- Category
- III
- Strategy
- Long-only
- Fund house
- Oculus Capital Alternative Investment Fund
Growth Fund
+11.34%
1-year return, after expenses, before tax
Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026
Growth Fund, a Category III long-only AIF from Oculus Capital Alternative Investment Fund, returned 11.34% (after expenses, before tax) in the year to 31 Aug 2026. It began on 1 Jul 2021 and manages ₹1.34 crore.
Key numbers
- AUM
- ₹1.34 Cr
- Benchmark
- NIFTY 500 & Debt Composite Index
- Launched
- 1 Jul 2021
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 500 & Debt Composite Index |
|---|---|---|
| 1 month | +4.03% | −0.04% |
| 3 months | +6.11% | +3.50% |
| 6 months | +13.95% | +1.22% |
| 1 year | +11.34% | +4.40% |
| 2 years | +1.96% | −0.60% |
| 3 years | +17.19% | +11.48% |
| 5 years | +18.18% | +10.01% |
| Since inception | +18.48% | +11.35% |
After expenses, before tax, as Oculus Capital Alternative Investment Fund reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- NIFTY 500 & Debt Composite Index
- Fund manager
- Mayank Bajaj & Ankit Sonkhiya
Investment approach
Multi-Cap Sector Agnostic investment approach to generate alpha and risk adjusted returns
To generate regular income and capital appreciation for investors from a portfolio of Equity, Debt and Equity Linked Instruments
About the fund manager
Mr Mayank Balaj — Fund Manager
Mayank with 17 years of work-Ex has done PGDM in finance from XIM, Bhubaneshwar and is a Chartered Acoountant. Before joining Oculus in 2019, he was heading the equity Investment desk at Axis bank and was involved in identifying investment and Trading opportunities in the indian stock markets. Also till 2010, he was part of the investment banking team at Axis Bank.
Mr Ankit sonkhiya — Fund Manager
Ankit with 16 years of work - Ex in the financial services Industry including investment banking, has done PGDM in finance from XIM, Bhubaneshwar and is a CFA ( USA ). He is a founding partner at oculus and is involved in developing equity strategies, generating stock ideas using macro and macro analysis. Before Oculus, he worked with J.P Morgan ( Investment Banking ) in New York, handling various M&A and financing assignments.
As the fund house describes it.
FAQs
What has Growth Fund returned?
11.34% (1-year return) to 31 Aug 2026, after expenses, before tax, as Oculus Capital Alternative Investment Fund reports it. 1 month: 4.03%; 3 months: 6.11%; 6 months: 13.95%; 1 year: 11.34%; 2 years: 1.96%; 3 years: 17.19%; 5 years: 18.18%; Since inception: 18.48%.
What kind of AIF is Growth Fund?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Growth Fund manage?
₹1.34 crore as of 31 Aug 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Growth Fund’s stated minimum is ₹1 crore.
Who manages Growth Fund?
Oculus Capital Alternative Investment Fund runs it; the fund managers are Mayank Bajaj & Ankit Sonkhiya.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Growth Fund’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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