Alternative Investment Funds (AIF)Compare Schemes
Azurean India Equity Fund 1 vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Azurean India Equity Fund 1
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.56%
−0.80%
6 Months
−2.11%
11.80%
1 Year
−0.01%
3.20%
3 Years
—
16.54%
5 Years
—
17.70%
Since Inception
−1.23%
17.90%
Fund Age
1 yr 9 mo
5 yrs
AUM
—
₹1.34 Cr
Alpha – 1 Year
−2.13%
0.82%
Alpha – 3 Years
—
5.33%
Information Ratio – 3 Years
—
0.43
Volatility – 1 Year
15.20%
25.70%
Volatility – 3 Years
—
20.57%
Beta – 1 Year
0.85
1.33
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.28
0.02
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
16.54%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−12.73%
−21.68%
Recovery Period
Not yet recovered
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 69% · M 18% · S 12%
L 14% · M 9% · S 70%
Number of Stocks
41
75
Portfolio P/E
18.41
28.69
Top 5 Holdings
ICICI Bank Ltd · 8.81%
Kotak Mahindra Bank Ltd · 7.95%
Axis Bank Ltd · 7.62%
HDFC Bank Ltd · 6.09%
Zydus Lifesciences Ltd · 5.42%
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 · 37.92%
Fast Moving Consumer Goods · 16.18%
Healthcare · 11.54%
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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