Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
4.09%
6 Months
10.98%
18.59%
1 Year
13.02%
13.52%
3 Years
19.66%
21.40%
5 Years
—
19.51%
Since Inception
20.01%
19.97%
Fund Age
3 yrs 7 mo
8 yrs 11 mo
AUM
₹2,872.26 Cr
₹1,046 Cr
Alpha – 1 Year
11.50%
9.76%
Alpha – 3 Years
9.56%
10.51%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
21.45%
21.83%
Volatility – 3 Years
20.58%
21.15%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.42
0.44
Sharpe Ratio – 3 Years
0.22
0.78
Worst Rolling Year
—
6.29%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−12.48%
−24.32%
Recovery Period
61 days
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.89%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 21% · S 32%
L 37% · M 19% · S 37%
Number of Stocks
32
—
Portfolio P/E
23.83
29.80
Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
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
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
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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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