Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
White Oak India Equity Fund VI (WOIEF VI)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
2.87%
6 Months
3.27%
7.84%
1 Year
7.91%
4.83%
3 Years
15.60%
13.27%
5 Years
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Since Inception
18.19%
12.87%
Fund Age
4 yrs 2 mo
3 yrs 8 mo
AUM
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₹640.5 Cr
Alpha – 1 Year
8.34%
1.85%
Alpha – 3 Years
7.04%
1.38%
Information Ratio – 3 Years
1.15
0.33
Volatility – 1 Year
17.57%
19.79%
Volatility – 3 Years
14.47%
15.73%
Beta – 1 Year
1.08
1.11
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.21
0.06
Sharpe Ratio – 3 Years
0.70
0.53
Worst Rolling Year
14.68%
11.94%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
−18.89%
−17.52%
Recovery Period
243 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.64%
15.45%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 82% · M 6% · S 8%
L 42% · M 13% · S 44%
Number of Stocks
34
182
Portfolio P/E
28.34
32.80
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%
ICICI Bank Ltd · 5.56%
HDFC Bank Ltd · 4.64%
Bharti Airtel Ltd · 4.46%
State Bank of India · 3.14%
Bajaj Finserv Ltd · 2.26%
Top Sectors
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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