Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
OysterRock Capital Fund 2
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
3.60%
6 Months
2.63%
11.70%
1 Year
3.23%
11.20%
3 Years
9.96%
19.20%
5 Years
19.65%
16.50%
Since Inception
21.25%
17.40%
Fund Age
7 yrs 4 mo
8 yrs 6 mo
AUM
₹877.78 Cr
—
Alpha – 1 Year
4.78%
8.20%
Alpha – 3 Years
2.69%
7.20%
Information Ratio – 3 Years
0.01
0.24
Volatility – 1 Year
2.24%
17.85%
Volatility – 3 Years
12.79%
15.69%
Beta – 1 Year
0.11
0.97
Beta – 3 Years
0.33
0.87
Sharpe Ratio – 1 Year
-0.98
0.38
Sharpe Ratio – 3 Years
0.37
0.86
Worst Rolling Year
9.97%
6.56%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−13.39%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
23.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · S 26%
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Cash & Cash Equivalent · 13.00%
Gabriel India Ltd · 6.59%
Laurus Labs Ltd · 6.09%
Federal Bank Ltd · 6.01%
UPL Ltd · 4.60%
Top Sectors
—
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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