Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs SBI OPTIMAL EQUITY
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
SBI OPTIMAL EQUITY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.09%
0.40%
6 Months
18.59%
12.80%
1 Year
13.52%
20.50%
3 Years
21.40%
15.30%
5 Years
19.51%
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Since Inception
19.97%
15.60%
Fund Age
8 yrs 11 mo
19 mo
AUM
₹1,046 Cr
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Alpha – 1 Year
9.76%
20.90%
Alpha – 3 Years
10.51%
6.80%
Information Ratio – 3 Years
0.93
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Volatility – 1 Year
21.83%
18.58%
Volatility – 3 Years
21.15%
8.24%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
1.18
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Sharpe Ratio – 1 Year
0.44
0.75
Sharpe Ratio – 3 Years
0.78
1.72
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
—
Recovery Period
549 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.89%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 37% · M 19% · S 37%
L 3% · M 24% · S 35%
Number of Stocks
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Portfolio P/E
29.80
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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%
Aequs Ltd · 10.50%
Lenskart Solutions Ltd · 9.30%
Kingfa Science & Technology (India) Ltd · 8.70%
Billionbrains Garage Ventures Ltd · 8.40%
Meesho Ltd · 7.20%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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