Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Buoyant Opportunities Strategy I
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Buoyant Opportunities Strategy I
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
1.91%
6 Months
18.59%
7.02%
1 Year
13.52%
12.60%
3 Years
21.40%
17.44%
5 Years
19.51%
—
Since Inception
19.97%
20.23%
Fund Age
8 yrs 11 mo
3 yrs 7 mo
AUM
₹1,046 Cr
₹2,497.88 Cr
Alpha – 1 Year
9.76%
9.62%
Alpha – 3 Years
10.51%
5.55%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
17.96%
Volatility – 3 Years
21.15%
14.91%
Beta – 1 Year
1.13
1.01
Beta – 3 Years
1.18
0.90
Sharpe Ratio – 1 Year
0.44
0.45
Sharpe Ratio – 3 Years
0.78
0.78
Worst Rolling Year
6.29%
18.59%
Value at Worst Rolling Year
₹1.06 Cr
₹1.19 Cr
Deepest Drawdown
−24.32%
−15.14%
Recovery Period
549 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
22.43%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
L 56% · M 20% · S 20%
Number of Stocks
—
37
Portfolio P/E
29.80
24.82
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 · 7.36%
Axis Bank Ltd · 6.11%
Cash & Cash Equivalent · 5.15%
Interglobe Aviation Ltd · 4.30%
Bharti Airtel Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%