Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Northern Arc Money Market Alpha Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Northern Arc Money Market Alpha Fund
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%
8.60%
6 Months
18.59%
9.38%
1 Year
13.52%
9.19%
3 Years
21.40%
9.65%
5 Years
19.51%
9.51%
Since Inception
19.97%
9.50%
Fund Age
8 yrs 11 mo
7 yrs 6 mo
AUM
₹1,046 Cr
₹760 Cr
Alpha – 1 Year
9.76%
3.16%
Alpha – 3 Years
10.51%
2.87%
Information Ratio – 3 Years
0.93
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Volatility – 1 Year
21.83%
1.92%
Volatility – 3 Years
21.15%
6.95%
Beta – 1 Year
1.13
—
Beta – 3 Years
1.18
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Sharpe Ratio – 1 Year
0.44
52.26
Sharpe Ratio – 3 Years
0.78
14.31
Worst Rolling Year
6.29%
9.06%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−24.32%
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Recovery Period
549 days
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1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
9.49%
5-Year Rolling Windows Positive
100.00%
100.00%
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%
Navi Finserv Ltd. · 7.62%
Krazybee Services Private Limited · 5.72%
Si Creva Capital · 5.72%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%
Whizdm Finance Private Limited (Money View) · 4.77%
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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