Alternative Investment Funds (AIF)Compare Schemes
Carnelian Structural Shift Fund vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Carnelian Structural Shift Fund
OysterRock Capital Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.67%
3.60%
6 Months
25.48%
11.70%
1 Year
12.76%
11.20%
3 Years
21.04%
19.20%
5 Years
—
16.50%
Since Inception
23.65%
17.40%
Fund Age
4 yrs 3 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
10.81%
8.20%
Alpha – 3 Years
10.39%
7.20%
Information Ratio – 3 Years
0.59
0.24
Volatility – 1 Year
24.72%
17.85%
Volatility – 3 Years
22.61%
15.69%
Beta – 1 Year
1.24
0.97
Beta – 3 Years
1.14
0.87
Sharpe Ratio – 1 Year
0.38
0.38
Sharpe Ratio – 3 Years
0.65
0.86
Worst Rolling Year
19.92%
6.56%
Value at Worst Rolling Year
₹1.20 Cr
₹1.07 Cr
Deepest Drawdown
−24.89%
−16.09%
Recovery Period
122 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.66%
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 7% · M 28% · S 64%
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
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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