Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Generational Capital Breakout Fund 1
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Generational Capital Breakout 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%
−6.22%
6 Months
18.59%
−4.90%
1 Year
13.52%
−15.01%
3 Years
21.40%
—
5 Years
19.51%
—
Since Inception
19.97%
4.98%
Fund Age
8 yrs 11 mo
1 yr 10 mo
AUM
₹1,046 Cr
₹122.88 Cr
Alpha – 1 Year
9.76%
−22.72%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
21.19%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
1.18
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
-0.92
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
−25.89%
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%
S 48%
Number of Stocks
—
30
Portfolio P/E
29.80
35.47
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%
Other Funds · 24.83%
PNGS Gargi Fashion Jewellery Ltd · 9.07%
Womancart Ltd · 6.32%
Beta Drugs Ltd. 0.65% DB CONVERT 26/05/2026 INR 1653.40 · 6.22%
Sirca Paints India Ltd · 5.32%
Top Sectors
—
Consumer Durables · 18.56%
Consumer Services · 17.65%
Healthcare · 12.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
5% / 3% / 0%