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Ampersand Growth Opportunities Fund Scheme - 1 vs Venture X Fund I

Ampersand Growth Opportunities Fund Scheme - 1

Venture X Fund I

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Growth of ₹1 Crore

Ampersand Growth Opportunities Fund Scheme - 1

Venture X Fund I

Return for the risk

3 yrs return

10%

15%

20%

25%

Nifty 500 · 10.9%

Ampersand Growth Opportunities Fund Scheme - 1

21.4% • vol 21.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.09%

—

6 Months

18.59%

—

1 Year

13.52%

—

3 Years

21.40%

—

5 Years

19.51%

—

Since Inception

19.97%

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Fund Age

8 yrs 11 mo

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AUM

₹1,046 Cr

—

Alpha – 1 Year

9.76%

—

Alpha – 3 Years

10.51%

—

Information Ratio – 3 Years

0.93

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Volatility – 1 Year

21.83%

—

Volatility – 3 Years

21.15%

—

Beta – 1 Year

1.13

—

Beta – 3 Years

1.18

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Sharpe Ratio – 1 Year

0.44

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Sharpe Ratio – 3 Years

0.78

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Worst Rolling Year

6.29%

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Value at Worst Rolling Year

₹1.06 Cr

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Deepest Drawdown

−24.32%

—

Recovery Period

549 days

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1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

25.89%

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5-Year Rolling Windows Positive

100.00%

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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

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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