AIF · Equity · CAT III - LONG ONLY
Boring AMC’s India Inflection Fund
Fund size₹476 Cr
IRRSince inception24.51%
1Y return23.16%
Fund age2 yrs 5 mo
Growth of₹Cr
Boring AMC’s India Inflection
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Boring AMC’s India Inflection | 20.52% | 23.16% | 14.60% | — | — | 24.51% |
| Nifty 500 | −1.07% | 1.95% | −0.66% | — | — | 5.76% |
| Excess over benchmark | 21.59% | 21.21% | 15.26% | — | — | 18.75% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
22.06%
Benchmark approx 16.04%
A standard deviation reflecting historical swings.
Sensitivity
1.10
Beta vs benchmark 1.00 · 10% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.83
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −10.02%, and recovered on 15 Apr 2026.
Max drawdowns
−10.02%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −10.02% | – | 15 Apr 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−10.02%
Fell over–
Recovered15 Apr 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
30
P/E ratio
34.48
P/B ratio
3.44
Dividend yield
0.18%
Avg market cap
₹21,130 Cr
Median market cap
₹12,561 Cr
Asset class
Equity
Market cap
Large cap
Mid cap7.48%
Small cap92.52%
Cash & others
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