Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Azurean India Equity Fund 1
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Azurean India Equity Fund 1
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
0.56%
6 Months
18.59%
−2.11%
1 Year
13.52%
−0.01%
3 Years
21.40%
—
5 Years
19.51%
—
Since Inception
19.97%
−1.23%
Fund Age
8 yrs 11 mo
1 yr 9 mo
AUM
₹1,046 Cr
—
Alpha – 1 Year
9.76%
−2.13%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
15.20%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
0.85
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
-0.28
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
−12.73%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.89%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
L 69% · M 18% · S 12%
Number of Stocks
—
41
Portfolio P/E
29.80
18.41
Top 5 Holdings
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%
ICICI Bank Ltd · 8.81%
Kotak Mahindra Bank Ltd · 7.95%
Axis Bank Ltd · 7.62%
HDFC Bank Ltd · 6.09%
Zydus Lifesciences Ltd · 5.42%
Top Sectors
—
Financial Services · 37.92%
Fast Moving Consumer Goods · 16.18%
Healthcare · 11.54%
Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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