Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
−0.80%
6 Months
6.80%
11.80%
1 Year
2.38%
3.20%
3 Years
13.18%
16.54%
5 Years
—
17.70%
Since Inception
14.39%
17.90%
Fund Age
4 yrs 7 mo
5 yrs
AUM
₹196.51 Cr
₹1.34 Cr
Alpha – 1 Year
−1.17%
0.82%
Alpha – 3 Years
−0.04%
5.33%
Information Ratio – 3 Years
-0.04
0.43
Volatility – 1 Year
16.17%
25.70%
Volatility – 3 Years
16.05%
20.57%
Beta – 1 Year
0.85
1.33
Beta – 3 Years
0.91
1.15
Sharpe Ratio – 1 Year
-0.11
0.02
Sharpe Ratio – 3 Years
0.52
0.57
Worst Rolling Year
12.74%
16.54%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−19.54%
−21.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 14% · M 9% · S 70%
Number of Stocks
31
75
Portfolio P/E
40.67
28.69
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 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 · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—