Alternative Investment Funds (AIF)Compare Schemes
AAA India Equity Fund (AAA AIF - CAT III) vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
AAA India Equity Fund (AAA AIF - CAT III)
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.34%
4.09%
6 Months
3.47%
18.59%
1 Year
1.75%
13.52%
3 Years
13.37%
21.40%
5 Years
—
19.51%
Since Inception
15.09%
19.97%
Fund Age
3 yrs 2 mo
8 yrs 11 mo
AUM
₹565.02 Cr
₹1,046 Cr
Alpha – 1 Year
−0.83%
9.76%
Alpha – 3 Years
1.23%
10.51%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
13.85%
21.83%
Volatility – 3 Years
14.55%
21.15%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
-0.20
0.44
Sharpe Ratio – 3 Years
0.55
0.78
Worst Rolling Year
12.68%
6.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−16.91%
−24.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.95%
25.89%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 53% · M 25% · S 20%
L 37% · M 19% · S 37%
Number of Stocks
—
—
Portfolio P/E
—
29.80
Top 5 Holdings
—
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—