Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Nippon - Champions 21st Century
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Nippon - Champions 21st Century
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
1.83%
6 Months
18.59%
2.86%
1 Year
13.52%
−0.70%
3 Years
21.40%
10.21%
5 Years
19.51%
11.39%
Since Inception
19.97%
14.50%
Fund Age
8 yrs 11 mo
10 mo
AUM
₹1,046 Cr
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Alpha – 1 Year
9.76%
−3.10%
Alpha – 3 Years
10.51%
−0.99%
Information Ratio – 3 Years
0.93
-0.46
Volatility – 1 Year
21.83%
14.46%
Volatility – 3 Years
21.15%
14.09%
Beta – 1 Year
1.13
0.82
Beta – 3 Years
1.18
0.89
Sharpe Ratio – 1 Year
0.44
-0.42
Sharpe Ratio – 3 Years
0.78
0.33
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%
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Market-Cap Mix
L 37% · M 19% · S 37%
L 47% · M 8% · S 40%
Number of Stocks
—
41
Portfolio P/E
29.80
34.07
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 · 5.59%
ICICI Bank Ltd · 5.22%
Mahindra & Mahindra Ltd · 4.75%
Edelweiss Financial Services Ltd · 4.62%
Granules India Ltd · 4.13%
Top Sectors
—
Financial Services · 32.81%
Automobile and Auto Components · 10.68%
Healthcare · 8.47%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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