Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs Profusion All Weather Fund
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
Profusion All Weather Fund
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%
0.84%
6 Months
11.80%
9.01%
1 Year
3.20%
12.22%
3 Years
16.54%
—
5 Years
17.70%
—
Since Inception
17.90%
12.00%
Fund Age
5 yrs
13 mo
AUM
₹1.34 Cr
₹64.49 Cr
Alpha – 1 Year
0.82%
12.59%
Alpha – 3 Years
5.33%
—
Information Ratio – 3 Years
0.43
—
Volatility – 1 Year
25.70%
9.50%
Volatility – 3 Years
20.57%
—
Beta – 1 Year
1.33
0.50
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.02
0.69
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
16.54%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−21.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
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
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%
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
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Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
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