Alternative Investment Funds (AIF)Compare Schemes
Rising Giants - AIF vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Rising Giants - AIF
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.41%
6 Months
−6.89%
3.27%
1 Year
−7.76%
7.91%
3 Years
4.56%
15.60%
5 Years
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—
Since Inception
−0.23%
18.19%
Fund Age
4 yrs 9 mo
4 yrs 2 mo
AUM
₹60.72 Cr
—
Alpha – 1 Year
−7.69%
8.34%
Alpha – 3 Years
−8.90%
7.04%
Information Ratio – 3 Years
-0.99
1.15
Volatility – 1 Year
16.44%
17.57%
Volatility – 3 Years
15.44%
14.47%
Beta – 1 Year
0.87
1.08
Beta – 3 Years
0.83
0.98
Sharpe Ratio – 1 Year
-0.74
0.21
Sharpe Ratio – 3 Years
0.01
0.70
Worst Rolling Year
-1.67%
14.68%
Value at Worst Rolling Year
₹0.98 Cr
₹1.15 Cr
Deepest Drawdown
−22.80%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
91.63%
100.00%
Median Rolling Year
4.61%
19.64%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 4% · S 80%
L 82% · M 6% · S 8%
Number of Stocks
—
34
Portfolio P/E
—
28.34
Top 5 Holdings
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
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
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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