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Oculus Capital Alternative Investment Fund – Portfolio Management Services (PMS)

Strategies

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Investment Strategies & Performance

Alternative Investment Funds (AIF)

Oculus Capital Alternative Investment Fund Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Growth Fund

Multi Cap & Flexi Cap -5.95% 22.23% — Jul 2021

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Ankit sonkhiya

Fund Manager

Ankit brings 16 years of extensive experience in the financial services sector, encompassing investment banking. He holds a Post Graduate Diploma in Management (Finance) from XIM, Bhubaneshwar, and is a Chartered Financial Analyst (CFA) charterholder from the CFA Institute. As a Founding Partner at Oculus, his responsibilities include the formulation of equity strategies and the generation of investment ideas through comprehensive macro and micro-economic analysis. Prior to co-founding Oculus, Ankit was associated with J.P. Morgan in New York, where he was involved in a range of Mergers & Acquisitions and financing transactions.

Mr Mayank Balaj

Fund Manager

With seventeen years of professional experience, Mayank holds a PGDM in Finance from XIM, Bhubaneswar, and is a Chartered Accountant. Prior to his tenure at Oculus, which commenced in 2019, he led the equity investment desk at Axis Bank. In this capacity, he was instrumental in identifying investment and trading prospects within the Indian equity markets. Additionally, his professional history includes a role within the investment banking division of Axis Bank until 2010.

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Regulatory Information

SEBI Registration: lN/AlF3/20-2U0859

Registered Office: A 909-911, Kailas Business Park,Veer Sawarkar Marg, Vikhroli (W.),Mumbai - 400079

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)