Fund Performance: Strong showing, ahead of benchmark
Ampersand fund (AGOFS) NAV rose sharply by 12.4% in Nov, despite some of the large holdings (especially
ICICI) underperforming. This was ahead of benchmark (BSE 500, up 6.9%) as well as other major stock indices.
Since inception in Sept 2017, our fund delivered returns of 20.4% CAGR, again well ahead of major stock
indices.
Fund and Market Performance
| Returns | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years CAGR | 5 Year CAGR | Inception CAGR |
| AGOFS NAV | 12.4% | 10.2% | 30.8% | 37.0% | 31.1% | 23.8% | 20.4% |
| BSE 500 | 6.9% | 5.9% | 13.5% | 11.9% | 18.7% | 14.5% | 12.4% |
| Nifty 50 | 5.4% | 4.6% | 8.6% | 7.3% | 15.8% | 13.1% | 12.0% |
| Nifty Midcap 100 | 10.4% | 9.7% | 27.1% | 33.9% | 29.6% | 19.6% | 14.7% |
| AFOFS-I NAV* | 315.6 |
*NAV (post expenses & taxes due till date), Class & Series-wise NAV may differ