Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
Sundaram Alternative - Opportunities Series - Atlas
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
−1.41%
6 Months
3.27%
25.53%
1 Year
7.91%
27.30%
3 Years
15.60%
23.29%
5 Years
—
—
Since Inception
18.19%
20.51%
Fund Age
4 yrs 2 mo
4 yrs 5 mo
AUM
—
—
Alpha – 1 Year
8.34%
24.92%
Alpha – 3 Years
7.04%
12.08%
Information Ratio – 3 Years
1.15
1.04
Volatility – 1 Year
17.57%
28.26%
Volatility – 3 Years
14.47%
20.05%
Beta – 1 Year
1.08
1.42
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.21
0.79
Sharpe Ratio – 3 Years
0.70
0.87
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 82% · M 6% · S 8%
—
Number of Stocks
34
—
Portfolio P/E
28.34
—
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%
—
Top Sectors
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%