Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar 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
1.65%
1.41%
6 Months
2.29%
3.27%
1 Year
−0.68%
7.91%
3 Years
11.13%
15.60%
5 Years
11.10%
—
Since Inception
17.68%
18.19%
Fund Age
1 yr 11 mo
4 yrs 2 mo
AUM
—
—
Alpha – 1 Year
−3.08%
8.34%
Alpha – 3 Years
−0.07%
7.04%
Information Ratio – 3 Years
-0.09
1.15
Volatility – 1 Year
14.64%
17.57%
Volatility – 3 Years
13.98%
14.47%
Beta – 1 Year
0.82
1.08
Beta – 3 Years
0.88
0.98
Sharpe Ratio – 1 Year
-0.45
0.21
Sharpe Ratio – 3 Years
0.42
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 39% · M 15% · S 42%
L 82% · M 6% · S 8%
Number of Stocks
41
34
Portfolio P/E
31.71
28.34
Top 5 Holdings
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
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 · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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