Alternative Investment Funds (AIF)Compare Schemes
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
OysterRock Capital Fund 2
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
3.60%
6 Months
1.31%
11.70%
1 Year
5.72%
11.20%
3 Years
15.69%
19.20%
5 Years
17.06%
16.50%
Since Inception
18.15%
17.40%
Fund Age
5 yrs 3 mo
8 yrs 6 mo
AUM
₹1,828 Cr
—
Alpha – 1 Year
6.15%
8.20%
Alpha – 3 Years
7.12%
7.20%
Information Ratio – 3 Years
1.44
0.24
Volatility – 1 Year
18.93%
17.85%
Volatility – 3 Years
15.01%
15.69%
Beta – 1 Year
1.16
0.97
Beta – 3 Years
1.04
0.87
Sharpe Ratio – 1 Year
0.10
0.38
Sharpe Ratio – 3 Years
0.66
0.86
Worst Rolling Year
13.67%
6.56%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.27%
−16.09%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
23.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · M 17% · S 59%
Number of Stocks
—
25
Portfolio P/E
—
23.74
Top 5 Holdings
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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