Alternative Investment Funds (AIF)Compare Schemes
Aequitas - Equity Scheme I vs Ampersand Growth Opportunities Fund Scheme - 1
Add SchemeGrowth of ₹1 Crore
Aequitas - Equity Scheme I
Ampersand Growth Opportunities Fund Scheme - 1
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Index · 7.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
4.09%
6 Months
2.63%
18.59%
1 Year
3.23%
13.52%
3 Years
9.96%
21.40%
5 Years
19.65%
19.51%
Since Inception
21.25%
19.97%
Fund Age
7 yrs 4 mo
8 yrs 11 mo
AUM
₹877.78 Cr
₹1,046 Cr
Alpha – 1 Year
4.78%
9.76%
Alpha – 3 Years
2.69%
10.51%
Information Ratio – 3 Years
0.01
0.93
Volatility – 1 Year
2.24%
21.83%
Volatility – 3 Years
12.79%
21.15%
Beta – 1 Year
0.11
1.13
Beta – 3 Years
0.33
1.18
Sharpe Ratio – 1 Year
-0.98
0.44
Sharpe Ratio – 3 Years
0.37
0.78
Worst Rolling Year
9.97%
6.29%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−13.39%
−24.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
35.04%
25.89%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · S 26%
L 37% · M 19% · S 37%
Number of Stocks
—
—
Portfolio P/E
—
29.80
Top 5 Holdings
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
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
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—