Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Sundaram Alternative - Opportunities Series - Atlas
Ampersand Growth Opportunities Fund Scheme - 1
Sundaram Alternative - Opportunities Series - Atlas
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Sundaram Alternative - Opportunities Series - Atlas
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%
−1.41%
6 Months
18.59%
25.53%
1 Year
13.52%
27.30%
3 Years
21.40%
23.29%
5 Years
19.51%
—
Since Inception
19.97%
20.51%
Fund Age
8 yrs 11 mo
4 yrs 5 mo
AUM
₹1,046 Cr
—
Alpha – 1 Year
9.76%
24.92%
Alpha – 3 Years
10.51%
12.08%
Information Ratio – 3 Years
0.93
1.04
Volatility – 1 Year
21.83%
28.26%
Volatility – 3 Years
21.15%
20.05%
Beta – 1 Year
1.13
1.42
Beta – 3 Years
1.18
1.07
Sharpe Ratio – 1 Year
0.44
0.79
Sharpe Ratio – 3 Years
0.78
0.87
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%
—
Market-Cap Mix
L 37% · M 19% · S 37%
—
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
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 3% / 2%