Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs Pegasus Growth Fund I
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
Pegasus Growth Fund I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
3.20%
6 Months
11.80%
25.16%
1 Year
3.20%
30.92%
3 Years
16.54%
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5 Years
17.70%
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Since Inception
17.90%
13.82%
Fund Age
5 yrs
2 yrs 7 mo
AUM
₹1.34 Cr
₹67 Cr
Alpha – 1 Year
0.82%
26.47%
Alpha – 3 Years
5.33%
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Information Ratio – 3 Years
0.43
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Volatility – 1 Year
25.70%
2.58%
Volatility – 3 Years
20.57%
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Beta – 1 Year
1.33
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Beta – 3 Years
1.15
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Sharpe Ratio – 1 Year
0.02
15.14
Sharpe Ratio – 3 Years
0.57
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Worst Rolling Year
16.54%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−21.68%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.55%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 9% · S 70%
L 11% · M 33% · S 48%
Number of Stocks
75
26
Portfolio P/E
28.69
24.10
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%
Welspun Corp Ltd · 6.44%
Engineers India Ltd · 6.23%
Shivalik Bimetal Controls Ltd · 5.75%
Ion Exchange (India) Ltd · 5.01%
Himadri Speciality Chemical Ltd · 4.96%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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