Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Nippon - (R.I.S.E)
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Nippon - (R.I.S.E)
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%
0.17%
6 Months
18.59%
5.06%
1 Year
13.52%
4.68%
3 Years
21.40%
—
5 Years
19.51%
—
Since Inception
19.97%
9.00%
Fund Age
8 yrs 11 mo
17 mo
AUM
₹1,046 Cr
—
Alpha – 1 Year
9.76%
2.28%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
19.59%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
0.09
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 32% · M 20% · S 39%
Number of Stocks
—
47
Portfolio P/E
29.80
33.73
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 · 9.40%
ICICI Bank Ltd · 4.96%
HDFC Bank Ltd · 3.58%
Delhivery Ltd · 3.25%
Edelweiss Financial Services Ltd · 3.16%
Top Sectors
—
Financial Services · 34.33%
Capital Goods · 11.68%
Healthcare · 7.90%
Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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