Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs Swyom India Alpha Fund
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
Swyom India Alpha 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%
1.30%
6 Months
3.27%
18.99%
1 Year
7.91%
4.33%
3 Years
15.60%
—
5 Years
—
—
Since Inception
18.19%
33.83%
Fund Age
4 yrs 2 mo
2 yrs 10 mo
AUM
—
—
Alpha – 1 Year
8.34%
1.95%
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
17.57%
17.37%
Volatility – 3 Years
14.47%
—
Beta – 1 Year
1.08
0.71
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
-0.03
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−18.89%
−16.66%
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%
L 47% · M 38% · S 37%
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%
India Glycols Ltd · 8.40%
Orient Cement Ltd · 7.70%
Axis Bank Ltd · 7.70%
Shriram Finance Ltd · 7.70%
Bliss GVS Pharma Ltd · 7.60%
Top Sectors
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%