Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
OysterRock Capital Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
3.60%
6 Months
11.80%
11.70%
1 Year
3.20%
11.20%
3 Years
16.54%
19.20%
5 Years
17.70%
16.50%
Since Inception
17.90%
17.40%
Fund Age
5 yrs
8 yrs 6 mo
AUM
₹1.34 Cr
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Alpha – 1 Year
0.82%
8.20%
Alpha – 3 Years
5.33%
7.20%
Information Ratio – 3 Years
0.43
0.24
Volatility – 1 Year
25.70%
17.85%
Volatility – 3 Years
20.57%
15.69%
Beta – 1 Year
1.33
0.97
Beta – 3 Years
1.15
0.87
Sharpe Ratio – 1 Year
0.02
0.38
Sharpe Ratio – 3 Years
0.57
0.86
Worst Rolling Year
16.54%
6.56%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−21.68%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.55%
23.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 9% · S 70%
L 11% · M 17% · S 59%
Number of Stocks
75
25
Portfolio P/E
28.69
23.74
Top 5 Holdings
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%
Cash & Cash Equivalent · 13.00%
Gabriel India Ltd · 6.59%
Laurus Labs Ltd · 6.09%
Federal Bank Ltd · 6.01%
UPL Ltd · 4.60%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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