Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Nepean Long Term Opportunities Fund II
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Nepean Long Term Opportunities Fund II
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%
8.97%
6 Months
18.59%
29.43%
1 Year
13.52%
32.84%
3 Years
21.40%
16.76%
5 Years
19.51%
—
Since Inception
19.97%
15.76%
Fund Age
8 yrs 11 mo
4 yrs 10 mo
AUM
₹1,046 Cr
₹139.08 Cr
Alpha – 1 Year
9.76%
28.44%
Alpha – 3 Years
10.51%
5.29%
Information Ratio – 3 Years
0.93
0.54
Volatility – 1 Year
21.83%
19.83%
Volatility – 3 Years
21.15%
18.69%
Beta – 1 Year
1.13
0.91
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
0.44
1.25
Sharpe Ratio – 3 Years
0.78
0.64
Worst Rolling Year
6.29%
11.08%
Value at Worst Rolling Year
₹1.06 Cr
₹1.11 Cr
Deepest Drawdown
−24.32%
−24.68%
Recovery Period
549 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
14.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
L 13% · M 27% · S 60%
Number of Stocks
—
25
Portfolio P/E
29.80
55.77
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%
Piramal Finance Ltd · 8.14%
Amber Enterprises India Ltd · 6.37%
Bharti Airtel Ltd · 6.16%
Manappuram Finance Ltd · 5.90%
Aeroflex Industries Ltd · 5.76%
Top Sectors
—
Capital Goods · 35.04%
Financial Services · 20.51%
Telecommunication · 9.07%
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
– / 1.5% / 1.5%