Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.64%
3.18%
6 Months
26.94%
1.31%
1 Year
23.16%
5.72%
3 Years
—
15.69%
5 Years
—
17.06%
Since Inception
24.51%
18.15%
Fund Age
2 yrs 5 mo
5 yrs 3 mo
AUM
₹475.85 Cr
₹1,828 Cr
Alpha – 1 Year
21.21%
6.15%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
1.44
Volatility – 1 Year
22.06%
18.93%
Volatility – 3 Years
—
15.01%
Beta – 1 Year
1.10
1.16
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.83
0.10
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
13.67%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−10.02%
−16.27%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
100.00%
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%
Reliance Industries Ltd · 9.70%
HDFC Bank Ltd · 9.00%
Indus Towers Ltd · 4.60%
ICICI Bank Ltd · 4.50%
Axis Bank Ltd · 4.30%
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—