Alternative Investment Funds (AIF)Compare Schemes
OysterRock Capital Fund 2 vs YES Wealth Maximiser AIF
Add SchemeGrowth of ₹1 Crore
OysterRock Capital Fund 2
YES Wealth Maximiser AIF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
S&P BSE 500 Index · 12%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.60%
1.92%
6 Months
11.70%
6.21%
1 Year
11.20%
5.06%
3 Years
19.20%
—
5 Years
16.50%
—
Since Inception
17.40%
18.57%
Fund Age
8 yrs 6 mo
2 yrs 5 mo
AUM
—
—
Alpha – 1 Year
8.20%
—
Alpha – 3 Years
7.20%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
17.85%
10.66%
Volatility – 3 Years
15.69%
—
Beta – 1 Year
0.97
—
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.38
0.14
Sharpe Ratio – 3 Years
0.86
—
Worst Rolling Year
6.56%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−16.09%
−7.47%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.98%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 17% · S 59%
L 46% · M 15% · S 20%
Number of Stocks
25
—
Portfolio P/E
23.74
—
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%
Bharti Airtel Ltd · 5.78%
HDFC Bank Ltd · 4.14%
Apollo Hospitals Enterprise Ltd · 3.93%
Reliance Industries Ltd · 3.82%
ICICI Bank Ltd · 3.67%
Top Sectors
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Financial Services · 30.04%
Healthcare · 8.83%
Automobile and Auto Components · 7.22%
Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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