Alternative Investment Funds (AIF)Compare Schemes
Buoyant Opportunities Strategy I vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Buoyant Opportunities Strategy I
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
−0.80%
6 Months
7.02%
11.80%
1 Year
12.60%
3.20%
3 Years
17.44%
16.54%
5 Years
—
17.70%
Since Inception
20.23%
17.90%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹2,497.88 Cr
₹1.34 Cr
Alpha – 1 Year
9.62%
0.82%
Alpha – 3 Years
5.55%
5.33%
Information Ratio – 3 Years
—
0.43
Volatility – 1 Year
17.96%
25.70%
Volatility – 3 Years
14.91%
20.57%
Beta – 1 Year
1.01
1.33
Beta – 3 Years
0.90
1.15
Sharpe Ratio – 1 Year
0.45
0.02
Sharpe Ratio – 3 Years
0.78
0.57
Worst Rolling Year
18.59%
16.54%
Value at Worst Rolling Year
₹1.19 Cr
₹1.17 Cr
Deepest Drawdown
−15.14%
−21.68%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.43%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 56% · M 20% · S 20%
L 14% · M 9% · S 70%
Number of Stocks
37
75
Portfolio P/E
24.82
28.69
Top 5 Holdings
ICICI Bank Ltd · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
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 · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—