Alternative Investment Funds (AIF)Compare Schemes
Carnelian Capital Compounder Fund - 1 vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Carnelian Capital Compounder Fund - 1
OysterRock Capital Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.09%
3.60%
6 Months
12.77%
11.70%
1 Year
16.87%
11.20%
3 Years
26.82%
19.20%
5 Years
20.86%
16.50%
Since Inception
22.48%
17.40%
Fund Age
7 yrs 2 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
15.35%
8.20%
Alpha – 3 Years
16.73%
7.20%
Information Ratio – 3 Years
1.48
0.24
Volatility – 1 Year
19.51%
17.85%
Volatility – 3 Years
18.47%
15.69%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.08
0.87
Sharpe Ratio – 1 Year
0.62
0.38
Sharpe Ratio – 3 Years
1.03
0.86
Worst Rolling Year
11.32%
6.56%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−16.69%
−16.09%
Recovery Period
92 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.67%
23.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 42% · S 28%
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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