Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Rising Giants - AIF
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Rising Giants - AIF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
0.45%
6 Months
18.59%
−6.89%
1 Year
13.52%
−7.76%
3 Years
21.40%
4.56%
5 Years
19.51%
—
Since Inception
19.97%
−0.23%
Fund Age
8 yrs 11 mo
4 yrs 9 mo
AUM
₹1,046 Cr
₹60.72 Cr
Alpha – 1 Year
9.76%
−7.69%
Alpha – 3 Years
10.51%
−8.90%
Information Ratio – 3 Years
0.93
-0.99
Volatility – 1 Year
21.83%
16.44%
Volatility – 3 Years
21.15%
15.44%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
1.18
0.83
Sharpe Ratio – 1 Year
0.44
-0.74
Sharpe Ratio – 3 Years
0.78
0.01
Worst Rolling Year
6.29%
-1.67%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−24.32%
−22.80%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.63%
Median Rolling Year
25.89%
4.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
M 4% · S 80%
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%
Cash & Cash Equivalent · 14.00%
CMS Info Systems Ltd · 5.00%
Ultramarine & Pigments Ltd · 4.00%
Go Digit General Insurance Ltd · 4.00%
L T Foods Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%