Alternative Investment Funds (AIF)Compare Schemes
NIEO 7 (Reimagine India Opportunity) vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
NIEO 7 (Reimagine India Opportunity)
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 500 Index · 11.2%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.63%
1.41%
6 Months
6.27%
3.27%
1 Year
4.89%
7.91%
3 Years
16.29%
15.60%
5 Years
—
—
Since Inception
15.79%
18.19%
Fund Age
4 yrs 5 mo
4 yrs 2 mo
AUM
—
—
Alpha – 1 Year
2.49%
8.34%
Alpha – 3 Years
5.09%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
15.76%
17.57%
Volatility – 3 Years
—
14.47%
Beta – 1 Year
0.88
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.02
0.21
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−18.89%
Recovery Period
—
243 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 50% · M 13% · S 36%
L 82% · M 6% · S 8%
Number of Stocks
46
34
Portfolio P/E
34.26
28.34
Top 5 Holdings
ICICI Bank Ltd · 5.22%
Bosch Ltd · 4.09%
Krishna Institute of Medical Sciences Ltd · 3.79%
Emmvee Photovoltaic Power Ltd · 3.51%
Grasim Industries Ltd · 3.50%
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 · 33.27%
Capital Goods · 15.56%
Healthcare · 10.17%
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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