Alternative Investment Funds (AIF)Compare Schemes
Ashmore India Equity Fund vs Boring AMC’s India Inflection Fund
Add SchemeGrowth of ₹1 Crore
Ashmore India Equity Fund
Boring AMC’s India Inflection Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 200 · 3.2%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.46%
1.64%
6 Months
3.37%
26.94%
1 Year
7.57%
23.16%
3 Years
—
—
5 Years
—
—
Since Inception
10.10%
24.51%
Fund Age
2 yrs 3 mo
2 yrs 5 mo
AUM
—
₹475.85 Cr
Alpha – 1 Year
4.41%
21.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.23%
22.06%
Volatility – 3 Years
—
—
Beta – 1 Year
0.81
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.83
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.22%
−10.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 46% · M 38% · S 10%
M 7% · S 93%
Number of Stocks
29
30
Portfolio P/E
35.07
34.48
Top 5 Holdings
HDFC Bank Ltd · 8.86%
Bharti Airtel Ltd · 8.83%
ICICI Bank Ltd · 8.50%
Cash & Cash Equivalent · 5.90%
Multi Commodity Exchange of India Ltd · 5.67%
Sansera Engineering Ltd · 10.12%
IIFL Finance Ltd · 7.26%
Happy Forgings Ltd · 7.05%
Acutaas Chemicals Ltd · 5.82%
VST Tillers Tractors Ltd · 5.72%
Top Sectors
Financial Services · 33.83%
Healthcare · 11.02%
Automobile and Auto Components · 10.88%
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—