Alternative Investment Funds (AIF)Compare Schemes
Kotak India Renaissance Fund-I vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Kotak India Renaissance Fund-I
OysterRock Capital Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.52%
3.60%
6 Months
8.26%
11.70%
1 Year
4.50%
11.20%
3 Years
10.05%
19.20%
5 Years
—
16.50%
Since Inception
10.10%
17.40%
Fund Age
4 yrs 5 mo
8 yrs 6 mo
AUM
₹60.73 Cr
—
Alpha – 1 Year
4.93%
8.20%
Alpha – 3 Years
1.48%
7.20%
Information Ratio – 3 Years
0.19
0.24
Volatility – 1 Year
15.08%
17.85%
Volatility – 3 Years
14.98%
15.69%
Beta – 1 Year
0.81
0.97
Beta – 3 Years
0.93
0.87
Sharpe Ratio – 1 Year
-0.02
0.38
Sharpe Ratio – 3 Years
0.35
0.86
Worst Rolling Year
7.06%
6.56%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−22.08%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 22% · S 40%
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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)
—
—