AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
Oculus Capital - Growth Fund
Fund size₹1 Cr
Alpha (3Y)4.15%
3Y return16.54%
Fund age5 yrs
Fund Managers
Ankit Sonkhiya
Fund Manager, AIF, Oculus
Ankit has done his Post Graduate diploma from XIM, Bhubaneswar with specialization in Finance and is a Certified Financial Analyst (USA). Ankit has over 11 years of experience in the financial services industry including investment banking experience. He is a founding partner at Oculus Capital Advisors LLP and is involved in developing equity strategies, generating stock ideas using fundamental research and analysis of companies, industries and macro economy. Prior to this assignment, he worked with J.P. Morgan (Investment Banking division) in New York, USA, handling various mergers & acquisitions and equity & debt financing assignments.
Managing AUM₹1 Cr
Mayank Bajaj
Fund Manager, AIF, Oculus
Mayank has done his Post Graduate diploma from XIM, Bhubaneswar with specialization in Finance and is a Chartered Accountant. He joined Oculus Capital Advisors LLP in 2019 and is involved in market analysis and strategy formation. Prior to this assignment, he was heading the Equity Trading desk at Axis Bank Limited and was involved in identifying investment and trading opportunities in the Indian stock markets, and implementing investment strategies. Prior to joining Equity trading desk in December 2010, he was part of the investment banking team at Axis Bank.
Managing AUM₹1 Cr
Growth of₹Cr
Oculus Capital Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Oculus Capital Growth | 6.43% | 3.20% | 1.27% | 16.54% | 17.70% | 17.90% |
| Nifty 500 | −1.07% | 2.38% | −0.15% | 11.21% | 11.42% | 11.56% |
| Excess over benchmark | 7.50% | 0.82% | 1.42% | 5.33% | 6.28% | 6.34% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
20.57%
Benchmark approx 14.42%
A standard deviation reflecting historical swings.
Sensitivity
1.15
Beta vs benchmark 1.00 · 15% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.57
Sharpe
Excess return gained per unit of volatility.
Capture ratio
119 / 99
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −21.68% from its 30 Oct 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−21.68%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 31 Mar 2026 | −21.68% | 517 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough31 Mar 2026
Depth−21.68%
Fell over517 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
75
P/E ratio
28.69
P/B ratio
2.40
Dividend yield
0.38%
Avg market cap
₹1.30 L Cr
Median market cap
₹7,174 Cr
Asset class
Equity
Market cap
Large cap14.47%
Mid cap8.57%
Small cap70.03%
Cash & others6.93%
As on 31 Jul 2026
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