Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
4.04%
6 Months
11.80%
14.10%
1 Year
3.20%
7.50%
3 Years
16.54%
22.84%
5 Years
17.70%
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Since Inception
17.90%
23.58%
Fund Age
5 yrs
4 yrs 5 mo
AUM
₹1.34 Cr
₹1,282.88 Cr
Alpha – 1 Year
0.82%
4.52%
Alpha – 3 Years
5.33%
10.95%
Information Ratio – 3 Years
0.43
0.98
Volatility – 1 Year
25.70%
21.85%
Volatility – 3 Years
20.57%
16.29%
Beta – 1 Year
1.33
1.19
Beta – 3 Years
1.15
0.92
Sharpe Ratio – 1 Year
0.02
0.18
Sharpe Ratio – 3 Years
0.57
0.98
Worst Rolling Year
16.54%
22.35%
Value at Worst Rolling Year
₹1.17 Cr
₹1.22 Cr
Deepest Drawdown
−21.68%
−17.55%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.55%
28.61%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 9% · S 70%
L 23% · M 12% · S 64%
Number of Stocks
75
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Portfolio P/E
28.69
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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%
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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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