Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs D&B - India Opportunities Multicap Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
D&B - India Opportunities Multicap Fund
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%
0.06%
6 Months
18.59%
11.89%
1 Year
13.52%
7.39%
3 Years
21.40%
13.60%
5 Years
19.51%
11.50%
Since Inception
19.97%
13.94%
Fund Age
8 yrs 11 mo
6 yrs 8 mo
AUM
₹1,046 Cr
₹134.68 Cr
Alpha – 1 Year
9.76%
8.81%
Alpha – 3 Years
10.51%
5.90%
Information Ratio – 3 Years
0.93
0.41
Volatility – 1 Year
21.83%
19.90%
Volatility – 3 Years
21.15%
17.79%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
0.44
0.18
Sharpe Ratio – 3 Years
0.78
0.47
Worst Rolling Year
6.29%
7.35%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.32%
−20.98%
Recovery Period
549 days
488 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
17.60%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
L 38% · M 18% · S 37%
Number of Stocks
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Portfolio P/E
29.80
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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%
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Top Sectors
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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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