Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs NIEO 8 (Unlimited India)
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
NIEO 8 (Unlimited India)
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%
1.46%
6 Months
18.59%
4.35%
1 Year
13.52%
−1.91%
3 Years
21.40%
9.43%
5 Years
19.51%
—
Since Inception
19.97%
15.43%
Fund Age
8 yrs 11 mo
4 yrs 1 mo
AUM
₹1,046 Cr
—
Alpha – 1 Year
9.76%
−4.31%
Alpha – 3 Years
10.51%
−1.77%
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
15.55%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
0.86
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
-0.44
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
—
Recovery Period
549 days
—
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 35% · M 15% · S 44%
Number of Stocks
—
44
Portfolio P/E
29.80
35.37
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%
Cash & Cash Equivalent · 5.81%
ICICI Bank Ltd · 5.23%
PNB Housing Finance Ltd · 4.22%
Krishna Institute of Medical Sciences Ltd · 4.16%
Edelweiss Financial Services Ltd · 3.72%
Top Sectors
—
Financial Services · 29.88%
Healthcare · 11.18%
Consumer Services · 10.47%
Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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