Alternative Investment Funds (AIF)Compare Schemes
Ampersand Growth Opportunities Fund Scheme - 1 vs White Oak India Equity Fund VI (WOIEF VI)
Add SchemeGrowth of ₹1 Crore
Ampersand Growth Opportunities Fund Scheme - 1
White Oak India Equity Fund VI (WOIEF VI)
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%
2.87%
6 Months
18.59%
7.84%
1 Year
13.52%
4.83%
3 Years
21.40%
13.27%
5 Years
19.51%
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Since Inception
19.97%
12.87%
Fund Age
8 yrs 11 mo
3 yrs 8 mo
AUM
₹1,046 Cr
₹640.5 Cr
Alpha – 1 Year
9.76%
1.85%
Alpha – 3 Years
10.51%
1.38%
Information Ratio – 3 Years
0.93
0.33
Volatility – 1 Year
21.83%
19.79%
Volatility – 3 Years
21.15%
15.73%
Beta – 1 Year
1.13
1.11
Beta – 3 Years
1.18
0.97
Sharpe Ratio – 1 Year
0.44
0.06
Sharpe Ratio – 3 Years
0.78
0.53
Worst Rolling Year
6.29%
11.94%
Value at Worst Rolling Year
₹1.06 Cr
₹1.12 Cr
Deepest Drawdown
−24.32%
−17.52%
Recovery Period
549 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.89%
15.45%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 37% · M 19% · S 37%
L 42% · M 13% · S 44%
Number of Stocks
—
182
Portfolio P/E
29.80
32.80
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%
ICICI Bank Ltd · 5.56%
HDFC Bank Ltd · 4.64%
Bharti Airtel Ltd · 4.46%
State Bank of India · 3.14%
Bajaj Finserv Ltd · 2.26%
Top Sectors
—
Financial Services · 29.41%
Healthcare · 12.62%
Capital Goods · 10.64%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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