Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Steptrade Revolution Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Steptrade Revolution 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%
1.11%
6 Months
18.59%
12.07%
1 Year
13.52%
−10.50%
3 Years
21.40%
—
5 Years
19.51%
—
Since Inception
19.97%
10.88%
Fund Age
8 yrs 11 mo
2 yrs 2 mo
AUM
₹1,046 Cr
₹167 Cr
Alpha – 1 Year
9.76%
−15.69%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
34.34%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
1.61
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
-0.25
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−24.32%
−31.60%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.89%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
M 1% · S 57%
Number of Stocks
—
80
Portfolio P/E
29.80
22.59
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 · 10.19%
Aditya Ultra Steel Ltd · 6.77%
Fujiyama Power Systems Ltd · 4.10%
Globe Civil Projects Ltd · 3.65%
Trom Industries Ltd · 3.29%
Top Sectors
—
Capital Goods · 41.73%
Construction · 8.13%
Healthcare · 5.85%
Fixed Fee
—
—
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%