Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Samvitti Capital Alpha Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Samvitti Capital Alpha 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%
−1.93%
6 Months
18.59%
24.74%
1 Year
13.52%
9.95%
3 Years
21.40%
13.72%
5 Years
19.51%
13.73%
Since Inception
19.97%
12.27%
Fund Age
8 yrs 11 mo
10 yrs 8 mo
AUM
₹1,046 Cr
₹226.03 Cr
Alpha – 1 Year
9.76%
8.00%
Alpha – 3 Years
10.51%
3.06%
Information Ratio – 3 Years
0.93
0.24
Volatility – 1 Year
21.83%
26.09%
Volatility – 3 Years
21.15%
24.92%
Beta – 1 Year
1.13
1.14
Beta – 3 Years
1.18
1.19
Sharpe Ratio – 1 Year
0.44
0.27
Sharpe Ratio – 3 Years
0.78
0.42
Worst Rolling Year
6.29%
-11.97%
Value at Worst Rolling Year
₹1.06 Cr
₹0.88 Cr
Deepest Drawdown
−24.32%
−33.71%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
79.93%
Median Rolling Year
25.89%
14.39%
5-Year Rolling Windows Positive
100.00%
95.65%
Market-Cap Mix
L 37% · M 19% · S 37%
L 5% · M 3% · S 93%
Number of Stocks
—
59
Portfolio P/E
29.80
88.80
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%
MTAR Technologies Ltd · 3.40%
Syrma SGS Technology Ltd · 3.30%
GE Power India Ltd · 3.10%
TD Power Systems Ltd · 2.90%
GNG Electronics Ltd · 2.60%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%