Alternative Investment Funds (AIF)Compare Schemes
Emkay Emerging Stars Fund - V vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Emkay Emerging Stars Fund - V
OysterRock Capital Fund 2
Return for the risk
3 yrs return
10%
15%
20%
25%
NIFTY India Manufacturing Index · 19.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.87%
3.60%
6 Months
12.49%
11.70%
1 Year
20.74%
11.20%
3 Years
13.62%
19.20%
5 Years
—
16.50%
Since Inception
13.23%
17.40%
Fund Age
3 yrs 8 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
11.62%
8.20%
Alpha – 3 Years
−6.31%
7.20%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
21.52%
17.85%
Volatility – 3 Years
16.91%
15.69%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.73
0.38
Sharpe Ratio – 3 Years
0.52
0.86
Worst Rolling Year
9.15%
6.56%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−18.44%
−16.09%
Recovery Period
245 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.85%
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 32% · M 16% · S 53%
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Laurus Labs Ltd · 13.10%
Eicher Motors Ltd · 10.50%
Divis Laboratories Ltd · 10.00%
Maruti Suzuki India Ltd · 7.60%
CCL Products (India) Ltd · 7.30%
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)
—
—