Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Narnolia India Opportunity Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Narnolia India Opportunity 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%
2.09%
6 Months
18.59%
1.86%
1 Year
13.52%
7.02%
3 Years
21.40%
18.07%
5 Years
19.51%
16.25%
Since Inception
19.97%
23.48%
Fund Age
8 yrs 11 mo
17 mo
AUM
₹1,046 Cr
₹286.51 Cr
Alpha – 1 Year
9.76%
4.04%
Alpha – 3 Years
10.51%
6.19%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
13.36%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
0.72
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
0.17
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
−9.59%
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 54% · M 3% · S 29%
Number of Stocks
—
32
Portfolio P/E
29.80
18.83
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%
PRISMA GLOBAL LIMITED EQ · 9.36%
SBI Nifty 50 ETF · 7.42%
ICICI Bank Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.78%
HDFC Bank Ltd · 5.55%
Top Sectors
—
Financial Services · 30.59%
Automobile and Auto Components · 13.71%
Others · 10.06%
Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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