Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
White Oak Capital Equity 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%
3.22%
6 Months
11.80%
21.79%
1 Year
3.20%
13.76%
3 Years
16.54%
—
5 Years
17.70%
—
Since Inception
17.90%
14.87%
Fund Age
5 yrs
17 mo
AUM
₹1.34 Cr
₹300.61 Cr
Alpha – 1 Year
0.82%
10.78%
Alpha – 3 Years
5.33%
—
Information Ratio – 3 Years
0.43
—
Volatility – 1 Year
25.70%
19.93%
Volatility – 3 Years
20.57%
—
Beta – 1 Year
1.33
1.03
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.02
0.47
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
16.54%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−21.68%
−12.96%
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 8% · S 88%
Number of Stocks
75
88
Portfolio P/E
28.69
34.73
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%
Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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