Alternative Investment Funds (AIF)
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Ampersand Growth Opportunities Fund Scheme - 1 vs IFMR Fimpact Long Term Credit Fund

Ampersand Growth Opportunities Fund Scheme - 1
IFMR Fimpact Long Term Credit Fund
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Growth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
IFMR Fimpact Long Term Credit Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
10.54%
6 Months
18.59%
10.78%
1 Year
13.52%
10.62%
3 Years
21.40%
11.64%
5 Years
19.51%
12.22%
Since Inception
19.97%
12.38%
Fund Age
8 yrs 11 mo
9 yrs 4 mo
AUM
₹1,046 Cr
₹191.46 Cr
Alpha – 1 Year
9.76%
—
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
-1.21
Volatility – 1 Year
21.83%
4.21%
Volatility – 3 Years
21.15%
4.79%
Beta – 1 Year
1.13
-0.01
Beta – 3 Years
1.18
-0.14
Sharpe Ratio – 1 Year
0.44
-1.23
Sharpe Ratio – 3 Years
0.78
-1.17
Worst Rolling Year
6.29%
-0.66%
Value at Worst Rolling Year
₹1.06 Cr
₹0.99 Cr
Deepest Drawdown
−24.32%
—
Recovery Period
549 days
—
1-Year Rolling Windows Positive
100.00%
2.05%
Median Rolling Year
25.89%
0.18%
5-Year Rolling Windows Positive
100.00%
73.58%
Market-Cap Mix
L 37% · M 19% · S 37%
—
Number of Stocks
—
—
Portfolio P/E
29.80
—
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%
Neogrowth Credit Pvt. Ltd. 13.80% DB REDEEM 28/02/2026 INR 100000 · 10.40%
Satya Microcapital Ltd. 15.75% DB REDEEM 30/05/2025 INR 1000000 · 7.80%
Top Sectors
—
Others · 28.60%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—
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