Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
1.67%
6 Months
26.94%
25.48%
1 Year
23.16%
12.76%
3 Years
—
21.04%
5 Years
—
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Since Inception
24.51%
23.65%
Fund Age
2 yrs 5 mo
4 yrs 3 mo
AUM
₹475.85 Cr
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Alpha – 1 Year
21.21%
10.81%
Alpha – 3 Years
—
10.39%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
22.06%
24.72%
Volatility – 3 Years
—
22.61%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.83
0.38
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
19.92%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−10.02%
−24.89%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.66%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 7% · S 93%
L 7% · M 28% · S 64%
Number of Stocks
30
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Portfolio P/E
34.48
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Top 5 Holdings
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%
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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