Fund Performance: Performance sustained in volatile market
Ampersand fund has continued to do well and significantly outperformed benchmark and other key indices,
delivering 4.8% returns in Feb. This was despite significant tax provisioning.
Since inception, our fund has delivered 22.5% CAGR, again 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 | 4.8% | 17.1% | 29.1% | 70.8% | 33.7% | 28.2% | 22.5% |
| BSE 500 | 1.5% | 11.7% | 15.6% | 37.7% | 17.9% | 17.5% | 13.8% |
| Nifty 50 | 1.2% | 9.2% | 14.2% | 27.0% | 14.8% | 15.3% | 13.1% |
| Nifty Midcap 100 | -0.3% | 12.8% | 23.8% | 60.7% | 27.7% | 23.7% | 16.2% |
| AFOFS NAV* | 369.7 |
*NAV (post expenses & taxes paid till date), Class & Series-wise NAV may differ