Alternative Investment Funds (AIF)Compare Schemes
Samvitti Capital Alpha Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Samvitti Capital Alpha Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 10.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.93%
1.41%
6 Months
24.74%
3.27%
1 Year
9.95%
7.91%
3 Years
13.72%
15.60%
5 Years
13.73%
—
Since Inception
12.27%
18.19%
Fund Age
10 yrs 8 mo
4 yrs 2 mo
AUM
₹226.03 Cr
—
Alpha – 1 Year
8.00%
8.34%
Alpha – 3 Years
3.06%
7.04%
Information Ratio – 3 Years
0.24
1.15
Volatility – 1 Year
26.09%
17.57%
Volatility – 3 Years
24.92%
14.47%
Beta – 1 Year
1.14
1.08
Beta – 3 Years
1.19
0.98
Sharpe Ratio – 1 Year
0.27
0.21
Sharpe Ratio – 3 Years
0.42
0.70
Worst Rolling Year
-11.97%
14.68%
Value at Worst Rolling Year
₹0.88 Cr
₹1.15 Cr
Deepest Drawdown
−33.71%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
79.93%
100.00%
Median Rolling Year
14.39%
19.64%
5-Year Rolling Windows Positive
95.65%
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Market-Cap Mix
L 5% · M 3% · S 93%
L 82% · M 6% · S 8%
Number of Stocks
59
34
Portfolio P/E
88.80
28.34
Top 5 Holdings
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—