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Ampersand Capital Trust – Portfolio Management Services (PMS)

The Ampersand Growth Opportunity Scheme-1 (AGOFS) aims to achieve robust and stable returns. This is accomplished by maintaining a concentrated portfolio of 30 to 35 companies identified for significant growth prospects and trading at attractive valuations. The portfolio exhibits adequate diversification across various industry sectors and market capitalization segments.

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

Possessing over thirty years of dedicated involvement in the financial services sector, this individual brings extensive domain expertise across diverse industries and a profound comprehension of equity markets. Their prior professional engagement was with Bank of America-Merrill Lynch, where they contributed to the institutional equities division. Furthermore, they have been recognized as a top-rated Auto analyst by Institutional Investor (II) and served as a principal founder and partner at Ampersand Capital Investment Advisors LLP.

Mr Sanjaya Satapathy

Fund Manager

With over sixteen years of dedicated experience in equity research spanning diverse industry verticals, this individual has garnered recognition as a leading analyst. Notably, they were honored with the "Best Mid-Cap Analyst" award by II and acknowledged for exceptional stock selection capabilities by Starmine. Prior to their current role, they served as a Senior Analyst at Bank of America – Merrill Lynch from 2006 to 2016. Their academic qualifications include a Bachelor of Engineering (Electrical) from UCE Burla and a Master of Business Administration from XIM, Bhubaneswar. They are a partner at 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 page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

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