Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
SOHUM INDIA OPPORTUNITIES FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
1.41%
6 Months
11.80%
3.27%
1 Year
3.20%
7.91%
3 Years
16.54%
15.60%
5 Years
17.70%
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Since Inception
17.90%
18.19%
Fund Age
5 yrs
4 yrs 2 mo
AUM
₹1.34 Cr
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Alpha – 1 Year
0.82%
8.34%
Alpha – 3 Years
5.33%
7.04%
Information Ratio – 3 Years
0.43
1.15
Volatility – 1 Year
25.70%
17.57%
Volatility – 3 Years
20.57%
14.47%
Beta – 1 Year
1.33
1.08
Beta – 3 Years
1.15
0.98
Sharpe Ratio – 1 Year
0.02
0.21
Sharpe Ratio – 3 Years
0.57
0.70
Worst Rolling Year
16.54%
14.68%
Value at Worst Rolling Year
₹1.17 Cr
₹1.15 Cr
Deepest Drawdown
−21.68%
−18.89%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.55%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 9% · S 70%
L 82% · M 6% · S 8%
Number of Stocks
75
34
Portfolio P/E
28.69
28.34
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%
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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