Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Prudent Equity ACE Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Prudent Equity ACE 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%
−2.40%
6 Months
18.59%
4.20%
1 Year
13.52%
−1.50%
3 Years
21.40%
17.60%
5 Years
19.51%
—
Since Inception
19.97%
23.60%
Fund Age
8 yrs 11 mo
3 yrs 7 mo
AUM
₹1,046 Cr
—
Alpha – 1 Year
9.76%
−3.50%
Alpha – 3 Years
10.51%
6.90%
Information Ratio – 3 Years
0.93
0.28
Volatility – 1 Year
21.83%
23.18%
Volatility – 3 Years
21.15%
24.12%
Beta – 1 Year
1.13
1.17
Beta – 3 Years
1.18
1.20
Sharpe Ratio – 1 Year
0.44
-0.20
Sharpe Ratio – 3 Years
0.78
0.56
Worst Rolling Year
6.29%
17.56%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−24.32%
−23.18%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
27.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
—
Number of Stocks
—
—
Portfolio P/E
29.80
—
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%
—
Top Sectors
—
—
Fixed Fee
—
3.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%