Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.64%
4.52%
6 Months
26.94%
8.26%
1 Year
23.16%
4.50%
3 Years
—
10.05%
5 Years
—
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Since Inception
24.51%
10.10%
Fund Age
2 yrs 5 mo
4 yrs 5 mo
AUM
₹475.85 Cr
₹60.73 Cr
Alpha – 1 Year
21.21%
4.93%
Alpha – 3 Years
—
1.48%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
22.06%
15.08%
Volatility – 3 Years
—
14.98%
Beta – 1 Year
1.10
0.81
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.83
-0.02
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
7.06%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−10.02%
−22.08%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 7% · S 93%
L 31% · M 22% · S 40%
Number of Stocks
30
—
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%
Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
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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