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% …
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 …
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 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 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 …
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 …