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, …
Crystal Gazing Summit and Awards 2024 In collaboration with Beta, the Finance and Investments Club of IIM Ahmedabad. Best LONG ONLY AIF Award 2024
Alternative Investment Funds are in the spotlight more than ever. Here’s how they cater to HNIs Much of the spotlight on the rise in Indian equity markets in the post-Covid era has centred around retail investors in general, and mutual …
Fund Performance: Strong start to CY24 Ampersand fund has started well in CY24, delivering 6.6% returns in Jan. This was well ahead of most indices,including our benchmark BSE 500. Since inception, our fund has delivered 21.9% CAGR, again ahead of …
Fund Performance: Continued gains, albeit at slower pace Ampersand fund continued to deliver positive returns in December but lagged other indices. This accounts fora sizable 70bps impact due to advance tax instalment outgo during the month. More significantly theperformance some …
