Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs ICICI Prudential Equity opportunities fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
ICICI Prudential Equity opportunities fund
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%
1.56%
6 Months
18.59%
4.15%
1 Year
13.52%
9.83%
3 Years
21.40%
17.22%
5 Years
19.51%
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Since Inception
19.97%
21.62%
Fund Age
8 yrs 11 mo
3 yrs 4 mo
AUM
₹1,046 Cr
₹1,571.43 Cr
Alpha – 1 Year
9.76%
8.31%
Alpha – 3 Years
10.51%
7.12%
Information Ratio – 3 Years
0.93
1.10
Volatility – 1 Year
21.83%
17.02%
Volatility – 3 Years
21.15%
15.44%
Beta – 1 Year
1.13
0.96
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
0.44
0.31
Sharpe Ratio – 3 Years
0.78
0.76
Worst Rolling Year
6.29%
17.01%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−24.32%
−18.15%
Recovery Period
549 days
197 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
20.61%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 37% · M 19% · S 37%
L 77% · M 6% · S 20%
Number of Stocks
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37
Portfolio P/E
29.80
24.47
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%
Bharti Airtel Ltd · 6.78%
Samvardhana Motherson International Ltd · 6.75%
ICICI Bank Ltd · 6.32%
Larsen & Toubro Ltd · 5.28%
Eternal Ltd · 5.21%
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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