Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Negen Undiscovered Value Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Negen Undiscovered Value Fund
Return for the risk
3 yrs return
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
−0.23%
6 Months
26.94%
19.91%
1 Year
23.16%
7.30%
3 Years
—
28.09%
5 Years
—
—
Since Inception
24.51%
27.99%
Fund Age
2 yrs 5 mo
3 yrs
AUM
₹475.85 Cr
₹907.79 Cr
Alpha – 1 Year
21.21%
4.32%
Alpha – 3 Years
—
16.19%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.06%
24.79%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.83
0.18
Sharpe Ratio – 3 Years
—
1.03
Worst Rolling Year
—
28.09%
Value at Worst Rolling Year
—
₹1.28 Cr
Deepest Drawdown
−10.02%
−21.22%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 7% · S 93%
—
Number of Stocks
30
—
Portfolio P/E
34.48
—
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%
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Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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