Alternative Investment Funds (AIF)Compare Schemes
Oculus Capital - Growth Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Oculus Capital - Growth Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.80%
0.40%
6 Months
11.80%
4.71%
1 Year
3.20%
9.48%
3 Years
16.54%
5.09%
5 Years
17.70%
7.27%
Since Inception
17.90%
7.18%
Fund Age
5 yrs
5 yrs 9 mo
AUM
₹1.34 Cr
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Alpha – 1 Year
0.82%
7.96%
Alpha – 3 Years
5.33%
−5.01%
Information Ratio – 3 Years
0.43
-0.38
Volatility – 1 Year
25.70%
1.59%
Volatility – 3 Years
20.57%
6.50%
Beta – 1 Year
1.33
0.04
Beta – 3 Years
1.15
-0.12
Sharpe Ratio – 1 Year
0.02
2.33
Sharpe Ratio – 3 Years
0.57
-0.03
Worst Rolling Year
16.54%
5.09%
Value at Worst Rolling Year
₹1.17 Cr
₹1.05 Cr
Deepest Drawdown
−21.68%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.55%
8.68%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 9% · S 70%
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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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