Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Negen Undiscovered Value Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Negen Undiscovered Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
−0.23%
6 Months
18.59%
19.91%
1 Year
13.52%
7.30%
3 Years
21.40%
28.09%
5 Years
19.51%
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Since Inception
19.97%
27.99%
Fund Age
8 yrs 11 mo
3 yrs
AUM
₹1,046 Cr
₹907.79 Cr
Alpha – 1 Year
9.76%
4.32%
Alpha – 3 Years
10.51%
16.19%
Information Ratio – 3 Years
0.93
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Volatility – 1 Year
21.83%
24.79%
Volatility – 3 Years
21.15%
21.12%
Beta – 1 Year
1.13
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Beta – 3 Years
1.18
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Sharpe Ratio – 1 Year
0.44
0.18
Sharpe Ratio – 3 Years
0.78
1.03
Worst Rolling Year
6.29%
28.09%
Value at Worst Rolling Year
₹1.06 Cr
₹1.28 Cr
Deepest Drawdown
−24.32%
−21.22%
Recovery Period
549 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
29.72%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 37% · M 19% · S 37%
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Number of Stocks
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Portfolio P/E
29.80
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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%
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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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