Alternative Investment Funds (AIF)Compare Schemes
First Water Capital Fund vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
First Water Capital Fund
OysterRock Capital Fund 2
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 16.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.32%
3.60%
6 Months
10.08%
11.70%
1 Year
−0.32%
11.20%
3 Years
19.14%
19.20%
5 Years
17.44%
16.50%
Since Inception
28.00%
17.40%
Fund Age
5 yrs 11 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
−5.80%
8.20%
Alpha – 3 Years
2.20%
7.20%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
26.96%
17.85%
Volatility – 3 Years
22.84%
15.69%
Beta – 1 Year
1.13
0.97
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.09
0.38
Sharpe Ratio – 3 Years
0.65
0.86
Worst Rolling Year
19.14%
6.56%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−26.90%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.39%
23.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 12% · S 77%
L 11% · M 17% · S 59%
Number of Stocks
21
25
Portfolio P/E
11.90
23.74
Top 5 Holdings
Polyplex Corporation Ltd · 10.68%
Jindal Saw Ltd · 8.23%
KRBL Ltd · 7.92%
Bharat Petroleum Corporation Ltd · 6.18%
NMDC Ltd · 6.10%
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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