Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Oculus Capital - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
−0.80%
6 Months
1.31%
11.80%
1 Year
5.72%
3.20%
3 Years
15.69%
16.54%
5 Years
17.06%
17.70%
Since Inception
18.15%
17.90%
Fund Age
5 yrs 3 mo
5 yrs
AUM
₹1,828 Cr
₹1.34 Cr
Alpha – 1 Year
6.15%
0.82%
Alpha – 3 Years
7.12%
5.33%
Information Ratio – 3 Years
1.44
0.43
Volatility – 1 Year
18.93%
25.70%
Volatility – 3 Years
15.01%
20.57%
Beta – 1 Year
1.16
1.33
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.10
0.02
Sharpe Ratio – 3 Years
0.66
0.57
Worst Rolling Year
13.67%
16.54%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−16.27%
−21.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
24.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 9% · S 70%
Number of Stocks
—
75
Portfolio P/E
—
28.69
Top 5 Holdings
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—