Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Taksh India Enterprising 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%
6.14%
6 Months
18.59%
25.35%
1 Year
13.52%
19.51%
3 Years
21.40%
—
5 Years
19.51%
—
Since Inception
19.97%
10.22%
Fund Age
8 yrs 11 mo
1 yr 11 mo
AUM
₹1,046 Cr
₹553.62 Cr
Alpha – 1 Year
9.76%
16.14%
Alpha – 3 Years
10.51%
—
Information Ratio – 3 Years
0.93
—
Volatility – 1 Year
21.83%
16.04%
Volatility – 3 Years
21.15%
—
Beta – 1 Year
1.13
1.04
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.44
1.14
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
6.29%
-6.05%
Value at Worst Rolling Year
₹1.06 Cr
₹0.94 Cr
Deepest Drawdown
−24.32%
−12.78%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
70.47%
Median Rolling Year
25.89%
3.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 19% · S 37%
L 40% · M 18% · S 41%
Number of Stocks
—
25
Portfolio P/E
29.80
48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
—
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—