Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund Open Ended vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund Open Ended
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.16%
−0.80%
6 Months
—
11.80%
1 Year
—
3.20%
3 Years
—
16.54%
5 Years
—
17.70%
Since Inception
2.05%
17.90%
Fund Age
3 mo
5 yrs
AUM
₹1,285.74 Cr
₹1.34 Cr
Alpha – 1 Year
—
0.82%
Alpha – 3 Years
—
5.33%
Information Ratio – 3 Years
—
0.43
Volatility – 1 Year
—
25.70%
Volatility – 3 Years
—
20.57%
Beta – 1 Year
—
1.33
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
0.02
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
16.54%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−21.68%
Recovery Period
—
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 18% · S 15%
L 14% · M 9% · S 70%
Number of Stocks
24
75
Portfolio P/E
28.37
28.69
Top 5 Holdings
Oracle Financial Services Software Limited · 4.92%
SPR Auto Technologies Limited · 4.59%
State Bank of India · 4.12%
Grasim Industries Limited · 4.04%
Sun Pharmaceuticals Industries Limited · 4.03%
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 · 26.31%
Healthcare · 9.48%
Capital Goods · 7.84%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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