Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs WHITESPACE FUND 3 - HYBRID PLUS
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
WHITESPACE FUND 3 - HYBRID PLUS
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%
1.88%
6 Months
11.80%
2.95%
1 Year
3.20%
8.33%
3 Years
16.54%
—
5 Years
17.70%
—
Since Inception
17.90%
7.07%
Fund Age
5 yrs
2 yrs
AUM
₹1.34 Cr
—
Alpha – 1 Year
0.82%
4.13%
Alpha – 3 Years
5.33%
—
Information Ratio – 3 Years
0.43
—
Volatility – 1 Year
25.70%
11.52%
Volatility – 3 Years
20.57%
—
Beta – 1 Year
1.33
0.21
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.02
-0.82
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
16.54%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−21.68%
−8.22%
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%
L 50%
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%
HDFC Bank Ltd · 3.55%
ICICI Bank Ltd · 3.14%
Reliance Industries Ltd · 2.75%
Bharti Airtel Ltd · 1.86%
Larsen & Toubro Ltd · 1.44%
Top Sectors
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%