Fund Performance: Decent showing, again ahead of key indices
Ampersand fund NAV rose 3.4% in August, yet again ahead of benchmark BSE 500 as well as key indices. This
was aided by a couple of large portfolio stocks, and well supported by a host of smaller names. The performance
could have been better, but for inexplicable decline in few of our core holdings.
Our performance across various time periods illustrates consistent and strong showing. Since inception in Sept
2017, our fund has delivered over 26% CAGR, well ahead of all major indices.
Fund and Market Performance
| Returns | 1 Month | 3 Months | 6 Months | 1 Year | 3 Year CAGR | 5 Year CAGR | Inception CAGR |
| AGOFS NAV | 3.4% | 17.9% | 34.3% | 73.4% | 33.3% | 35.3% | 26.0% |
| BSE 500 | 0.8% | 12.3% | 17.9% | 39.5% | 17.4% | 21.4% | 15.4% |
| Nifty 50 | 1.1% | 12.0% | 14.8% | 31.1% | 13.8% | 18.0% | 14.3% |
| Nifty Midcap 100 | 21.0% | 14.7% | 22.5% | 51.6% | 27.8% | 30.5% | 18.4% |
| AFOFS NAV* | 496.5 |
NAV (post expenses & taxes paid till date), Class & Series-wise NAV may differ