Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Ampersand Growth Opportunities Fund Scheme - 1
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
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%
2.24%
6 Months
18.59%
3.39%
1 Year
13.52%
7.77%
3 Years
21.40%
13.13%
5 Years
19.51%
15.34%
Since Inception
19.97%
26.85%
Fund Age
8 yrs 11 mo
6 yrs 7 mo
AUM
₹1,046 Cr
—
Alpha – 1 Year
9.76%
11.35%
Alpha – 3 Years
10.51%
7.25%
Information Ratio – 3 Years
0.93
0.24
Volatility – 1 Year
21.83%
18.08%
Volatility – 3 Years
21.15%
15.20%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
1.18
0.85
Sharpe Ratio – 1 Year
0.44
0.21
Sharpe Ratio – 3 Years
0.78
0.55
Worst Rolling Year
6.29%
12.40%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−24.32%
−16.78%
Recovery Period
549 days
134 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
21.88%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
L 51% · M 7% · S 42%
Number of Stocks
—
30
Portfolio P/E
29.80
22.34
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%
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Top Sectors
—
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
Fixed Fee
—
—
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%