Alternative Investment Funds (AIF)Compare Schemes
A9 Finsight - Finavenue Growth Fund vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
A9 Finsight - Finavenue Growth Fund
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.00%
4.09%
6 Months
15.47%
18.59%
1 Year
3.91%
13.52%
3 Years
—
21.40%
5 Years
—
19.51%
Since Inception
50.76%
19.97%
Fund Age
3 yrs
8 yrs 11 mo
AUM
₹538 Cr
₹1,046 Cr
Alpha – 1 Year
−3.73%
9.76%
Alpha – 3 Years
—
10.51%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
25.22%
21.83%
Volatility – 3 Years
26.92%
21.15%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.05
0.44
Sharpe Ratio – 3 Years
1.48
0.78
Worst Rolling Year
50.56%
6.29%
Value at Worst Rolling Year
₹1.51 Cr
₹1.06 Cr
Deepest Drawdown
−22.57%
−24.32%
Recovery Period
122 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
50.56%
25.89%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 19% · S 37%
Number of Stocks
74
—
Portfolio P/E
—
29.80
Top 5 Holdings
Monolithisch India Ltd · 4.05%
Wockhardt Ltd · 3.88%
Steel Strips Wheels Ltd · 3.66%
Greaves Cotton Ltd · 3.55%
Bai-Kakaji Polymers Ltd · 2.62%
Solar Industries India Ltd · 5.50%
Oracle Financial Services Software Ltd · 5.10%
Polycab India Ltd · 5.00%
Bajaj Auto Ltd · 4.00%
Muthoot Finance Ltd · 3.70%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
– / 1% / –
—