Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs RATIONAL EQUITY FLAGSHIP FUND I
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
RATIONAL EQUITY FLAGSHIP FUND I
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.64%
2.91%
6 Months
26.94%
8.52%
1 Year
23.16%
−1.69%
3 Years
—
21.12%
5 Years
—
—
Since Inception
24.51%
27.36%
Fund Age
2 yrs 5 mo
3 yrs 4 mo
AUM
₹475.85 Cr
₹100 Cr
Alpha – 1 Year
21.21%
−5.06%
Alpha – 3 Years
—
8.57%
Information Ratio – 3 Years
—
0.22
Volatility – 1 Year
22.06%
26.41%
Volatility – 3 Years
—
25.24%
Beta – 1 Year
1.10
1.39
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.83
-0.02
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
21.12%
Value at Worst Rolling Year
—
₹1.21 Cr
Deepest Drawdown
−10.02%
−21.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.37%
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%
—
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
—
Fixed Fee
—
—
Performance Fee / Plan
—
20% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%