Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs SOHUM INDIA OPPORTUNITIES FUND
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
SOHUM INDIA OPPORTUNITIES FUND
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%
1.41%
6 Months
11.70%
3.27%
1 Year
11.20%
7.91%
3 Years
19.20%
15.60%
5 Years
16.50%
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Since Inception
17.40%
18.19%
Fund Age
8 yrs 6 mo
4 yrs 2 mo
AUM
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Alpha – 1 Year
8.20%
8.34%
Alpha – 3 Years
7.20%
7.04%
Information Ratio – 3 Years
0.24
1.15
Volatility – 1 Year
17.85%
17.57%
Volatility – 3 Years
15.69%
14.47%
Beta – 1 Year
0.97
1.08
Beta – 3 Years
0.87
0.98
Sharpe Ratio – 1 Year
0.38
0.21
Sharpe Ratio – 3 Years
0.86
0.70
Worst Rolling Year
6.56%
14.68%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−16.09%
−18.89%
Recovery Period
245 days
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.98%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 11% · M 17% · S 59%
L 82% · M 6% · S 8%
Number of Stocks
25
34
Portfolio P/E
23.74
28.34
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%
ICICI Bank Ltd · 8.78%
HDFC Bank Ltd · 6.57%
Reliance Industries Ltd · 6.41%
Bharti Airtel Ltd Partly Paidup · 6.35%
Axis Bank Ltd · 6.02%
Top Sectors
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Financial Services · 35.47%
Automobile and Auto Components · 9.92%
Metals & Mining · 6.67%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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