Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
Steptrade Revolution 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%
1.11%
6 Months
11.80%
12.07%
1 Year
3.20%
−10.50%
3 Years
16.54%
—
5 Years
17.70%
—
Since Inception
17.90%
10.88%
Fund Age
5 yrs
2 yrs 2 mo
AUM
₹1.34 Cr
₹167 Cr
Alpha – 1 Year
0.82%
−15.69%
Alpha – 3 Years
5.33%
—
Information Ratio – 3 Years
0.43
—
Volatility – 1 Year
25.70%
34.34%
Volatility – 3 Years
20.57%
—
Beta – 1 Year
1.33
1.61
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.02
-0.25
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
16.54%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−21.68%
−31.60%
Recovery Period
Not yet recovered
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%
M 1% · S 57%
Number of Stocks
75
80
Portfolio P/E
28.69
22.59
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 · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%