Fund Performance: Strong showing, ahead of most indices
In June, Ampersand fund NAV rose 9.6%, yet again well ahead of benchmark BSE 500, and key indices. This was driven by broad based performance of our portfolio, and despite, (1) advance tax outgo during the month, and (3) reasonable inflows, yet to fully deployed.
Our performance across various time periods illustrates consistent and strong showing. Since inception in Sept 2017, our fund has delivered ~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 | 9.6% | 22.1% | 36.0% | 76.7% | 36.8% | 31.3% | 24.9% |
| BSE 500 | 6.9% | 11.2% | 16.0% | 36.6% | 19.2% | 18.4% | 15.0% |
| Nifty 50 | 6.6% | 7.5% | 10.5% | 21.6% | 15.5% | 15.3% | 13.9% |
| Nifty Midcap 100 | 7.8% | 15.9% | 20.7% | 55.9% | 29.3% | 25.9% | 17.8% |
| AFOFS NAV* | 449.8 |
NAV (post expenses & taxes paid till date), Class & Series-wise NAV may differ