Alternative Investment Funds (AIF)Compare Schemes
Northern Arc Money Market Alpha Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Northern Arc Money Market Alpha Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.8%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
8.60%
1.41%
6 Months
9.38%
3.27%
1 Year
9.19%
7.91%
3 Years
9.65%
15.60%
5 Years
9.51%
—
Since Inception
9.50%
18.19%
Fund Age
7 yrs 6 mo
4 yrs 2 mo
AUM
₹760 Cr
—
Alpha – 1 Year
3.16%
8.34%
Alpha – 3 Years
2.87%
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
1.92%
17.57%
Volatility – 3 Years
6.95%
14.47%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
52.26
0.21
Sharpe Ratio – 3 Years
14.31
0.70
Worst Rolling Year
9.06%
14.68%
Value at Worst Rolling Year
₹1.09 Cr
₹1.15 Cr
Deepest Drawdown
—
−18.89%
Recovery Period
—
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.49%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
Top 5 Holdings
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
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
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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