Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
−0.80%
6 Months
8.18%
11.80%
1 Year
3.90%
3.20%
3 Years
—
16.54%
5 Years
—
17.70%
Since Inception
28.15%
17.90%
Fund Age
3 yrs
5 yrs
AUM
₹169 Cr
₹1.34 Cr
Alpha – 1 Year
−2.45%
0.82%
Alpha – 3 Years
—
5.33%
Information Ratio – 3 Years
—
0.43
Volatility – 1 Year
29.52%
25.70%
Volatility – 3 Years
41.58%
20.57%
Beta – 1 Year
—
1.33
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.09
0.02
Sharpe Ratio – 3 Years
0.66
0.57
Worst Rolling Year
29.06%
16.54%
Value at Worst Rolling Year
₹1.29 Cr
₹1.17 Cr
Deepest Drawdown
−16.43%
−21.68%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.06%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
S 34%
L 14% · M 9% · S 70%
Number of Stocks
27
75
Portfolio P/E
17.10
28.69
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
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
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
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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