Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
GUARDIAN CAPITAL PARTNERS FUND – OPPORTUNITIES SCHEME
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
2.24%
6 Months
26.94%
3.39%
1 Year
23.16%
7.77%
3 Years
—
13.13%
5 Years
—
15.34%
Since Inception
24.51%
26.85%
Fund Age
2 yrs 5 mo
6 yrs 7 mo
AUM
₹475.85 Cr
—
Alpha – 1 Year
21.21%
11.35%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
22.06%
18.08%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
—
0.85
Sharpe Ratio – 1 Year
0.83
0.21
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
12.40%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−10.02%
−16.78%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.88%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 7% · S 93%
L 51% · M 7% · S 42%
Number of Stocks
30
30
Portfolio P/E
34.48
22.34
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%
HDFC Bank Ltd
Axis Bank Ltd
Quess Corp Ltd
Oil & Natural Gas Corpn Ltd
Maruti Suzuki India Ltd
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
Financial Services · 43.85%
Automobile and Auto Components · 15.55%
Services · 9.40%
Fixed Fee
—
—
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%