Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs OysterRock Capital Fund 2
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
OysterRock Capital Fund 2
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%
3.60%
6 Months
18.59%
11.70%
1 Year
13.52%
11.20%
3 Years
21.40%
19.20%
5 Years
19.51%
16.50%
Since Inception
19.97%
17.40%
Fund Age
8 yrs 11 mo
8 yrs 6 mo
AUM
₹1,046 Cr
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Alpha – 1 Year
9.76%
8.20%
Alpha – 3 Years
10.51%
7.20%
Information Ratio – 3 Years
0.93
0.24
Volatility – 1 Year
21.83%
17.85%
Volatility – 3 Years
21.15%
15.69%
Beta – 1 Year
1.13
0.97
Beta – 3 Years
1.18
0.87
Sharpe Ratio – 1 Year
0.44
0.38
Sharpe Ratio – 3 Years
0.78
0.86
Worst Rolling Year
6.29%
6.56%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.32%
−16.09%
Recovery Period
549 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
23.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
L 11% · M 17% · S 59%
Number of Stocks
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25
Portfolio P/E
29.80
23.74
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 · 13.00%
Gabriel India Ltd · 6.59%
Laurus Labs Ltd · 6.09%
Federal Bank Ltd · 6.01%
UPL Ltd · 4.60%
Top Sectors
—
Financial Services · 25.20%
Consumer Durables · 13.05%
Automobile and Auto Components · 9.36%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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