- Category
- III
- Strategy
- Long-only
- Fund house
- Ampersand Capital Trust
Growth Opportunities Fund Scheme - I
+13.52%
1-year return, after expenses and tax
Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026
Growth Opportunities Fund Scheme - I, a Category III long-only AIF from Ampersand Capital Trust, returned 13.52% (after expenses and tax) in the year to 31 Aug 2026. It began on 25 Sep 2017 and manages ₹1,046 crore.
Key numbers
- AUM
- ₹1,046 Cr
- Benchmark
- NIFTY 500 & Debt Composite Index
- Launched
- 25 Sep 2017
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | NIFTY 500 & Debt Composite Index |
|---|---|---|
| 1 month | +4.09% | −0.12% |
| 3 months | +9.82% | +3.38% |
| 6 months | +18.59% | +0.81% |
| 1 year | +13.52% | +3.76% |
| 2 years | +1.58% | −1.13% |
| 3 years | +21.40% | +10.89% |
| 5 years | +19.51% | +9.58% |
| Since inception | +19.97% | +11.74% |
After expenses and tax, as Ampersand Capital Trust reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- NIFTY 500 & Debt Composite Index
- Fund manager
- Arun Subrahmanyam & Sanjaya Satapathy
Market-cap mix
- Large cap37.10%
- Mid cap19.40%
- Small cap38.40%
- Cash5.10%
The five largest holdings are 24.92% of the portfolio.
Investment approach
Ampersand Capital primarily focuses on growth investing, seeking out companies with high growth potential, disruptive business models, and strong market positions
Consistent Outperformance: Deliver superior returns driven by the Right stock, at the Right time and the Right size .Right Stock: Scores high on management quality, market attractiveness & business strategy .Right Time: Sweet spot of the business cycle, valuation and the holding tenure . Right Size: Maximize gains through optimum weight allocation & minimize risk through diversification
About the fund manager
Mr Arun Subrahmanyam — Founder & Managing Partner
Mr Sanjaya Satapathy — Fund Manager
Over 16 years of experience in equity research across multiple sectors Voted best mid-cap analyst (II) and best stock picker by Starmine Last position Senior Analyst, Bank of America – Merrill Lynch 2006-16 B.E. (Electrical)from UCE Burla, and MBA from XIM, Bhubaneswar Partner of Ampersand Capital Investment Advisors LLP
As the fund house describes it.
FAQs
What has Growth Opportunities Fund Scheme - I returned?
13.52% (1-year return) to 31 Aug 2026, after expenses and tax, as Ampersand Capital Trust reports it. 1 month: 4.09%; 3 months: 9.82%; 6 months: 18.59%; 1 year: 13.52%; 2 years: 1.58%; 3 years: 21.40%; 5 years: 19.51%; Since inception: 19.97%.
What kind of AIF is Growth Opportunities Fund Scheme - I?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Growth Opportunities Fund Scheme - I manage?
₹1,046 crore as of 31 Aug 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Growth Opportunities Fund Scheme - I’s stated minimum is ₹1 crore.
Who manages Growth Opportunities Fund Scheme - I?
Ampersand Capital Trust runs it; the fund managers are Arun Subrahmanyam & Sanjaya Satapathy.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Growth Opportunities Fund Scheme - I’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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