Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Edelweiss - Consumer Trends Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Edelweiss - Consumer Trends Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
3.12%
6 Months
26.94%
14.64%
1 Year
23.16%
5.62%
3 Years
—
12.98%
5 Years
—
10.85%
Since Inception
24.51%
12.97%
Fund Age
2 yrs 5 mo
5 yrs 3 mo
AUM
₹475.85 Cr
₹173.62 Cr
Alpha – 1 Year
21.21%
1.78%
Alpha – 3 Years
—
−0.97%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
22.06%
21.39%
Volatility – 3 Years
—
16.80%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.83
0.10
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−10.02%
−19.22%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 7% · S 93%
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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%
Bharti Airtel Ltd · 6.58%
Britannia Industries Ltd · 6.22%
Hindustan Unilever Ltd · 6.19%
ITC Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.71%
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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