Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
Prudent Equity ACE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
S&P BSE 500 Index · 12%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.60%
−2.40%
6 Months
11.70%
4.20%
1 Year
11.20%
−1.50%
3 Years
19.20%
17.60%
5 Years
16.50%
—
Since Inception
17.40%
23.60%
Fund Age
8 yrs 6 mo
3 yrs 7 mo
AUM
—
—
Alpha – 1 Year
8.20%
−3.50%
Alpha – 3 Years
7.20%
6.90%
Information Ratio – 3 Years
0.24
0.28
Volatility – 1 Year
17.85%
23.18%
Volatility – 3 Years
15.69%
24.12%
Beta – 1 Year
0.97
1.17
Beta – 3 Years
0.87
1.20
Sharpe Ratio – 1 Year
0.38
-0.20
Sharpe Ratio – 3 Years
0.86
0.56
Worst Rolling Year
6.56%
17.56%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−16.09%
−23.18%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.98%
27.42%
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
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
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%