Alternative Investment Funds (AIF)Compare Schemes
Abakkus Emerging Opportunities Fund-1 vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
Abakkus Emerging Opportunities Fund-1
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
4.09%
6 Months
11.36%
18.59%
1 Year
7.23%
13.52%
3 Years
14.59%
21.40%
5 Years
14.62%
19.51%
Since Inception
27.46%
19.97%
Fund Age
7 yrs 1 mo
8 yrs 11 mo
AUM
₹3,193.67 Cr
₹1,046 Cr
Alpha – 1 Year
5.28%
9.76%
Alpha – 3 Years
3.93%
10.51%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
21.99%
21.83%
Volatility – 3 Years
23.90%
21.15%
Beta – 1 Year
1.18
1.13
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.17
0.44
Sharpe Ratio – 3 Years
-0.15
0.78
Worst Rolling Year
—
6.29%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−20.78%
−24.32%
Recovery Period
Not yet recovered
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 11% · M 21% · S 61%
L 37% · M 19% · S 37%
Number of Stocks
25
—
Portfolio P/E
24.41
29.80
Top 5 Holdings
Cash & Cash Equivalent · 7.14%
Federal Bank Ltd · 6.64%
Dynamatic Technologies Ltd · 6.14%
Carysil Ltd · 5.82%
Sarda Energy & Minerals Ltd · 5.70%
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 · 23.62%
Capital Goods · 17.05%
Metals & Mining · 10.75%
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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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