About Company
Ampersand Growth Opportunities Fund Scheme (AGOFS-1)
Guided by core values of service, expertise, and integrity, these dedicated professionals from across India are passionate about turning ideas into tangible actions. They strive to help India’s most successful individuals, families, and institutions achieve their goals.
Fund Snapshot
- Category: AIF Category III Multi-cap scheme
- Inception: September 2017
- Focus: Targeting growth-oriented companies with scalable business models
- Structure: Open-ended with a 12-month lock-in period
- Allocation: Balanced allocation to large caps (steady returns) and mid/small caps (higher absolute returns adjusted for liquidity and growth risks)
- Tax Advantage: Tax-free in the hands of investors
- Minimum Investment: INR 1 crore; top-ups can be lower at the investor’s discretion
THEIR 4 KEY PILLAR STRATEGY:
APPROACH:A cornerstone of their approach is building lasting partnerships based on trust and credibility. They recognize trust as essential to any successful relationship and are committed to earning and maintaining it through transparency, integrity, and reliability.
CLEAN ACCOUNTS:Protecting the integrity of fund investment accounts involves implementing best practices to ensure accuracy, transparency, and effective capital allocation assessment.
CAPITAL ALLOCATION:They seek out companies with a proven history of effective capital allocation, preferring those that generate free cash flows and strategically reinvest them to drive sustained growth.
COMPETITIVE ADVANTAGE:Their experienced investment team, through rigorous primary research, constructs a portfolio of companies with significant competitive advantages.
About AMPERSAND:
- Ampersand is a collaborative team effort representing open-mindedness and unlimited scope
- Highly rated equity research analysts with a combined experience of 40+ years
- Proven track record of fund management since inception in Sep 2017; rank in top quartile amongst peers, as per CRISIL study
- Sizeable sponsor contribution underscores commitment and addresses agency risk
- Strong relationships and goodwill within the corporate and investment community
Why Invest with Ampersand?
- Investment AdvisoryAmpersand has a proven track record in assisting high-net-worth individuals (HNIs) and family offices in constructing and managing their equity portfolios, underpinned by comprehensive fundamental research. Since early 2016, Ampersand has consistently delivered superior equity returns for its clients.
- Credible PerformersTheir AGOFS product invests in companies with transparent financials, a strong track record of capital allocation, and significant market entry barriers. They focus on reliable and trustworthy investments.
- Mega WinnersThe term “rising giants” reflects the focus on companies poised for substantial growth and value appreciation. These investments are identified by a thorough analysis of industry trends, company fundamentals, and market conditions, aiming for high growth potential.
- Investment Objective:Their goal is to consistently outperform the broad equity market benchmark, particularly the BSE 500. They also aim to minimize downside risks and portfolio volatility while aiming for superior returns.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
Launched in September 2017, AGOFS-I is a Category III AIF that adopts a multi-cap strategy. It actively invests in scalable, growth-oriented businesses across large, mid, and small-cap segments to deliver competitive, risk-adjusted outcomes over the long term.
Taxation is handled at the fund level, meaning investors receive post-tax returns with no further tax liability on distributions—streamlining compliance and enhancing efficiency.
As of January 2025, the fund has delivered a compound annual growth rate (CAGR) of 21.5% since inception—outpacing the BSE 500 and major indices like Nifty 50 and Nifty Midcap 100 across cycles.
AGOFS-I is led by Arun Subrahmanyam (Founder & Managing Partner) and Sanjaya Satpathy (Portfolio Manager)—seasoned professionals with decades of experience in institutional equity research and investment strategy.
Investors can start with a minimum of ₹1 crore, in line with SEBI’s AIF norms. Additional investments may be accepted at lower thresholds, depending on investor preference.
Yes, a 12-month commitment from the investment date is required. After this duration, redemptions can be made as per the fund’s liquidity framework.
The fund uses a “Right Stock, Right Time, Right Size” philosophy. It identifies fundamentally sound businesses backed by strong leadership, scalable models, and favorable macro cycles. Core holdings include names like Polycab India, Divi’s Labs, Trent, and Bajaj Finance.
Structured as a unitized AIF, AGOFS-I combines the operational transparency of mutual funds with the agility and sophistication of hedge fund strategies. It’s designed for discerning investors seeking active alpha generation, tax efficiency, and higher regulatory clarity.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.