Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
−0.80%
6 Months
10.98%
11.80%
1 Year
13.02%
3.20%
3 Years
19.66%
16.54%
5 Years
—
17.70%
Since Inception
20.01%
17.90%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹2,872.26 Cr
₹1.34 Cr
Alpha – 1 Year
11.50%
0.82%
Alpha – 3 Years
9.56%
5.33%
Information Ratio – 3 Years
—
0.43
Volatility – 1 Year
21.45%
25.70%
Volatility – 3 Years
20.58%
20.57%
Beta – 1 Year
1.23
1.33
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.42
0.02
Sharpe Ratio – 3 Years
0.22
0.57
Worst Rolling Year
—
16.54%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−12.48%
−21.68%
Recovery Period
61 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 21% · S 32%
L 14% · M 9% · S 70%
Number of Stocks
32
75
Portfolio P/E
23.83
28.69
Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
Cash & Cash Equivalent · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
Top Sectors
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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