Alternative Investment Funds (AIF)Compare Schemes
Narnolia India Opportunity Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Narnolia India Opportunity Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.09%
1.41%
6 Months
1.86%
3.27%
1 Year
7.02%
7.91%
3 Years
18.07%
15.60%
5 Years
16.25%
—
Since Inception
23.48%
18.19%
Fund Age
17 mo
4 yrs 2 mo
AUM
₹286.51 Cr
—
Alpha – 1 Year
4.04%
8.34%
Alpha – 3 Years
6.19%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
13.36%
17.57%
Volatility – 3 Years
—
14.47%
Beta – 1 Year
0.72
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.17
0.21
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−9.59%
−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
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Market-Cap Mix
L 54% · M 3% · S 29%
L 82% · M 6% · S 8%
Number of Stocks
32
34
Portfolio P/E
18.83
28.34
Top 5 Holdings
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
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
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
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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