Alternative Investment Funds (AIF)Compare Schemes
Alchemy - Leaders of Tomorrow vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Alchemy - Leaders of Tomorrow
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
−0.80%
6 Months
20.58%
11.80%
1 Year
11.33%
3.20%
3 Years
17.97%
16.54%
5 Years
17.37%
17.70%
Since Inception
15.42%
17.90%
Fund Age
8 yrs 6 mo
5 yrs
AUM
₹935.28 Cr
₹1.34 Cr
Alpha – 1 Year
9.38%
0.82%
Alpha – 3 Years
7.32%
5.33%
Information Ratio – 3 Years
0.66
0.43
Volatility – 1 Year
24.59%
25.70%
Volatility – 3 Years
19.99%
20.57%
Beta – 1 Year
1.25
1.33
Beta – 3 Years
1.13
1.15
Sharpe Ratio – 1 Year
0.32
0.02
Sharpe Ratio – 3 Years
0.65
0.57
Worst Rolling Year
6.04%
16.54%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−22.30%
−21.68%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
24.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 25% · S 45%
L 14% · M 9% · S 70%
Number of Stocks
31
75
Portfolio P/E
63.61
28.69
Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
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 · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—