- Category
- III
- Strategy
- Long-only
- Fund house
- OysterRock Capital
OysterRock Capital Fund 2
+11.34%
1-year return, after expenses, before performance fee and tax
Benchmark NIFTY 500 · data as of 31 Aug 2026
OysterRock Capital Fund 2, a Category III long-only AIF from OysterRock Capital, returned 11.34% (after expenses, before performance fee and tax) in the year to 31 Aug 2026. It began on 1 Jan 2018.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 500
- Launched
- 1 Jan 2018
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before performance fee and tax
Returns
| Period | This fund | NIFTY 500 |
|---|---|---|
| 1 month | +0.44% | −0.19% |
| 3 months | +6.48% | +3.38% |
| 6 months | +8.84% | +0.81% |
| 1 year | +11.34% | +3.76% |
| 2 years | +5.48% | −1.13% |
| 3 years | +17.41% | +10.90% |
| 5 years | +20.38% | +10.64% |
| Since inception | +17.46% | +8.48% |
After expenses, before performance fee and tax, as OysterRock Capital reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Flexi cap
- Asset type
- —
- Benchmark
- NIFTY 500
- Fund manager
- Mehul Bhatt
Market-cap mix
- Large cap11.35%
- Mid cap16.70%
- Small cap58.98%
- Cash13.00%
The five largest holdings are 28.15% of the portfolio.
Investment approach
Fund's objective is to achieve superior capital appreciation by capturing undiscounted change by identifying businesses that are in transition
Fund's objective is to achieve superior capital appreciation by capturing undiscounted change by identifying businesses that are in transition
About the fund manager
Mr. Mehul Bhatt — Founder & Chief Investment Officer
With nearly 30 years of experience, more than 20 of them as a portfolio manager. Mehul brings a successful record of bottom-up investing along with deep relationships across the Indian corporate and financial ecosystem. A value-conscious investor with a disciplined research approach, he has met with more than 200 companies annually for over two decades. His extensive network among company managements, bankers, lawyers and other market participants provides valuable on-the-ground insights and scuttlebutt. During his years at HSBC Global Asset Management, Credit Suisse and ASK Raymond James, Mehul developed a fundamentals-driven process for stock selection, portfolio construction and risk management. He also played an instrumental role in raising capital from strategic domestic and offshore investors.
As the fund house describes it.
FAQs
What has OysterRock Capital Fund 2 returned?
11.34% (1-year return) to 31 Aug 2026, after expenses, before performance fee and tax, as OysterRock Capital reports it. 1 month: 0.44%; 3 months: 6.48%; 6 months: 8.84%; 1 year: 11.34%; 2 years: 5.48%; 3 years: 17.41%; 5 years: 20.38%; Since inception: 17.46%.
What kind of AIF is OysterRock Capital Fund 2?
A Category III AIF following a long-only strategy, with a flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). OysterRock Capital Fund 2’s stated minimum is ₹1 crore.
Who manages OysterRock Capital Fund 2?
OysterRock Capital runs it; the fund manager is Mehul Bhatt.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: OysterRock Capital Fund 2’s are after expenses, before performance fee and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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