Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Nippon - The 5 Trillion Dollar Opportunity
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Nippon - The 5 Trillion Dollar Opportunity
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.64%
1.65%
6 Months
26.94%
2.29%
1 Year
23.16%
−0.68%
3 Years
—
11.13%
5 Years
—
11.10%
Since Inception
24.51%
17.68%
Fund Age
2 yrs 5 mo
1 yr 11 mo
AUM
₹475.85 Cr
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Alpha – 1 Year
21.21%
−3.08%
Alpha – 3 Years
—
−0.07%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
22.06%
14.64%
Volatility – 3 Years
—
13.98%
Beta – 1 Year
1.10
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.83
-0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−10.02%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 7% · S 93%
L 39% · M 15% · S 42%
Number of Stocks
30
41
Portfolio P/E
34.48
31.71
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%
ICICI Bank Ltd · 5.16%
Healthcare Global Enterprises Ltd · 4.45%
Mahindra & Mahindra Ltd · 4.40%
Coforge Ltd · 4.25%
Cash & Cash Equivalent · 3.80%
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
Financial Services · 35.44%
Automobile and Auto Components · 11.39%
Healthcare · 9.90%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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