Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Shepherds Hill Private Investment Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Shepherds Hill Private Investment Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.64%
0.53%
6 Months
26.94%
1.93%
1 Year
23.16%
2.26%
3 Years
—
21.22%
5 Years
—
19.84%
Since Inception
24.51%
18.74%
Fund Age
2 yrs 5 mo
7 yrs 3 mo
AUM
₹475.85 Cr
₹172.22 Cr
Alpha – 1 Year
21.21%
0.31%
Alpha – 3 Years
—
10.56%
Information Ratio – 3 Years
—
0.56
Volatility – 1 Year
22.06%
7.84%
Volatility – 3 Years
—
11.45%
Beta – 1 Year
1.10
0.37
Beta – 3 Years
—
0.42
Sharpe Ratio – 1 Year
0.83
-0.71
Sharpe Ratio – 3 Years
—
1.28
Worst Rolling Year
—
12.75%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−10.02%
−6.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 7% · S 93%
L 10% · M 4% · S 53%
Number of Stocks
30
16
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
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
10% / 8% / 6%