Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Matterhorn India Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 1.9%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.64%
3.36%
6 Months
26.94%
10.52%
1 Year
23.16%
4.14%
3 Years
—
—
5 Years
—
—
Since Inception
24.51%
17.49%
Fund Age
2 yrs 5 mo
2 yrs 10 mo
AUM
₹475.85 Cr
—
Alpha – 1 Year
21.21%
0.77%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.06%
25.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.40
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.83
0.06
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.02%
−20.99%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 7% · S 93%
L 0% · M 16% · S 75%
Number of Stocks
30
54
Portfolio P/E
34.48
33.41
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%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%