Fund Update : April 30, 2025
April 2025 Fund and Market Performance Returns 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years Inception CAGR AGOFS-1 1.2% -0.5% -15.1% 2.3% 36.5% 26.0% 32.9% 20.6% BSE 500 3.2% 2.0% -3.1% 4.5% 19.6% 13.7% …
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Fund Update : March 31, 2025
March 2025 Fund and Market Performance Returns 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years Inception CAGR AGOFS1 8.3% -15.7% -18.0% 12.2% 38.4% 24.5% 35.3% 20.7% BSE 500 7.3% -4.6% -12.2% 4.8% 20.4% 12.3% …
India’s Stock Market is positionedfor a Rebound in 2025
The Indian stock market has experienced a nearly 15% decline from its peak due to concerns over an economic slowdown and fears of a trade war under newly elected U.S. President Donald Trump. However, there are compelling reasons to believe …
Exclusive Interview – ARUN SUBRAHMANYAM
What is the difference between timing the cycle and timing the markets? Timing business cycle is dependant competitive dynamics of respective industries and sectors. Business cycle expands when competition reduces and hence profit margin expands, and declines when competition intensifies. …
Fund Update : February 28, 2025
February 2025 Fund and Market Performance Returns 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years Inception CAGR AGOFS1 -9.3% -23.4% -23.2% 2.2% 32.7% 23.3% 26.0% 19.6% BSE 500 -7.8% -12.4% -16.5% -1.5% 16.4% 11.2% …
Fund Update : January 31, 2025
January 2025 Fund and Market Performance Returns 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years Inception CAGR AGOFS1 -14.3% -14.6% -12.4% 19.3% 40.2% 25.1% 27.7% 21.5% BSE 500 -3.5% -5.0% -8.6% 8.5% 19.5% 12.7% …
Fund Update : December 31, 2024
December 2024 Fund and Market Performance Returns 1 Month 3 Months 6 Months 1 Year 2 Years 3 Year 5 Years Inception CAGR AGOFS NAV -1.5% -2.7% 9.1% 48.3% 49.3 30.7% 32.6% 24.3% BSE 500 -1.5% -7.9% -1.2% 14.5% 19.6 …
Valuation Has Come Off to Median Levels of Past Five Years
What key factors make you such a strong advocate for the India growth story? Three factors that will help India drive superior growth sustainably than rest of world are: Younger demography in an otherwise ageing world Neutral position in hostile …
Fund Update : November 30, 2024
Fund Performance: Yet again outperforming key indices Ampersand fund NAV rose 1.1% in November, and yet again outperformed benchmark BSE 500 and all keyindices. And this was despite few of larger holdings faring poorly due to natural corrective process. Ourdiversified, …
Fund Update : October 31, 2024
Fund Performance: A rare contraction, but recurring outperformance Ampersand fund NAV declined 2.3% in October, but yet again performed ahead of benchmark BSE 500, as wellas major indices. The contraction was due to some of our core holdings correcting in …