Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs First Water Capital Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
First Water Capital Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
3.32%
6 Months
26.94%
10.08%
1 Year
23.16%
−0.32%
3 Years
—
19.14%
5 Years
—
17.44%
Since Inception
24.51%
28.00%
Fund Age
2 yrs 5 mo
5 yrs 11 mo
AUM
₹475.85 Cr
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Alpha – 1 Year
21.21%
−5.80%
Alpha – 3 Years
—
2.20%
Information Ratio – 3 Years
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Volatility – 1 Year
22.06%
26.96%
Volatility – 3 Years
—
22.84%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.83
-0.09
Sharpe Ratio – 3 Years
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0.65
Worst Rolling Year
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19.14%
Value at Worst Rolling Year
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₹1.19 Cr
Deepest Drawdown
−10.02%
−26.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.39%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
M 7% · S 93%
L 6% · M 12% · S 77%
Number of Stocks
30
21
Portfolio P/E
34.48
11.90
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%
Polyplex Corporation Ltd · 10.68%
Jindal Saw Ltd · 8.23%
KRBL Ltd · 7.92%
Bharat Petroleum Corporation Ltd · 6.18%
NMDC Ltd · 6.10%
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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