Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
Umbrella Blend Fund 2
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%
2.39%
6 Months
18.59%
7.53%
1 Year
13.52%
4.35%
3 Years
21.40%
8.80%
5 Years
19.51%
10.81%
Since Inception
19.97%
12.10%
Fund Age
8 yrs 11 mo
5 yrs 1 mo
AUM
₹1,046 Cr
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Alpha – 1 Year
9.76%
1.37%
Alpha – 3 Years
10.51%
−3.09%
Information Ratio – 3 Years
0.93
-0.44
Volatility – 1 Year
21.83%
16.32%
Volatility – 3 Years
21.15%
14.28%
Beta – 1 Year
1.13
0.89
Beta – 3 Years
1.18
0.88
Sharpe Ratio – 1 Year
0.44
0.00
Sharpe Ratio – 3 Years
0.78
0.29
Worst Rolling Year
6.29%
7.61%
Value at Worst Rolling Year
₹1.06 Cr
₹1.08 Cr
Deepest Drawdown
−24.32%
−15.88%
Recovery Period
549 days
103 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
12.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 19% · S 37%
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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%
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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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