Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Oculus Capital - Growth Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Oculus Capital - Growth Fund
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%
−0.80%
6 Months
18.59%
11.80%
1 Year
13.52%
3.20%
3 Years
21.40%
16.54%
5 Years
19.51%
17.70%
Since Inception
19.97%
17.90%
Fund Age
8 yrs 11 mo
5 yrs
AUM
₹1,046 Cr
₹1.34 Cr
Alpha – 1 Year
9.76%
0.82%
Alpha – 3 Years
10.51%
5.33%
Information Ratio – 3 Years
0.93
0.43
Volatility – 1 Year
21.83%
25.70%
Volatility – 3 Years
21.15%
20.57%
Beta – 1 Year
1.13
1.33
Beta – 3 Years
1.18
1.15
Sharpe Ratio – 1 Year
0.44
0.02
Sharpe Ratio – 3 Years
0.78
0.57
Worst Rolling Year
6.29%
16.54%
Value at Worst Rolling Year
₹1.06 Cr
₹1.17 Cr
Deepest Drawdown
−24.32%
−21.68%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
24.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
L 14% · M 9% · S 70%
Number of Stocks
—
75
Portfolio P/E
29.80
28.69
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 · 5.75%
ICICI Bank Ltd · 4.22%
Bajaj Consumer Care Ltd · 4.04%
Pitti Engineering Ltd · 2.58%
Jana Small Finance Bank Ltd · 2.53%
Top Sectors
—
Financial Services · 23.94%
Capital Goods · 20.87%
Fast Moving Consumer Goods · 7.09%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
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