Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Incred-Emerging Business 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%
7.88%
6 Months
18.59%
11.46%
1 Year
13.52%
2.58%
3 Years
21.40%
12.19%
5 Years
19.51%
—
Since Inception
19.97%
14.67%
Fund Age
8 yrs 11 mo
4 yrs 4 mo
AUM
₹1,046 Cr
₹465 Cr
Alpha – 1 Year
9.76%
−0.40%
Alpha – 3 Years
10.51%
0.30%
Information Ratio – 3 Years
0.93
0.09
Volatility – 1 Year
21.83%
23.22%
Volatility – 3 Years
21.15%
18.88%
Beta – 1 Year
1.13
1.13
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
0.44
-0.02
Sharpe Ratio – 3 Years
0.78
0.51
Worst Rolling Year
6.29%
11.07%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−24.32%
−25.01%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
17.39%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
L 46% · M 24% · S 30%
Number of Stocks
—
27
Portfolio P/E
29.80
37.00
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%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
—
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—