Alternative Investment Funds (AIF)Compare Schemes
Alchemy Emerging Leaders of Tomorrow Series 2 vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Emerging Leaders of Tomorrow Series 2
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.21%
−0.80%
6 Months
25.75%
11.80%
1 Year
21.19%
3.20%
3 Years
21.75%
16.54%
5 Years
—
17.70%
Since Inception
26.64%
17.90%
Fund Age
4 yrs 9 mo
5 yrs
AUM
₹347.11 Cr
₹1.34 Cr
Alpha – 1 Year
15.49%
0.82%
Alpha – 3 Years
5.69%
5.33%
Information Ratio – 3 Years
—
0.43
Volatility – 1 Year
28.04%
25.70%
Volatility – 3 Years
22.73%
20.57%
Beta – 1 Year
1.32
1.33
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.62
0.02
Sharpe Ratio – 3 Years
0.74
0.57
Worst Rolling Year
19.15%
16.54%
Value at Worst Rolling Year
₹1.19 Cr
₹1.17 Cr
Deepest Drawdown
−24.97%
−21.68%
Recovery Period
426 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.50%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 11% · M 12% · S 77%
L 14% · M 9% · S 70%
Number of Stocks
32
75
Portfolio P/E
55.36
28.69
Top 5 Holdings
Avalon Technologies Ltd · 6.72%
TD Power Systems Ltd · 6.68%
Cartrade Tech Ltd · 5.56%
Bharat Electronics Ltd · 5.42%
S J S Enterprises Ltd · 5.34%
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
Capital Goods · 52.68%
Financial Services · 16.08%
Automobile and Auto Components · 8.29%
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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