Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
S&P BSE 500 Index · 12%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.60%
4.04%
6 Months
11.70%
14.10%
1 Year
11.20%
7.50%
3 Years
19.20%
22.84%
5 Years
16.50%
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Since Inception
17.40%
23.58%
Fund Age
8 yrs 6 mo
4 yrs 5 mo
AUM
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₹1,282.88 Cr
Alpha – 1 Year
8.20%
4.52%
Alpha – 3 Years
7.20%
10.95%
Information Ratio – 3 Years
0.24
0.98
Volatility – 1 Year
17.85%
21.85%
Volatility – 3 Years
15.69%
16.29%
Beta – 1 Year
0.97
1.19
Beta – 3 Years
0.87
0.92
Sharpe Ratio – 1 Year
0.38
0.18
Sharpe Ratio – 3 Years
0.86
0.98
Worst Rolling Year
6.56%
22.35%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−16.09%
−17.55%
Recovery Period
245 days
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.98%
28.61%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 11% · M 17% · S 59%
L 23% · M 12% · S 64%
Number of Stocks
25
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Portfolio P/E
23.74
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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%
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Top Sectors
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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