Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
S&P BSE 500 Index · 12%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.60%
0.40%
6 Months
11.70%
12.80%
1 Year
11.20%
20.50%
3 Years
19.20%
15.30%
5 Years
16.50%
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Since Inception
17.40%
15.60%
Fund Age
8 yrs 6 mo
19 mo
AUM
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Alpha – 1 Year
8.20%
20.90%
Alpha – 3 Years
7.20%
6.80%
Information Ratio – 3 Years
0.24
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Volatility – 1 Year
17.85%
18.58%
Volatility – 3 Years
15.69%
8.24%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
0.87
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Sharpe Ratio – 1 Year
0.38
0.75
Sharpe Ratio – 3 Years
0.86
1.72
Worst Rolling Year
6.56%
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Value at Worst Rolling Year
₹1.07 Cr
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Deepest Drawdown
−16.09%
—
Recovery Period
245 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
23.98%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 11% · M 17% · S 59%
L 3% · M 24% · S 35%
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%
Aequs Ltd · 10.50%
Lenskart Solutions Ltd · 9.30%
Kingfa Science & Technology (India) Ltd · 8.70%
Billionbrains Garage Ventures Ltd · 8.40%
Meesho Ltd · 7.20%
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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