Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs ICICI Prudential Equity opportunities fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
ICICI Prudential Equity opportunities fund
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
1.56%
6 Months
26.94%
4.15%
1 Year
23.16%
9.83%
3 Years
—
17.22%
5 Years
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Since Inception
24.51%
21.62%
Fund Age
2 yrs 5 mo
3 yrs 4 mo
AUM
₹475.85 Cr
₹1,571.43 Cr
Alpha – 1 Year
21.21%
8.31%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
1.10
Volatility – 1 Year
22.06%
17.02%
Volatility – 3 Years
—
15.44%
Beta – 1 Year
1.10
0.96
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.83
0.31
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
17.01%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−10.02%
−18.15%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.61%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 7% · S 93%
L 77% · M 6% · S 20%
Number of Stocks
30
37
Portfolio P/E
34.48
24.47
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 · 6.78%
Samvardhana Motherson International Ltd · 6.75%
ICICI Bank Ltd · 6.32%
Larsen & Toubro Ltd · 5.28%
Eternal Ltd · 5.21%
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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