
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
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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