Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.52%
−0.80%
6 Months
−5.84%
11.80%
1 Year
−9.36%
3.20%
3 Years
−0.81%
16.54%
5 Years
—
17.70%
Since Inception
1.31%
17.90%
Fund Age
3 yrs 2 mo
5 yrs
AUM
—
₹1.34 Cr
Alpha – 1 Year
−8.74%
0.82%
Alpha – 3 Years
−8.21%
5.33%
Information Ratio – 3 Years
-0.92
0.43
Volatility – 1 Year
7.34%
25.70%
Volatility – 3 Years
12.42%
20.57%
Beta – 1 Year
0.25
1.33
Beta – 3 Years
0.67
1.15
Sharpe Ratio – 1 Year
-2.04
0.02
Sharpe Ratio – 3 Years
-0.44
0.57
Worst Rolling Year
-0.81%
16.54%
Value at Worst Rolling Year
₹0.99 Cr
₹1.17 Cr
Deepest Drawdown
−13.98%
−21.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
58.97%
100.00%
Median Rolling Year
1.91%
24.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 9% · S 70%
Number of Stocks
—
75
Portfolio P/E
—
28.69
Top 5 Holdings
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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