Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
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%
4.71%
1 Year
11.20%
9.48%
3 Years
19.20%
5.09%
5 Years
16.50%
7.27%
Since Inception
17.40%
7.18%
Fund Age
8 yrs 6 mo
5 yrs 9 mo
AUM
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Alpha – 1 Year
8.20%
7.96%
Alpha – 3 Years
7.20%
−5.01%
Information Ratio – 3 Years
0.24
-0.38
Volatility – 1 Year
17.85%
1.59%
Volatility – 3 Years
15.69%
6.50%
Beta – 1 Year
0.97
0.04
Beta – 3 Years
0.87
-0.12
Sharpe Ratio – 1 Year
0.38
2.33
Sharpe Ratio – 3 Years
0.86
-0.03
Worst Rolling Year
6.56%
5.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.05 Cr
Deepest Drawdown
−16.09%
−8.84%
Recovery Period
245 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.98%
8.68%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 17% · S 59%
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Number of Stocks
25
—
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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