Building Trust and Delivering Superior Growth with a Multi-Cap Strategy
Minimum Investment : ₹1Crore
Guided by core values of service, expertise, and integrity, Ampersand’s dedicated professionals from across India are passionate about transforming ideas into impactful actions. With a strong commitment to excellence, they work tirelessly to help India’s most successful individuals, families, and institutions achieve their financial goals.
Sanjaya Satapathy brings over 16 years of experience in equity research across diverse sectors. Recognized as the best mid-cap analyst by Institutional Investor (II) and the best stock picker by Starmine, Sanjaya has a proven track record in identifying high-growth opportunities. Prior to joining Ampersand, he served as a Senior Analyst at Bank of America – Merrill Lynch from 2006 to 2016. Sanjaya holds a B.E. in Electrical Engineering from UCE Burla and an MBA from XIM, Bhubaneswar. He is now a Partner at Ampersand Capital Investment Advisors LLP, where he leads the fund’s strategic investment approach.
*Data as of June 2024
Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns
Speaker – Mr. Sunil Singhania (Founder & Abakkus Asset Management)
Host – Vikas Agrawal (AIF & PMS Experts India Pvt Ltd.)
Speaker – Mr. Pankaj Murarka (Director & CIO, Renaissance Investment Managers)
Host – Vikas Agrawal (Founder & CEO, AIF & PMS Experts India Pvt Ltd.)
| Product - AMC | AUM (in Cr.) | Performance | 1Y | 2Y | 3Y | SI |
|---|---|---|---|---|---|---|
|
Ampersand Growth Opportunities Fund Scheme - 1 AMC Name: Ampersand Inc Date: 24/Sep/2017 |
843.7 | Ampersand Growth Opportunities Fund Scheme - I | 48.3 | 49.3 | 30.7 | 24.3 |
| BSE 500 | 14.5 | 19.6 | 13.9 | 14.0 |
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
use our tools before
deciding to invest
Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
The Ampersand Growth Opportunities Fund is a multi-cap investment scheme focused on targeting growth-oriented companies with scalable business models. It aims to deliver superior returns by balancing investments between large-cap and mid/small-cap stocks.
The minimum investment for the Ampersand Growth Opportunities Fund is INR 1 crore, with the flexibility for investors to make top-ups at their discretion.
The fund follows a balanced allocation strategy, investing in both large-cap stocks for steady returns and mid/small-cap stocks for higher growth potential. It focuses on companies with strong growth prospects, proven capital allocation practices, and a competitive advantage.
The Ampersand Growth Opportunities Fund has a 12-month lock-in period, which ensures a long-term commitment to building value while mitigating short-term volatility.
Investments in the Ampersand Growth Opportunities Fund are tax-free in the hands of investors, providing a significant tax advantage on the returns generated.
If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com
