Alternative Investment Funds (AIF)Compare Schemes
ABSL India Equity Services Fund vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
ABSL India Equity Services Fund
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.46%
4.09%
6 Months
−1.03%
18.59%
1 Year
−4.80%
13.52%
3 Years
5.97%
21.40%
5 Years
—
19.51%
Since Inception
7.48%
19.97%
Fund Age
3 yrs 9 mo
8 yrs 11 mo
AUM
₹814.34 Cr
₹1,046 Cr
Alpha – 1 Year
−2.21%
9.76%
Alpha – 3 Years
−2.99%
10.51%
Information Ratio – 3 Years
-0.36
0.93
Volatility – 1 Year
19.52%
21.83%
Volatility – 3 Years
17.25%
21.15%
Beta – 1 Year
1.09
1.13
Beta – 3 Years
1.10
1.18
Sharpe Ratio – 1 Year
-0.42
0.44
Sharpe Ratio – 3 Years
0.11
0.78
Worst Rolling Year
5.84%
6.29%
Value at Worst Rolling Year
₹1.06 Cr
₹1.06 Cr
Deepest Drawdown
−25.58%
−24.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.11%
25.89%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 50% · M 31% · S 17%
L 37% · M 19% · S 37%
Number of Stocks
37
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Portfolio P/E
24.28
29.80
Top 5 Holdings
Reliance Industries Ltd · 8.39%
Hindustan Petroleum Corporation Ltd · 7.13%
HDFC Bank Ltd · 6.45%
Union Bank of India · 4.61%
Adani Ports & Special Economic Zone Ltd · 4.52%
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 · 28.81%
Oil, Gas & Consumable Fuels · 19.94%
Information Technology · 8.96%
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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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