Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Finideas Growth Fund Scheme-1
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Finideas Growth Fund Scheme-1
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
−1.52%
6 Months
18.59%
−5.84%
1 Year
13.52%
−9.36%
3 Years
21.40%
−0.81%
5 Years
19.51%
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Since Inception
19.97%
1.31%
Fund Age
8 yrs 11 mo
3 yrs 2 mo
AUM
₹1,046 Cr
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Alpha – 1 Year
9.76%
−8.74%
Alpha – 3 Years
10.51%
−8.21%
Information Ratio – 3 Years
0.93
-0.92
Volatility – 1 Year
21.83%
7.34%
Volatility – 3 Years
21.15%
12.42%
Beta – 1 Year
1.13
0.25
Beta – 3 Years
1.18
0.67
Sharpe Ratio – 1 Year
0.44
-2.04
Sharpe Ratio – 3 Years
0.78
-0.44
Worst Rolling Year
6.29%
-0.81%
Value at Worst Rolling Year
₹1.06 Cr
₹0.99 Cr
Deepest Drawdown
−24.32%
−13.98%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
58.97%
Median Rolling Year
25.89%
1.91%
5-Year Rolling Windows Positive
100.00%
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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%
Pennar Industries Ltd · 5.12%
Monolithisch India Ltd · 3.73%
Vilas Transcore Ltd · 3.64%
Nava Ltd · 3.55%
Shiv Texchem Ltd · 3.50%
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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