Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
Steptrade Revolution Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.41%
1.11%
6 Months
3.27%
12.07%
1 Year
7.91%
−10.50%
3 Years
15.60%
—
5 Years
—
—
Since Inception
18.19%
10.88%
Fund Age
4 yrs 2 mo
2 yrs 2 mo
AUM
—
₹167 Cr
Alpha – 1 Year
8.34%
−15.69%
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
17.57%
34.34%
Volatility – 3 Years
14.47%
—
Beta – 1 Year
1.08
1.61
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
-0.25
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−18.89%
−31.60%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.64%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 82% · M 6% · S 8%
M 1% · S 57%
Number of Stocks
34
80
Portfolio P/E
28.34
22.59
Top 5 Holdings
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%
Cash & Cash Equivalent · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%