Alternative Investment Funds (AIF)Compare Schemes
Finideas Growth Fund Scheme-1 vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Finideas Growth Fund Scheme-1
OysterRock Capital Fund 2
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 7.4%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.52%
3.60%
6 Months
−5.84%
11.70%
1 Year
−9.36%
11.20%
3 Years
−0.81%
19.20%
5 Years
—
16.50%
Since Inception
1.31%
17.40%
Fund Age
3 yrs 2 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
−8.74%
8.20%
Alpha – 3 Years
−8.21%
7.20%
Information Ratio – 3 Years
-0.92
0.24
Volatility – 1 Year
7.34%
17.85%
Volatility – 3 Years
12.42%
15.69%
Beta – 1 Year
0.25
0.97
Beta – 3 Years
0.67
0.87
Sharpe Ratio – 1 Year
-2.04
0.38
Sharpe Ratio – 3 Years
-0.44
0.86
Worst Rolling Year
-0.81%
6.56%
Value at Worst Rolling Year
₹0.99 Cr
₹1.07 Cr
Deepest Drawdown
−13.98%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
58.97%
100.00%
Median Rolling Year
1.91%
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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