Alternative Investment Funds (AIF)Compare Schemes
Abakkus Flexi Edge Fund - 1 vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
Abakkus Flexi Edge Fund - 1
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
−0.28%
4.09%
6 Months
13.67%
18.59%
1 Year
—
13.52%
3 Years
—
21.40%
5 Years
—
19.51%
Since Inception
18.46%
19.97%
Fund Age
11 mo
8 yrs 11 mo
AUM
₹1,726.21 Cr
₹1,046 Cr
Alpha – 1 Year
—
9.76%
Alpha – 3 Years
—
10.51%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
17.46%
21.83%
Volatility – 3 Years
—
21.15%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.52
0.44
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
6.29%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−10.02%
−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 42% · M 15% · S 27%
L 37% · M 19% · S 37%
Number of Stocks
32
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Portfolio P/E
26.58
29.80
Top 5 Holdings
Cash & Cash Equivalent · 16.41%
Oracle Financial Services Software Ltd · 6.33%
SPR Auto Technologies Ltd · 4.67%
Federal Bank Ltd · 3.70%
Cummins India Ltd · 3.66%
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 · 28.83%
Capital Goods · 16.29%
Healthcare · 10.98%
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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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