Alternative Investment Funds (AIF)Compare Schemes
Quest Investment Managers – Smart Alpha Sector Rotation vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Quest Investment Managers – Smart Alpha Sector Rotation
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.75%
1.41%
6 Months
6.35%
3.27%
1 Year
−4.77%
7.91%
3 Years
10.09%
15.60%
5 Years
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Since Inception
11.81%
18.19%
Fund Age
4 yrs 3 mo
4 yrs 2 mo
AUM
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Alpha – 1 Year
−9.17%
8.34%
Alpha – 3 Years
−1.38%
7.04%
Information Ratio – 3 Years
-0.09
1.15
Volatility – 1 Year
20.07%
17.57%
Volatility – 3 Years
18.70%
14.47%
Beta – 1 Year
1.09
1.08
Beta – 3 Years
1.07
0.98
Sharpe Ratio – 1 Year
-0.41
0.21
Sharpe Ratio – 3 Years
0.34
0.70
Worst Rolling Year
8.04%
14.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−28.14%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.70%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 25% · S 28%
L 82% · M 6% · S 8%
Number of Stocks
23
34
Portfolio P/E
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28.34
Top 5 Holdings
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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
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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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