Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs I Wealth - I Wealth Fund 1
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
I Wealth - I Wealth Fund 1
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
4.40%
6 Months
26.94%
10.60%
1 Year
23.16%
55.60%
3 Years
—
27.08%
5 Years
—
—
Since Inception
24.51%
24.03%
Fund Age
2 yrs 5 mo
3 yrs 6 mo
AUM
₹475.85 Cr
—
Alpha – 1 Year
21.21%
19.50%
Alpha – 3 Years
—
7.95%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.06%
18.93%
Volatility – 3 Years
—
15.34%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
—
0.30
Sharpe Ratio – 1 Year
0.83
2.27
Sharpe Ratio – 3 Years
—
1.40
Worst Rolling Year
—
21.02%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−10.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.36%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 7% · S 93%
—
Number of Stocks
30
—
Portfolio P/E
34.48
0.00
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%
—
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
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Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—