Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs RATIONAL EQUITY SCHEME - 2
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
RATIONAL EQUITY SCHEME - 2
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 1.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.64%
4.14%
6 Months
26.94%
12.88%
1 Year
23.16%
0.59%
3 Years
—
—
5 Years
—
—
Since Inception
24.51%
6.12%
Fund Age
2 yrs 5 mo
14 mo
AUM
₹475.85 Cr
₹29 Cr
Alpha – 1 Year
21.21%
−2.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.06%
23.29%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.83
-0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.02%
−18.39%
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%
S 100%
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%