- Category
- III
- Strategy
- Long-only
- Fund house
- Sohum Asset Managers
India Opportunities Fund
+9.67%
1-year return, after expenses, before tax
Benchmark NIFTY 50 TRI · data as of 31 Aug 2026
India Opportunities Fund, a Category III long-only AIF from Sohum Asset Managers, returned 9.67% (after expenses, before tax) in the year to 31 Aug 2026. It began on 20 May 2022.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 50 TRI
- Launched
- 20 May 2022
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 50 TRI |
|---|---|---|
| 1 month | −0.60% | −1.14% |
| 3 months | +4.44% | +2.89% |
| 6 months | +1.28% | −3.60% |
| 1 year | +9.67% | −0.35% |
| 2 years | +2.51% | −1.19% |
| 3 years | +15.34% | +8.99% |
| Since inception | +17.64% | +10.95% |
After expenses, before tax, as Sohum Asset Managers reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Large cap
- Asset type
- Equity
- Benchmark
- NIFTY 50 TRI
- Fund manager
- Sanjay Parekh
Market-cap mix
- Large cap81.20%
- Mid cap4.50%
- Small cap8.90%
- Cash5.40%
Investment approach
Fund objective is to provide superior risk adjusted return over longer time frames and across market cycles. Portfolio construction is underpinned on "Growth at a Reasonable Price" (GARP) strategy.
Long only equity fund with bias towards Large Cap companies [minimum 65-70%] and the rest in Mid and small caps.
About the fund manager
Mr Sanjay Parekh — Founder & CIO
Sanjay H Parekh (Bachelor of Commerce, Chartered Accountant – Passed in May 1994) has 27 years of research experience, of which first ten years were in research across sectors – Oil & Gas, Cement, Petrochemicals, Banking, Information Technology Services, Media. Later 17 years has been in Funds Management in Equities – ASK Investment Managers (Head of Investment – 2005 to 2008), ICICI Prudential Mutual Fund (Senior Fund Manager – 2008- 2012), Nippon India Mutual Fund (Senior Fund Manager – February 2012 to 9th Sep 2021).
As the fund house describes it.
FAQs
What has India Opportunities Fund returned?
9.67% (1-year return) to 31 Aug 2026, after expenses, before tax, as Sohum Asset Managers reports it. 1 month: −0.60%; 3 months: 4.44%; 6 months: 1.28%; 1 year: 9.67%; 2 years: 2.51%; 3 years: 15.34%; Since inception: 17.64%.
What kind of AIF is India Opportunities Fund?
A Category III AIF following a long-only strategy, with a large cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). India Opportunities Fund’s stated minimum is ₹1 crore.
Who manages India Opportunities Fund?
Sohum Asset Managers runs it; the fund manager is Sanjay Parekh.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: India Opportunities Fund’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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