Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Edelweiss - Alternative Equity Scheme
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Edelweiss - Alternative Equity Scheme
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
2.92%
6 Months
18.59%
2.92%
1 Year
13.52%
0.27%
3 Years
21.40%
4.32%
5 Years
19.51%
0.83%
Since Inception
19.97%
10.80%
Fund Age
8 yrs 11 mo
11 yrs 11 mo
AUM
₹1,046 Cr
₹58.25 Cr
Alpha – 1 Year
9.76%
0.70%
Alpha – 3 Years
10.51%
−4.24%
Information Ratio – 3 Years
0.93
-0.56
Volatility – 1 Year
21.83%
15.19%
Volatility – 3 Years
21.15%
12.47%
Beta – 1 Year
1.13
0.85
Beta – 3 Years
1.18
0.77
Sharpe Ratio – 1 Year
0.44
-0.27
Sharpe Ratio – 3 Years
0.78
-0.03
Worst Rolling Year
6.29%
-0.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.00 Cr
Deepest Drawdown
−24.32%
−19.54%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.46%
Median Rolling Year
25.89%
8.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
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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%
NSE Ltd · 10.95%
ICICI Lombard General Insurance Company Ltd · 5.46%
Maruti Suzuki India Ltd · 5.41%
Asian Paints Ltd · 5.32%
Axis Bank Ltd · 5.31%
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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