About the Fund
Launched in July 2021, Oculus capital growth fund is a SEBI registered category III alternative investment fund based out of Mumbai. Having a well-diversified portfolio of large-cap, mid-cap and small-cap stocks with balanced sectoral allocation, we are among the top performing AIFs in India, outperforming all the benchmark index returns during the same period.
Mr. Mayank Bajaj and Mr. Ankit Sonkhiya
Our Team
Mayank Bajaj
Fund ManagerMayank with 17 years of work-ex has done PGDM in Finance from XIM, Bhubaneswar and is a Chartered Accountant. Before joining Oculus in 2019, he was heading the Equity Investments 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.
Ankit Sonkhiya
Co-Fund Manager & Head of ResearchAnkit with 17 years of work-ex in the financial services industry including investment banking, has done PGDM in Finance from XIM, Bhubaneswar 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 micro analysis. Before Oculus, he worked with J.P. Morgan (Investment Banking) in New York, handling various M&A and financing assignments.
Abhisek Bhutra
Investment StrategistAbhisek is a Chartered Accountant with experience in capital markets of over 12 years. With deep industry connect, he specializes in financial statement analysis, forensic accounting, reference checks and scuttlebutt. Prior to Oculus, he was working as an Independent Market Expert and was a Practicing Chartered Accountant.
Mona Bajaj
Operations and Risk ManagementMona has done PGDM, Finance from XIM, Bhubaneswar. Mona has over 16 years of experience in macro research & asset allocation for Asset Management businesses including CRISIL and Morningstar. As a co-founder, Mona handles client relations, product structuring, recommending asset allocation instruments and heads risk management and process control.
Sandeep Raj
Investment AnalystSandeep has 7 years of experience in Capital Market Advisory. He was previously with ExeEns Capital Advisors. His advisory domains include M&A, Buybacks, Due Diligence, Valuation and Industry Research.
Bhavini Shah
Compliance OfficerBhavini has 22+ years’ experience in operations with 15+ years in Financial Market with institutions like HDFC, Religare, and Standard Chartered Securities Ltd. She has done her M.com in finance from Mumbai University.
A JOURNEY OF
VISION AND DEDICATION
The Beginning: A Bold Vision
In 2017, The Founders Launched Oculus With A Mission To Help Clients Grow Their Wealth Through Equity Investments, Leveraging Their Expertise And Business Insight.
Expanding Horizons: Building Trust
Success in Investment Advisory right from the beginning lead to rapid growth and an expanding client base.
Inception: Oculus Capital Growth Fund
With a proven record and growing trust, the Founders transitioned to Fund Management, launching ‘Oculus Capital Growth Fund’, a Category III AIF.
Today: Achieving Greater Heights
Oculus Capital Growth Fund is now among the top-performing Category III AIFs in India, gaining attention and inspiring new investors.
The Future: Sky is the Limit
The team remains committed towards constant learning, seeking new opportunities and continuously growing investors' wealth.
