Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund Open Ended vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund Open Ended
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
−0.16%
4.09%
6 Months
—
18.59%
1 Year
—
13.52%
3 Years
—
21.40%
5 Years
—
19.51%
Since Inception
2.05%
19.97%
Fund Age
3 mo
8 yrs 11 mo
AUM
₹1,285.74 Cr
₹1,046 Cr
Alpha – 1 Year
—
9.76%
Alpha – 3 Years
—
10.51%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
—
21.83%
Volatility – 3 Years
—
21.15%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
—
0.44
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
6.29%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−24.32%
Recovery Period
—
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 18% · S 15%
L 37% · M 19% · S 37%
Number of Stocks
24
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Portfolio P/E
28.37
29.80
Top 5 Holdings
Oracle Financial Services Software Limited · 4.92%
SPR Auto Technologies Limited · 4.59%
State Bank of India · 4.12%
Grasim Industries Limited · 4.04%
Sun Pharmaceuticals Industries Limited · 4.03%
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 · 26.31%
Healthcare · 9.48%
Capital Goods · 7.84%
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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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