Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
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
1.67%
−0.80%
6 Months
25.48%
11.80%
1 Year
12.76%
3.20%
3 Years
21.04%
16.54%
5 Years
—
17.70%
Since Inception
23.65%
17.90%
Fund Age
4 yrs 3 mo
5 yrs
AUM
—
₹1.34 Cr
Alpha – 1 Year
10.81%
0.82%
Alpha – 3 Years
10.39%
5.33%
Information Ratio – 3 Years
0.59
0.43
Volatility – 1 Year
24.72%
25.70%
Volatility – 3 Years
22.61%
20.57%
Beta – 1 Year
1.24
1.33
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.38
0.02
Sharpe Ratio – 3 Years
0.65
0.57
Worst Rolling Year
19.92%
16.54%
Value at Worst Rolling Year
₹1.20 Cr
₹1.17 Cr
Deepest Drawdown
−24.89%
−21.68%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 7% · M 28% · S 64%
L 14% · M 9% · S 70%
Number of Stocks
—
75
Portfolio P/E
—
28.69
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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