Alternative Investment Funds (AIF)Compare Schemes
Nippon - The 5 Trillion Dollar Opportunity vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Nippon - The 5 Trillion Dollar Opportunity
OysterRock Capital Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 500 Index · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
3.60%
6 Months
2.29%
11.70%
1 Year
−0.68%
11.20%
3 Years
11.13%
19.20%
5 Years
11.10%
16.50%
Since Inception
17.68%
17.40%
Fund Age
1 yr 11 mo
8 yrs 6 mo
AUM
—
—
Alpha – 1 Year
−3.08%
8.20%
Alpha – 3 Years
−0.07%
7.20%
Information Ratio – 3 Years
-0.09
0.24
Volatility – 1 Year
14.64%
17.85%
Volatility – 3 Years
13.98%
15.69%
Beta – 1 Year
0.82
0.97
Beta – 3 Years
0.88
0.87
Sharpe Ratio – 1 Year
-0.45
0.38
Sharpe Ratio – 3 Years
0.42
0.86
Worst Rolling Year
—
6.56%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−16.09%
Recovery Period
—
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 15% · S 42%
L 11% · M 17% · S 59%
Number of Stocks
41
25
Portfolio P/E
31.71
23.74
Top 5 Holdings
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
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 · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Fixed Fee
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Performance Fee / Plan
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—
Exit Load (Y1 / Y2 / Y3)
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