Alternative Investment Funds (AIF)Compare Schemes
Aditya Birla - India Equity Opportunities Fund vs Ampersand Growth Opportunities Fund Scheme - 1
Aditya Birla - India Equity Opportunities Fund
Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
Aditya Birla - India Equity Opportunities Fund
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 13.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
4.09%
6 Months
6.80%
18.59%
1 Year
2.38%
13.52%
3 Years
13.18%
21.40%
5 Years
—
19.51%
Since Inception
14.39%
19.97%
Fund Age
4 yrs 7 mo
8 yrs 11 mo
AUM
₹196.51 Cr
₹1,046 Cr
Alpha – 1 Year
−1.17%
9.76%
Alpha – 3 Years
−0.04%
10.51%
Information Ratio – 3 Years
-0.04
0.93
Volatility – 1 Year
16.17%
21.83%
Volatility – 3 Years
16.05%
21.15%
Beta – 1 Year
0.85
1.13
Beta – 3 Years
0.91
1.18
Sharpe Ratio – 1 Year
-0.11
0.44
Sharpe Ratio – 3 Years
0.52
0.78
Worst Rolling Year
12.74%
6.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−19.54%
−24.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.76%
25.89%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 30% · S 23%
L 37% · M 19% · S 37%
Number of Stocks
31
—
Portfolio P/E
40.67
29.80
Top 5 Holdings
Radico Khaitan Ltd · 7.91%
Garware Hi Tech Films Ltd · 5.32%
Bharat Forge Ltd · 5.12%
Axis Bank Ltd · 4.59%
Cash & Cash Equivalent · 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 · 20.32%
Fast Moving Consumer Goods · 11.03%
Automobile and Auto Components · 10.29%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—