Fund Performance: Strong showing, ahead of all major indices
Ampersand fund NAV rose 6.7% in July, once again well ahead of benchmark BSE 500, and key indices. This was driven by broad based performance of our portfolio, and despite skewed allocation to Industrials which
underperformed on a relative basis.
Our performance across various time periods illustrates consistent and strong showing. Since inception in Sept 2017, our fund has delivered over 25% 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 | 6.7% | 17.9% | 36.1% | 78.7% | 34.9% | 34.7% | 25.7% |
| BSE 500 | 4.3% | 12.2% | 18.8% | 37.3% | 19.6% | 21.0% | 15.5% |
| Nifty 50 | 3.9% | 10.4% | 14.8% | 26.3% | 16.5% | 17.5% | 14.3% |
| Nifty Midcap 100 | 5.8% | 16.0% | 21.5% | 56.4% | 28.5% | 29.9% | 18.5% |
| AFOFS NAV* | 480.1 |
NAV (post expenses & taxes paid till date), Class & Series-wise NAV may differ