Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs ICICI Prudential Alpha Opportunities Fund AIF
Ampersand Growth Opportunities Fund Scheme - 1
ICICI Prudential Alpha Opportunities Fund AIF
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
ICICI Prudential Alpha Opportunities Fund AIF
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%
1.46%
6 Months
18.59%
4.70%
1 Year
13.52%
9.20%
3 Years
21.40%
—
5 Years
19.51%
—
Since Inception
19.97%
17.92%
Fund Age
8 yrs 11 mo
2 yrs 8 mo
AUM
₹1,046 Cr
₹1,554.28 Cr
Alpha – 1 Year
9.76%
7.68%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
17.07%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
0.99
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
0.28
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
−13.37%
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%
L 69% · M 13% · S 17%
Number of Stocks
—
40
Portfolio P/E
29.80
27.28
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%
Bharti Airtel Ltd · 5.62%
ICICI Bank Ltd · 5.12%
Larsen & Toubro Ltd · 4.84%
Samvardhana Motherson International Ltd · 4.76%
Eternal Ltd · 4.64%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%