Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs Vajra Capital Growth Scheme
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
Vajra Capital Growth Scheme
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%
−0.01%
6 Months
3.27%
−8.00%
1 Year
7.91%
−3.45%
3 Years
15.60%
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5 Years
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Since Inception
18.19%
7.49%
Fund Age
4 yrs 2 mo
2 yrs 4 mo
AUM
—
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Alpha – 1 Year
8.34%
−3.02%
Alpha – 3 Years
7.04%
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Information Ratio – 3 Years
1.15
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Volatility – 1 Year
17.57%
15.33%
Volatility – 3 Years
14.47%
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Beta – 1 Year
1.08
0.85
Beta – 3 Years
0.98
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Sharpe Ratio – 1 Year
0.21
-0.51
Sharpe Ratio – 3 Years
0.70
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Worst Rolling Year
14.68%
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Value at Worst Rolling Year
₹1.15 Cr
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Deepest Drawdown
−18.89%
−15.50%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
19.64%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 82% · M 6% · S 8%
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Number of Stocks
34
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Portfolio P/E
28.34
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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 · 100.00%
Top Sectors
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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