Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs SAMEEKSHA INDIA EQUITY FUND
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
SAMEEKSHA INDIA EQUITY FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
4.04%
6 Months
18.59%
14.10%
1 Year
13.52%
7.50%
3 Years
21.40%
22.84%
5 Years
19.51%
—
Since Inception
19.97%
23.58%
Fund Age
8 yrs 11 mo
4 yrs 5 mo
AUM
₹1,046 Cr
₹1,282.88 Cr
Alpha – 1 Year
9.76%
4.52%
Alpha – 3 Years
10.51%
10.95%
Information Ratio – 3 Years
0.93
0.98
Volatility – 1 Year
21.83%
21.85%
Volatility – 3 Years
21.15%
16.29%
Beta – 1 Year
1.13
1.19
Beta – 3 Years
1.18
0.92
Sharpe Ratio – 1 Year
0.44
0.18
Sharpe Ratio – 3 Years
0.78
0.98
Worst Rolling Year
6.29%
22.35%
Value at Worst Rolling Year
₹1.06 Cr
₹1.22 Cr
Deepest Drawdown
−24.32%
−17.55%
Recovery Period
549 days
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
28.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
L 23% · M 12% · S 64%
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—