Alternative Investment Funds (AIF)Compare Schemes
Boring AMC’s India Inflection Fund vs Taksh India Enterprising Fund
Add SchemeGrowth of ₹1 Crore
Boring AMC’s India Inflection Fund
Taksh India Enterprising Fund
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%
6.14%
6 Months
26.94%
25.35%
1 Year
23.16%
19.51%
3 Years
—
—
5 Years
—
—
Since Inception
24.51%
10.22%
Fund Age
2 yrs 5 mo
1 yr 11 mo
AUM
₹475.85 Cr
₹553.62 Cr
Alpha – 1 Year
21.21%
16.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.06%
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.83
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
-6.05%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−10.02%
−12.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
70.47%
Median Rolling Year
—
3.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 7% · S 93%
L 40% · M 18% · S 41%
Number of Stocks
30
25
Portfolio P/E
34.48
48.00
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%
Rubicon Research Ltd · 7.76%
Bajaj Finance Ltd · 7.67%
Divis Laboratories Ltd · 6.48%
Eternal Ltd · 6.34%
Steelcast Ltd · 6.21%
Top Sectors
Financial Services · 28.94%
Capital Goods · 23.40%
Automobile and Auto Components · 23.39%
Automobile and Auto Components · 23.80%
Financial Services · 17.67%
Healthcare · 17.29%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—