Alternative Investment Funds (AIF)Compare Schemes
SOHUM INDIA OPPORTUNITIES FUND vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
SOHUM INDIA OPPORTUNITIES FUND
YES Wealth Maximiser AIF
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%
1.92%
6 Months
3.27%
6.21%
1 Year
7.91%
5.06%
3 Years
15.60%
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5 Years
—
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Since Inception
18.19%
18.57%
Fund Age
4 yrs 2 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
8.34%
—
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
17.57%
10.66%
Volatility – 3 Years
14.47%
—
Beta – 1 Year
1.08
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.21
0.14
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
14.68%
—
Value at Worst Rolling Year
₹1.15 Cr
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Deepest Drawdown
−18.89%
−7.47%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.64%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 82% · M 6% · S 8%
L 46% · M 15% · S 20%
Number of Stocks
34
—
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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