Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
OysterRock Capital Fund 2
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
3.60%
6 Months
8.78%
11.70%
1 Year
8.27%
11.20%
3 Years
—
19.20%
5 Years
—
16.50%
Since Inception
10.68%
17.40%
Fund Age
2 yrs 3 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
6.32%
8.20%
Alpha – 3 Years
—
7.20%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
18.85%
17.85%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.21
0.38
Sharpe Ratio – 3 Years
—
0.86
Worst Rolling Year
—
6.56%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.53%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 39% · S 32%
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Aditya Birla Capital Ltd · 8.80%
Laurus Labs Ltd · 7.40%
Biocon Ltd · 6.80%
ICICI Bank Ltd · 5.90%
Star Health & Allied Insurance Company Ltd · 3.80%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—