Fund Performance: Mixed showing, lagged benchmark after extended run Ampersand fund NAV rose 1.5% in September, ahead of other mid and small cap indices. However, ourperformance lagged both Nifty and benchmark BSE 500 for the first time this financial year, …
Fund Performance: Decent showing, again ahead of key indices Ampersand fund NAV rose 3.4% in August, yet again ahead of benchmark BSE 500 as well as key indices. Thiswas aided by a couple of large portfolio stocks, and well supported …
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 …
While the union budget for 2024 was comprehensive, covering multiple aspects, it still invoked all kinds of emotions from various parties from different sectoral backgrounds. That said, it struck a balance between capital expenditure, fiscal prudence, and social welfare. The …
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 …
Fund Performance: Stable month, despite selective stock impact In May, Ampersand fund NAV rose 0.7%, which was marginally ahead of benchmark BSE 500, but lagged midcap indices. The performance was restricted by (1) weaker than anticipated financial performance for some …
Fund Performance: Strong performance amidst volatility In April, Ampersand fund NAV rose 10.6%, our best performance in some time. Notably, and yet again, this wasmuch better than benchmark BSE 500 (up 3.4%), and well ahead of most major indices. Our …
By Arun Subrahmanyam and Sanjaya Satapathy At Ampersand, we consider earnings growth to be the primary driver of stock performance. We use valuation tools to assess downside risks, and will stay invested as long as growth prospects remain healthy. Our …
Fund Performance: Marginal cut in volatile markets Ampersand NAV declined -0.4% in March, and the mild contraction was mainly due to final and annual tax instalment. And this was despite reasonable exposure to small/mid-caps, which faced sharper cuts in therespective …
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, …