Fund Performance: Marginal cut in volatile markets
In April, Ampersand fund NAV rose 10.6%, our best performance in some time. Notably, and yet again, this was much better than benchmark BSE 500 (up 3.4%), and well ahead of most major indices.
Our performance across various time periods illustrates consistent showing. Since inception ie 25 Sep 2017, our fund has delivered 23.7% CAGR, well ahead of all major indices.
Fund and Market Performance
| Returns | 1 Month | 3 Months | 6 Months | 1 Year | 3 Year CAGR | 5 Year CAGR | Inception CAGR |
| AGOFS NAV | 10.6% | 15.5% | 45.0% | 81.6% | 35.7% | 29.1% | 23.7% |
| BSE 500 | 3.4% | 5.9% | 24.6% | 36.9% | 19.0% | 16.7% | 14.1% |
| Nifty 50 | 1.2% | 4.0% | 18.4% | 25.1% | 15.6% | 14.0% | 13.2% |
| Nifty Midcap 100 | 5.8% | 4.7% | 30.8% | 60.0% | 28.1% | 23.7% | 16.7% |
| AFOFS NAV* | 407.4 |
*NAV (post expenses & taxes paid till date), Class & Series-wise NAV may differ