Ampersand Capital Trust – Portfolio Management Services (PMS)

Ampersand Growth Opportunity Scheme-1 (AGOFS) seeks to deliver superior and consistent returns by investing in 30-35 stocks with strong growth potential, at reasonable valuations. Portfolio is reasonably diversified across sectors and market cap

Strategies

1

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Ampersand Capital Trust Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Growth Opportunities Fund Scheme - I

Multi Cap & Flexi Cap -10.70% 25.83% 24.51% Sep 2017

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Arun Subrahmanyam

Founder & Managing Partner

Over 3 decades of experience in financial services industry Domain knowledge of varied sectors, deep understanding of stock marketsLast employed in Bank of America-Merrill Lynch, as part of the institutional equities team Top rated Auto analyst by Institutional Investor (II) Principal founder, Partner of Ampersand Capital Investment Advisors LLP

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

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Regulatory Information

SEBI Registration: IN/AIF3/17-18/0356

Registered Office: 75-A, Mittal Tower, 7th Floor, 210, Nariman Point, Mumbai – 400 021

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)