Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs Whitespace Fund I - Equity Plus
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
Whitespace Fund I - Equity Plus
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%
2.59%
6 Months
11.70%
−3.10%
1 Year
11.20%
1.58%
3 Years
19.20%
13.01%
5 Years
16.50%
16.79%
Since Inception
17.40%
21.43%
Fund Age
8 yrs 6 mo
6 yrs 9 mo
AUM
—
—
Alpha – 1 Year
8.20%
3.13%
Alpha – 3 Years
7.20%
5.74%
Information Ratio – 3 Years
0.24
2.06
Volatility – 1 Year
17.85%
16.73%
Volatility – 3 Years
15.69%
14.09%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
0.87
1.02
Sharpe Ratio – 1 Year
0.38
-0.15
Sharpe Ratio – 3 Years
0.86
0.56
Worst Rolling Year
6.56%
13.01%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−16.09%
−15.25%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.98%
26.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 17% · S 59%
L 100%
Number of Stocks
25
50
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%
HDFC Bank Ltd · 6.01%
ICICI Bank Ltd · 5.39%
Reliance Industries Ltd · 4.69%
Bharti Airtel Ltd · 3.16%
Larsen & Toubro Ltd · 2.38%
Top Sectors
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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