Alternative Investment Funds (AIF)Compare Schemes
Pi Square India Emerging Business Investment Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Pi Square India Emerging Business Investment Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.18%
1.41%
6 Months
17.75%
3.27%
1 Year
—
7.91%
3 Years
—
15.60%
5 Years
—
—
Since Inception
14.73%
18.19%
Fund Age
9 mo
4 yrs 2 mo
AUM
₹43.9 Cr
—
Alpha – 1 Year
—
8.34%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
—
17.57%
Volatility – 3 Years
—
14.47%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
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 31% · M 13% · S 46%
L 82% · M 6% · S 8%
Number of Stocks
21
34
Portfolio P/E
32.80
28.34
Top 5 Holdings
R R Kabel Ltd · 6.98%
Axis Bank Ltd · 6.24%
Narayana Hrudayalaya Ltd · 6.06%
Bajaj Finserv Ltd · 5.64%
Cyient DLM Ltd · 4.53%
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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